MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION (EIN 31-1611837)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-13
- IRS object ID
- 202430449349301853
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T11:02:56-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311611837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC LUSTGARTEN PANCREATIC CANCER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 5167371550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CROSSWAYS PARK DRIVE D | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA TANTAWI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5167371550 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | TANTAWI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEVIN L DUNCAN | PreparerPersonNm |
| PTIN | P01249521 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUSTGARTEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA TANTAWI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CROSSWAYS PARK DRIVE D | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,288,507 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUSTGARTEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD.THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD. THE FOUNDATION'S MISSION IS TO CURE PANCREATIC CANCER BY FUNDING SCIENTIFIC AND CLINICAL RESEARCH RELATED TO THE DIAGNOSIS, TREATMENT AND PREVENTION OF PANCREATIC CANCER; PROVIDING RESEARCH INFORMATION AND CLINICAL SUPPORT SERVICES TO PATIENTS, CAREGIVERS AND INDIVIDUALS AT HIGH RISK; AND INCREASING PUBLIC AWARENESS AND HOPE FOR THOSE DEALING WITH THIS DISEASE. SINCE ITS INCEPTION, THE LUSTGARTEN FOUNDATION HAS DIRECTED MORE THAN $250 MILLION TO RESEARCH AND HAS ASSEMBLED THE BEST SCIENTIFIC MINDS WITH THE HOPE THAT ONE DAY, A CURE CAN BE FOUND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 335 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,139,699 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,131,206 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,583,001 | PYInvestmentIncomeAmt |
| CY Investment Income | -$926,435 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$276,195 | PYOtherRevenueAmt |
| CY Other Revenue | $92,804 | CYOtherRevenueAmt |
| PY Total Revenue | $30,446,505 | PYTotalRevenueAmt |
| CY Total Revenue | $18,297,575 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,469,007 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,379,059 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,076,717 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,660,459 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $521,137 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $53,522 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,232,656 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,767,796 | PYOtherExpensesAmt |
| CY Other Expenses | $4,588,659 | CYOtherExpensesAmt |
| PY Total Expenses | $33,834,657 | PYTotalExpensesAmt |
| CY Total Expenses | $28,681,699 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,388,152 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,384,124 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,505,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,560,475 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,473,764 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,303,185 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,031,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,257,290 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD. SEE SCHEDULE O.THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD, FUNDING PREEMINENT PANCREATIC CANCER RESEARCHERS, DRIVING THE PURSUIT OF BOLD AND INNOVATIVE SCIENCE TOWARD EARLIER DETECTION AND BETTER TREATMENTS, TRANSFORMING PANCREATIC CANCER INTO A CURABLE DISEASE. THE FOUNDATION FUNDS RESEARCH WHERE CREATIVE RISKS YIELD HIGH REWARDS TO ACCELERATE AND EXPAND LIFE-SAVING TREATMENT OPTIONS. WE BELIEVE TIME IS EVERYTHING TO PATIENTS AND THEIR FAMILIES, AND THAT COMMUNITY IS POWER. LUSTGARTEN PROGRAMS AND EVENTS PROVIDE PEOPLE AFFECTED BY PANCREATIC CANCER A VOICE AND A PLACE TO CREATE HOPE, TOGETHER. 100% OF ALL DONATIONS FUEL THE RESEARCH TO ADVANCE UNDERSTANDING OF THIS COMPLEX, DEVASTATING AND UNDERFUNDED CANCER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,863,817 | ExpenseAmt |
| Grant | $19,379,059 | GrantAmt |
