2014-05-11T17:54:45-05:00 2013-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2012-07-01 581654301 RHEUMATOLOGY RESEARCH FOUNDATION RHEU 4046333777 2200 LAKE BOULEVARD NE ATLANTA GA 30319 STEVE ECHARD 4046333777 2014-05-11 1 AMY BIBBY P00445891 8282542254 2012 2015-11-30 17:44:51Z STEVE ECHARD 2200 LAKE BOULEVARD NE ATLANTA GA 30319 72005610 0 X WWW.RHEUMATOLOGY.ORG/FOUNDATION X 1985 IL SUPPORT RESEARCH & TRAINING THAT ADVANCES THE PREVENTION, TREATMENT AND CURE OF RHEUMATIC DISEASES. 16 16 0 80 0 0 18359528 12950904 0 0 1581501 3129393 57522 8562 19998551 16088859 7781289 11251190 0 0 0 40000 0 0 1081339 2400762 2917687 10182051 14208877 9816500 1879982 68122057 70916258 312124 374379 67809933 70541879 X THE MISSION OF THE RHEUMATOLOGY RESEARCH FOUNDATION IS ADVANCING RESEARCH AND TRAINING TO IMPROVE THE HEALTH OF PEOPLE WITH RHEUMATIC DISEASES. 0 0 12446544 11251190 0 IN FY 2013, THE FOUNDATION SAW CONTINUED SUCCESS WITH THE JOURNEY TO CURE CAMPAIGN. THIS IS A $60 MILLION MULTIYEAR CAMPAIGN, WHICH SEEKS TO FURTHER INVEST IN EFFORTS TO ADVANCE PATIENT CARE AND ACCELERATE DISCOVERIES IN RHEUMATIC DISEASE RESEARCH. FUNDS RAISED THROUGH THE JOURNEY TO CURE CAMPAIGN WILL CONTRIBUTE TO THE DEVELOPMENT OF THE RHEUMATOLOGY WORK FORCE SO THAT IT CAN MEET UPCOMING, UNPRECEDENTED DEMANDS FOR PATIENT CARE, CULTIVATION OF THE NEXT GENERATION OF RESEARCHERS DEDICATED TO RHEUMATIC DISEASE AND SUPPORT OF TARGETED INFLAMMATORY ARTHRITIS RESEARCH.PLEASE SEE SCHEDULE O FOR A CONTINUATION OF THE PROGRAM SERVICE ACCOMPLISHMENTS.THE FOUNDATION'S MISSION OBJECTIVES ARE AS FOLLOWS:ADVANCING TREATMENTS: RECRUIT AND TRAIN FUTURE RHEUMATOLOGISTS AND RHEUMATOLOGY EDUCATORS AND DEVELOP FUTURE RESEARCHERS AND FOSTER THE BEST NOVEL RESEARCH IDEAS IN EACH NICHE OF RHEUMATOLOGY. MORE THAN $5,000,000 WAS PROVIDED FOR OVER 100 CAREER DEVELOPMENT AND TRAINING AWARDS.FINDING CURES: ADVANCE RESEARCH LEADING TO CURES IN THE MOST SERIOUS OF THE RHEUMATIC DISEASES-RHEUMATOID ARTHRITIS-AND OTHER CONDITIONS WHERE INFLAMMATORY ARTHRITIS IS A MAJOR PATHOLOGY, INCLUDING THE SPONDYLOARTHROPATHIES. IN FY 2013, THE FOUNDATION PROVIDED OVER $5.7 MILLION IN TARGETED RESEARCH FUNDING. PLANS FOR THE NEXT FISCAL YEAR (JULY 1, 2013 - JUNE 30, 2014) INCLUDE A BUDGET OF MORE THAN $6.3 MILLION. THE FOUNDATION IS THE LARGEST PRIVATE FUNDING SOURCE OF RHEUMATOLOGY TRAINING AND RESEARCH PROGRAMS IN THE UNITED STATES AND HAS PROVIDED MORE THAN $100 MILLION OF RESEARCH SUPPORT OVER ITS 27-YEAR HISTORY. FOR FIVE CONSECUTIVE YEARS, THE FOUNDATION HAS RECEIVED A 4-STAR RATING-THE HIGHEST AVAILABLE-FROM CHARITY NAVIGATOR, AND ON AVERAGE MORE THAN 90 CENTS OF EVERY DOLLAR RAISED IS DIRECTLY INVESTED IN CAREER DEVELOPMENT RESEARCH GRANTS AND RHEUMATOLOGY TRAINING. NO OTHER ORGANIZATION IS BETTER POSITIONED TO ADDRESS UPCOMING CHALLENGES TO THE RHEUMATOLOGY COMMUNITY THAN THE FOUNDATION. 