2012-11-15T16:08:03-06:00 2011-12-31 953439541 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2011-01-01 237002878 CONCERN FOUNDATION CONC 3103606100 1026 S ROBERTSON BLVD NO 300 LOS ANGELES CA 90035 MARC A LAUTER 3103606100 2012-11-14 1 NANAZ BENYAMINI P00666808 3104773924 2012-11-14 2011 2016-02-24 21:20:13Z DEREK ALPERT 1026 S ROBERTSON BLVD NO 300 LOS ANGELES CA 90035 2589680 0 X WWW.CONCERNFOUNDATION.ORG X 1968 CA CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 37 36 4 100 0 0 1053775 1368004 0 0 131429 121747 42829 37643 1228033 1527394 1068120 1166250 0 0 178983 175784 0 0 184613 242507 187025 1489610 1529059 -261577 -1665 3854211 3923191 593483 607955 3260728 3315236 CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 0 0 1282340 1166250 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. 1282340 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 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 0 1 11 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 37 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LINDA ANDERSSON FINANCE MANAGER 3103606100 1026 S ROBERTSON BLVD SUITE 300 LOS ANGELES CA 90035 JESSICA ALPERT 1.00 X 0 0 0 HARVEY BEESEN 1.00 X 0 0 0 CARLA DALY 1.00 X 0 0 0 NANCY EISENSTADT 1.00 X 0 0 0 DAVID ENTIN 1.00 X 0 0 0 STEVE FORTNER 1.00 X 0 0 0 JIM FREEDMAN 1.00 X 0 0 0 ANDREA FRIEDMAN 1.00 X 0 0 0 JACKIE GOTTLIEB 1.00 X 0 0 0 JAMES HAUSBERG 1.00 X 0 0 0 MAX SISSON LISZT 1.00 X 0 0 0 MARC LUBER ESQ 1.00 X 0 0 0 IAN METROSE 1.00 X 0 0 0 LAURI METROSE 1.00 X 0 0 0 FRANK MOTTEK 1.00 X 0 0 0 JOYCE POWELL 1.00 X 0 0 0 LARRY POWELL 1.00 X 0 0 0 RICK POWELL 1.00 X 0 0 0 STEVE RAUCHMAN MD 1.00 X 0 0 0 LAURIE RESCH 1.00 X 0 0 0 LINDSAY SEGENREICH 1.00 X 0 0 0 MARC SCHULTZ 1.00 X 0 0 0 WILBUR SCHWARTZ MD 1.00 X 0 0 0 STEVEN TELLER 1.00 X 0 0 0 ROBERT THOM 1.00 X 0 0 0 STEVE ULLMAN 1.00 X 0 0 0 MYRNA ZIMMERMAN 1.00 X 0 0 0 STANLEY ZIMMERMAN 1.00 X 0 0 0 LORENE GOLDMAN 1.00 X 0 0 0 ROBERT S GOLDMAN 1.00 X 0 0 0 JOHN CARROLL 1.00 X 0 0 0 STEVE R FREED 1.00 X 0 0 0 ANNE BARNETT 1.00 X 0 0 0 BILL BARNETT 1.00 X 0 0 0 MICHAEL FIRESTEIN ESQ 1.00 X 0 0 0 MARC LAUTER 1.00 X 0 0 0 DEREK ALPERT 40.00 X X 179385 0 34174 DEREK ALPERT - SPEC EVENTS 40.00 X X -78930 0 -15036 100455 0 19138 1 0 1 0 0 1450 1067576 298978 99200 1368004 119548 119548 567880 565681 2199 2199 2199 490135 1067576 496605 -6470 -6470 PASSTHROUGH INCOME 900099 33073 33073 GRANTS REFUNDED 900099 11040 11040 44113 1527394 0 0 159390 836250 836250 330000 330000 119593 34170 85423 41765 15501 26264 865 340 525 4652 1956 2696 8909 2783 2333 3793 22933 7144 4151 11638 26181 8155 4739 13287 14904 4222 2454 8228 8365 2605 1514 4246 7811 2434 1413 3964 55548 17303 10054 28191 4221 1315 764 2142 2818 878 510 1430 5681 1770 1028 2883 SCIENTIFIC REVIEW COMMI 9500 9500 CREDIT CARD MERCHANT FE 8574 8574 REPAIRS AND MAINTENANCE 7424 2313 1344 3767 EQUMIPMENT RENTAL 5713 1780 1034 2899 7352 1921 1283 4148 1529059 1282340 62106 184613 6647 10221 350051 414137 267359 213618 39485 33522 8781 5963 2812199 2896946 92483 92483 316691 289823 3854211 3923191 13825 38087 287500 356250 267359 213618 24799 0 593483 607955 X 1000713 1149826 309643 245038 1950372 