| Desc | RESEARCH PROGRAM: THE LUSTGARTEN FOUNDATION'S MISSION IS TO ADVANCE THE BEST SCIENCE TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE. 2023 MARKED THE FOUNDATION'S 25TH ANNIVERSARY OF DRIVING PIONEERING PANCREATIC CANCER RESEARCH BREAKTHROUGHS, ACCELERATING PROGRESS FASTER THAN EVER BEFORE AND PROVIDING A MORE HOPEFUL FUTURE FOR ALL PATIENTS. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,374,374 | ExpenseAmt |
| Desc | PUBLIC EDUCATION AND INFORMATION PROGRAM: THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD, FUNDING PREEMINENT PANCREATIC CANCER RESEARCHERS, DRIVING THE PURSUIT OF BOLD AND INNOVATIVE SCIENCE TOWARD EARLIER DETECTION AND BETTER TREATMENTS, AND TRANSFORMING PANCREATIC CANCER INTO A CURABLE DISEASE. THE FOUNDATION FUNDS RESEARCH WHERE CREATIVE RISKS YIELD HIGH REWARDS TO ACCELERATE AND EXPAND LIFE-SAVING TREATMENT OPTIONS. WE BELIEVE TIME IS EVERYTHING TO PATIENTS, AND THEIR FAMILIES, AND THAT COMMUNITY IS POWER. LUSTGARTEN PROGRAMS AND EVENTS PROVIDE PEOPLE AFFECTED BY PANCREATIC CANCER A VOICE AND A PLACE TO CREATE HOPE, TOGETHER. 100% OF ALL DONATIONS FUEL THE RESEARCH TO ADVANCE UNDERSTANDING OF THIS COMPLEX, DEVASTATING AND UNDERFUNDED CANCER. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $804,224 | ExpenseAmt |
| Desc | PROFESSIONAL EDUCATION PROGRAM: PROFESSIONAL EDUCATION FOCUSED ON THE FOUNDATION'S SENIOR LEADERSHIP CONDUCTING HIGH-LEVEL MEETINGS WITH FUNDED SCIENTISTS AND DIRECTORS OF THE LABS PROGRAM SITES AND COLLABORATING ORGANIZATIONS, AS WELL AS ATTENDING/PRESENTING AT SCIENTIFIC MEETINGS FOR ORGANIZATIONS INCLUDING THE AMERICAN ASSOCIATION FOR CANCER RESEARCH (AACR) AND STAND UP TO CANCER (SU2C). SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,042,415 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAISAL JAWAID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167371555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CROSSWAYS PARK DRIVE SUITE D | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW LUSTGARTEN | |||||||||
| CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES L DOLAN | |||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM SILVER | |||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JENNIE FORTUNOFF | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHILIP D'AMBROSIO | |||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BELL | |||||||||
| TREASURER/DIRECTOR (END 10/27/22) | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES F DOLAN | |||||||||
| CHAIRMAN EMERITUS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT F VIZZA | |||||||||
| CHAIRMAN EMERITUS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SOMMER BAZURO PHD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H COBB | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA LUSTGARTEN COURTEMANCHE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| QUENTIN F DOLAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH GOODMAN MD FACR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCIA LUSTGARTEN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA MAHONY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES R SCHUELER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLA SHALIT | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SELWYN M VICKERS | |||||||||
| DIRECTOR (AS OF 6/15/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT PENBERTHY | |||||||||
| DIRECTOR (AS OF 6/15/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA TANTAWI | |||||||||
| CEO | 40.00 | 0.00 | Yes (X) | $430,564 | $0 | $29,537 | |||
| KERRI KAPLAN | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $330,102 | $0 | $17,573 | |||
| FAISAL JAWAID | |||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $197,906 | $0 | $2,480 | |||
| ANDREW RAKEMAN | |||||||||
| VP RESEARCH | 40.00 | 0.00 | $248,673 | $0 | $25,376 | Yes (X) | |||
| GLEN PECK | |||||||||
| SVP TECHNOLOGY & BUSINESS INTELLIGENCE | 40.00 | 0.00 | $262,312 | $0 | $25,975 | Yes (X) | |||
| STEPHANIE DERGARABEDIAN | |||||||||
| NATIONAL DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $148,385 | $0 | $20,010 | Yes (X) | |||
| SUSAN M JACOBSON | |||||||||
| DIRECTOR EXTERNAL & COMMUNITY RELATIONS | 40.00 | 0.00 | $130,890 | $0 | $9,731 | Yes (X) | |||
| PETER S CASALINO | |||||||||
| DIRECTOR DATA SERVICES | 40.00 | 0.00 | $105,037 | $0 | $19,155 | Yes (X) | |||
| CATHERINE WEBER | |||||||||
| VP DEV OPS & CONST SVCS (END 7/31/22) | 40.00 | 0.00 | $371,741 | $0 | $18,245 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,225,610 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,082 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| FAIRCOM NEW YORK INC | ||||||||||
