HAIRY CELL LEUKEMIA FOUNDATION: Form 990, tax year 2025
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- Organization
- HAIRY CELL LEUKEMIA FOUNDATION (EIN 36-3327001)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349305588
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:54:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362663358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTE BROWN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4123 W SHAMROCK LANE | AddressLine1Txt |
| City | MCHENRY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363327001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAIRY CELL LEUKEMIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAIR | BusinessNameControlTxt |
| Phone | 2243557201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 VAN NESS AVENUE STE 101 PMB 1617 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA LAMBERTSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2243557201 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA LINZ | PreparerPersonNm |
| PTIN | P01359408 | PTIN |
| Phone | 8153851120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNA LAMBERTSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 VAN NESS AVENUE STE 101 PMB 1617 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,112,293 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAIRYCELLLEUKEMIA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO IMPROVING OUTCOMES FOR PATIENTS BY ADVANCING RESEARCH INTO THE CAUSES AND TREATMENT OF HAIRY CELL LEUKEMIA, AS WELL AS EDUCATIONAL RESOURCES AND COMFORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,577,721 | PYContributionsGrantsAmt |
| CY Contributions Grants | $925,185 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $197,131 | PYInvestmentIncomeAmt |
| CY Investment Income | $187,108 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,774,852 | PYTotalRevenueAmt |
| CY Total Revenue | $1,112,293 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,400,241 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $980,549 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $209,518 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $257,397 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,367 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $183,369 | PYOtherExpensesAmt |
| CY Other Expenses | $264,230 | CYOtherExpensesAmt |
| PY Total Expenses | $1,793,128 | PYTotalExpensesAmt |
| CY Total Expenses | $1,502,176 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $981,724 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$389,883 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,910,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,521,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,398 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,906,833 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,516,950 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE HAIRY CELL LEUKEMIA FOUNDATION IS DEDICATED TO IMPROVING OUTCOMES FOR PATIENTS BY ADVANCING RESEARCH INTO THE CAUSES AND TREATMENT OF HAIRY CELL LEUKEMIA, AS WELL AS BY PROVIDING EDUCATIONAL RESOURCES AND COMFORT TO ALL THOSE AFFECTED BY HAIRY CELL LEUKEMIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $199,299 | ExpenseAmt |
| Grant | $199,299 | GrantAmt |
| Desc | GRANTS TO THE OHIO STATE UNIVERSITY AND OTHER INSTITUTIONS FOR REGISTRY IMPLEMENTATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,210,940 | ExpenseAmt |
| Grant | $781,250 | GrantAmt |
| Desc | ANNUAL CONFERENCE EACH FALL FOR DOCTORS, AS WELL AS EDUCATIONAL WEBINARS AND FORUMS FOR PATIENTS THROUGHOUT THE YEAR. FACILITATION OF REGIONAL SUPPORT NETWORKS FOR PATIENTS. RESPONDING TO PATIENT INQUIRIES AND REFERRALS TO HCL CENTERS OF EXCELLENCE. FACILITATION OF SCIENTIFIC ADVISORY GROUPS AND PEER-TO-PEER DOCTOR SUPPORT. ADMINISTRATIVE, EDITORIAL AND TECHNICAL SUPPORT IN THE PREPARATION AND SUBMISSION OF RELEVANT MANUSCRIPTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,410,239 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA LAMBERTSON | PersonNm |
| Phone | 2243557201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 VAN NESS AVENUE STE 101 PMB 1617 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEITH MARKBREITER | ||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADI WEBER | ||||||
| VICE PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL MARGOLIN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT SVOBODA | ||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEN JENSEN | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN FRIEDMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MAHER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARC STADTMAUER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIRK ZACHARY | ||||||
| BOARD MEMBER | 1.30 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PATRICK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH NAPERALA | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| KURT TENENBAUM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA LAMBERTSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $158,940 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $158,940 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $925,185 | AllOtherContributionsAmt |
