THE INTERNATIONAL WALDENSTROMS MACROGLOBULINEMIA FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE INTERNATIONAL WALDENSTROMS MACROGLOBULINEMIA FOUNDATION INC (EIN 54-1784426)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-03
- IRS object ID
- 202542469349300424
- Schema version
- 2024v5.2
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T09:33:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541784426 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INTERNATIONAL WALDENSTROM'S | BusinessNameLine1Txt |
| Business Name Line2 | MACROGLOBULINEMIA FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9419274963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6144 CLARK CENTER AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL LISMAN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9419274963 | PhoneNum |
| Signature | 2025-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NEWTON GUERIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6144 CLARK CENTER AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,470,097 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | IWMF.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT AND EDUCATE EVERYONE AFFECTED BY WALDENSTROM'S MACROGLOBULINEMIA WHILE ADVANCING THE SEARCH FOR A CURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 221 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,867,539 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,103,100 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $201,349 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,956 | CYProgramServiceRevenueAmt |
| PY Investment Income | $226,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $305,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,931 | PYOtherRevenueAmt |
| CY Other Revenue | $1,837 | CYOtherRevenueAmt |
| PY Total Revenue | $3,292,131 | PYTotalRevenueAmt |
| CY Total Revenue | $4,463,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,822,967 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,887,764 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $62,859 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $74,092 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $750,116 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $931,468 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $297,926 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,430,767 | PYOtherExpensesAmt |
| CY Other Expenses | $1,604,407 | CYOtherExpensesAmt |
| PY Total Expenses | $4,066,709 | PYTotalExpensesAmt |
| CY Total Expenses | $5,497,731 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$774,578 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,034,357 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,329,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,467,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $235,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $389,657 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,093,953 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,077,833 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION OBJECTIVES: (A) OFFER SUPPORT AND ENCOURAGEMENT TO THE WALDENSTROM'S MACROGLOBULINEMIA COMMUNITY AND OTHERS WITH AN INTEREST IN THE DISEASE, (B) TO PROVIDE INFORMATION AND EDUCATIONAL PROGRAMS THAT ADDRESS PATIENTS AND CAREGIVERS' CONCERNS AND (C) TO PROVIDE AND SUPPORT RESEARCH LEADING TO BETTER TREATMENTS AND ULTIMATELY A CURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,887,764 | ExpenseAmt |
| Grant | $2,887,764 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDED 44 PAYMENTS TOWARDS 28 DIFFERENT GRANTS TO FURTHER RESEARCH IN WALDENSTROM'S MACROGLOBULINEMIA: TOWARD A RATIONAL TARGETED THERAPY, DIRECT TARGETING THE MYD88 L265P DRIVER MUTATION IN WM, ANTI-TUMOR AND IMMUNE MICROENVIRONMENT RESPONSES, CRISPR-BASED FUNCTIONAL CHARACTERIZATION OF WM CELLS, ORIGINS AND IMMUNOTHERAPY, FROM BIOLOGY TO TREATMENT, MODULATION OF T-CELL FUNCTION, NOVEL ANTIBODY-TARGETED INTERFERONS, SINGLE-CELL NEXT GENERATION, TARGETING THE TUMOR MICROENVIRONMENT AND CORAX IN LYMPHOMA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $338,713 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $52,956 | RevenueAmt |
| Desc | EDUCATIONAL FORUMS HOSTED A NATIONAL EDUCATIONAL FORUM FOR WALDENSTROM'S MACROGLOBULINEMIA PATIENTS AND PROVIDED A GRANT TO FUND PATIENT EDUCATIONAL FORUMS. THE 2024 EDUCATION FORUM GENERATED $237,956 IN GROSS RECEIPTS, INCLUDING $185,000 IN SPONSORSHIP CONTRIBUTIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $66,489 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IWMF PUBLICATIONS SERVE TO EDUCATE AND SUPPORT PATIENTS AND CAREGIVERS. IWMF TORCH IS A QUARTERLY MAGAZINE WHICH COVERS THE LATEST INFORMATION ON WALDENSTROM'S MACROGLOBULINEMIA EDUCATION, RESEARCH, ACTIVITIES AND TREATMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,537,691 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES FOR INTERNATIONAL OUTREACH AND OTHER PROGRAM SERVICES FOR SUPPORT GROUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,537,691 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,830,657 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MO | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN TUCKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419274963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6144 