2011-05-11T13:23:01-05:00 2010-06-30 DIXON HUGHES GOODMAN LLP 500 Ridgefield Court Asheville NC 28806 990 2009-07-01 581654301 AMERICAN COLLEGE OF RHEUMATOLOGY RESEARCH EDUCATION FOUNDATION AMER 4046333777 2200 LAKE BOULEVARD NE ATLANTA GA 30319 MARK ANDREJESKI 4046333777 2011-05-11 1 Amy Bibby 8282542254 2009 2016-02-24 21:20:13Z MARK ANDREJESKI 2200 LAKE BOULEVARD NE ATLANTA GA 30319 27030449 0 X WWW.RHEUMATOLOGY.ORG X 1985 IL SUPPORT RESEARCH & TRAINING THAT ADVANCES THE PREVENTION, TREATMENT AND CURE OF RHEUMATIC DISEASES. 16 16 0 70 0 0 10860980 8344557 0 -2455795 765787 -42672 -29031 8362513 9081313 10196489 10506191 0 0 87500 0 615279 1995598 1912909 12279587 12419100 -3917074 -3337787 51375719 50836775 233149 139470 51142570 50697305 THE MISSION OF THE ACR RESEARCH AND EDUCATION FOUNDATION IS TO IMPROVE PATIENTS' LIVES THROUGH SUPPORT OF RESEARCH AND TRAINING THAT ADVANCE THE PREVENTION, TREATMENT, AND CURE OF RHEUMATIC DISEASES. 0 0 11556972 10506191 132367 AT THE BEGINNING OF 2010, THE ACR RESEARCH AND EDUCATION AND RESEARCH FOUNDATION (REF) CELEBRATED ITS 25TH ANNIVERSARY. THE FOUNDATION IS VERY PROUD TO HAVE REACHED THIS MILESTONE AND VERY EXCITED ABOUT THE FUTURE OF THE FOUNDATION. FY 2010 (JULY 2009-JUNE 2010) MARKED THE BEGINNING OF A NEW STRATEGIC PLAN. THIS PLAN APPROVED IN LATE 2009 WAS CREATED IN CONJUNCTION WITH THE AMERICAN COLLEGE OF RHEUMATOLOGY'S STRATEGIC PLAN AND AS A RESULT THE MISSION FOR BOTH GROUPS IS SOMEWHAT SIMILAR, BUT THE ROLE OF THE FOUNDATION IS MUCH MORE SPECIFIC. WHILE THE MISSION OF THE ACR IS "ADVANCING RHEUMATOLOGY," THE MISSION OF THE FOUNDATION IS "ADVANCING RESEARCH AND TRAINING TO IMPROVE THE HEALTH OF PEOPLE WITH RHEUMATIC DISEASE." THE FOUNDATION IS VERY PLEASED WITH THE PROGRESS IT HAS MADE ON THESE STRATEGIC GOALS WITHIN THE VERY FIRST YEAR OF THE PLAN:1. CONTINUED SUPPORT FOR CORE PROGRAMS - IN 2003 THE FOUNDATION ESTABLISHED A GENERAL ENDOWMENT WITH THE HOPES THAT THIS ENDOWMENT WOULD BE CAPABLE OF SUPPORTING ITS CORE AWARD AND GRANT PROGRAMS IN PERPETUITY. THE REF BOARD HAS BEEN ADDING TO THIS ENDOWMENT EVERY YEAR SINCE 2003 AND IT IS NOW VALUED AT MORE THAN $16 MILLION. - THE NEW STRATEGIC PLAN ALSO EMPHASIZES OUR DESIRE TO FUND ALL OUTSTANDING APPLICATIONS TO THE CORE AWARDS PROGRAM. 2. MAINTAINING OUR COMMITMENT TO DISEASE-TARGETED RESEARCH- FOUR YEARS AGO, THE REF ANNOUNCED IT WAS EMBARKING ON A NATIONAL, MULTI-YEAR, $30 MILLION FUNDRAISING CAMPAIGN TO ADVANCE AND ACCELERATE RESEARCH IN THE AREA OF RHEUMATOID ARTHRITIS. BY THE END OF FY2010, THE FOUNDATION IS VERY CLOSE TO ACHIEVING THIS GOAL. THE WITHIN OUR REACH: FINDING A CURE FOR RHEUMATOID ARTHRITIS CAMPAIGN HAS RAISED $27.7 MILLION AND HAS AWARDED A TOTAL OF $24 MILLION TO MORE THAN 50 INVESTIGATORS SINCE JULY 2007.3. LOOKING FOR WAYS TO ENGAGE A DIVERSE GROUP OF DONORS - IN FISCAL YEAR 2010, REF RAISED MORE THAN $650,000 IN ITS ANNUAL GIVING PROGRAM. THE STRATEGIC GOALS IS TO INCREASE THE NUMBER OF NEW DONORS AND THE AVERAGE GIFT AMOUNT ON AN ANNUAL BASIS. IN FY 2010, THE FOUNDATION WAS ABLE TO ATTRACT MORE THAN 240 NEW DONORS, WHICH IS ALMOST A 17% INCREASE AND THE AVERAGE GIFT WAS OVER $400. - ANOTHER METRIC THAT THE FOUNDATION IS USING TO MEASURE SUCCESS IS DIVERSIFICATION IN FUNDRAISING. THE