12446544 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 8 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X X COLLEEN MERKEL 4046333777 2200 LAKE BOULEVARD NE ATLANTA GA 30319 DAVID DAIKH MD PHD 10.00 12.00 X X 0 36500 0 DAVID R KARP MD PHD 5.00 X X 40000 0 0 E WILLIAM ST CLAIR MD 5.00 14.00 X X 0 40820 0 JOSEPH FLOOD MD 5.00 14.00 X X 0 49717 0 JOAN VON FELDT MD 5.00 14.00 X X 0 0 0 BRUCE CRONSTEIN MD 2.00 X 0 6300 0 EMILY M ISAACS MD 2.00 X 0 0 0 ANNE DAVIDSON MBBS FRACP 2.00 X 0 0 0 MARCY BOLSTER MD 2.00 X 0 0 0 LINDA ERLICH-JONES PHD 2.00 X 0 0 0 WILLIAM ARNOLD MD 2.00 X 0 0 0 STUART KASSAN MD 2.00 X 0 0 0 ANDREW KOENIG MD 2.00 X 0 0 0 ERIC L MATTHESON MD 2.00 X 0 6000 0 WILLIAM PALMER MD 2.00 X 0 0 0 WILLIAM ROBINSON MD PHD 2.00 X 0 750 0 JANE SALMON MD 2.00 X 0 0 0 STEVEN ECHARD IOM CAE 40.00 X 0 159337 35078 COLLEEN MERKEL CPA 11.00 40.00 X 0 145958 25514 40000 445382 60592 0 0 1 0 0 12950904 12950904 975228 975228 58070916 55916751 2154165 2154165 2154165 8562 0 8562 8562 16088859 0 0 3137955 11107940 11107940 140250 140250 3000 3000 40000 20000 16000 4000 1741476 810439 295899 635138 18829 18829 29600 13748 5024 10828 23950 11124 4065 8761 245388 9026 153496 82866 204829 54592 47258 102979 348228 180113 62457 105658 244726 84080 43187 117459 17374 10424 3475 3475 MISCELLANEOUS 43287 1808 31304 10175 14208877 12446544 680994 1081339 14136005 14279043 17946163 17695397 25492 17450 277657 62598 68851 215059 32200761 34509492 3744785 4199817 68122057 70916258 312124 374379 312124 374379 X 30504680 31393571 34999458 36842513 2305795 2305795 67809933 70541879 68122057 70916258 X 1879982 607742 244222 X X 0 1 X 1 0 X 10860980 8363097 13995938 18359528 12959466 64539009 10860980 8363097 13995938 18359528 12959466 64539009 28048340 36490669 1062199 867321 796173 858890 975228 4559811 10656 9071 7205 57523 84455 69183275 14575 0.52740 0.51930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30437932 57473 3126774 1110194 32511985 27906194 3600000 -64985 1003277 30437932 22898316 1494464 4334742 821328 27906194 19229487 1500000 2374518 205689 22898316 21795597 247500 -2759219 54391 19229487 0.74930 0.07090 0.17970 0 0 277657 62598 215059 215059 4199817 F 4199817 X 16696601 607742 607742 16088859 0 16088859 13964655 0 13964655 244222 244222 14208877 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWELVE INDIVIDUALS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, A TERM ENDOWMENT AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: INCOME TAXES- THE FOUNDATION IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2013. FISCAL YEARS ENDING ON AND AFTER JUNE 30,2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERIES OF PRIOR YEAR GRANTS 244,222. 1 AMERICAN COLLEGE OF RHEUMATOLOGY 2200 LAKE BLVD NE ATLANTA GA 30319 581627547 501C3 251718 FELLOWS FUND ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 131624225 501C3 75000 SCIENTIST DEVELOPMENT AWARD ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO 225 EAST CHICAGO AVENUE BOX 205 CHICAGO IL 60611 620476822 501C3 60000 CLINICIAN SCHOLAR EDUCATOR AWARD BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA BCM HOUSTON TX 77030 741613878 501C3 37500 AMGEN FELLOWSHIP TRAINING AWARD BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA MEDICAL CENTER 987835 NEBRASKA MEDICAL CENTER OMAHA NE 68198 470049123 501C3 125000 INVESTIGATOR AWARD BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA MEDICAL CENTER 987835 NEBRASKA MEDICAL CENTER OMAHA NE 68198 470049123 501C3 400000 WITHIN OUR REACH RA COLLABORATIVE GRANT - CLINICAL RESEARCH BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA MEDICAL CENTER 987835 NEBRASKA MEDICAL CENTER OMAHA NE 68198 470049123 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM 21 NORTH PARK ST MADISON WI 53715 396006492 