| 12 WEST 27TH STREET 13TH FLOOR | NEW YORK | NY | 10001 | CONSULTANT | $713,180 | |||||
| BKD LLP | ||||||||||
| 1155 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | CONSULTANT | $243,348 | |||||
| WSI PAID SEARCH LTD | ||||||||||
| TECHNOLOGY | $231,000 | 91 SKYWAY AVE SUITE 104 | TORONTO | ONTARIO | CA | M9W6R5 | ||||
| JC GEEVER INC | ||||||||||
| 11 RIVERSIDE DRIVE 2EW | NEW YORK | NY | 10023 | CONSULTANT | $211,122 | |||||
| WALKER STEWART MCKEOUGH | ||||||||||
| 240 CENTRAL PARK SOUTH APT 8P | NEW YORK | NY | 10019 | CONSULTANT | $209,115 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,547,024 | FundraisingAmt |
| All Other Contributions | $14,584,182 | AllOtherContributionsAmt |
| Noncash Contributions | $1,825,156 | NoncashContributionsAmt |
| Total Contributions | $19,131,206 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,507,003 | TotalRevenueColumnAmt |
| Exclusion | $1,507,003 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,804 | TotalRevenueColumnAmt |
| Exclusion | $92,804 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,397,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,830,776 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,433,438 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,433,438 | TotalRevenueColumnAmt |
| Exclusion | -$2,433,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $160,156 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,547,024 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $160,156 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,297,575 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$833,631 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,807,587 | TotalAmt |
| Program Services | $18,807,587 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,472 | TotalAmt |
| Program Services | $571,472 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,957 | TotalAmt |
| Program Services | $375,636 | ProgramServicesAmt |
| Management And General | $554,099 | ManagementAndGeneralAmt |
| Fundraising | $145,222 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,774,481 | TotalAmt |
| Program Services | $1,135,552 | ProgramServicesAmt |
| Management And General | $653,418 | ManagementAndGeneralAmt |
| Fundraising | $985,511 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,489 | TotalAmt |
| Program Services | $44,918 | ProgramServicesAmt |
| Management And General | $30,202 | ManagementAndGeneralAmt |
| Fundraising | $33,369 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,156 | TotalAmt |
| Program Services | $155,488 | ProgramServicesAmt |
| Management And General | $128,597 | ManagementAndGeneralAmt |
| Fundraising | $116,071 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,376 | TotalAmt |
| Program Services | $124,942 | ProgramServicesAmt |
| Management And General | $88,546 | ManagementAndGeneralAmt |
| Fundraising | $88,888 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,522 | TotalAmt |
| Fundraising | $53,522 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,276 | TotalAmt |
| Management And General | $307,276 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,860 | TotalAmt |
| Program Services | $438,691 | ProgramServicesAmt |
| Management And General | $131,607 | ManagementAndGeneralAmt |
| Fundraising | $253,562 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,479 | TotalAmt |
| Program Services | $276,744 | ProgramServicesAmt |
| Management And General | $92,248 | ManagementAndGeneralAmt |
| Fundraising | $553,487 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,715 | TotalAmt |
| Program Services | $183,486 | ProgramServicesAmt |
| Management And General | $114,679 | ManagementAndGeneralAmt |
| Fundraising | $160,550 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,053 | TotalAmt |
| Program Services | $95,754 | ProgramServicesAmt |
| Management And General | $60,516 | ManagementAndGeneralAmt |
| Fundraising | $83,783 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,356 | TotalAmt |
| Program Services | $14,589 | ProgramServicesAmt |
| Management And General | $8,753 | ManagementAndGeneralAmt |
| Fundraising | $35,014 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,648 | TotalAmt |
| Program Services | $36,259 | ProgramServicesAmt |
| Management And General | $22,662 | ManagementAndGeneralAmt |
| Fundraising | $31,727 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,061 | TotalAmt |