REF IS VERY PROUD OF THE SUPPORT IT HAS RECEIVED FROM ITS INDUSTRY PARTNERS AND IT HOPES TO CONTINUE TO WORK WITH THEM TO ACHIEVE MANY OF ITS FUNDRAISING GOALS. IT IS ALSO MAKING A STRATEGIC EFFORT TO ATTRACT NEW TYPES OF DONORS INCLUDING FOUNDATIONS AND OTHER LAY DONORS. IN FY 2010, THE REF RECEIVED OVER $3 MILLION FROM NON-INDUSTRY SOURCES WHICH IS THE MOST IT HAS EVER RECEIVED IN ONE YEAR. 11556972 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 1 1 0 0 0 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X COLLEEN MERKEL 4046333777 2200 LAKE BOULEVARD NE ATLANTA GA 30319 X LESLIE J CROFFORD MD 10.00 X X 0 44400 0 E WILLIAM ST CLAIR MD 5.00 X X 0 0 0 DAVID GBORENSTEIN 5.00 X X 0 43173 0 JAMES R O'DELL MD 5.00 X X 0 42096 0 C KENT KWOH MD 2.00 X 0 0 0 KATHLEEN BOS MD 2.00 X 0 0 0 ROBERT A COLBERT MD PHD 2.00 X 0 0 0 DAVID DAIKH MD PHD 2.00 X 0 3000 0 GARY S FIRESTEIN MD 2.00 X 0 0 0 ELLEN M GRAVALLESE MD 2.00 X 0 0 0 V MICHAEL HOLERS MD 2.00 X 0 0 0 EMILY M ISAACS MD 2.00 X 0 0 0 DAVID R KARP MD PHD 5.00 X 0 0 0 CAROL OATIS PT PHD 2.00 X 0 0 0 STEPHEN A PAGET MD 5.00 X 0 0 0 KATHERINE S UPCHURCH MD 2.00 X 0 0 0 LEIGH CALLAHAN PHD 2.00 X 0 0 0 MAURA IVERSON PT DPT SD MPH 2.00 X 0 0 0 MICHELE M OSHMAN 2.00 X 0 0 0 ABBY ABELSON MD 2.00 X 0 0 0 GREGG J SILVERMAN MD 2.00 X 0 0 0 AUDREY UKNIS MD 2.00 X 0 0 0 STEVEN ECHARD IOM CAE 50.00 X 0 141231 33981 COLLEEN MERKEL 40.00 X 0 123805 12094 0 397705 46075 0 0 1 0 0 9490 1000000 7335067 5064 8344557 867321 867321 17809500 17911034 -101534 -101534 -101534 0 9490 38102 -38102 -38102 POSTER SALES 900099 9050 9050 OTHER REVENUE 900099 21 21 9071 9081313 9050 0 727706 10303592 10303592 102750 102750 99849 99849 1089060 695002 92078 301980 14574 14574 40141 33731 6410 87782 14752 11454 61576 169164 55514 33785 79865 283875 184390 22886 76599 190772 98475 8049 84248 4369 2621 874 874 MISCELLANEOUS 33172 27 29418 3727 12419100 11556972 246849 615279 11306045 7106155 12615065 12892191 734 35860 114015 26610 83323 87405 24890909 27334827 2479643 3380337 51375719 50836775 233149 139470 233149 139470 X 21289932 23094118 27546843 25297392 2305795 2305795 51142570 50697305 51375719 50836775 X 0 1 1 X 0 X 7421167 22029542 7673560 10860980 8363097 56348346 7421167 22029542 7673560 10860980 8363097 56348346 25601780 30746566 798426 851562 1136031 1062199 867321 4715539 16328 10253 11260 10656 9071 57568 61121453 40770 0.50300 0.43690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19229487 1500000 2374518 205689 22898316 21795597 247500 -2759219 54391 19229487 0.70000 0.10000 0.20000 0 0 114015 26610 87405 87405 3380337 F 3380337 9081313 12419100 -3337787 2892522 2892522 -445265 12011937 2892522 38102 2930624 9081313 0 9081313 12457202 38102 38102 12419100 0 12419100 Part V, Line 4: Description of Intended Use of Endowment Funds: 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. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES: 38102. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES: 38102. 