501C3 75000 DISEASE TARGETED RESEARCH - PILOT GRANT - TRANSLATIONAL BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM 21 NORTH PARK ST MADISON WI 53715 396006492 501C3 75000 SCIENTIST DEVELOPMENT AWARD BRIGHAM & WOMENS HOSPITAL 45 FRANCIS ST BOSTON MA 02115 042312909 501C3 250000 INVESTIGATOR AWARD BRIGHAM & WOMENS HOSPITAL 45 FRANCIS ST BOSTON MA 02115 042312909 501C3 15000 RESIDENT RESEARCH PRECEPTORSHIP BRIGHAM & WOMENS HOSPITAL 45 FRANCIS ST BOSTON MA 02115 042312909 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - TRANSLATIONAL BRIGHAM & WOMENS HOSPITAL 45 FRANCIS ST BOSTON MA 02115 042312909 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD BRIGHAM & WOMENS HOSPITAL 45 FRANCIS ST BOSTON MA 02115 042312909 501C3 1000 MEDICAL STUDENT RESEARCH PRECEPTORSHIP CHILDREN'S HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501C3 60000 CLINICIAN SCHOLAR EDUCATOR AWARD CHILDREN'S HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD CHILDREN'S HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501C3 175000 SCIENTIST DEVELOPMENT AWARD CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 45229 310833936 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD DUKE UNIVERSITY MEDICAL CENTER 2118 SUNSET AVE DURHAM NC 27705 560532129 501C3 60000 CLINICIAN SCHOLAR EDUCATOR AWARD DUKE UNIVERSITY MEDICAL CENTER 2118 SUNSET AVE DURHAM NC 27705 560532129 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD FLETCHER ALLEN HEALTH CARE 111 COLCHESTER AVENUE BURLINGTON VT 05401 030219309 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD GEORGETOWN UNIVERSITY MEDICAL CENTER 3300 WHITEHAVE ST NW WASHINGTON DC 20007 530196603 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD HACKENSACK UNIVERSITY MEDICAL CENTER 40 PROSPECT AVE HACKENSACK NJ 07601 122148756 501C3 75000 DISEASE TARGETED RESEARCH - PILOT GRANT - CLINICAL HEBREW REHABILIATION CENTER IFAR 1200 CENTRE STREET BOSTON MA 02131 042104298 501C3 25000 SCIENTIST DEVELOPMENT AWARD HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH ST NEW YORK NY 10021 131624135 501C3 57050 CLINICIAN SCHOLAR EDUCATOR AWARD JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE 733 N BROADWAY SUITE 117 BALTIMORE MD 21205 520595110 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE 733 N BROADWAY SUITE 117 BALTIMORE MD 21205 520595110 501C3 125000 SCIENTIST DEVELOPMENT AWARD LOYOLA UNIVERSITY MEDICAL CENTER 2160 SOUTH FIRST AVE MAYWOOD IL 60153 361408475 501C3 53750 CLINICIAN SCHOLAR EDUCATOR AWARD LOYOLA UNIVERSITY MEDICAL CENTER 2160 SOUTH FIRST AVE MAYWOOD IL 60153 361408475 501C3 500 MEDICAL STUDENT CLINICAL PRECEPTORSHIP LSUHSC SHREVEPORT OFFICE 1501 KINGS HIGHWAY SHREVEPORT LA 71103 720702002 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD MASSACHUSETTS GENERAL HOSPITAL RESEARCH MANAGEMENT 101 HUNTINGTON AVE SUITE 300 BOSTON MA 02116 042697983 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - TRANSLATIONAL MEDICAL UNIVERSITY OF SOUTH CAROLINA 96 JONATHAN LUCAS STREET SUITE 912 CHARLESTON SC 29425 576000722 501C3 4500 MEDICAL STUDENT RESEARCH & CLINICAL PRECEPTORSHIP MEDICAL UNIVERSITY OF SOUTH CAROLINA 96 JONATHAN LUCAS STREET CHARLESTON SC 29425 576000722 501C3 2000 HEALTH PROFESSIONAL RESEARCH PRECEPTORSHIP MEDSTAR HEALTH RESEARCH INSTITUTE 6525 BELCREST ROAD SUITE 700 HYATTSVILLE MD 20782 526056274 