| Program Services | $17,625 | ProgramServicesAmt |
| Management And General | $11,015 | ManagementAndGeneralAmt |
| Fundraising | $15,421 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT MAIL DESIGN & PR | $1,302,524 | $651,263 | $195,378 | $455,883 |
| BANK & CREDIT CARD FEES | $228,278 | $7,632 | $220,646 | |
| RESEARCH SUPPORT | $112,409 | $112,409 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,681,699 | TotalAmt |
| Program Services | $23,042,415 | ProgramServicesAmt |
| Management And General | $2,406,628 | ManagementAndGeneralAmt |
| Fundraising | $3,232,656 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,308,831 | BOYAmt |
| EOY | $3,731,289 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,982,801 | BOYAmt |
| EOY | $1,440,671 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,815 | BOYAmt |
| EOY | $190,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $388,811 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $284,264 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,195 | BOYAmt |
| EOY | $104,547 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,805,521 | BOYAmt |
| EOY | $72,170,913 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $923,045 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,505,397 | BOYAmt |
| EOY | $78,560,475 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,077 | BOYAmt |
| EOY | $889,012 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,629,947 | BOYAmt |
| EOY | $7,382,067 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $30,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,740 | BOYAmt |
| EOY | $1,002,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,473,764 | BOYAmt |
| EOY | $9,303,185 | 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 | $68,371,633 | BOYAmt |
| EOY | $68,173,573 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,660,000 | BOYAmt |
| EOY | $1,083,717 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,031,633 | BOYAmt |
| EOY | $69,257,290 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,505,397 | BOYAmt |
| EOY | $78,560,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,384,124 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,609,781 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | $15,969,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,046,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,661,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,139,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,131,206 | CurrentTaxYearAmt |
| Total | $83,948,302 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,969,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,046,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,661,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,139,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,131,206 | CurrentTaxYearAmt |
| Total | $83,948,302 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,102,833 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,845,469 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,755,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,417,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,252,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,704,321 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,599,807 | CurrentTaxYearAmt |
| Total | $10,728,829 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $371,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $219,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $160,156 | CurrentTaxYearAmt |
| Total | $758,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $95,436,053 | TotalSupportAmt |
| Public Support CY170 | 0.79470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72630 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,865 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,631 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,623 | DepreciationAmt |
| Book Value | $4,008 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $364,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $263,776 | DepreciationAmt |