1 0 0 0 NORTH AMERICA ACR REF HEALTH PROFESSIONAL INVESTIGATOR AWARD 50000 CHECK NORTH AMERICA ACR REF HEALTH PROFESSIONAL NEW INVESTIGATOR AWARD 49849 CHECK 2 0 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: THE ACR RESEARCH AND EDUCATION FOUNDATION MAINTAINS AN EXTENSIVE AWARDS AND GRANTS PORTFOLIO, WITH OVER TWENTY SUPPORT MECHANISMS. EACH AWARD OR GRANT APPLICATION CONTAINS VERY SPECIFIC ELIGIBILITY AND REVIEW CRITERIA. INDIVIDUAL APPLICATION FILES DETAILING THESE REQUIREMENTS ARE AVAILABLE AT RHEUMATOLOGY.ORG/REF. 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 REF SCIENTIFIC ADVISORY COUNCIL FOR REVIEW BEFORE BEING PRESENTED TO THE REF BOARD OF DIRECTORS FOR FINAL APPROVAL. AFTER THE AWARD IS MADE, ALL RECIPIENTS OF MULTI-YEAR AWARDS ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS, WHICH ARE REVIEWED BY THE REF SCIENTIFIC ADVISORY COUNCIL TO ENSURE COMPLIANCE WITH PROGRAMMATIC, SCIENTIFIC, AND FISCAL AND ADMINISTRATIVE POLICIES AND REQUIREMENTS. IF THE AWARD IS FOUND TO BE IN COMPLIANCE, THE NEXT YEAR OF FUNDING IS APPROVED FOR DISBURSEMENT. IF NOT, THE AWARD IS REVOKED. ALL AWARD RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL REPORT AT THE END OF THE AWARD TERM NOTING PROJECT OUTCOMES AND PROVIDING A DETAILED FINANCIAL RECONCILIATION, WHICH REQUIRES A STATEMENT AND SIGNATURES OF INSTITUTIONAL OFFICIALS THAT THE AWARD IS IN COMPLIANCE WITH PROGRAMMATIC, SCIENTIFIC AND FISCAL AND ADMINISTRATIVE POLICIES AND REQUIREMENTS. 1 ALBERT EINSTEIN COMMONTEFIORE 3415 BAINBRIDGE AVE BRONX NY 10467 131624225 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD ANSCHUTZ OUTPATIENT PAVILION DIV OF RHEUMATOLOGYRM OP 4600 1635 N URSULA ST F721POB6510 AURORA CO 800100510 846000555 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD BOSTON UNIVERSITY 85 EAST NEWTON STREET M-921 BOSTON MA 02118 042103547 501(C)(3) 50000 ACR REF HEALTH PROFESSIONAL INVESTIGATOR AWARD BRIGHAM & WOMENS HOSPITAL 45 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD BRIGHAM & WOMENS HOSPITAL 45 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 400000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH BRIGHAM & WOMENS HOSPITAL 45 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 1000 ACR REF/ABBOTT MEDICAL STUDENT RESEARCH PRECEPTORSHIP BRIGHAM & WOMENS HOSPITAL 45 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 50000 ACR REF HEALTH PROFESSIONAL NEW INVESTIGATOR AWARD BRIGHAM & WOMENS HOSPITAL 45 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 199961 WITHIN OUR REACH RA GRANT - TRANSLATIONAL RESEARCH CHILDREN'S HOSPITAL & REG MED CTR 1100 OLIVE WAY STE 500 SEATTLE WA 98101 911156519 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 951690977 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD CHILDREN'S HOSPITAL OF PHILADELPHIA 3495 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 231352166 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD CHILDREN'S HOSPITAL OF PHILADELPHIA 34TH ST AND CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 500 ACR REF/ABBOTT MEDICAL STUDENT CLINICAL PRECEPTORSHIP CHILDREN'S HOSPITAL OF PHILADELPHIA 3405 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 231352166 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD CHILDREN'S HOSPITAL OF PHILADELPHIA 3495 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 231352166 501(C)(3) 677 ACR REF/ABBOTT RESIDENT RECRUITMENT DINNER CHILDREN'S HOSPITAL OF PHILADELPHIA 34TH ST AND CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 90000 