2014-11-05T12:10:50-06:00 2013-12-31 953439541 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2013-01-01 237002878 CONCERN FOUNDATION CONC 3103606100 1026 S ROBERTSON BLVD NO 300 LOS ANGELES CA 90035 DEREK ALPERT PRESIDENT 3103606100 2014-10-27 1 LIOR TEMKIN P00748170 3104773924 2014-10-27 2013 2015-11-30 17:44:51Z DEREK ALPERT 1026 S ROBERTSON BLVD NO 300 LOS ANGELES CA 90035 8739047 0 X WWW.CONCERNFOUNDATION.ORG X 1968 CA CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 42 41 3 100 0 0 1332621 3514641 0 0 127073 -12585 37993 16661 1497687 3518717 1427500 1435000 0 0 183593 205091 0 0 213881 216052 214867 1827145 1854958 -329458 1663759 3740893 5866250 734950 1184021 3005943 4682229 CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 0 0 1573231 1435000 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. 1573231 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 3 1 0 0 0 0 0 1 1 0 0 0 0 X 42 41 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 1026 S ROBERTSON BLVD SUITE 300 LOS ANGELES CA 90035 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 MEMBER 1.00 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 MARC SCHULTZ 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 BOB THOM 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 207348 0 42266 DEREK ALPERT - SPEC EVENTS PRESIDENT 40.00 X X -91233 0 -18597 116115 0 23669 1 0 1 0 0 1069646 2444995 2303598 3514641 35812 35812 4535661 4582554 1504 -46893 -1504 -48397 -48397 624898 1069646 636272 -11374 -11374 PASSTHROUGH INCOME 900099 27353 27353 GRANTS REFUNDED 900099 682 682 28035 3518717 682 0 3394 1110000 1110000 325000 325000 139783 39938 99845 48491 19468 29023 1021 409 612 6136 1982 4154 9660 3197 2357 4106 23470 7440 4145 11885 29366 9309 5186 14871 15309 3744 2086 9479 12312 3834 2355 6123 14880 4717 2628 7535 61240 19413 10815 31012 4280 1357 756 2167 1516 481 268 767 8329 2652 1558 4119 SCIENTIFIC REVIEW COMMI 16875 16875 0 0 CREDIT CARD MERCHANT FE 16517 0 0 16517 MEMBERSHIP DUES 5429 1721 959 2749 EQUMIPMENT RENTAL 5344 1694 944 2706 1854958 1573231 67846 213881 10462 337173 391207 1981656 196075 640553 0 8848 38251 32020 5583 6231 2738087 2485790 92483 92483 306996 313516 3740893 5866250 28875 33468 510000 510000 196075 640553 734950 1184021 X 819358 2472471 266213 289386 1920372 1920372 3005943 4682229 3740893 5866250 X 1663759 -9611 22138 X 0 1 X 1 0 X 1095396 1050575 1368004 1332621 3514641 8361237 1095396 1050575 1368004 1332621 3514641 8361237 2329591 6031646 131627 131429 121747 127073 35812 547688 34359 29869 33202 35194 27353 159977 9068902 0.66510 0.80700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2009 PARTNERSHIP INCOME 34359 2010 PARTNERSHIP INCOME 29869 2011 PARTNERSHIP INCOME 33202 2012 PARTNERSHIP INCOME 35194 2013 PARTNERSHIP INCOME 27353 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1948197 37408 35085 1950520 1943115 102537 97455 1948197 1961975 93994 112854 1943115 1971274 94706 104005 1961975 1983193 87822 99741 1971274 0.98000 0.02000 0 0 2751 1491 1260 3667 87 3580 31833 30442 1391 6231 PLANNED GIFT RECEIVABLE 259239 OTHER ASSETS 54277 313516 X 3530562 -9611 22138 12527 3518035 682 682 3518717 1854276 0 1854276 682 682 1854958 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, 2013, THE OPEN TAX YEARS FOR THE FOUNDATION WERE 2009 TO 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS 20,850. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK 1,288. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 682. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 682. 