CLARK CENTER AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34238 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEPHEN ANSELL MD PHD | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN CANTOR DVM PHD | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY GANSE | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL WELSH GRAY | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| MEG MANGIN | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA NELSON | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| SAURABH SEROO | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PERRY | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG PRIZANT | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SCHNELL | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN SULLIVAN | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ZIMMERMAN | |||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL KITCHEN | |||||||
| CHAIRMAN | 30.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARL HARRINGTON | |||||||
| VICE-CHAIR FUNDRAISING | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS HOFFMAN MD | |||||||
| VICE-CHAIR RESEARCH | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LISA WISE | |||||||
| VICE-CHAIR INFO & SUPPORT | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARL LISMAN | |||||||
| SECRETARY/TREASURER | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LOUIE NEWTON GUERIN | |||||||
| PRESIDENT/CEO | 40.00 | $156,951 | $0 | $4,672 | Yes (X) | ||
| ANNETTE PRESTON | |||||||
| DIR. OF DEVELOPMENT | 40.00 | $111,145 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $268,096 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,672 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $82,449 | FundraisingAmt |
| All Other Contributions | $4,020,651 | AllOtherContributionsAmt |
| Total Contributions | $4,103,100 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION FORUM | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $52,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,956 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,956 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305,481 | TotalRevenueColumnAmt |
| Exclusion | $305,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $82,449 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,723 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,723 | TotalRevenueColumnAmt |
| Exclusion | -$6,723 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CASH REWARDS & REBATES | 900099 | $5,869 | $5,869 |
| ONLINE STORE | 900099 | $2,691 | $2,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,560 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,463,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,956 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $307,318 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,143,879 | TotalAmt |
| Program Services | $2,143,879 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,885 | TotalAmt |
| Program Services | $743,885 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,092 | TotalAmt |
| Program Services | $74,092 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,623 | TotalAmt |
| Program Services | $96,974 | ProgramServicesAmt |
| Management And General | $16,162 | ManagementAndGeneralAmt |
| Fundraising | $48,487 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,925 | TotalAmt |
| Program Services | $469,172 | ProgramServicesAmt |
| Management And General | $94,307 | ManagementAndGeneralAmt |
| Fundraising | $92,446 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,494 | TotalAmt |
| Program Services | $18,083 | ProgramServicesAmt |
| Management And General | $21,428 | ManagementAndGeneralAmt |
| Fundraising | $4,983 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,426 | TotalAmt |
| Program Services | $46,639 | ProgramServicesAmt |
| Management And General | $11,244 | ManagementAndGeneralAmt |
| Fundraising | $11,543 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,375 | TotalAmt |
| Management And General | $23,375 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,040 | TotalAmt |
| Program Services | $242,721 | ProgramServicesAmt |
| Management And General | $75,688 | ManagementAndGeneralAmt |
| Fundraising | $9,631 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,194 | TotalAmt |
| Program Services | $70,777 | ProgramServicesAmt |
| Management And General | $26,333 | ManagementAndGeneralAmt |
| Fundraising | $17,084 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,477 | TotalAmt |
| Program Services | $34,042 | ProgramServicesAmt |
| Management And General | $23,219 | ManagementAndGeneralAmt |
| Fundraising | $9,216 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,537 | TotalAmt |
| Program Services | $16,992 | ProgramServicesAmt |
| Management And General | $12,353 | ManagementAndGeneralAmt |
| Fundraising | $3,192 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,493 | TotalAmt |
| Program Services | $99,322 | ProgramServicesAmt |
| Management And General | $21,430 | ManagementAndGeneralAmt |
| Fundraising | $27,741 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,763 | TotalAmt |
| Program Services | $207,763 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,233 | TotalAmt |
| Program Services | $2,042 | ProgramServicesAmt |