ACR REF CLINICAL INVESTIGATOR FELLOWSHIP AWARD DARTMOUTH UNIVERSITY DARTMOUTH COLLEGE HANOVER NH 03755 020222111 501(C)(3) 200000 WITHIN OUR REACH - TRANSLATIONAL RA RESEARCH GRANT DARTMOUTH UNIVERSITY DARTMOUTH COLLEGE HANOVER NH 03755 020222111 501(C)(3) 37500 ACR REF/AF CAREER DEVELOPMENT BRIDGE FUNDING AWARD DIVISON OF RHEUMATOLOGY SAINT LOUIS UNIVERSITY ONE GRAND BLVD ST LOUIS MO 63103 430654872 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD DUKE UNIVERSITY MEDICAL CENTER 2118 SUNSET AVE DURHAM NC 27705 560532129 501(C)(3) 74898 ACR REF/ASP JUNIOR CAREER DEVELOPMENT IN GERIATRIC MEDICINE AWARD DUKE UNIVERSITY MEDICAL CENTER 2118 SUNSET AVE DURHAM NC 27705 560532129 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - CLINICAL PRACTICE DUKE UNIVERSITY MEDICAL CENTER 2118 SUNSET AVE DURHAM NC 27705 560532129 501(C)(3) 50000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD GEORGE WASHINGTON UNIVERSITY 2121 EYE ST NW SUITE 601 WASHINGTON DC 20052 530196584 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH GEORGETOWN UNIVERSITY HOSPITAL 3800 RESERVOIR RD NW WASHINGTON DC 20007 530196603 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD GEORGETOWN UNIVERSITY HOSPITAL 3800 RESERVOIR RD NW WASHINGTON DC 20007 530196603 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD GWMFA DEPT OF MEDICINE 2150 PENNSYLVANIA AVE NW WASHINGTON DC 20037 530196584 501(C)(3) 60000 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD HACKENSACK UNIVERSITY MEDICAL CENTER 30 PROSPECT AVE HACKENSACK NJ 07601 221487576 501(C)(3) 50000 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD HEBREW REHABILITATION CENTER 1200 CENTRE STREET BOSTON MA 02131 042104298 501(C)(3) 2500 ACR REF/ABBOTT HEALTH PROFESSIONAL GRADUATE STUDENT RESEARCH PRECEPTORSHIP HEBREW REHABILITATION CENTER 1200 CENTRE STREET BOSTON MA 02131 042104298 501(C)(3) 50000 ACR REF HEALTH PROFESSIONAL NEW INVESTIGATOR AWARD HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH ST NEW YORK NY 10021 131624134 501(C)(3) 100000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH ST NEW YORK NY 10021 131624134 501(C)(3) 400000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH ST NEW YORK NY 10021 131624134 501(C)(3) 60000 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD JOHN HOPKINS UNIVERSITY CENTER TOWER STE 4100 BALTIMORE MD 21224 520595110 501(C)(3) 90000 ACR REF CLINICAL INVESTIGATOR FELLOWSHIP AWARD JOHN HOPKINS UNIVERSITY CENTER TOWER STE 4100 BALTIMORE MD 21224 520595110 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD JOHN HOPKINS UNIVERSITY CENTER TOWER STE 4100 BALTIMORE MD 21224 520595110 501(C)(3) 400000 WITHIN OUR REACH RA GRANT - TRANSLATIONAL RESEARCH LEHIGH VALLEY HOSPITAL DEPARTMENT OF MEDICINE PO BOX 689 ALLENTOWN PA 18105 231689692 501(C)(3) 60000 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD MAYO CLINIC RESEARCH ACCOUNTING 200 1ST STREET SW- PO BOX 4008 ROCHESTER MN 55905 416011702 501(C)(3) 75000 ACR REF/AF CAREER DEVELOPMENT BRIDGE FUNDING AWARD MEDICAL COLLEGE OF VIRGINIA DEPTARTMENT OF INTERNAL MEDICINE BOX 980647 RICHMOND VA 232980001 600175820 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD MONTEFIORE MEDICAL CENTER 3415 BAINBRIDGE AVE BRONX NY 10467 131740114 501(C)(3) 