2026-05-14T16:22:09-05:00 2025-06-30 204193611 Batts Morrison Wales & Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2024-07-01 656301255 McKnight Brain Research Foundation MCKN 4072374485 333 S Garland Avenue 17th Floor Orlando FL 32801 Melanie Cianciotto Trustee 4072374485 2026-04-30 1 1 Michele M Wales CPA P00428093 4077706000 2026-04-30 2024 2025-03-06 01:10:19Z X 63168510 X 0 X 730232 762814 2333658 18545790 2108466 75004 1753480 3138894 4624760 967942 483971 483971 22809 4562 13685 27051 9468 9468 273499 23987 71961 41807 2707 0 214777 0 214777 517080 6888 507043 2064965 531583 1300905 3115156 3115156 5180121 531583 4416061 -2041227 4093177 140426 363164 363164 39252368 36988403 62805346 39392794 37351567 63168510 0 0 X 39392794 37351567 0 0 0 0 39392794 37351567 39392794 37351567 39392794 -2041227 0 37351567 0 37351567 Publicly traded securities P 18393130 16437324 1955806 1955806 Partnership investments P 152660 152660 152660 2108466 56895 0 56895 0 56895 58336 0 5000 0 63336 X 0 6441 6441 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 www.tmbrf.org Truist Bank 4072374485 333 S Garland Ave 17th Floor Orlando FL 32801 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Angelika Schlanger 333 S Garland Avenue 17th Floor Orlando FL 32801 Executive Director (end 7/24) 40.00 36333 0 0 Amy Porter 333 S Garland Avenue 17th Floor Orlando FL 32801 Interim Executive Director (7/24-4/25) 20.00 119792 0 0 Dr Alice Luo Clayton 333 S Garland Avenue 17th Floor Orlando FL 32801 CEO (began 4/25) 40.00 54167 0 0 Dr Madhav Thambisetty 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 170000 0 0 Dr J Lee Dockery 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee Emeritus 6.00 50000 0 0 Dr Michael Dockery 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 50000 0 0 Dr Susan Pekarkse 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 50000 0 0 Truist Bank 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 15.00 187650 0 0 Allison Brashear 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 50000 0 0 Patricia Boyle 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 50000 0 0 Dr John Brady 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 50000 0 0 Dr Roy Hamilton 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 50000 0 0 Dr Sharon Brangman 333 S Garland Avenue 17th Floor Orlando FL 32801 Trustee 6.00 50000 0 0 NONE 0 NONE 0 The Foundation hosts an annual conference and other events for the purpose of fostering the necessary collaboration between research scientists in each of the four McKnight Brain Institutes to achieve successful outcomes in the understanding of cognitive aging and the problems of learning and memory in the aging with the emphasis on cognitive health, prevention and treatment of cognitive decline and loss. This year's conference was designed to foster and emphasize the collaboration between the research scientists in the area of Brain Health: From Discoveries to Community.See Statement 14 for additional information regarding the Foundation's activities. 214777 The Foundation strategically develops and shares information with doctors and the public across multiple channels with an overarching goal of increasing awareness and improving engagement. The information is shared via the Foundation's website, as well as social media, blog posts, newsletters, and other outlets. See Statement 14 for additional information regarding the Foundation's activities. 506222 0 62176777 324962 0 62501739 0 0 62501739 937526 61564213 3078211 3078211 56895 32423 89318 2988893 0 2988893 0 2988893 4416061 0 4416061 2988893 0 0 128186 2695009 2823195 4416061 0 0 0 2988893 1427168 0 0 4250363 0 0 0 0 0 0 128186 4122177 2695009 1427168 Foundations and Endowments Specialt c/o Truist Bank 333 S Garland Avenue 17th Floor Orlando FL 32801 2028796319 No required format. None. The following guidelines will be used in review of applications: - Innovative and efficient approaches to fundamental medical research of the brain on the mechanisms underlying the formation, storage and retrieval of memories, the impairment of these processes associated with aging, and the development of therapeutic strategies for the prevention and/or alleviation of these impairments in humans, intended principally for clinical application. - Seed grants to initiate promising new projects for medical research of the brain in age related memory loss. - Grants to