2025-11-11T11:32:47-06:00 2024-12-31 873707167 CBIZ ADVISORS LLC 340 MOUNT KEMBLE AVE STE 210N MORRISTOWN NJ 07960 990 2024-01-01 201082179 ALZHEIMER'S DRUG DISCOVERY FOUNDATION ALZH 2129018000 57 WEST 57TH ST 904 NEW YORK NY 10019 HOWARD FILLIT MD FOUNDING EXEC. DIR. 2129018000 2025-11-11 1 1 MAGDALENA CZERNIAWSKI P00535099 9739293500 2025-11-11 2024 2025-03-06 01:10:19Z HOWARD FILLIT MD 57 WEST 57TH ST 904 NEW YORK NY 10019 56387221 0 X WWW.ALZDISCOVERY.ORG X 2004 DE ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. 29 28 48 28 0 0 30595495 36045158 4205157 5841351 3119933 5534433 -178565 -137955 37742020 47282987 47673524 73252232 0 0 8326107 8861071 0 0 3822356 5943957 6137124 61943588 88250427 -24201568 -40967440 324173528 299394693 64182947 82417926 259990581 216976767 ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT, TREAT AND CURE ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. 0 0 81801493 73252232 5841351 THE ALZHEIMER'S DRUG DISCOVERY FOUNDATION IS DEDICATED TO RAPIDLY ACCELERATING THE DISCOVERY OF DRUGS TO PREVENT, TREAT AND CURE ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. THE ADDF IS SOLELY FOCUSED ON FUNDING THE DEVELOPMENT OF DRUGS FOR ALZHEIMER'S, EMPLOYING A VENTURE PHILANTHROPY MODEL TO SUPPORT RESEARCH IN ACADEMIA AND THE BIOTECH INDUSTRY. 81801493 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 48 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM OR PA RI SC TN UT VA WI WV X KAREN HARRIS CFO 2129018000 57 WEST 57TH ST 904 NEW YORK NY 10019 ADAM HOFFMAN GOVERNOR 1.00 X 0 0 0 ALICE SHURE GOVERNOR 1.00 X 0 0 0 ANN JACKSON GOVERNOR 1.00 X 0 0 0 BONNIE ENGLEBARDT LAUTENBERG GOVERNOR 1.00 X 0 0 0 BONNIE PFEIFER EVANS GOVERNOR 1.00 X 0 0 0 CAROL BOULANGER GOVERNOR 1.00 X 0 0 0 DAVID WEINREB GOVERNOR 1.00 X 0 0 0 GARY M LAUDER GOVERNOR 1.00 X 0 0 0 HENRIK ZETTERBERG MD PHD GOVERNOR 1.00 X 0 0 0 HOWARD FILLIT MD FOUNDING EXEC. DIR. & CHIEF SCIENCE OFF. 40.00 X X 663174 0 34745 JULIEANN SHANAHAN CFA GOVERNOR 1.00 X 0 0 0 LANNY EDELSOHN MD GOVERNOR 1.00 X 0 0 0 LAURA STEELE GOVERNOR 1.00 X 0 0 0 LAURENCE LEEDS JR GOVERNOR 1.00 X 0 0 0 LEONARD LAUDER CO-CHAIRMAN /GOVERNOR (DECEASED) 1.00 X X 0 0 0 MIIA KIVIPELTO MD PHD GOVERNOR 1.00 X 0 0 0 NANCY CORZINE GOVERNOR 1.00 X 0 0 0 NANCY GOODES GOVERNOR 1.00 X 0 0 0 NIRANJAN BOSE PHD GOVERNOR 1.00 X 0 0 0 PAULA ZAHN GOVERNOR 1.00 X 0 0 0 PHILIP SCHELTENS MD PHD GOVERNOR 1.00 X 0 0 0 RACHID IZZAR GOVERNOR 1.00 X 0 0 0 RANDAL SANDLER CO-VICE CHAIRMAN & SECRETARY 1.00 X X 0 0 0 RIC EDELMAN GOVERNOR 1.00 X 0 0 0 RICHARD MOHS PHD GOVERNOR 1.00 X 0 0 0 ROBERTA DIAZ BRINTON PHD GOVERNOR 1.00 X 0 0 0 RONALD LAUDER CO-CHAIRMAN /GOVERNOR 1.00 X X 0 0 0 SHARON SAGER GOVERNOR 1.00 X 0 0 0 THOMAS MCWILLIAMS CO-VICE CHAIRMAN & TREASURER 1.00 X X 0 0 0 THOMAS SMITH JR GOVERNOR 1.00 X 0 0 0 KAREN HARRIS CFO AND HEAD OF MISSION RELATED INV 40.00 X 369039 0 26221 MARK ROITHMAYR CEO 40.00 X 651120 0 41302 AARON BURSTEIN HEAD OF SEARCH AND EVALUATION 40.00 X 314231 0 53853 ELI SHOBIN SENIOR DIRECTOR DXA 40.00 X 235962 0 34096 JANE MCINTOSH CHIEF EXTERNAL AFFAIRS 40.00 X 377792 0 13781 LAKITA CAVIN ATTORNEY, MISSION-RELATED 40.00 X 220246 0 20989 LAURA NISENBAUM EXECUTIVE DIRECTOR, DRUG DEVELOPMENT 