| Book Value | $100,539 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $104,547 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,002,106 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,002,106 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,976,611 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,609,781 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $376,531 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $9,986,312 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,990,299 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $307,276 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $307,276 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,297,575 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,750,954 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $376,531 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $376,531 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,374,423 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $307,276 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $307,276 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,681,699 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS RECEIVED A FINAL DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3). THE FOUNDATION IS TREATED AS A PUBLIC CHARITY AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI). THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES - OVERALL (ASC 740-10), RELATING TO UNCERTAINTY IN INCOME TAXES. FOR THE FOUNDATION, ASC 740-10 IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ATTRIBUTABLE TO CERTAIN OF ITS INVESTMENTS. ASC 740-10 ESTABLISHES A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFITS OF POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FILING TAX RETURNS. IT REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY THAN-NOT THRESHOLD ARE RECORDED AS TAX EXPENSE. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE FOUNDATION HAS NOT IDENTIFIED OR PROVIDED FOR ANY SUCH POSITIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTMAKING | PANCREATIC CANCER RESEARCH | $399,905 |
| EUROPE | 0 | 0 | GRANTMAKING | PANCREATIC CANCER RESEARCH | $171,567 |
| 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 | $571,472 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $571,472 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| NORTH AMERICA | PANCREATIC CANCER RESEARCH | $399,905 | WIRE/EFT | $0 |
| EUROPE | PANCREATIC CANCER RESEARCH | $171,567 | WIRE/EFT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANT MONITORING PROCESS THE ORGANIZATION REQUIRES ALL GRANTEES TO PROVIDE DETAILED REPORTING ON THEIR RESEARCH. THAT REPORTING INCLUDES ACCOUNTING FOR ALL FUNDS AND SHALL BE ACCOMPANIED BY ELECTRONIC COPIES OF ALL ARTICLES, IRRESPECTIVE OF WHETHER THEY WERE PUBLISHED, PRESENTED OR OTHERWISE DISCLOSED, CONCERNING GRANT RESEARCH WRITTEN BY THE PRINCIPAL INVESTIGATOR. FINAL GRANT ACCOUNTING IS DUE FROM THE SPONSORING INSTITUTION AND THE INSTITUTIONS AGREE TO REFUND ANY PORTION OF THE GRANT FUNDS TO THE FOUNDATION THAT WAS NOT USED FOR THE SPECIFIED PURPOSES DESCRIBED HEREIN AND RETURN TO THE FOUNDATION ANY UNEXPENDED FUNDS WITHIN THIRTY (30) DAYS AFTER THE EXPIRATION OR TERMINATION OF THE GRANT TERM, OR AT THE FOUNDATION'S OPTION, THE FOUNDATION MAY, BY WRITTEN NOTICE, ALLOW THE SPONSORING INSTITUTION TO USE ANY REMAINING GRANT FUNDS IN FURTHERANCE OF GRANT RESEARCH IN PROGRESS AT THE TIME OF SUCH EXPIRATION. THE FOUNDATION SHALL HAVE THE RIGHT TO AUDIT THE USE OF GRANT FUNDS. PART I, LINE E, COLUMN (F): METHOD OF ACCOUNTING EXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MM EVENT GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SEVENTH AVENUE 8TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | EVENT CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $758,252 | GrossReceiptsAmt |
| Retained By Contractor | $53,522 | RetainedByContractorAmt |
| Net To Organization | $704,730 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $758,252 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $53,522 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $704,730 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BASH | Event1Nm |
| Gross Receipts Event1 | $761,452 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $601,296 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $160,156 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $141,176 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,107 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,873 | OtherDirectExpensesEvent1Amt |
| Event2 | LI WALK | Event2Nm |
| Gross Receipts Event2 | $703,371 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $703,371 | CharitableContriEvent2Amt |