| Total Contributions | $925,185 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,108 | TotalRevenueColumnAmt |
| Exclusion | $187,108 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,112,293 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $187,108 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,889 | TotalAmt |
| Program Services | $718,889 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,660 | TotalAmt |
| Program Services | $261,660 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,940 | TotalAmt |
| Program Services | $127,152 | ProgramServicesAmt |
| Management And General | $7,947 | ManagementAndGeneralAmt |
| Fundraising | $23,841 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,055 | TotalAmt |
| Program Services | $64,044 | ProgramServicesAmt |
| Management And General | $4,003 | ManagementAndGeneralAmt |
| Fundraising | $12,008 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,402 | TotalAmt |
| Program Services | $14,722 | ProgramServicesAmt |
| Management And General | $920 | ManagementAndGeneralAmt |
| Fundraising | $2,760 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,009 | TotalAmt |
| Program Services | $11,394 | ProgramServicesAmt |
| Management And General | $21,220 | ManagementAndGeneralAmt |
| Fundraising | $12,395 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,737 | TotalAmt |
| Program Services | $5,737 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,156 | TotalAmt |
| Program Services | $5,243 | ProgramServicesAmt |
| Management And General | $326 | ManagementAndGeneralAmt |
| Fundraising | $2,587 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,011 | TotalAmt |
| Program Services | $614 | ProgramServicesAmt |
| Fundraising | $3,397 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,533 | TotalAmt |
| Program Services | $2,505 | ProgramServicesAmt |
| Management And General | $28 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,259 | TotalAmt |
| Program Services | $196,259 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525 | TotalAmt |
| Program Services | $2,020 | ProgramServicesAmt |
| Management And General | $126 | ManagementAndGeneralAmt |
| Fundraising | $379 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,502,176 | TotalAmt |
| Program Services | $1,410,239 | ProgramServicesAmt |
| Management And General | $34,570 | ManagementAndGeneralAmt |
| Fundraising | $57,367 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,126 | BOYAmt |
| EOY | $206,020 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,841,686 | BOYAmt |
| EOY | $4,315,328 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,910,812 | BOYAmt |
| EOY | $4,521,348 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979 | BOYAmt |
| EOY | $4,398 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979 | BOYAmt |
| EOY | $4,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,205 | BOYAmt |
| EOY | $1,022,804 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,075,628 | BOYAmt |
| EOY | $3,494,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,906,833 | BOYAmt |
| EOY | $4,516,950 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,910,812 | BOYAmt |
| EOY | $4,521,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$389,883 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,371,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,220,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,348,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,577,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $925,185 | CurrentTaxYearAmt |
| Total | $10,443,739 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,371,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,220,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,348,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,577,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $925,185 | CurrentTaxYearAmt |
| Total | $10,443,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,982,105 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,461,634 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,147 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,108 | CurrentTaxYearAmt |
| Total | $529,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,972,828 | TotalSupportAmt |