40.00 X 442772 0 36746 3274336 0 261733 23 0 1 0 ARABELLA ADVISORS LLC 1828 L STREET NORTHWEST SUITE 300 WASHINGTON DC 20036 CONSULTING SERVICES 266096 RUSSO PARTNERS LLC 215 PARK AVENUE SOUTH SUITE 1905 NEW YORK NY 10003 PUBLIC RELATIONS 219347 CRAFT & COMMERCE LLC 714 N HYER AVE ORLANDO FL 32803 MARKETING SERVICES 137939 ALLAN M GREEN MD PHD LD ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 LEGAL SERVICES 115020 4 1846403 34198755 2467627 36045158 PRI INCOME 900099 5841351 5841351 5841351 4100926 4100926 9874086 8440579 1433507 1433507 1433507 525700 1846403 663655 -137955 -137955 47282987 5841351 0 5396478 61257996 61257996 11994236 11994236 1785601 1345073 284183 156345 5360022 3195132 834982 1329908 123700 76960 16022 30718 1115345 697954 175355 242036 476403 301996 74463 99944 195563 195563 98580 98580 1491879 847101 489534 155244 448188 191797 89530 166861 91155 30814 36631 23710 186059 62896 74769 48394 419669 203504 118537 97628 1684982 1331268 210414 143300 41311 41311 OTHER FUNDRAISING EXP. 1143455 1143455 MISCELLANEOUS 204717 69203 82267 53247 PUBLIC RELATIONS 131566 131566 88250427 81801493 2626578 3822356 418639 7163054 39796956 47754709 188735033 170715532 403557 706750 744271 609537 157807 134734 92342872 70622086 2318664 2297828 324173528 299394693 2790497 3274049 58002921 75579333 1034282 1437114 2355247 2127430 64182947 82417926 X 74577885 64971491 185412696 152005276 259990581 216976767 324173528 299394693 -40967440 -2046374 0 X X 0 1 X 1 0 X 21163991 41612740 249842003 30595495 36045158 379259387 21163991 41612740 249842003 30595495 36045158 379259387 239078652 140180735 1230614 206491 857675 3119289 4100926 9514995 922871 2821986 291055 463950 525700 5025562 393799944 30464988 0.35600 0.32890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2020 AMOUNT: $ 922,871. 2021 AMOUNT: $ 2,821,986. 2022 AMOUNT: $ 291,055. 2023 AMOUNT: $ 463,950. 2024 AMOUNT: $ 525,700. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 565731 430997 134734 178540 178540 0 134734 OPERATING LEASE LIABILITY 2127430 2127430 X 44829382 -2046374 -308651 -2355025 47184407 98580 98580 47282987 87843196 0 87843196 98580 308651 407231 88250427 PART X, LINE 2: THE FOUNDATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023, IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES -308,651. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSE 308,651. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 15048529 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 2772021 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 631158 0 0 0 0 0 0 18451708 0 18451708 EAST ASIA AND THE PACIFIC RESEARCH 20700 ELECTRONIC 0 EAST ASIA AND THE PACIFIC RESEARCH 610458 ELECTRONIC 0 NORTH AMERICA RESEARCH 1248521 ELECTRONIC 0 NORTH AMERICA RESEARCH 1523500 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 282600 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 650000 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 4998336 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 2508003 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 586999 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 1117740 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 598253 