| Management And General | $22,191 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,396 | TotalAmt |
| Program Services | $2,750 | ProgramServicesAmt |
| Management And General | $18,646 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATION FORUM EXPENSE | $338,714 | $338,714 | ||
| INTERNATIONAL OUTREACH | $165,375 | $165,375 | ||
| PRINTING | $96,756 | $55,955 | $2,387 | $38,414 |
| FUNDRAISING CULTIVATION | $18,590 | $18,590 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,464 | TotalAmt |
| Program Services | $1,480 | ProgramServicesAmt |
| Management And General | $385 | ManagementAndGeneralAmt |
| Fundraising | $16,599 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,497,731 | TotalAmt |
| Program Services | $4,830,657 | ProgramServicesAmt |
| Management And General | $369,148 | ManagementAndGeneralAmt |
| Fundraising | $297,926 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,237 | BOYAmt |
| EOY | $481,239 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,010,813 | BOYAmt |
| EOY | $5,559,397 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,265 | BOYAmt |
| EOY | $1,162,620 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,577 | BOYAmt |
| EOY | $203,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $172,316 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $141,487 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,939 | BOYAmt |
| EOY | $30,829 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,646 | BOYAmt |
| EOY | $30,200 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,329,477 | BOYAmt |
| EOY | $7,467,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,461 | BOYAmt |
| EOY | $361,393 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,563 | BOYAmt |
| EOY | $28,264 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,524 | BOYAmt |
| EOY | $389,657 | 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 | $5,533,712 | BOYAmt |
| EOY | $5,803,156 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,560,241 | BOYAmt |
| EOY | $1,274,677 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,093,953 | BOYAmt |
| EOY | $7,077,833 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,329,477 | BOYAmt |
| EOY | $7,467,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,034,357 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,237 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $3,842,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,187,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,930,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,867,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,103,100 | CurrentTaxYearAmt |
| Total | $18,931,260 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,842,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,187,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,930,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,867,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,103,100 | CurrentTaxYearAmt |
| Total | $18,931,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $387,963 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,543,297 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $305,481 | CurrentTaxYearAmt |
| Total | $572,701 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $4,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,560 | CurrentTaxYearAmt |
| Total | $12,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,516,574 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $254,305 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98060 | 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
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,449 | BeginningYearBalanceAmt |
| Other Expenditures | $66,449 | OtherExpendituresAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,117 | BeginningYearBalanceAmt |
| Contributions | $6,332 | ContributionsAmt |
| End Year Balance | $66,449 | EndYearBalanceAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,286 | DepreciationAmt |
| Book Value | $5,731 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,299 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,201 | DepreciationAmt |
| Book Value | $25,098 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,829 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $28,264 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,264 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,490,494 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,237 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,160 | OtherRevenueAmt |
| Revenue Not Reported | $20,397 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,470,097 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$6,723 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$6,723 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,463,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,506,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,883 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,883 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,497,731 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,497,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE FINANCIAL ASSISTANCE ON AN ANNUAL BASIS FOR ACTIVITIES, STRATEGIES, PEOPLE AND PROGRAMS ASSOCIATED WITH THE FOUNDATION. |