| Public Support CY170 | 0.77110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,112,293 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,112,293 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,112,293 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,502,176 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,502,176 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,502,176 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS ADOPTED THE PROVISION OF ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF ILLINOIS. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH GRANT | $250,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | REGISTRY MANAGEMENT GRANT | $11,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $261,660 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $261,660 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH GRANT | $250,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | REGISTRY MANAGEMENT GRANT | $11,660 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT AND FELLOWSHIP AWARD RECIPIENTS ARE REQUIRED TO PROVIDE AN INTERIM NARRATIVE REPORT AT 12 MONTHS AND A FINAL NARRATIVE AND FINANCIAL REPORT WITHIN 30 DAYS OF THE END OF THE GRANT PERIOD; THE NARRATIVE AND FINANCIAL REPORTS SHOULD INCLUDE: A NARRATIVE ACCOUNT OF WHAT WAS ACCOMPLISHED BY THE EXPENDITURE OF FUNDS AND A FINANCIAL ACCOUNTING OF GRANT EXPENDITURES INCURRED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MEMORIAL SLOAN KETTERING INSTITUTE FOR CANCER RESEARCH | ||||||||
| 633 3RD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | 131924236 | 501C3 | $156,250 | $0 | RESEARCH GRANT |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 952544535 | 501C3 | $187,500 | $0 | RESEARCH GRANT |
| UNIVERSITY OF PENNSYLVANIA PERELMAN SCHOOL OF MEDICINE | ||||||||
| 3451 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 19104 | 231352685 | 501C3 | $187,500 | $0 | RESEARCH GRANT |
| UNIVERSITY OF ROCHESTER | ||||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | 160743209 | 501C3 | $17,881 | $0 | REGISTRY MANAGEMENT GRANT |
| THE OHIO STATE UNIVERSITY | ||||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 501C3 | $157,169 | $0 | REGISTRY MANAGEMENT GRANT | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | 416011702 | 501C3 | $12,589 | $0 | REGISTRY MANAGEMENT GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT AND FELLOWSHIP AWARD RECIPIENTS ARE REQUIRED TO PROVIDE AN INTERIM NARRATIVE REPORT AT 12 MONTHS AND A FINAL NARRATIVE AND FINANCIAL REPORT WITHIN 30 DAYS OF THE END OF THE GRANT PERIOD. THE NARRATIVE AND FINANCIAL REPORTS SHOULD INCLUDE: A NARRATIVE ACCOUNT OF WHAT WAS ACCOMPLISHED BY THE EXPENDITURE OF FUNDS AND A FINANCIAL ACCOUNTING OF GRANT EXPENDITURES INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA LAMBERTSON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $158,940 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $158,940 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS MADE AVAILABLE TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL OF THE ORANIZATION'S DIRECTORS AND SETS FORTH THE PROCEDURES AS FOLLOWS: (1) IN SITUATIONS WHERE A DIRECTOR OR MEMBER OF THE DIRECTOR'S IMMEDIATE FAMILY HOLDS A FIDUCIARY OR LEADING POSITION WITH A POTENTIAL GRANTEE, THAT RELATIONSHIP IS ALWAYS DISCLOSED AND EITHER THE DIRECTOR INVOLVED ABSTAINS FROM VOTING, OR THE MATTER IS DETERMINED WITHOUT CONSIDERING THE VOTE OF THE DIRECTOR. STAFF MEMBERS WHO HOLD A FIDUCIARY OR LEADING POSITION IN A GRANTEE ORGANIZATION OR A MEMBER OF WHOSE IMMEDIATE FAMILY HOLDS SUCH A POSITION MUST ALWAYS DISCLOSE THAT RELATIONSHIP. SUCH ASSOCIATION MUST BE NOTED IN ALL GRANT PRESENTATIONS AND REPORTED IN THE APPROPRIATE BOARD MINUTES. (2) DIRECTORS ALWAYS ABSTAIN FROM VOTING ON MATTERS REGARDING BUSINESS TRANSACTIONS BETWEEN HCLF AND ANY ORGANIZATION IN WHICH THE DIRECTOR OR MEMBER OF THE DIRECTOR'S IMMEDIATE FAMILY HOLDS A FIDUCIARY OR LEADING POSITION OR HAS A SIGNIFICANT FINANCIAL INTEREST. STAFF MEMBERS AND THEIR IMMEDIATE FAMILIES WHO HOLD A FIDUCIARY OR LEADING POSITION OR HAVE A SIGNIFICANT FINANCIAL INTEREST IN ANY ORGANIZATION WHICH HAS OR IS ENTERING INTO A BUSINESS ARRANGEMENT WITH HCLF MUST ALWAYS DISCLOSE THAT RELATIONSHIP. SUCH DISCLOSURE MUST BE RECORDED IN THE APPROPRIATE BOARD MINUTES. SPECIAL CARE IS TAKEN TO PREVENT ABUSE AS THE RESULT OF SUCH ARRANGEMENTS. (3) THE SECRETARY OF HCLF ANNUALLY CIRCULATES A DISCLOSURE FORM FOR DIRECTORS AND STAFF TO LIST ORGANIZATIONS IN WHICH THE DIRECTOR OR STAFF MEMBER OR SPOUSE OR CHILD PLAYS A FIDUCIARY OR LEADING ROLE. IN ADDITION, DIRECTORS AND STAFF WILL LIST THOSE ORGANIZATIONS IN WHICH THEY, A SPOUSE OR CHILD HOLD SIGNIFICANT FINANCIAL INTEREST AND WHICH HAVE A BUSINESS RELATIONSHIP WITH HCLF. ON THE SAME FORM, DIRECTORS AND STAFF ACKNOWLEDGE THAT THEY UNDERSTAND AND ADHERE TO THE HCLF'S CONFLICT OF INTEREST POLICY AND PROCEDURE DIRECTORS AND STAFF WILL INFORM THE SECRETARY OF HCLF OF ANY CHANGES OR NEW RELATIONSHIPS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY SURVEYING DATA FROM COMPARABLE ORGANIZATIONS AND THROUGH AN ANNUAL EVALUATION PROCESS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S 990 IS AVAILABLE UPON REQUEST. THE ORGANIZATION'S FORM 1023 IS AVAILABLE UPON REQUEST AND MAY BE INSPECTED AT THE OFFICE OF THE ORGANIZATION. COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND STATEMENT OF RECEIPTS AND DISBURSEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND MAY BE INSPECTED AT THE ORGANIZATION'S OFFICES. |
| FORM 990, PART XII, LINE 1: | THE FOUNDATION'S FINANCIAL STATEMENTS ARE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. |