2015-11-16T12:34:16-06:00 2014-12-31 953439541 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2014-01-01 237002878 CONCERN FOUNDATION CONC 3103606100 11111 WEST OLYMPIC BOULEVARD NO 214 LOS ANGELES CA 90064 DEREK ALPERT PRESIDENT 3103606100 2015-11-13 1 LIOR TEMKIN P00748170 3104773924 2015-11-13 2014 2016-02-25 16:41:14Z X DEREK ALPERT 11111 WEST OLYMPIC BOULEVARD NO 214 LOS ANGELES CA 90064 3736109 0 X WWW.CONCERNFOUNDATION.ORG X 1968 CA CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 40 39 6 100 0 0 3514641 1496638 0 0 -12585 77659 16661 24804 3518717 1599101 1435000 1677000 0 0 205091 203160 0 0 223406 214867 276875 1854958 2157035 1663759 -557934 5866250 5383113 1184021 1264797 4682229 4118316 CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 0 0 1851474 1677000 TO RAISE AND DISTRIBUTE FUNDS TO SUPPORT PROMISING SCIENTIFIC LABORATORY WORK IN THE FIELD OF CANCER RESEARCH. THEY ALSO HOST 2 ANNUAL OUTREACH ACTIVITIES FOR CHILDREN STRUGGLING WITH CANCER IN OUR COMMUNITY. 1851474 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 10 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 40 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LINDA ANDERSSON FINANCE MANAGER 3103606100 11111 WEST OLYMPIC BOULEVARD SUITE LOS ANGELES CA 90064 ANNE BARNETT BOARD MEMBER 1.00 X 0 0 0 BILL BARNETT BOARD MEMBER 1.00 X 0 0 0 HARVEY BEESEN BOARD MEMBER 1.00 X 0 0 0 CARLA DALY BOARD MEMBER 1.00 X 0 0 0 NANCY EISENSTADT BOARD CHAIRPERSON 2.00 X 0 0 0 DAVID ENTIN BOARD MEMBER 1.00 X 0 0 0 STEVE FORTNER BOARD MEMBER 1.00 X 0 0 0 STEVE FREED BOARD MEMBER 1.00 X 0 0 0 JIM FREEDMAN BOARD MEMBER 1.00 X 0 0 0 ANDREA FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 LORENE GOLDMAN BOARD MEMBER 1.00 X 0 0 0 JACKIE GOTTLIEB BOARD MEMBER 1.00 X 0 0 0 STANLEY GOTTLIEB BOARD MEMBER 1.00 X 0 0 0 MAX SISSON LISZT BOARD MEMBER 1.00 X 0 0 0 MARC LUBER BOARD MEMBER 1.00 X 0 0 0 IAN METROSE BOARD MEMBER 1.00 X 0 0 0 LAURI METROSE BOARD MEMBER 1.00 X 0 0 0 JUNE MILLER RICHARDS BOARD MEMBER 1.00 X 0 0 0 FRANK MOTTEK BOARD MEMBER 1.00 X 0 0 0 JESSICA NICASTRO BOARD MEMBER 1.00 X 0 0 0 DEBBIE POWELL BOARD MEMBER 1.00 X 0 0 0 JOYCE POWELL BOARD MEMBER 1.00 X 0 0 0 LARRY POWELL BOARD MEMBER 1.00 X 0 0 0 RICK POWELL BOARD MEMBER 1.00 X 0 0 0 LAURIE RESCH BOARD MEMBER 1.00 X 0 0 0 BILL SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 LISI TELLER BOARD MEMBER 1.00 X 0 0 0 STEVE TELLER BOARD MEMBER 1.00 X 0 0 0 STEVE ULLMAN BOARD MEMBER 1.00 X 0 0 0 BRIANA VICKERS BOARD MEMBER 1.00 X 0 0 0 SCOTT VICKERS BOARD MEMBER 1.00 X 0 0 0 MYRNA ZIMMERMAN BOARD MEMBER 1.00 X 0 0 0 STAN ZIMMERMAN BOARD MEMBER 1.00 X 0 0 0 JOHN CARROLL CO-CHAIR OF THE BOARD 1.00 X 0 0 0 LEXY CARROLL CO-CHAIR OF THE BOARD 1.00 X 0 0 0 MICHAEL FIRESTEIN SECRETARY/LEGAL COUNSEL 1.00 X 0 0 0 BOB GOLDMAN VICE PRESIDENT 1.00 X 0 0 0 JIM HAUSBERG FINANCE COMMITTEE CHAIR 1.00 X 0 0 0 MARC LAUTER CHIEF FINANCIAL OFFICER 1.00 X 0 0 0 DEREK ALPERT PRESIDENT 40.00 X X 198750 0 38656 DEREK ALPERT - SPEC EVENTS PRESIDENT 40.00 X X -87450 0 -17009 111300 0 21647 1 0 1 0 0 1005084 491554 117251 1496638 68262 68262 