1920372 3260728 3315236 3854211 3923191 X -1665 56173 X 0 1 1 X 0 X 1537179 1330733 1095396 1050575 1368004 6381887 1537179 1330733 1095396 1050575 1368004 6381887 208452 6173435 181079 160175 131627 131429 121747 726057 42230 41118 34359 29869 33202 180778 7288722 0.84700 0.85150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2007 PARTNERSHIP INCOME $42,230 2008 PARTNERSHIP INCOME $41,118 2009 PARTNERSHIP INCOME $34,359 2010 PARTNERSHIP INCOME $29,869 2011 PARTNERSHIP INCOME $33,202 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1961975 93994 112854 1943115 1971274 94706 104005 1961975 1983193 87822 99741 1971274 1978827 10805 6439 1983193 0.99000 0.01000 0 0 2751 803 1948 3716 1239 2477 33018 31480 1538 5963 PLANNED GIFT RECEIVABLE 222295 OTHER ASSETS 67528 289823 1527394 1529059 -1665 -34536 75000 15709 56173 54508 1494140 -34536 8006 -26530 1520670 6724 6724 1527394 1518019 0 1518019 11040 11040 1529059 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011, THE OPEN TAX YEARS FOR THE FOUNDATION WERE 2007 TO 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS -25,747. TRUST INCOME DIFFERENCE BETWEEN K-1 AND BOOK 33,753. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK 4,316. NET ASSETS OF AFFILIATED RETURN 3,387. TOTAL TO SCHEDULE D, PART XI, LINE 8: 15,709. PART XII, LINE 2D - OTHER ADJUSTMENTS: TRUST INCOME DIFFERENCE BETWEEN K-1 AND BOOK 33,753. CHANGE IN VALUE OF CHARITABLE TRUSTS -25,747. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 11,040. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK -4,316. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 11,040. SCHEDULE D, PART XI, LINE 7, PRIOR PERIOD ADJUSTMENT: THE FOUNDATION DETERMINED THAT GRANT EXPENSE AND GRANT PAYABLE RELATED TO A GRANT WAS OVERSTATED IN A PRIOR YEAR BY $75,000. AS SUCH, THE FOUNDATION HAS RESTATED ITS UNRESTRICTED NET ASSETS AT DECEMBER 31, 2010. 0 0 0 0 0 0 0 0 0 0 X ISRAEL NON-GENOMIC MECHANISMS REGULATING THE SUSCEPTIBILITY OF HEMOPOIETIC MALIGNANT CELLS TO APOPTOSIS' 100000 TWICE ANNUALLY FMV SPAIN ROLE OF RANKL SIGNALING IN BREAST CANCER 50000 TWICE ANNUALLY FMV SWEDEN STUDIES ON EPSTEIN-BARR VIRUS AND KAPOSI SARCOMA HERPESVIRUS, ONCOGENES AND TUMOR SUPPRESSOR GENES, TUMOR IMMUNOLOGY AND INHIBITION OF TUMOR CELL GROWTH BY STROMA 180000 TWICE ANNUALLY FMV 0 3 0 0 0 0 0 0 X X X X X 0 CA BLOCK PARTY 1479052 1004364 474688 161196 18986 21728 272778 KID'S EVENTS 1170 1170 4483 3157 1 77489 63212 14277 14277 1557711 1067576 490135 165679 18986 21728 290212 496605 -6470 1 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 501(C)(3) 55000 FMV CANCER SURVIVORSHIP PROGRAM CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 50000 FMV NEUROBLASTOMA PATHOGENESIS STUDIES THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 405 HILGARD AVENUE LOS ANGELES CA 90095 501(C)(3) 50000 FMV TARGETING LIPID METABOLISM IN CANCER UNIV OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 501(C)(3) 50000 FMV THE ROLE OF A NOVEL TUMOR SUPPRESSOR IN THE ENDOMEMBRANE SYSTEM NORTHWESTERN UNIVERSITY - CHICAGO CAMPUS 201 EAST HURON STREET CHICAGO IL 60611 501(C)(3) 50000 FMV THE ROLE OF AFAP1 IN BREAST CANCER METASTASIS CINCINATTI CHILDREN'S