25000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD NATIONAL JEWISH HEALTH 1400 JACKSON STREET RM M217D DENVER CO 80206 742044647 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH NORTHWESTERN UNIVERSITY 240 EAST HURON ST CHICAGO IL 60611 362167817 501(C)(3) 1000 ACR REF/ABBOTT MEDICAL STUDENT RESEARCH PRECEPTORSHIP NORTHWESTERN UNIVERSITY 240 EAST HURON ST CHICAGO IL 60611 362167817 501(C)(3) 49981 ACR REF HEALTH PROFESSIONAL NEW INVESTIGATOR AWARD NORTHWESTERN UNIVERSITY 240 EAST HURON ST CHICAGO IL 60061 362167817 501(C)(3) 400000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH NORTHWESTERN UNIVERSITY 240 EAST HURON ST CHICAGO IL 60611 362167817 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD NYU HOSPITAL FOR JOINT DISEASES 301 EAST 17TH STREET NEW YORK NY 10003 135562309 501(C)(3) 25000 ACR REF/PAULA DE MERIEUX RHEUMATOLOGY FELLOWSHIP TRAINING AWARD NYU HOSPITAL FOR JOINT DISEASES 301 EAST 17TH STREET NEW YORK NY 10003 135562309 501(C)(3) 15000 ACR REF INNOVATIVE TEACHING GRANT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK RD L106 PORTLAND OR 972393098 931176109 501(C)(3) 45400 ACR REF HEALTH PROFESSIONAL NEW INVESTIGATOR AWARD REGENTS OF THE UNIVERSITY OF MINNESOTA 200 OAK ST SE STE 450 MINNEAPOLIS MN 554552070 416000751 501(C)(3) 15000 ACR REF INNOVATIVE TEACHING GRANT REGENTS OF THE UNIVERSITY OF NEW MEXICO THE UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87131 856000642 501(C)(3) 49994 ACR REF HEALTH PROFESSIONAL INVESTIGATOR AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501(C)(3) 150000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501(C)(3) 1000 ACR REF/ABBOTT MEDICAL STUDENT RESEARCH PRECEPTORSHIP REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501(C)(3) 161000 ACR REF CLINICAL INVESTIGATOR FELLOWSHIP AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD REGENTS OF THE UNIVERSITY OF CALIFORNIA - LOS ANGELES 1000 VETERAN AVE LOS ANGELES CA 90095 956006143 501(C)(3) 685 ACR REF/ABBOTT RESIDENT RECRUITMENT DINNER RUSH UNIVERSITY MEDICAL CENTER 1653 W CONGRESS PARKWAY CHICAGO IL 60612 362174823 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD RUSH UNIVERSITY MEDICAL CENTER 1653 W CONGRESS PARKWAY CHICAGO IL 60612 362174823 501(C)(3) 75000 ACR REF/ASP JUNIOR CAREER DEVELOPMENT IN GERIATRIC MEDICINE AWARD RUSH UNIVERSITY MEDICAL CENTER 1653 W CONGRESS PARKWAY CHICAGO IL 60612 362174823 501(C)(3) 50000 ACR REF HEALTH PROFESSIONAL NEW INVESTIGATOR AWARD SEATTLE CHILDREN'S HOSPITAL 4800 SAND POINT WAY NE PO BOX 50020 50020 SEATTLE WA 981455020 910564748 501(C)(3) 63980 ACR REF CLINICAL INVESTIGATOR FELLOWSHIP AWARD STANFORD UNIVERSITY 1000 WELCH ROAD STE 203 PALO ALTO CA 94304 941156365 501(C)(3) 200000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD STANFORD UNIVERSITY 1000 WELCH ROAD STE 203 PALO ALTO CA 94304 941156365 501(C)(3) 75000 ACR REF/ASP JUNIOR CAREER DEVELOPMENT IN GERIATRIC MEDICINE AWARD STANFORD UNIVERSITY 1000 WELCH ROAD STE 203 PALO ALTO CA 94304 941156365 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH STANFORD UNIVERSITY 1000 WELCH ROAD STE 203 PALO ALTO CA 94304 941156365 501(C)(3) 15306 ACR REF/AF CAREER DEVELOPMENT BRIDGE FUNDING AWARD STANFORD UNIVERSITY 1000 WELCH ROAD STE 203 PALO ALTO CA 94304 941156365 