1 ISRAEL 0 0 FUNDING OF RESEARCH LABORATORY IN ISRAEL N/A 160000 SWEDEN 0 0 FUNDING OF RESEARCH LABORATORY IN SWEDEN N/A 165000 0 0 0 0 0 0 325000 0 325000 ISRAEL NON-GENOMIC MECHANISMS REGULATING THE SUSCEPTIBILITY OF HEMOPOIETIC MALIGNANT CELLS TO APOPTOSIS' 100000 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 0 3 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 1614403 978060 636343 159065 19514 11271 395131 KID'S EVENTS 3859 3859 5638 9595 2 76282 91586 -15304 36058 1694544 1069646 624898 164703 19514 11271 440784 636272 -11374 1 WASHINGTON STATE UNIVERSITY 30 NE VALLEY RD PULLMAN WA 99163 501(C)(3) 60000 FMV FUNCTION OF CST IN TELOMERE MAINTENANCE AND CANCER CELL GROWTH UNIV OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 501(C)(3) 60000 FMV TARGETING NAE: A NEW STRATEGY FOR OVARIAN CANCER THERAPY UNIVERSITY OF MINNESOTA 231 PILLSBURY DRIVE MINNEAPOLIS MN 55455 501(C)(3) 60000 FMV TARGETED APPROACHES FOR OVERCOMING DRUG RESISTANCE IN OVARIAN CANCER UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 60000 FMV TARGETING THE IMMUNOSUPPRESSIVE ACTIVITY OF MDSC IN PANCREATIC CANCER UNIVERSITY OF MASSACHUSETTS MEDICAL 55 N LAKE AVE WORCESTER MA 01655 501(C)(3) 60000 FMV FUNCTION OF THE MBD3/NURD CHROMATIN REMODELING COMPLEX IN MYELOID LEUKEMIAS UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 60000 FMV SIGNALING CHANGES THAT CONFER RESISTANCE TO BRAF-TARGETED MELANOMA THERAPY NEW YORK UNIVERSITY SCHOOL OF MEDICINE 550 1ST AVE NEW YORK NY 10016 501(C)(3) 60000 FMV STAT3 IN T CELLS: AT THE CROSSROADS OF INFLAMMATION AND CANCER UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 60000 FMV POTENTIAL UTILITY OF A PARP INHIBITOR IN TARGETING ENDOMETRIAL CANCERS USCUNIVERSITY OF SOUTHERN CALIFORNIA 850 W 37TH ST LOS ANGELES CA 90089 501(C)(3) 60000 FMV CANCER METABOLISM AND PROTEIN GLYCOSYLATION THE HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE 6720-A ROCKLEDGE DRIVE SUITE 100 BETHESDA MD 20817 501(C)(3) 60000 FMV DIFFERENTIAL SIGNALING OF ONCOGENIC CARD11 MUTANTS IN LYMPHOCYTES YALE UNIVERSITY 1017 CHAPEL STREET NEW HAVEN CT 06520 501(C)(3) 60000 FMV THE ROLE OF IMMUNE DIVERSIFICATION IN LYMPHOMAGENESIS UNIVERSITY OF UTAH 201 PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 501(C)(3) 60000 FMV CONTROL OF MYELOID LEUKEMIA SELF-RENEWAL BOSTON UNIVERSITY BU MEDICAL CAMPUS 715 ALBANY STREET BOSTON MA 02118 501(C)(3) 60000 FMV DEFINING POLARITY CUES THAT CONTROL TUMOR INITIATION AND PROGRESSION CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE 2109 ADELBERT RD CLEVELAND OH 44106 501(C)(3) 60000 FMV MODULATION OF THE TUMOR MICROENVIRONMENT BY THE MIF SIGNALING PROGRAM UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 60000 FMV CHARACTERIZING THE ROLE OF TIN2 IN TELOMERASE ACTIVATION UNIVERSITY OF TEXAS MD ANDERSON 1515 HOLCOMBE BLVD HOUSTON TX 77030 501(C)(3) 60000 FMV TO STUDY THE IMPACT OF FOXO REACTIVATION ON PANCREATIC CANCER TREATMENT CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 50000 FMV PID1-KNOCKOUT MOUSE TO STUDY THE ROLE OF PID1, A NOVEL TUMOR SUPPRESSOR-LIKE GENE, IN MEDULLOBLASTOMA. 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 CITY OF HOPE 1411 EASTLAKE AVENUE LOS ANGELES CA 90033 501(C)(3) 25000 FMV ROLE OF WHOLE EXOMIC SNP'S UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 25000 FMV THE ROLE OF INFLAMMATION AND IMMUNE SIGNALING PATHWAYS IN THE INITIATION AND PROGRESSION OF PROSTATE 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 207348 0 0 0 0 0 4120 0 38146 0 249614 0 0 0 DEREK ALPERT - SPEC EVENTS PRESIDENT -91233 0 0 0 0 0 -1813 0 -16784 0 -109830 0 0 0 X 2 2303598 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 20,850. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK 1,288. CONCERN FOUNDATION HOLDINGS LLC 1026 S ROBERTSON BLVD STE 300 LOS ANGELES CA 90035 237002878 REAL ESTATE HOLDING COMPANY CA 0 3387 CONCERN FOUNDATION