501C3 998363 WITHIN OUR REACH RA CLINICAL TRIAL METROHEALTH MEDICAL CENTER PO BOX 73308 CLEVELAND OH 44193 346004382 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD NORTHWESTERN UNIVERSITY 750 N LAKE SHORE DRIVE RUBLOFF 7TH FLOOR CHICAGO IL 60611 362167817 501C3 100000 SCIENTIST DEVELOPMENT AWARD NORTHWESTERN UNIVERSITY 750 N LAKE SHORE DRIVE RUBLOFF 7TH FLOOR CHICAGO IL 60611 362167817 501C3 1000 MEDICAL STUDENT RESEARCH PRECEPTORSHIP NYU HOSPITAL FOR JOINT DISEASES RHEUMATOLOGYMEDICINE 301 E 17TH STREET RM 1410 NEW YORK NY 10003 135562308 501C3 50000 SCIENTIST DEVELOPMENT AWARD NYU HOSPITAL FOR JOINT DISEASES RHEUMATOLOGYMEDICINE 301 E 17TH STREET RM 1410 NEW YORK NY 10003 135562308 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - BASIC NYU HOSPITAL FOR JOINT DISEASES RHEUMATOLOGYMEDICINE 301 E 17TH STREET RM 1410 NEW YORK NY 10003 135562308 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - TRANSLATIONAL NYU HOSPITAL FOR JOINT DISEASES RHEUMATOLOGYMEDICINE 301 E 17TH STREET RM 1410 NEW YORK NY 10003 133971298 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD OFFICE OF RESEARCH UNIVERSITY OF PITTSBURGH 123 UNIVERSITY PLACE PITTSBURGH PA 15213 250965591 501C3 84325 SCIENTIST DEVELOPMENT AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501C3 75000 SCIENTIST DEVELOPMENT AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501C3 4500 HEALTH PROFESSIONAL RESEARCH PRECEPTORSHIP REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501C3 250000 INVESTIGATOR AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501C3 37500 CAREER DEVELOPMENT BRIDGE FUNDING AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501C3 50000 TRAINING PROGRAM DEVELOPMENT AWARD REGENTS OF UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MC 0012 LA JOLLA CA 92093 956006144 501C3 125000 INVESTIGATOR AWARD REGENTS OF UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MC 0012 LA JOLLA CA 92093 956006144 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - BASIC REGENTS OF UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MC 0012 LA JOLLA CA 92093 956006144 501C3 12500 AMGEN FELLOWSHIP TRAINING AWARD SAINT LOUIS UNIVERSITY 3700 WEST PINE MALL ST LOUIS MO 63108 430654872 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD SEATTLE CHILDREN'S HOSPITAL PO BOX 5371 SEATTLE WA 98145 910564748 501C3 50000 SCIENTIST DEVELOPMENT AWARD SEATTLE CHILDREN'S HOSPITAL PO BOX 5371 SEATTLE WA 98145 916001537 501C3 15000 EPHRAIM P. ENGLEMAN ENDOWED RESIDENT RESEARCH PRECEPTORSHIP SEATTLE CHILDREN'S HOSPITAL PO BOX 5371 SEATTLE WA 98145 911156519 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD STANFORD UNIVERSITY 1000 WELCH RD STE 203 PALO ALTO CA 94304 941156365 501C3 60000 CLINICIAN SCHOLAR EDUCATOR AWARD STANFORD UNIVERSITY 1000 WELCH RD STE 203 PALO ALTO CA 94304 941156365 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD THE CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 440605373 501C3 124095 INVESTIGATOR AWARD THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH 350 COMMUNITY DRIVE MANHASSET NY 11030 112673595 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501C3 100000 SCIENTIST DEVELOPMENT AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 75000 SCIENTIST DEVELOPMENT AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 1500 MEDICAL STUDENT