charitable organizations or institutions involved in the medical research of the brain in age related memory loss. - Proposals for collaborative support between individual research scientists of different institutions and organizations in age related memory loss. American Brain Foundation 201 Chicago Ave Minneapolis MN 554151126 PC Funding scholarship in cognitive aging and memory loss 247500 American Federation for Aging Research 55 West 39th Street 16th Floor New York NY 10018 PC Funding of research 1543700 Foundation for the NIH 11400 Rockville Pike Suite 600 North Bethesda MD 20852 PC Funding of research 1000000 University of Alabama Birmingham 1530 3rd Avenue South Birmingham AL 35294 PC Funding of the Evelyn F. McKnight Brain Institute at UAB 94270 University of Arizona PO Box 245115 Tucson AZ 85724 PC Funding of the Evelyn F. McKnight Brain Institute at the University of Arizona 57098 University of Miami PO Box 248106 Coral Gables FL 33124 PC Funding of research 172588 3115156 0 14 730232 18 2333658 Partnership investment ordinary income 901101 303853 14 -303853 Partnership investment capital gain/loss 901101 14894 18 -14894 Tax Refunds 01 50000 Event Expense Refunds 01 25004 318747 2820147 0 3138894 0 0 0 0 0 0 0 0 0 0 Accounting fees 27051 9468 9468 Form 990-PF, Part IX-A, Line 1: Additional information regarding the Foundation's activities:The Foundation ("MBRF") has created a consortium of medical schools that work to assist MBRF to carry out its mission to alleviate age related memory loss. The schools are the medical schools at the University of Miami, University of Florida, University of Alabama at Birmingham and the University of Arizona ("MBRF Schools"). The Trustees monitor programs at the MBRF Schools and encourage and facilitate cooperation of research programs conducted at the Schools.The Trustees also monitor grants made to the National Institute of Health and other organizations devoted to understanding and alleviating age related memory loss. See list of Grants in Part XV.All Trustees, excluding the corporate Trustee, Truist Bank, are either MDs or PhDs. The Trustee's educational background is required to carry out Trustee duties. The Trustees are expected to understand the science being researched and applied at the MBRF Schools as well as other grantees. The Trustees estimate they spend on average a minimum of 200 hours per year monitoring and working on behalf of MBRF programs.The nature of Trustee work continues to emphasize the research grant support relative to the programs funded to date in fulfilling the mission of the MBRF. The scientific research being funded by the MBRF is producing more research outcomes, which the Trustees must review and monitor. The review of currently funded research projects, requests for new grant support, on site visits by the trustees and review of scientific reports for each of the MBRF funded programs are very important functions of the Trustees and require continual monitoring. In order to fulfill the purpose and the mission of the MBRF, the Trustees must continuously educate themselves as to the current status and future direction of the research initiatives in learning and memory loss in the aging. The Trustees continue to expand and develop research partnerships to encourage increased interest and support of research in learning and memory in the aging.In addition to the mission related work, the Trustees monitor and direct the investment of the MBRF endowment. This requires constant updates on economic matters and working with the MBRF investment advisor. The Trustees review monthly financial reports and set policy and asset allocation annually. Form 990-PF, Part I, Line 13 and Part VII - Officers' Compensation During the year ended June 30, 2025, the Foundation made payments totaling $132,500 to Integer Consulting for trustee services rendered by Dr. Madhav Thambisetty, one of the Foundation's trustees. Pursuant to the instructions to the 2024 Form 990-PF, the amounts paid to Integer Consulting are listed as compensation paid to Dr. Thambisetty in Part VII. In addition, the amount paid to Dr. Thambisetty is reported as compensation on Part I, Line 13. In addition, $120,000 of the amount paid related to compensation for past services rendered by Dr. Thambisetty. This amount represents trustee fees for three previous years of service. 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