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 2165060 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 297986 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 725922 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 899255 ELECTRONIC 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 218375 ELECTRONIC 0 0 16 0 0 0 0 0 0 PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SEND PROGRESS REPORTS AS OUTLINED IN THEIR EXECUTED CONTRACTS. PALM BEACH 721980 635340 86640 99248 DC LUNCHEON 562849 463249 99600 46578 86279 6 1087274 747814 339460 3960 420590 7000 2372103 1846403 525700 50538 606117 7000 663655 -137955 1 ALAMAR BIOSCIENCES 47071 BAYSIDE PKWY FREMONT CA 94538 364899036 10016094 0 ALZHEIMERS RESEARCH AQUINNAH PHARMACEUTICALS 750 MAIN ST CAMBRIDGE MA 02139 465070024 2999586 0 ALZHEIMERS RESEARCH C2N DIAGNOSTICS 4340 DUNCAN AVENUE ST LOUIS MO 63110 261421386 7025121 0 ALZHEIMERS RESEARCH CLEARVIEW HEALTHCARE PARTNERS 111 W 33 STREET 9TH FLOOR NEW YORK NY 10001 261597664 272000 0 ALZHEIMERS RESEARCH COYA THERAPEUTICS 5850 SAN FELIPE ST SUITE 500 HOUSTON TX 77057 854017781 5000000 0 ALZHEIMERS RESEARCH DAVOS ALZHEIMERS COLLABORATIVE 155 LANCASTER AVE PHILADELPHIA PA 19087 861884515 501(C)(3) 2500000 0 ALZHEIMERS RESEARCH ESYA INC 3803 PARKWOOD BLVD SUITE 400 FRISCO TX 75034 364857146 789000 0 ALZHEIMERS RESEARCH GLOBAL ALZHEIMER'S PLATFORM FOUNDATION 1101 K STREET NW SUITE 400 WASHINGTON DC 20005 473290570 501(C)(3) 20000 0 ALZHEIMERS RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD BALTIMORE MD 21211 520595110 501(C)(3) 269967 0 ALZHEIMERS RESEARCH METRO INTERNATIONAL BIOTECHEDENROC 500 TECHNOLOGY SQUARE SUITE 590 CAMBRIDGE MA 02139 811565678 501(C)(3) 5000000 0 ALZHEIMERS RESEARCH MOBILITY CONSULTING GROUP LLC 6485 SHILOH ROAD B-200 ALPHARETTA GA 30005 170509950 9992 0 ALZHEIMERS RESEARCH MODULO BIO INC 10935 ALEXANDRIA WAY SUITE 203 SAN DIEGO CA 92121 863468699 4845794 0 ALZHEIMERS RESEARCH MTI BIOTECH INC 2712 S LOOP DR AMES IA 50011 421471592 158576 0 ALZHEIMERS RESEARCH NEUROAGE THERAPEUTICS 135 MISSISSIPPI ST SAN FRANCISCO CA 94107 881971196 249817 0 ALZHEIMERS RESEARCH NEUROTHERAPIA INC 1500 CHAGRIN RIVER RD GATES MILLS OH 44040 473977513 250000 0 ALZHEIMERS RESEARCH PHARMATROPHIX 1015 MONTE ROSA DR MENLO PARK CA 94025 141973571 5609700 0 ALZHEIMERS RESEARCH THE MILKEN INSTITUTE 126 E 56TH ST NEW YORK NY 10022 954240775 25000 0 ALZHEIMERS RESEARCH TRUSTEES OF BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 042103547 501(C)(3) 150000 0 ALZHEIMERS RESEARCH TRUSTEES OF INDIANA UNIVERSITY 1024 EAST 3RD STREET RM 132 BLOOMINGTON IN 47405 356001673 501(C)(3) 599920 0 ALZHEIMERS RESEARCH UNIVERSITY OF ARIZONA - HEALTH SCIENCES 1501 N CAMPBELL AVE TUCSON AZ 85721 742652689 1774201 0 ALZHEIMERS RESEARCH UNIVERSITY OF KANSAS MEDICAL CENTER 3901 RAINBOW BOULEVARD KANSAS CITY KS 66160 481007481 501(C)(3) 250000 0 ALZHEIMERS RESEARCH UNIVERSITY OF MINNESOTA 202 WASHINGTON ST STE 310 BROOKLINE MA 02445 416007513 501(C)(3) 493875 0 ALZHEIMERS RESEARCH UNIVERSITY OF NEVADA LAS VEGAS 4505 S MARYLAND PKWY LAS VEGAS NV 89154 886000024 501(C)(3) 3247762 0 ALZHEIMERS RESEARCH USAGAINSTALZHEIMER'S NETWORK 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 200152604 450672514 501(C)(3) 65000 0 ALZHEIMERS RESEARCH VACCINEX 1895 MOUNT HOPE AVENUE ROCHESTER NY 14620 161603202 1750000 0 ALZHEIMERS RESEARCH VIEWMIND 576 5TH AVE SUITE 903 NEW YORK NY 10036 850882541 1429119 0 ALZHEIMERS RESEARCH 10 16 PART I, LINE 2: 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. GRANT RECIPIENTS ARE REQUIRED TO SEND PROGRESS REPORTS AS OUTLINED IN THEIR EXECUTED CONTRACTS. 