1524705 1515308 9397 9397 9397 621700 1005084 621700 0 PASSTHROUGH INCOME 900099 21669 21669 GRANTS REFUNDED 900099 3135 3135 24804 1599101 3135 0 99328 1147000 1147000 530000 530000 132947 37985 94962 54290 19160 35130 961 347 614 4691 1868 2823 10271 3224 2923 4124 31360 9662 6416 15282 30344 9349 6208 14787 11255 3468 2303 5484 15436 4697 3310 7429 20135 6204 4120 9811 62561 19275 12799 30487 4449 1371 910 2168 2287 705 468 1114 8636 2673 1836 4127 SCIENTIFIC REVIEW COMMI 51030 51030 0 0 CREDIT CARD MERCHANT FE 21327 0 0 21327 FUNDRAISING EXPENSE 6838 0 0 6838 MEMBERSHIP DUES 5684 1751 1163 2770 5533 1705 1132 2696 2157035 1851474 82155 223406 337173 326726 1981656 112200 640553 594771 8848 41272 29942 6231 11330 2485790 3927769 92483 92483 313516 317834 5866250 5383113 33468 40026 510000 510000 640553 714771 1184021 1264797 X 2472471 1849744 289386 348200 1920372 1920372 4682229 4118316 5866250 5383113 X -557934 -5802 -177 X 0 1 X 1 0 X 1050575 1368004 1332621 3514641 1496638 8762479 1050575 1368004 1332621 3514641 1496638 8762479 2191457 6571022 131429 121747 127073 35812 68262 484323 29869 33202 35194 27353 21670 147288 9394090 0.69950 0.66510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2010 PARTNERSHIP INCOME 29869 2011 PARTNERSHIP INCOME 33202 2012 PARTNERSHIP INCOME 35194 2013 PARTNERSHIP INCOME 27353 2014 PARTNERSHIP INCOME 21670 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1950520 43987 40107 1954400 1948197 37408 35085 1950520 1943115 102537 97455 1948197 1961975 93994 112854 1943115 1971274 94706 104005 1961975 0.98000 0.02000 0 0 2751 1835 916 3667 611 3056 34854 27496 7358 11330 PLANNED GIFT RECEIVABLE 254171 OTHER ASSETS 63663 317834 X 1589987 -5802 -177 -5979 1595966 3135 3135 1599101 2153900 0 2153900 3135 3135 2157035 PART V, LINE 4: EARNINGS FROM THE MYNDA COHN/JENSEN MEMORIAL FUND ARE USED TO REIMBURSE THE FOUNDATION FOR GENERAL AND ADMINISTRATIVE EXPENSES. EARNINGS FROM THE STERIC FUND ARE USED TO REIMBURSE EXPENSES RELATED TO THE SCIENTIFIC REVIEW COMMITTEE MEETINGS HELD IN LOS ANGELES, CALIFORNIA,INCLUDING AIRLINE TICKETS, HOTEL ROOMS, MEETING ROOMS, LOCAL TRANSPORTATION AND OUT-OF-POCKET EXPENSES INCURRED BY THE SCIENTISTS RELATING TO THEIR WORK AS PART OF THE REVIEW COMMITTEE. EARNINGS FROM THE WILBUR S. SCHWARTZ FUND ARE TO BE USED TO PAY FOR AWARDS, SCHOLARSHIPS, FELLOWSHIPS, SYMPOSIA AND/OR LECTURES. PART X, LINE 2: THE FOUNDATION HAS ADOPTED FASB ACCOUNTING STANDARDS CODIFICATION TOPIC NO. 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC 740"). ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH FASB STATEMENTS NO. 109, "ACCOUNTING FOR INCOME TAXES" AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION OF TAX BENEFITS, CLASSIFICATION ON THE BALANCE SHEET, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE FOUNDATION HAS DETERMINED THAT THE ADOPTION OF ASC 740 DID NOT RESULT IN THE RECOGNITION OF ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS AND THAT THERE ARE NO UNRECOGNIZED TAX BENEFITS THAT WOULD, IF RECOGNIZED, AFFECT THE EFFECTIVE TAX RATE. AS OF DECEMBER 31, 2014, THE OPEN TAX YEARS FOR THE FOUNDATION WERE 2010 TO 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS -5,067. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK 4,890. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 3,135. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 3,135. 1 ISRAEL 0 0 FUNDING OF RESEARCH LABORATORY IN ISRAEL N/A 305000 SWEDEN 0 0 FUNDING OF RESEARCH LABORATORY IN SWEDEN N/A 165000 BELGIUM 0 0 FUNDING OF RESEARCH LABORATORY IN BELGIUM N/A 60000 0 0 0 0 0 0 530000 0 530000 ISRAEL NON-GENOMIC MECHANISMS REGULATING THE SUSCEPTIBILITY OF HEMOPOIETIC MALIGNANT CELLS TO APOPTOSIS' 245000 CHECK FMV ISRAEL DEVELOPING ANTAGONISTIC PROTEIN LIGANDS FOR CANCER IMAGING AND THERAPY 60000 CHECK FMV SWEDEN STUDIES ON EPSTEIN-BARR VIRUS AND KAPOSI SARCOMA HERESVIRUS, ONCOGENES AND TUMOR SUPPRESSOR GENES, TUMOR IMMUNOLOGY AND INHIBITION OF TUMOR CELL GROWTH BY STROMA 165000 CHECK FMV BELGIUM REGULATION OF AMINO ACID METABOLISM AND PROLIFERATION BY S6K1 IN CANCER 60000 CHECK FMV 0 4 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION SENDS OUT VERIFICATION LETTERS WITH CHECKS WHICH THE GRANTEES MUST SIGN AND SEND BACK. THERE IS A REVIEW OF THE GRANTS AFTER FIRST YEAR AND A RESULTS REPORT IS PRODUCED AFTER GRANT IS OVER. BLOCK PARTY 1544975 963274 581701 166098 20081 11900 383622 KID'S EVENTS 15400 6584 8816 8816 2 66409 35226 31183 31183 1626784 1005084 621700 166098 20081 11900 423621 621700 0 1 UNIVERSITY OF MINNESOTA 312 CHURCH ST SE MINNEAPOLIS MN 55455 501(C)(3) 60000 FMV STROMA TARGETING THERAPY FOR PANCREATIC CANCER UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 50000 FMV UCLA STEM CELL RESEARCH AWARD NEW YORK UNIVERSITY SCHOOL OF MEDICINE 1306 522 FIRST AVE NEW YORK NY 10016 501(C)(3) 60000 FMV INVESTIGATING THE ROLE OF NFIA-NFKB AXIS IN GLIOMA PATHOGENESIS UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 50000 FMV DR. AMANDER CLARK, PHD'S CANCER RESEARCH PROJECT STEM CELLS CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE 10900 EUCLID AVE CLEVELAND OH 44106 501(C)(3) 60000 FMV TARGETING A NOVEL MT1-MMP/NOTCH1 INTERACTION IN MELANOMA CITY OF HOPE 1411 EASTLAKE AVENUE LOS ANGELES TX 90033 501(C)(3) 25000 FMV DR. JULE WOLFSON'S RESEARCH PROJECT POPULATION SCIENCES. SECONDARY CANCERS. CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 42000 FMV PID1-KNOCKOUT MOUSE TO STUDY THE ROLE OF PID1, A NOVEL TUMOR SUPPRESSOR-LIKE GENE, IN MEDULLOBLASTOMA. USCNORRIS COMPREHENSIVE CANCER CENTER 1411 EASTLAKE AVENUE LOS ANGELES CA 90033 501(C)(3) 150000 FMV ADOLESCENTS AND YOUNG ADULTS AT USC SOCIAL WORKER/DATA COORDINATOR GRANT CITY OF HOPE 1411 EASTLAKE AVENUE LOS ANGELES CA 90033 501(C)(3) 50000 FMV USC AYA PROGRAM: USC ADOLESCENT AND YOUNG ADULT CANCER PROGRAM DUKE UNIVERSITY 307 RESEARCH DRIVE DURHAM NC 27710 501(C)(3) 60000 FMV PROTEIN GLYCOSYLATION IN CANCER CELL SIGNALING AND METABOLISM THE REGENTS OF THE UNIVERSITY OF MICHIGAN ROOM 2043 BSRB 109 ZINA PITCHER PLACE ANN ARBOR MI 48109 501(C)(3) 60000 FMV THE COLLABORATION BETWEEN NOTCH1 AND ZMIZ1 IN T-CELL LEUKEMIA CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 60000 FMV EXOSOMIC MIRNAS