CLINICAL PRECEPTORSHIP THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501C3 271614 INVESTIGATOR AWARD THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501C3 569780 WITHIN OUR REACH RA CLINICAL TRIAL THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501C3 75000 CAREER DEVELOPMENT BRIDGE FUNDING AWARD THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501C3 182517 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - BASIC THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - TRANSLATIONAL THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 50000 SCIENTIST DEVELOPMENT AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 143626 INVESTIGATOR AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 75000 DISEASE TARGETED RESEARCH - PILOT GRANT - BASIC THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 60000 CLINICIAN SCHOLAR EDUCATOR AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501C3 1500 MEDICAL STUDENT RESEARCH PRECEPTORSHIP THE TRUSTEES OF COLUMBIA UNIVERSITY 630 W168 STREET NEW YORK NY 10032 520595110 501C3 398240 WITHIN OUR REACH RA COLLABORATIVE GRANT - TRANSLATIONAL RESEARCH THE TRUSTEES OF COLUMBIA UNIVERSITY 630 W168 STREET NEW YORK NY 10032 520595110 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - TRANSLATIONAL THE TRUSTEES OF COLUMBIA UNIVERSITY 630 W168 STREET NEW YORK NY 10032 135598093 501C3 25000 PAULA DE MERIEUX RHEUMATOLOGY FELLOWSHIP TRAINING AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY ST BOSTON MA 02118 042103547 501C3 175000 SCIENTIST DEVELOPMENT AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY ST BOSTON MA 02118 042103547 501C3 50000 SCIENTIST DEVELOPMENT AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY ST BOSTON MA 02118 042103547 501C3 125000 INVESTIGATOR AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY ST BOSTON MA 02118 042103547 501C3 59540 CLINICIAN SCHOLAR EDUCATOR AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY ST BOSTON MA 02118 042103547 501C3 74884 SCIENTIST DEVELOPMENT AWARD TUFTS MEDICAL CENTER 800 WASHINGTON STREET BOSTON MA 02111 043400617 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF ALABAMA AT BIRMINGHAM 1530 3RD AVENUE SOUTH BIRMINGHAM AL 35294 163600539 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - BASIC UNIVERSITY OF CHICAGO 970 E 58TH STREET CHICAGO IL 60637 362177139 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF COLORADO AT DENVER 777 BANNOCK ST DENVER CO 80204 846000555 501C3 50000 SCIENTIST DEVELOPMENT AWARD UNIVERSITY OF COLORADO AT DENVER 777 BANNOCK ST DENVER CO 80204 846000555 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - BASIC UNIVERSITY OF COLORADO AT DENVER 777 BANNOCK ST DENVER CO 80204 846000555 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - TRANSLATIONAL UNIVERSITY OF COLORADO AT DENVER 777 BANNOCK ST DENVER CO 80204 846000555 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF COLORADO AT DENVER 777 BANNOCK ST DENVER CO 80204 846000555 501C3 75000 SCIENTIST DEVELOPMENT AWARD UNIVERSITY OF COLORADO AT DENVER 777 BANNOCK ST DENVER CO 80204 846000555 501C3 2000 HEALTH PROFESSIONAL RESEARCH PRECEPTORSHIP UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 109 KINKEAD HALL LEXINGTON KY 40506 616033693 501C3 100000 SCIENTIST DEVELOPMENT AWARD UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION 109 KINKEAD HALL LEXINGTON KY 40506 616033693 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF MASSACHUSETTS 55 LAVE AVE NORTH WORCESTER MA 01655 043167352 501C3 15000 RESIDENT RESEARCH PRECEPTORSHIP UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE PO BOX 016960 R64 MIAMI FL 33101 590624458 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF MINNESOTA 200 OAK STREET SE SUITE 450 MINNEAPOLIS MN 55455 416007513 501C3 387372 WITHIN OUR REACH RA COLLABORATIVE GRANT - TRANSLATIONAL RESEARCH UNIVERSITY OF MINNESOTA 200 OAK STREET SE SUITE 450 MINNEAPOLIS MN 55455 416007513 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - BASIC UNIVERSITY OF MINNESOTA 200 OAK STREET SE SUITE 450 MINNEAPOLIS MN 55455 416007513 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 N STATE ST JACKSON MS 39216 646008520 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 N STATE ST JACKSON MS 39216 646008520 501C3 500 MEDICAL STUDENT CLINICAL PRECEPTORSHIP UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DR STE 2200 CHAPEL HILL NC 27599 566001393 501C3 200000 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - BASIC UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DR STE 2200 CHAPEL HILL NC 27599 566001393 501C3 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CENTER PO BOX 26901 OKLAHOMA CITY OK 73123 272906942 501C3 7500 EPHRAIM P. ENGLEMAN ENDOWED RESIDENT RESEARCH PRECEPTORSHIP UNIVERSITY OF PENNSYLVANIA FRANKLIN BUILDING 3451 WALNUT STREET P221 PHILADELPHIA PA 19104 231352685 501C3 1000 MEDICAL STUDENT RESEARCH PRECEPTORSHIP UNIVERSITY OF PENNSYLVANIA FRANKLIN BUILDING 3451 WALNUT STREET P221 PHILADELPHIA PA 19104 231352685 501C3 125000 INVESTIGATOR AWARD UNIVERSITY OF PENNSYLVANIA FRANKLIN BUILDING 3451 WALNUT STREET P221 PHILADELPHIA PA 19104 231352685 7500 EPHRAIM P. ENGLEMAN ENDOWED RESIDENT RESEARCH PRECEPTORSHIP UNIVERSITY OF PENNSYLVANIA FRANKLIN BUILDING 3451 WALNUT STREET P221 PHILADELPHIA PA 19104 231352685 25000 AMGEN FELLOWSHIP TRAINING AWARD UNIVERSITY OF UTAH 201 SOUTH PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 125000 INVESTIGATOR AWARD UT SOUTHWESTERN MEDICAL CENTER PO BOX 841753 DALLAS TX 75284 176002868 12500 CAREER DEVELOPMENT SUPPLEMENT IN GERIATRIC MEDICINE VANDERBILT UNIVERSITY DEPARTMENT OF FINANCE VANDERBILT UNIVERSITY MEDICAL CENTER DEPT AT 40303 ATLANTA GA 31192 362170833 60000 CLINICIAN SCHOLAR EDUCATOR AWARD VANDERBILT UNIVERSITY DEPARTMENT OF FINANCE VANDERBILT UNIVERSITY MEDICAL CENTER DEPT AT 40303 ATLANTA GA 31192 620476822 25000 AMGEN FELLOWSHIP TRAINING AWARD WASHINGTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 521272129 50000 TRAINING PROGRAM DEVELOPMENT AWARD WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 700 ROSEDALE AVE ST LOUIS MO 63110 143065361 25000 AMGEN FELLOWSHIP TRAINING AWARD WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 700 ROSEDALE AVE ST LOUIS MO 63110 143065361 7000 LAWREN H. DALTROY FELLOWSHIP IN PATIENT-CLINICAN COMMUNICATION WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 700 ROSEDALE AVE ST LOUIS MO 63110 143065361 75000 SCIENTIST DEVELOPMENT AWARD YALE UNIVERSITY GRANT AND CONTRACT ADMINISTRATION 47 COLLEGE STREET STE 203 NEW HAVEN CT 06520 060646973 75000 SCIENTIST DEVELOPMENT AWARD YALE UNIVERSITY GRANT AND CONTRACT ADMINISTRATION 47 COLLEGE STREET STE 203 