| Other Events Total | 106 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,242,357 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $3,242,357 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $4,707,180 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,547,024 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $160,156 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $141,176 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,107 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,873 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $160,156 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| STAND UP TP CANCER - ENTERTAINMENT INDUSTRY FOUNDATION | ||||||||
| 10880 WILSHIRE BOULDVARD SUITE 1400 | LOS ANGELES | CA | 90024 | 951644609 | 501(C)(3) | $1,534,808 | $0 | PANCREATIC CANCER RESEARCH |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 1650 ORLEANS STREET | BALTIMORE | MD | 21287 | 520595110 | 501(C)(3) | $5,726,518 | $0 | PANCREATIC CANCER RESEARCH |
| COLD SPRING HARBOR LABORATORY | ||||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | 112013303 | 501(C)(3) | $2,472,272 | $0 | PANCREATIC CANCER RESEARCH |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | ||||||||
| 615 CHESTNUT STREET- 17TH FLOOR | PHILADELPHIA | PA | 191064404 | 236251648 | 501(C)(3) | $990,664 | $0 | PANCREATIC CANCER RESEARCH |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $1,575,933 | $0 | PANCREATIC CANCER RESEARCH |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042263040 | 501(C)(3) | $2,161,911 | $0 | PANCREATIC CANCER RESEARCH |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 615 W 131ST STREET 4TH FLOOR | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $27,000 | $0 | PANCREATIC CANCER RESEARCH |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 952160097 | 501(C)(3) | $1,000,000 | $0 | PANCREATIC CANCER RESEARCH |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| PO BOX 741539 | LOS ANGELES | CA | 90074 | 956006144 | 501(C)(3) | $773,195 | $0 | PANCREATIC CANCER RESEARCH |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | 060646973 | 501(C)(3) | $444,000 | $0 | PANCREATIC CANCER RESEARCH |
| MASSACHUSETTES GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | 501(C)(3) | $500,000 | $0 | PANCREATIC CANCER RESEARCH |
| NYU GROSSMAN SCHOOL OF MEDICINE | ||||||||
| PO BOX 415026 | BOSTON | MA | 02241 | 135562308 | 501(C)(3) | $731,815 | $0 | PANCREATIC CANCER RESEARCH |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3400 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $400,000 | $0 | PANCREATIC CANCER RESEARCH |
| HENRY FORD HEALTH SYSTEM | ||||||||
| 2799 W GRAND BLVD | DETROIT | MI | 48202 | 381357020 | 501(C)(3) | $15,000 | $0 | PANCREATIC CANCER RESEARCH |
| DUKE UNIVERSITY | ||||||||
| PO BOX 104132 | DURHAM | NC | 27708 | 560532129 | 501(C)(3) | $361,288 | $0 | PANCREATIC CANCER RESEARCH |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1075 | NEW YORK | NY | 100296574 | 136171197 | 501(C)(3) | $75,000 | $0 | PANCREATIC CANCER RESEARCH |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 131924236 | 501(C)(3) | $118,091 | $0 | PANCREATIC CANCER RESEARCH |
| UNIVERSITY OF TEXAS MD ANDERSON CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 770304009 | 746001118 | GOVT | $74,999 | $0 | PANCREATIC CANCER RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAKES GRANTS TO 501(C)(3) PUBLIC CHARITIES CONDUCTING PANCREATIC CANCER RESEARCH. AS PART OF THE REQUIREMENT FOR RECEIVING SUCH GRANTS, THE FOUNDATION REQUIRES PERIODIC UPDATES AND REPORTING ON SCIENTIFIC PROGRESS AND FINANCIAL EXPENDITURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA TANTAWI | ||||||||||||||
| CEO | $316,814 | $0 | $113,750 | $0 | $0 | $0 | $8,100 | $0 | $21,437 | $0 | $460,101 | $0 | $0 | $0 |
| CATHERINE WEBER | ||||||||||||||
| VP DEV OPS & CONST SVCS (END 7/31/22 | $147,126 | $0 | $40,000 | $0 | $184,615 | $0 | $4,000 | $0 | $14,245 | $0 | $389,986 | $0 | $0 | $0 |
| KERRI KAPLAN | ||||||||||||||
| PRESIDENT | $262,247 | $0 | $67,855 | $0 | $0 | $0 | $0 | $0 | $17,573 | $0 | $347,675 | $0 | $0 | $0 |
| GLEN PECK | ||||||||||||||
| SVP TECHNOLOGY & BUSINESS INTELLIGEN | $216,912 | $0 | $45,400 | $0 | $0 | $0 | $4,540 | $0 | $21,435 | $0 | $288,287 | $0 | $0 | $0 |
| ANDREW RAKEMAN | ||||||||||||||
| VP RESEARCH | $205,673 | $0 | $43,000 | $0 | $0 | $0 | $4,300 | $0 | $21,076 | $0 | $274,049 | $0 | $0 | $0 |
| FAISAL JAWAID | ||||||||||||||
| CFO | $176,031 | $0 | $21,875 | $0 | $0 | $0 | $2,262 | $0 | $218 | $0 | $200,386 | $0 | $0 | $0 |
| STEPHANIE DERGARABEDIAN | ||||||||||||||