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD SUNY-UNIVERSITY OF PHYSICIANS OF BROOKLYN 450 CLARKSON AVE BOX 50 BROOKLYN NY 11203 113190652 501(C)(3) 57250 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD TEMPLE UNIVERSITY SCHOOL OF MEDICINE OFFICE OF ADMISSIONS 3340 N BORAD ST STE 305 FSC PHILADELPHIA PA 19140 231365971 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD TEXAS CHILDREN'S HOSPITAL PEDIACTRIC RHEUM BAYLOR COLLEGE OF MEDICINE 6621 FANNNIN ST MC 3-2290 HOUSTON TX 77030 741613878 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH 350 COMMUNITY DRIVE MANHASSET NY 11030 112673595 501(C)(3) 199392 WITHIN OUR REACH RA GRANT - TRANSLATIONAL RESEARCH THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH 350 COMMUNITY DRIVE MANHASSET NY 11030 112673595 501(C)(3) 15000 ACR REF INNOVATIVE TEACHING GRANT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501(C)(3) 200000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD THE REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO PO BOX 0795 SAN FRANCISCO CA 94143 946036493 501(C)(3) 250000 ACR REF RHEUMATOLOGY INVESTIGATOR AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501(C)(3) 50000 ACR REF ACADEMIC REENTRY AWARD THE REGENTS OF THE UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - TRANSLATIONAL RESEARCH THE ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 141368361 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD THE UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL 3300 THURSTON BLDG CB 7280 CHAPEL HILL NC 27599 616033693 501(C)(3) 2000 ACR REF/ABBOTT MEDICAL STUDENT RESEARCH PRECEPTORSHIP THE UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL 3300 THURSTON BLDG CB 7280 CHAPEL HILL NC 27599 616033693 501(C)(3) 89622 ACR REF CLINICAL INVESTIGATOR FELLOWSHIP AWARD THE UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL 3300 THURSTON BLDG CB 7280 CHAPEL HILL NC 27599 616033693 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY STREET BOSTON MA 02118 042103547 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY STREET BOSTON MA 02118 042103547 501(C)(3) 50000 ACR REF HEALTH PROFESSIONAL INVESTIGATOR AWARD TRUSTEES OF BOSTON UNIVERSITY EVANS 501 715 ALBANY STREET BOSTON MA 02118 042103547 501(C)(3) 100000 ACR REF HEALTH PROFESSIONAL NEW INVESTIGATOR AWARD TUFTS-NEW ENGLAND MEDICAL CENTER 800 WASHINGTON STREET 406 BOSTON MA 02111 043400617 501(C)(3) 89050 ACR REF CLINICAL INVESTIGATOR FELLOWSHIP AWARD TUFTS-NEW ENGLAND MEDICAL CENTER 800 WASHINGTON STREET 406 BOSTON MA 02111 043400617 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD UCSD SOM SAN DIEGO CA 9500 GILMAN DRIVE LA JOLLA CA 92093 656006144 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - 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DALTROY FELLOWSHIP IN PATIENT-CLINICIAN COMMUNICATION UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL 55 LAKE AVENUE NORTH WORCESTER MA 01655 043167352 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH UNIVERSITY OF MIAMI 1400 NW 10TH AVE STE 906 MIAMI FL 33136 590624458 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD UNIVERSITY OF MICHIGAN 300 N INGALLS ANN ARBOR MI 48109 386006309 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD UNIVERSITY OF MICHIGAN 