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. X X X X 0 0 0 0 0 0 0 0 0 HOWARD FILLIT MD FOUNDING EXEC. DIR. & CHIEF SCIENCE 646686 0 0 0 16488 0 6390 0 28355 0 697919 0 0 0 MARK ROITHMAYR CEO 647952 0 0 0 3168 0 13800 0 27502 0 692422 0 0 0 LAURA NISENBAUM EXECUTIVE DIRECTOR, DRUG DEVELOPMENT 439604 0 0 0 3168 0 13800 0 22946 0 479518 0 0 0 KAREN HARRIS CFO AND HEAD OF MISSION RELATED INV 365871 0 0 0 3168 0 13800 0 12421 0 395260 0 0 0 JANE MCINTOSH CHIEF EXTERNAL AFFAIRS 376688 0 0 0 1104 0 13781 0 0 0 391573 0 0 0 AARON BURSTEIN HEAD OF SEARCH AND EVALUATION 312167 0 0 0 2064 0 12915 0 40938 0 368084 0 0 0 ELI SHOBIN SENIOR DIRECTOR DXA 235530 0 0 0 432 0 9596 0 24500 0 270058 0 0 0 LAKITA CAVIN ATTORNEY, MISSION-RELATED 219142 0 0 0 1104 0 8868 0 12121 0 241235 0 0 0 X 13 2467627 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: IT IS ADDF'S POLICY TO MAINTAIN APPROPRIATE BUSINESS RELATIONSHIPS WITH REGARD TO GIVING AND RECEIVING CORPORATE GIFTS. EMPLOYEES SHOULD USE GOOD JUDGMENT WHEN ENTERTAINING CUSTOMERS AND BUSINESS PARTNERS AND SUCH ENTERTAINMENT SHOULD NOT EXCEED TYPICAL MEAL AND ASSOCIATED EXPENSES. EMPLOYEE SHOULD DISCOURAGE OTHERS FROM OFFERING EXTRAVAGANT MEALS OR ENTERTAINMENT. SPECIAL CARE MUST BE TAKEN TO AVOID EVEN THE IMPRESSION OF A CONFLICT OF INTEREST. IF AN EMPLOYEE IS IN DOUBT ABOUT THE APPROPRIATENESS OF A PLANNED EVENT OR GIFT TO BE GIVEN ON BEHALF OF ADDF, CONTACT THE CHIEF OF STAFF OR THE CEO FORM 990, PART VI, SECTION A, LINE 1A THE FOUNDATION HAS A TWO CLASS BOARD STRUCTURE (CLASS A AND CLASS B) PURSUANT TO WHICH EACH CLASS A BOARD MEMBER IS ENTITLED TO ONE VOTE AND EACH CLASS B MEMBER IS ENTITLED TO ONE-HALF VOTE. FORM 990, PART VI, SECTION A, LINE 2 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 AND FAMILY RELATIONSHIP; (III) LEONARD A.LAUDER, RONALD S. LAUDER AND DR. HOWARD FILLIT: BUSINESS RELATIONSHIP; (IV) ALICE SHURE AND BONNIE PFEIFER EVANS: FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE FOUNDATION'S CHIEF FINANCIAL OFFICER AND FINANCE DIRECTOR. THEN A COPY IS PROVIDED TO THE BOARD OF GOVERNORS AND THE FOUNDATION'S OFFICERS. THE FINAL FORM 990 IS SIGNED BY EITHER THE FOUNDATION'S FOUNDING EXECUTIVE DIRECTOR OR TREASURER. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION B, LINE 15A IN 2021, THE ADDF ENGAGED A BENCHMARKING/SALARY ASSESSMENT CONSULTANT WHO ANALYZED ALL ROLES. THEY PROVIDED A FULL REPORT MARKET ANALYSIS ON THE CEO AND FOUNDING ED'S COMPENSATION, AND THE PRESENTATION WAS REVIEWED/SHARED WITH RANDAL SANDLER, CO-VICE CHAIR OF THE ADDF BOARD. ADDITIONALLY, THEIR PERFORMANCE AND SALARY IS REVIEWED ANNUALLY, ALONG WITH OTHER ADDF STAFF, BY RANDAL SANDLER. STARTING ON 2023, THEY HAVE ESTABLISHED THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAD NOT CHANGED FROM PRIOR YEAR.