| NATIONAL DIRECTOR OF DEVELOPMENT | $132,185 | $0 | $16,200 | $0 | $0 | $0 | $2,700 | $0 | $17,310 | $0 | $168,395 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | LINE 4A - SEVERANCE COMPENSATION CATHERINE WEBER, VICE PRESIDENT OF DEVELOPMENT OPERATIONS & CONSITUENT SERVICES, RECEIVED A SEVERANCE PAYMENT OF $184,615 IN CALENDAR YEAR 2022. LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN LINDA TANTAWI, CEO, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, AND $1,600 OF DEFERRED COMPENSATION RELATED TO THE PLAN IS REPORTED ON SCHEDULE J, PART II, COLUMN (C). |
| PART I, LINE 7 | NONFIXED PAYMENTS IN 2022, OFFICERS AND EMPLOYEES RECEIVED NONFIXED DISCRETIONARY BONUSES AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 53 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,825,156 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG MKT VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | RESEARCH PROGRAM $20,863,817 GRANTS $19,379,059 THE LUSTGARTEN FOUNDATION'S MISSION IS TO ADVANCE THE BEST SCIENCE TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE. 2023 MARKED THE FOUNDATION'S 25TH ANNIVERSARY OF DRIVING PIONEERING PANCREATIC CANCER RESEARCH BREAKTHROUGHS, ACCELERATING PROGRESS FASTER THAN EVER BEFORE AND PROVIDING A MORE HOPEFUL FUTURE FOR ALL PATIENTS. IN 2023, THE FOUNDATION AWARDED 17 NEW GRANTS TOTALING UP TO $23 MILLION TO RESEARCHERS AT 13 LEADING INSTITUTIONS. OF THE NEW GRANTS AWARDED, 60% SUPPORT DRUG DEVELOPMENT PROJECTS; 24% SUPPORT EARLY DETECTION AND INTERCEPTION EFFORTS; AND 16% SUPPORT PERSONALIZED MEDICINE STUDIES. WITH THE ADDITION OF THESE NEW GRANTS, THE FOUNDATION NOW SUPPORTS 59 ACTIVE GRANTS ACROSS 30 INSTITUTIONS REPRESENTING ALMOST $45 MILLION OF COMMITTED FUNDING. THE CUMULATIVE TOTAL THE LUSTGARTEN FOUNDATION INVESTED IN RESEARCH THROUGH JUNE 2023 IS $270 MILLION. DURING FY23, MAJOR LUSTGARTEN-FUNDED INITIATIVES INCLUDED: - THE LUSTGARTEN FOUNDATION-SWIM ACROSS AMERICA-AACR EARLY DETECTION RESEARCH GRANT WAS AWARDED TO AJAY GOEL, PHD, PROFESSOR AND CHAIR, DEPARTMENT OF MOLECULAR DIAGNOSTICS AND EXPERIMENTAL THERAPEUTICS, BECK RESEARCH INSTITUTE OF THE CITY OF HOPE, FOR HIS STUDY "A CIRCULATING EPIGENETIC SIGNATURE FOR EARLY DETECTION OF PANCREATIC CANCER." THIS NEW PARTNERSHIP WITH SWIM ACROSS AMERICA WILL STIMULATE INNOVATIVE WORK IN THE EARLY DETECTION OF PANCREATIC CANCER AND BRING NEW TALENT TO THE FIELD. - ELLIOT FISHMAN, MD, DIRECTOR, DIAGNOSTIC IMAGING AND BODY CT, AND PROFESSOR OF RADIOLOGY AND RADIOLOGICAL SCIENCE, JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE, AND ALAN YUILLE, PHD, BLOOMBERG DISTINGUISHED PROFESSOR, DEPARTMENT OF COMPUTER SCIENCE, JOHNS HOPKINS WHITING SCHOOL OF ENGINEERING, RECEIVED GRANTS FOR THEIR CONTINUING PANCREATIC CANCER EARLY DETECTION WORK. THEIR PROJECTS BUILD ON THE SUCCESS OF THE FELIX PROGRAM, FUNDED BY LUSTGARTEN SINCE 2016. THE FELIX PROGRAM USES DATA FROM THOUSANDS OF CT SCANS TO TEACH COMPUTERS TO DETECT TUMORS SMALL ENOUGH TO BE MISSED BY EVEN THE MOST EXPERIENCED RADIOLOGISTS. DR. FISHMAN'S STUDY, ENTITLED "FELIX 2.0: THE INTEGRATION OF AI INTO THE EARLY DETECTION AND MANAGEMENT OF PANCREATIC CANCER WITH NOVEL AI ALGORITHMS AND ADVANCED DATA ANALYSIS," WILL BE DRIVEN BY HIS COLLABORATION WITH MICROSOFT AI FOR GOOD TO LEVERAGE ADDITIONAL RESOURCES AND EXPERTISE TO FURTHER REFINE AUTOMATED DETECTION TOOLS FOR CT SCANS. HE WILL ALSO DEVELOP NOVEL TOOLS TO SUPPORT PHYSICIANS IN MANAGING PATIENTS WITH PRE-CANCEROUS CYSTS. DR. YUILLE'S STUDY, ENTITLED "FELIX CIVITAS," INVOLVES RESEARCHERS WORKING TO ENSURE THE AI ALGORITHMS WILL ASSIST DOCTORS AND RADIOLOGISTS IN A WAY THAT ALIGNS BEST WITH THEIR NEEDS AND PRIORITIES. - THE LUSTGARTEN ADVANCING BREAKTHROUGH SCIENCE (LABS) PROGRAM, A HALLMARK OF THE FOUNDATION'S UNIQUE RESEARCH STRATEGY, HAD AN ESPECIALLY MOMENTOUS YEAR, WITH THREE OUT OF THE SIX DEDICATED LABORATORIES UP FOR RENEWAL. AFTER RIGOROUS REVIEW, LUSTGARTEN CONTINUED FUNDING FOR ALL THREE LABS, LOCATED AT COLD SPRING HARBOR LABORATORY (LED BY DAVID TUVESON, MD, PHD), MASSACHUSETTS INSTITUTE OF TECHNOLOGY (LED BY TYLER JACKS, PHD), AND DANA-FARBER CANCER INSTITUTE (LED BY BRIAN WOLPIN, MD, MPH). THE LABS PROGRAM PROVIDES LONG-TERM FUNDING TO PROMOTE THE DEVELOPMENT OF INNOVATIVE IDEAS AND SPEED THE PACE OF DISCOVERY BY INCENTIVIZING INTERDISCIPLINARY TEAM SCIENCE, INCLUDING GROUPS WITH COMPLEMENTARY EXPERTISE ACROSS THE PIPELINE FROM TARGET DISCOVERY AND VALIDATION TO PRECLINICAL DEVELOPMENT AND CLINICAL