HOSPITAL 3333 BURNET AVENUE CINCINNATI OH 45229 501(C)(3) 50000 FMV DEFINING TRANSITIONAL ZONES ASSOCIATED WITH SQUAMOUS CELL CARCINOMA DEVELOP JOAN & SANFORD I WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 1305 YORK AVENUE NEW YORK NY 10021 501(C)(3) 50000 FMV ICAVE: VISUALIZING BIOLOGICAL NETWORKS IN CANCER RESEARCH WASHINGTON UNIVERSITY IN ST LOUIS 1 BROOKINGS DRIVE ST LOUIS MO 63130 501(C)(3) 50000 FMV THE ROLE OF ENHANCERS AT 8Q24 IN CANCER CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 50000 FMV LONG TERM EFFECTS OF IRON OVERLOAD IN PEDIATRIC PATIENTS AND ITS EFFECT ON THE HEART IN LATER YEARS. BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 501(C)(3) 50000 FMV THE ROLE OF ALCAM IN REGULATION OF NORMAL AND MALIGNANT HEMATOPOIESIS THE JACKSON LABORATORY 600 MAIN STREET BAR HARBOR ME 04609 501(C)(3) 50000 FMV THE CONTRIBUTION OF TELOMERE DYSFUNCTION TO MYELOID DISORDERS AND LEUKEMIA THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN 150 HOUSTON TX 77030 501(C)(3) 50000 FMV TARGETING DRUG RESISTANCE OF STEM CELL POPULATIONS IN MANTLE CELL LYMPHOMA DUKE UNIVERSITY MEDICAL CENTER 2100 ERWIN ROAD DURHAM NC 27710 501(C)(3) 50000 FMV OSTEOPONTIN IN INNATE IMMUNITY SUPPRESSES TUMOR DEVELOPMENT MEDICAL COLLEGE OF WISCONSIN 8800 W DOYNE AVENUE MILWAUKEE WI 53226 501(C)(3) 50000 FMV PATHOGENESIS OF CHRONIC GAMMAHERPESVIRUS INFECTION IN ATAXIA TELANGIECTASIA USC NORRIS CANCER CENTER 1411 EASTLAKE AVENUE LOS ANGELES CA 90033 501(C)(3) 25000 FMV FUND A PILOT "YOUNG ADULT" TISSUE BANK COLLECTION PROGRAM AT USC THAT CAN BE USED AS A BASELINE FOR FUTURE RESEARCH IN YOUNG ADULT CANCERS. CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 25000 FMV A GENE THAT IMPROVES BRAIN TUMOR RESPONSE TO THERAPY CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 25000 FMV TRANSFUSIONAL IRON, ANTHRACYCLINES AND CARDIAC OUTCOMES AMONG CHILDHOOD CANCER SURVIVORS UCLA STEM CELL RESEARCH CENTER PO BOX 957357 LOS ANGELES CA 900957357 501(C)(3) 25000 FMV FUND RESEARCH IS NON-EMBRYONIC STEM CELL STUDY. UNIV OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE BOULEVARD HOUSTON TX 77030 501(C)(3) 18750 FMV ROLE OF TIE2 IN THE RESISTANCE OF GLIOMAS TO ANTIAGIOGENIC THERAPIES CINCINATTI CHILDREN'S HOSPITAL 3333 BURNET AVENUE CINCINNATI OH 45229 501(C)(3) 12500 FMV ROLE OF FOXM1 PROTEIN IN MACROPHAGES DURING LUNG TUMOR FORMATION 20 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 179385 0 0 0 0 0 3520 0 30654 0 213559 0 0 0 DEREK ALPERT - SPEC EVENTS -78930 0 0 0 0 0 -1549 0 -13487 0 -93966 0 0 0 X 1 99200 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 IAN METROSE AND LAURI METROSE ARE HUSBAND AND WIFE. BOARD MEMBERS LARRY POWELL AND JOYCE POWELL 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -34,536. PRIOR PERIOD ADJUSTMENTS: 75,000. CHANGE IN VALUE OF CHARITABLE TRUSTS -25,747. TRUST INCOME DIFFERENCE BETWEEN K-1 AND BOOK 33,753. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK 4,316. NET ASSETS OF AFFILIATED RETURN 3,387. TOTAL TO FORM 990, PART XI, LINE 5: 56,173. CONCERN FOUNDATION HOLDINGS LLC 1026 S ROBERTSON BLVD STE 300 LOS ANGELES CA 90035 237002878 REAL ESTATE HOLDING COMPANY CA 0 3387 CONCERN FOUNDATION