5520 MSRB ANN ARBOR MI 48109 386006309 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD UNIVERSITY OF MINNESOTA 200 OAK STREET SE 450 MCNAMARA ALUMNI CTR MINNEAPOLIS MN 554552020 416007513 501(C)(3) 2500 ACR REF/ABBOTT HEALTH PROFESSIONAL GRADUATE STUDENT RESEARCH PRECEPTORSHIP UNIVERSITY OF MINNESOTA 200 OAK STREET SE 450 MCNAMARA ALUMNI CTR MINNEAPOLIS MN 554552020 416007513 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH UNIVERSITY OF NEBRASKA MEDICAL CENTER 42 ND AND EMILE OMAHA NE 68198 470049123 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD UNIVERSITY OF NEBRASKA MEDICAL CENTER 42 ND AND EMILE OMAHA NE 68198 470049123 501(C)(3) 901 ACR REF/ABBOTT RESIDENT RECRUITMENT DINNER UNIVERSITY OF PENNSYLVANIA 3600 SPRUCE STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 1000 ACR REF/ABBOTT MEDICAL STUDENT RESEARCH PRECEPTORSHIP UNIVERSITY OF PENNSYLVANIA 3600 SPRUCE STREET PHILADELPHIA PA 19106 231352685 501(C)(3) 50000 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD UNIVERSITY OF PENNSYLVANIA 3600 SPRUCE STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD UNIVERSITY OF PENNSYLVANIA 3600 SPRUCE STREET PHILADELPHIA PA 19106 231352685 501(C)(3) 1098 ACR REF/ABBOTT RESIDENT RECRUITMENT DINNER UNIVERSITY OF PITTSBURGH 300 HALKET STREET STE 5710 PITTSBURGH PA 15213 250965591 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD UNIVERSITY OF PITTSBURGH 5022 FORBES TOWER PITTSBURGH PA 15213 250965591 501(C)(3) 1000 ACR REF/ABBOTT MEDICAL STUDENT RESEARCH PRECEPTORSHIP UNIVERSITY OF PITTSBURGH 300 HALKET STREET STE 5710 PITTSBURGH PA 15213 250965591 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - TRANSLATIONAL RESEARCH UNIVERSITY OF PITTSBURGH 300 HALKET STREET STE 5710 PITTSBURGH PA 15213 250965591 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET STE 805 COLUMBIA SC 29208 570967350 501(C)(3) 200000 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA 2011 ZONAL AVE LOS ANGELES CA 90033 951642394 501(C)(3) 199927 WITHIN OUR REACH RA GRANT - INNOVATIVE BASIC SCIENCE RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA 2011 ZONAL AVE LOS ANGELES CA 90033 951642394 501(C)(3) 60000 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BOULEVARD DALLAS TX 75390 175602868 501(C)(3) 50000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD UNIVERSITY OF WASHINGTON DIVISION OF RHEUMATOLOGY 1959 PACIFIC AVE BOX 356428 SEATTLE WA 98195 916001537 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD VA MEDICAL CENTER RHEUMATOLOGY 3350 LA JOLLA VILLAGE DR SAN DIEGO CA 92161 311575142 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD WASHINGTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 526056274 501(C)(3) 125000 ACR REF RHEUMATOLOGY INVESTIGATOR AWARD WASHINGTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 526056274 501(C)(3) 500 ACR REF/ABBOTT MEDICAL STUDENT CLINICAL PRECEPTORSHIP WASHINGTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 526056274 501(C)(3) 57606 ACR REF CLINICIAN SCHOLAR EDUCATOR AWARD WASHINGTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 526056274 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 660 S EUCLID ST LOUIS MO 63110 430653611 501(C)(3) 25000 ACR REF PHYSICIAN SCIENTIST DEVELOPMENT AWARD WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 660 S EUCLID ST LOUIS MO 63110 430653611 501(C)(3) 25000 ACR REF/AMGEN/PFIZER RHEUMATOLOGY FELLOWSHIP TRAINING AWARD YALE UNIVERSITY SCHOOL OF MEDICINE 300 CEDAR ST NEW HAVEN CT 06520 060646973 501(C)(3) 194194 WITHIN OUR REACH RA GRANT - CLINICAL PRACTICE 65 MEDICAL STUDUENT RESEARCH PRECEPTORSHIP 24 36000 HEALTH PROFESSIONAL GRADUATE STUDENT RESEARCH PRECEPTORSHIP 10 17500 MEDICAL GRADUATE STUDENT ACHIEVEMENT AWARD 16 12000 PEDIATRIC RHEUMATOLOGY RESEARCH AWARD 1 1000 PEDIATRIC VISITING PROFESSORSHIP PROGRAM 9 18000 MEDICAL/PEDIATRIC RESIDENT RESEARCH AWARD 2 1500 ACR REF MEMORIAL LECTURESHIP 8 16750 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE ACR RESEARCH AND EDUCATION FOUNDATION MAINTAINS AN EXTENSIVE AWARDS AND GRANTS PORTFOLIO, WITH OVER TWENTY SUPPORT MECHANISMS. EACH AWARD OR GRANT APPLICATION CONTAINS VERY SPECIFIC ELIGIBILITY AND REVIEW CRITERIA. INDIVIDUAL APPLICATION FILES DETAILING THESE REQUIREMENTS ARE AVAILABLE AT RHEUMATOLOGY.ORG/REF. 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 REF SCIENTIFIC ADVISORY COUNCIL FOR REVIEW BEFORE BEING PRESENTED TO THE REF BOARD OF DIRECTORS FOR FINAL APPROVAL. AFTER THE AWARD IS MADE, ALL RECIPIENTS OF MULTI-YEAR AWARDS ARE REQUIRED TO SUBMIT ANNUAL PROGRESS REPORTS, WHICH ARE REVIEWED BY THE REF SCIENTIFIC ADVISORY COUNCIL TO ENSURE COMPLIANCE WITH PROGRAMMATIC, SCIENTIFIC, AND FISCAL AND ADMINISTRATIVE POLICIES AND REQUIREMENTS. IF THE AWARD IS FOUND TO BE IN COMPLIANCE, THE NEXT YEAR OF FUNDING IS APPROVED FOR DISBURSEMENT. IF NOT, THE AWARD IS REVOKED. ALL AWARD RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL REPORT AT THE END OF THE AWARD TERM NOTING PROJECT OUTCOMES AND PROVIDING A DETAILED FINANCIAL RECONCILIATION, WHICH REQUIRES A STATEMENT AND SIGNATURES OF INSTITUTIONAL OFFICIALS THAT THE AWARD IS IN COMPLIANCE WITH PROGRAMMATIC, SCIENTIFIC AND FISCAL AND ADMINISTRATIVE POLICIES AND REQUIREMENTS. 1 X X X X 0 0 0 0 0 0 0 0 0 STEVEN ECHARD IOM CAE 0 138831 0 0 0 2400 0 13494 0 20487 0 175212 0 0 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 $1,037,565 IN 2009 AND ARE INCLUDED IN MANAGEMENT FEES IN THE ACCOMPANYING STATEMENTS OF FUNCTIONAL EXPENSES. 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 BOARD 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 RESEARCH EDUCATION FOUNDATION HAS A MANAGEMENT AGREEMENT WITH AMERICAN COLLEGE OF RHEUMATOLOGY. AMERICAN COLLEGE OF RHEUMATOLOGY'S POLICIES APPLY TO THE RESEARCH EDUCATION FOUNDATION. THE PROCESS OF DETERMINING COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF THE COLLEGE, USE OF DATA AS TO COMPARABLE COMPENSATION, AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THE PROCESS OF DETERMINING COMPENSATION FOR ALL OTHER COLLEGE EMPLOYEES IS DETERMINED BY THE EXECUTIVE VICE PRESIDENT WITH THE REVIEW AND APPROVAL OF THE EXECUTIVE COMMITTEE. 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 CONFIDENT RECORDS OF ALL DECISIONS AFFECTING COLLEGE 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. AMERICAN COLLEGE OF RHEUMATOLOGY INC 2200 LAKE BOULEVARD NE ATLANTA GA 30319 581627547 PROVIDES EDUCATION, RESEARCH, ADVOCACY AND PRACTICE SUPPORT IL 501(C)6 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0