NEW HAVEN CT 06520 060646973 50000 SCIENTIST DEVELOPMENT AWARD YALE UNIVERSITY GRANT AND CONTRACT ADMINISTRATION 47 COLLEGE STREET STE 203 NEW HAVEN CT 06520 060646973 75000 DISEASE TARGETED RESEARCH - PILOT GRANT - BASIC YALE UNIVERSITY GRANT AND CONTRACT ADMINISTRATION 47 COLLEGE STREET STE 203 NEW HAVEN CT 06520 060646973 171066 DISEASE TARGETED INNOVATIVE RESEARCH GRANT - CLINICAL 56 0 HEALTH PROFESSIONAL RESEARCH PRECEPTORSHIP 8 31000 MEDICAL STUDENT RESEARCH PRECEPTORSHIP 12 36000 MEDICAL STUDENT CLINICAL PRECEPTORSHIP 11 20000 STUDENT ACHIEVEMENT AWARD 7 5250 MEDICAL AND PEDIATRIC RESIDENT RESEARCH AWARD 1 750 AMGEN PEDIATRIC RESEARCH AWARD 2 2000 MARSHALL J. SCHIFF, MD MEMORIAL FELLOW RESEARCH AWARD 2 3000 AMGEN PEDIATRIC VISITING PROFESSORSHIP 12 24000 HEALTH PROFESSIONAL ONLINE EDUCATION GRANT 1 1500 MEMORIAL LECTURESHIPS 4 6250 ACR EXCELLENCE IN INVESTIGATIVE MENTORING AWARD 1 3000 HENCH LECTURE 1 2500 ACR PRESIDENTIAL GOLD MEDAL 1 5000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE RHEUMATOLOGY RESEARCH FOUNDATION MAINTAINS AN EXTENSIVE AWARDS AND GRANTS PORTFOLIO, WITH OVER 30 SUPPORT MECHANISMS FOR RHEUMATOLOGISTS AND RHEUMATOLOGY HEALTH PROFESSIONALS IN THE US. EACH GRANT APPLICATION CONTAINS VERY SPECIFIC ELIGIBILITY AND REVIEW CRITERIA (DETAILS REGARDING THESE REQUIREMENTS ARE AVAILABLE AT WWW.RHEUMATOLOGY.ORG/FOUNDATION). ALL APPLICATIONS UNDERGO RIGOROUS PEER REVIEW IN THEIR ASSIGNED STUDY SECTION, AND ARE SCORED AND RANKED ACCORDING TO THE REVIEW CRITERIA AND OVERALL MERIT OF THE PROPOSAL. ALL STUDY SECTION RECOMMENDATIONS ARE SENT TO THE FOUNDATION'S SCIENTIFIC ADVISORY COUNCIL FOR QUALIFICATION BEFORE BEING PRESENTED (BLINDED) TO THE FOUNDATION BOARD OF DIRECTORS FOR FINAL APPROVAL. AFTER THE AWARDS ARE MADE, ALL RECIPIENTS ARE REQUIRED TO COMPLETE FUNDING CONTRACTS WITH INSTITUTIONAL SIGN-OFF, AND MUST ALSO SUBMIT ANNUAL REPORTS ON THEIR PROGRESS, INCLUDING FINANCIAL RECONCILIATION AND ASSURANCE OF COMPLIANCE WITH FOUNDATION POLICIES (AVAILABLE ON THE WEBSITE). ALL REPORTS ARE REVIEWED BY THE FOUNDATION'S SCIENTIFIC ADVISORY COUNCIL TO ENSURE COMPLIANCE WITH PROGRAMMATIC, SCIENTIFIC, AND FISCAL AND ADMINISTRATIVE POLICES AND REQUIREMENTS. IF A RECIPIENT IS FOUND TO BE IN COMPLIANCE AND MAKING REASONABLE PROGRESS (I.E., MEETING PROJECT BENCHMARKS), THE NEXT YEAR OF FUNDING IS APPROVED FOR DISBURSEMENT. IF NOT, THE AWARD MAY BE TERMINATED. SUCH PROGRAMMATIC OVERSIGHT ALLOWS FOR EXCELLENT STEWARDSHIP OF FOUNDATION FUNDS. IN ADDITION TO REGULAR OVERSIGHT AS DESCRIBED ABOVE, PORTFOLIO REVIEWS ARE CONDUCTED EVERY FIVE YEARS TO ENSURE THAT FUNDING MECHANISMS ARE EFFECTIVELY MEETING THE FOUNDATION'S GOALS OUTLINED IN THE STRATEGIC PLAN. IN ADDITION, THE RHEUMATOLOGY RESEARCH FOUNDATION ABIDES BY THE FOLLOWING CONFLICT OF INTEREST GUIDELINES: GUIDELINES FOR AWARDING OF FOUNDATION AWARDS AND GRANTS I. THE COLLEGE WILL NOT PERMIT ANY EXTERNAL ENTITIES TO SELECT (OR INFLUENCE THE SELECTION OF) RECIPIENTS OF FOUNDATION AWARDS OR GRANTS. II. THE COLLEGE WILL APPOINT INDEPENDENT COMMITTEES TO SELECT RECIPIENTS OF FOUNDATION AWARDS OR GRANTS BASED ON PEER REVIEW OF GRANT APPLICATIONS. III. THE COLLEGE WILL NOT REQUIRE RECIPIENTS OF FOUNDATION AWARDS OR GRANTS TO MEET WITH EXTERNAL ENTITIES. IV. THE COLLEGE WILL NOT PERMIT ANY EXTERNAL ENTITY THAT SUPPORTS FOUNDATION