| PART X, LINE 2: | UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION AND AFFILIATE HAVE REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RETURN OF GRANTS 2,160. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED AGAINST 990 REVENUE -6,723. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED AGAINST 990 REVENUE 6,723. RETURN OF GRANTS REPORTED WITH REVENUE IN FS 2,160. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTS TO RECIPENTS | RESEARCH PROJECTS | $712,285 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL FORUMS | $124,560 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPENTS | RESEARCH PROJECTS | $31,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $868,445 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $868,445 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $96,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $30,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $63,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $15,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $30,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $26,380 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $191,500 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $60,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $63,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $137,405 | WIRE TRANSFER | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RESEARCH | $31,600 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROGRESS REPORTS ARE REQUIRED BY THE RESEARCH COMMITTEE BEFORE ADDITIONAL PAYMENTS ARE MADE ON GRANTS GIVEN. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK FOR WALDENSTROM'S | Event1Nm |
| Gross Receipts Event1 | $82,449 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $82,449 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $6,723 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $82,449 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $82,449 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $6,723 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,723 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,723 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DANA FARBER CANCER INSTITUTE | ||||||||
| PO BOX 412846 | BOSTON | MA | 022412846 | 042263040 | 501(C)(3) | $1,262,440 | $0 | RESEARCH |
| MAYO CLINIC | ||||||||
| PO BOX 860334 | MINEAPOLIS | MN | 554860334 | 416011702 | 501(C)(3) | $421,489 | $0 | RESEARCH |
| NYU SCHOOL OF MEDICINE | ||||||||
| PO BOX 41506 | BOSTON | MA | 022410526 | 135562308 | 501(C)(3) | $320,000 | $0 | RESEARCH |
| THE OHIO STATE UNIVERSITY | ||||||||
| 1960 KENNY RD | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | $79,950 | $0 | RESEARCH |
| UNIVERSITY OF CA SAN DIEGO | ||||||||
| 9500 GILMAN DR | LA JOLLA | CA | 920930009 | 956006144 | 501(C)(3) | $30,000 | $0 | RESEARCH |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 100656007 | 131924236 | 501(C)(3) | $30,000 | $0 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE HAVE WRITTEN CONTRACTS ON HOW THE FUNDS CAN BE USED. 6 MONTH PROGRESS REPORTS ARE REQUIRED FOR EVERY RESEARCH GRANT. PRIOR TO THE START OF EACH PROJECT A CONTRACT IS SIGNED BY BOTH PARTIES OUTLINING HOW THE FUNDS ARE TO BE USED. WHEN THE PROJECT IS COMPLETED, THE RESEARCHERS MUST SUBMIT A SUMMARY OF EXPENSES AND HOW THE FUNDS HAVE BEEN ALLOCATED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIE NEWTON GUERIN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $156,951 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,672 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $161,623 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAYO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | BOARD TRUSTEE EMPLOYED BY THE ORGANIZATION | RelationshipWithOrgTxt |
| Cash Grant | $210,322 | CashGrantAmt |
| Type Of Assistance | RESEARCH AWARENESS AGREEMENT | TypeOfAssistanceTxt |
| Assistance Purpose | RESEARCH | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III, LINE 1B | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS ENTERED INTO RESEARCH AWARD AGREEMENTS WITH A CLINIC WHERE A MEMBER OF THE BOARD OF TRUSTEES IS EMPLOYED. THE TOTAL RESEARCH GRANT RECOGNIZED IN 2024 WAS $210,322. THE OUTSTANDING BALANCE AT 12/31/2024 IS $210,324. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 VOLUNTEERS | MOST OF OUR VOLUNTEERS ARE SUPPORT GROUP LEADERS. THEY FACILITATE ONLINE AND IN-PERSON MEETINGS FOR PATIENTS AND CAREGIVERS, PROVIDING FACE TO FACE EMOTIONAL SUPPORT AND EDUCATION MATERIALS. WE ALSO HAVE LIFELINE VOLUNTEERS WHO AGREE TO HAVE THEIR NAME AND PHONE NUMBER POSTED WITH A SPECIFIC TOPIC THEY SPECIALIZE IN. THEY PROVIDE EMOTIONAL SUPPORT AND EDUCATION OVER THE PHONE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP ORGANIZATION - NO FEES ASSOCIATED WITH MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | KEY OFFICER WILL REVIEW AND BOARD WILL APPROVE THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | SIGNATURE ON ANNUAL DISCLOSURE FORM REQUIRED. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLACID POINT RD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6144 CLARK CENTER AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463578332 | EIN |
| Primary Activities | TO HOLD DONATED LAND UNTIL SOLD | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INTERNATIONAL WALDENSTROM'S MACROGLOULINEMIA FOUNDATION | BusinessNameLine1Txt |