IN NEUROBLASTOMA BIOLOGY VIRGINIA POLYTECHNIC INSITUTE AND STATE UNIVERSITY 300 TURNER STREE NW SUITE 4200 BLACKSBURG VA 24060 501(C)(3) 60000 FMV TRANSCRIPTION-COUPLED REPAIR MECHANISMS WASHINGTON UNIVERSITY OF SAINT LOUIS 600 SOUTH EUCLID AVE BOX 8057 ST LOUIS MO 63110 501(C)(3) 60000 FMV REGULATION OF BRAIN CANCER STEM CELLS BY THE ANAPHASE-PROMOTING COMPLEX PENN STATE UNIVERSITY 500 UNIVERSITY DRIVE HERSHEY PA 17036 501(C)(3) 60000 FMV PERSERVATION OF GENETIC STABILITY DURING DNA REPLICATION CINCINNATI CHILDREN'S HOSPITAL 3333 BURNET AVENUE CINCINNATI OH 45229 501(C)(3) 60000 FMV SYSTEMIC METABOLIC DISORDERS AND LEUKEMIC CLONAL DOMINANCE THE REGENTS OF THE UNIVERSITY OF MICHIGAN 1301 CATHERINE STREET ANN ARBOR MI 48109 501(C)(3) 60000 FMV ABERRANT EPIGENETIC CONTROL OF NOTCH SIGNALS IN MEDULLOBLASTOMA UNIVERSITY OF NORTH CAROLINA CHAPEL HILL 450 WEST DRIVE CHAPEL HILL NC 27599 501(C)(3) 60000 FMV THE ROLE OF KDM5 HISTONE LYSINE DEMETHYLASES IN LEUKEMIA AND LYMPHOMA MEDICAL UNIVERSITY OF SOUTH CAROLINA 173 ASHLEY AVENUE CHARLESTON SC 29425 501(C)(3) 60000 FMV A NOVEL TARGETING APPROACH FOR TRIPLE-NEGATIVE BREAST CANCER 20 0 PART I, LINE 2: THE ORGANIZATION RECEIVES AN ANNUAL PROGRESS REPORT OF THE ACTIVITIES FROM THE LABS FUNDED. X X 0 0 0 0 0 0 0 0 0 DEREK ALPERT PRESIDENT 198750 0 0 0 0 0 3950 0 34706 0 237406 0 0 0 DEREK ALPERT - SPEC EVENTS PRESIDENT -87450 0 0 0 0 0 -1738 0 -15271 0 -104459 0 0 0 X 3 117251 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS BILL BARNETT AND ANNE BARNETT ARE HUSBAND AND WIFE. BOARD MEMBERS JOHN CARROLL AND LEXY CARROLL ARE HUSBAND AND WIFE. BOARD MEMBERS BOB GOLDMAN AND LORENE GOLDMAN ARE HUSBAND AND WIFE. BOARD MEMBERS STANLEY GOTTLIEB AND JACKIE GOTTLIEB ARE HUSBAND AND WIFE. BOARD MEMBERS IAN METROSE AND LAURI METROSE ARE HUSBAND AND WIFE. BOARD MEMBERS LARRY POWELL AND JOYCE POWELL ARE HUSBAND AND WIFE. BOARD MEMBERS STEVE TELLER AND LISI TELLER ARE HUSBAND AND WIFE. BOARD MEMBERS SCOTT VICKERS AND BRIANA VICKERS ARE HUSBAND AND WIFE. BOARD MEMBERS MYRNA ZIMMERMAN AND STANLEY ZIMMERMAN ARE HUSBAND AND WIFE. BOARD MEMBERS LARRY POWELL AND RICK POWELL ARE PARENTS AND SON. FORM 990, PART VI, SECTION B, LINE 11 THE CFO (AN UNCOMPENSATED OFFICER) REVIEWS A DRAFT OF FORM 990 AND APPROVES IT. COPIES OF THE FINAL DOCUMENT IS THEN FORWARDED TO THE EXECUTIVE COMMITTEE AND TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR, THE BOARD MEMBERS ARE REMINDED OF THEIR OBLIGATION RELATED TO THE ORGANZIATION'S CONFLICT OF INTEREST POLICY. NEW BOARD MEMBERS ARE ALSO INFORMED OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 STARTING SALARIES AND SALARY INCREASES FOR OFFICERS AND KEY EMPLOYEES ARE PRESENTED TO AND VOTED ON BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 CONCERN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 CONCERN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE TRUSTS -5,067. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK 4,890. CONCERN FOUNDATION HOLDINGS LLC 11111 WEST OLYMPIC BOULEVARD STE 21 LOS ANGELES CA 90064 237002878 REAL ESTATE HOLDING COMPANY CA 3387 CONCERN FOUNDATION