AWARDS OR GRANTS TO REQUIRE INTELLECTUAL PROPERTY RIGHTS OR ROYALTIES ARISING OUT OF THE GRANT-FUNDED RESEARCH. V.THE COLLEGE WILL NOT PERMIT ANY EXTERNAL ENTITY THAT SUPPORTS FOUNDATION AWARDS OR GRANTS TO CONTROL OR INFLUENCE MANUSCRIPTS THAT ARISE FROM THE GRANT-FUNDED RESEARCH. X X X 0 0 0 0 0 0 0 0 0 STEVEN ECHARD IOM CAE 0 158962 0 0 0 375 0 16263 0 18815 0 194415 0 0 COLLEEN MERKEL CPA 0 138896 0 0 0 7062 0 12950 0 12564 0 171472 0 0 EXPLANATION OF FULL TIME EMPLOYEES: FORM 990, PART V, LINE 2A THE FILING ORGANIZATION HAS A MANAGEMENT CONTRACT WITH RELATED ORGANIZATION, AMERICAN COLLEGE OF RHEUMATOLOGY (ACR), UNDER WHICH ACR PROVIDES EMPLOYEES WHO PERFORM SERVICES FOR THE ORGANIZATION. THE ORGANIZATION PAYS A MANAGEMENT FEE TO ACR WHICH INCLUDES SALARIES EXPENSE FOR THE EMPLOYEES THAT PROVIDED SERVICES FOR THE YEAR. DURING THE YEAR THERE WERE APPROXIMATELY 17 FULL TIME EMPLOYEES WHO PROVIDED SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE AMERICAN COLLEGE OF RHEUMATOLOGY PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES FOR THE FOUNDATION. MANAGEMENT FEES CHARGED TO THE FOUNDATION BY THE COLLEGE AMOUNTED TO $1,741,476 IN 2012 AND ARE INCLUDED IN MANAGEMENT FEES IN THE ACCOMPANYING STATEMENTS OF FUNCTIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 7A SEVERAL MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF THE ACR (A RELATED ORGANIZATION) DURING THE ANNUAL MEETING OF THE ACR. THE TERM OF EACH DIRECTOR SERVING BY VIRTUE OF HIS OR HER POSITION AS AN OFFICER OF THE FOUNDATION, AS AN OFFICER OF THE ACR, AS CHAIRPERSON OF THE FOUNDATION DEVELOPMENT ADVISORY COUNCIL, AND AS CHAIRPERSON OF THE SCIENTIFIC ADVISORY COUNCIL SHALL BE CONTEMPORANEOUS WITH THE TERM OF THAT OFFICE OR POSITION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE FORM 990 WAS SENT TO THE FULL BOARD FOR THEIR REVIEW AND COMMENT PRIOR TO FILING OF THE RETURN. THE QUESTION AND ANSWER PERIOD OF THE MEETING WAS HELD WITH ASSISTANCE FROM THE VICE PRESIDENT, OPERATIONS AND FINANCE, AND THE TAX PREPARER AND WAS DOCUMENTED IN THE MINUTES. THE EXECUTIVE VICE PRESIDENT SIGNED THE RETURN AFTER CONSIDERING COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ANNUAL SUBMISSION OF DISCLOSURE STATEMENTS ARE ON FILE WITH LEGAL COUNSEL. THE COUNSEL REVIEWS MEETING AGENDAS PRIOR TO THE MEETING AND NOTIFIES LEADERSHIP OF ANY ISSUES THAT NEED TO BE ADDRESSED BEFORE THE DISCUSSION CAN TAKE PLACE. ANY INDIVIDUAL WHO GIVES NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE RHEUMATOLOGY RESEARCH FOUNDATION HAS A MANAGEMENT AGREEMENT WITH AMERICAN COLLEGE OF RHEUMATOLOGY. AMERICAN COLLEGE OF RHEUMATOLOGY'S POLICIES APPLY TO THE FOUNDATION. THE EXECUTIVE DIRECTOR AND DIRECTOR OF HUMAN RESOURCES USES COMPARABILITY DATA TO DEVELOP COMPENSATION RANGES AND TARGETS. THE DIRECTOR OF HUMAN RESOURCES CONTEMPORANEOUSLY DOCUMENTS AND MAINTAINS CONFIDENTIAL RECORDS OF ALL DECISIONS AFFECTING COLLEGE AND FOUNDATION EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RECOVERIES OF PRIOR YEAR GRANTS 244,222. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN COLLEGE OF RHEUMATOLOGY INC 2200 LAKE BOULEVARD NE ATLANTA GA 30319 581627547 PROVIDES EDUCATION, RESEARCH, ADVOCACY AND PRACTICE SUPPORT IL 501(C)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 1 AMERICAN COLLEGE OF RHEUMATOLOGY M 1741476 CASH