TESTING. - THE ORGANOIDS FOR PERSONALIZED THERAPEUTICS PROGRAM WAS APPROVED FOR EXPANSION INTO THE FOURTH PHASE. LED BY DAVID TUVESON, MD, PHD AT COLD SPRING HARBOR LABORATORY, ORGANOID PERSONALIZED THERAPEUTICS PHASE 4 PROJECT-OPT4" BUILDS ON PREVIOUS PHASES AND SUCCESSES, TO LEVERAGE PATIENT-DERIVED ORGANOID MODELS FOR THE STUDY OF PANCREATIC CANCER AND WILL ADVANCE THE DEVELOPMENT OF EARLY DETECTION TOOLS AND THERAPEUTIC OPTIONS. - THE LUSTGARTEN FOUNDATION-AACR CAREER DEVELOPMENT AWARDS HONORING RUTH BADER GINSBURG AND JOHN ROBERT LEWIS WERE GIVEN TO ASHLEY KIEMEN, PHD, ASSISTANT PROFESSOR OF ONCOLOGY AND PATHOLOGY, JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE, FOR HER STUDY "3D MORPHOLOGICAL ANALYSIS OF HUMAN PANCREATIC CANCER LIVER METASTASES, AND CHRISTINA FERRER, PHD, ASSISTANT PROFESSOR OF PHARMACOLOGY, UNIVERSITY OF MARYLAND, BALTIMORE, FOR HER STUDY "METASTASIS-INITIATING CELLS IN PANCREATIC CANCER." THESE AWARDS FOSTER AND GROW THE NUMBER OF EARLY-CAREER WOMEN AND UNDERREPRESENTED SCIENTISTS WORKING IN PANCREATIC CANCER RESEARCH AND HONOR THE LIVES AND LEGACIES OF TWO ICONIC AMERICANS LOST TO PANCREATIC CANCER. THE AWARDS SUPPORT TRAILBLAZING INVESTIGATORS COMMITTED TO INCREASING THE UNDERSTANDING AND TREATMENT OF PANCREATIC CANCER. |
| FORM 990, PART III, LINE 4A | - THE LUSTGARTEN EQUITY, ACCESSIBILITY, AND DIVERSITY (LEAD) GRANTS WERE PRESENTED TO KARYN GOODMAN, MD, MS, VICE CHAIR OF RADIATION ONCOLOGY AND ASSOCIATE DIRECTOR OF CLINICAL RESEARCH AT TISCH CANCER INSTITUTE, ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI, FOR HER STUDY "NAVIGATING PANCREATIC CANCER MULTIDISCIPLINARY CARE TO ADDRESS CULTURAL AND LANGUAGE BARRIERS TO CLINICAL TRIAL ENROLLMENT AMONG MANDARIN AND SPANISH SPEAKING PATIENTS WITH PANCREATIC CANCER, AND REBECCA SNYDER, MD, MPH, ASSOCIATE PROFESSOR IN THE DEPARTMENTS OF SURGICAL ONCOLOGY AND HEALTH SERVICES RESEARCH AT THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER, FOR HER STUDY ENTITLED "IMPACT DIVERSITY: AN INTEGRATED MULTI-LEVEL PLAN TO ADDRESS CLINICAL TRIAL DIVERSITY." THE LEAD GRANTS WERE CREATED TO INCREASE THE RECRUITMENT AND RETENTION OF UNDERREPRESENTED GROUPS IN PANCREATIC CANCER CLINICAL TRIALS. - THE INNOVATION AND COLLABORATION PROGRAM GRANTS WERE AWARDED TO KACPER ROGALA, DPHIL, MRES, ASSISTANT PROFESSOR OF STRUCTURAL BIOLOGY AND OF CHEMICAL AND SYSTEMS BIOLOGY, STANFORD UNIVERSITY SCHOOL OF MEDICINE, FOR HIS STUDY "ESTABLISHING CHOLINE TRANSPORT AS SELECTIVE VULNERABILITY OF PANCREATIC CANCERS, AND DAVID KASHATUS, PHD, ASSOCIATE PROFESSOR, MICROBIOLOGY, IMMUNOLOGY, AND CANCER BIOLOGY, UNIVERSITY OF VIRGINIA, FOR HIS STUDY "THE ROLE OF LIPID DROPLETS IN PANCREATIC CANCER METASTASIS." THIS PROGRAM PROVIDES SEED FUNDING FOR HIGHLY INNOVATIVE RESEARCH PROJECTS WITH SIGNIFICANT POTENTIAL TO ACCELERATE THE LUSTGARTEN FOUNDATION'S MISSION TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE. - DR. ROBERT F. VIZZA LUSTGARTEN CLINICAL ACCELERATOR INITIATIVE (CAI) GRANTS WERE AWARDED TO DAFNA BAR-SAGI, PHD, EXECUTIVE VICE PRESIDENT, VICE DEAN FOR SCIENCE, AND CHIEF SCIENTIFIC OFFICER, NYU LANGONE HEALTH, FOR HER STUDY "EVALUATION OF THE MECHANISM AND EFFICACY OF IL-15 SUPERAGONIST-BASED NEOADJUVANT CHEMO-IMMUNOTHERAPY FOR PANCREATIC CANCER;" MICHAEL PISHVAIAN, MD, PHD, DIRECTOR OF GASTROINTESTINAL, DEVELOPMENTAL THERAPEUTICS AND CLINICAL RESEARCH PROGRAMS ASSOCIATE PROFESSOR OF ONCOLOGY, JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE, FOR HIS STUDY "A PHASE II TRIAL OF OLAPARIB, PEMBROLIZUMAB, AND LENVATINIB AS SECOND-LINE THERAPY FOR BRCA1, BRCA2, OR PALB2-MUTATED METASTATIC PANCREATIC ADENOCARCINOMA; AND PETER ALLEN, MD, CHIEF, DIVISION OF SURGICAL ONCOLOGY, DUKE UNIVERSITY SCHOOL OF MEDICINE, FOR HIS STUDY "A WINDOW-OF-OPPORTUNITY TRIAL USING NEOADJUVANT HEPATIC ARTERY CHEMOTHERAPY FOR PATIENTS WITH LOCALIZED PANCREAS CANCER." - THE CAI REDUCES THE TIME FROM CLINICAL TRIAL CONCEPT TO LAUNCH USING A LUSTGARTEN-DEVELOPED PROCESS BASED ON THE BEST AVAILABLE SCIENCE AND EMPLOYING INNOVATIVE BIOMARKERS. WITH THREE NEW TRIALS ADDED THIS YEAR, THERE ARE NOW SEVEN TRIALS SUPPORTED THROUGH THIS INNOVATIVE PROGRAM. - TO MAXIMIZE THE VALUE OF THE CAI STUDIES, THE LUSTGARTEN FOUNDATION BEGAN DEVELOPING THE LUSTGARTEN UNITED CLINICAL INFORMATION DATABASE (LUCID) TO HOUSE THE CHARACTERISTICS OF PATIENTS ACROSS STUDIES AND LINK THEM TO PATIENT OUTCOMES. BY PROVIDING A CENTRALIZED PLATFORM FOR DATA SHARING AND ANALYSIS, LUCID PROMOTES COLLABORATION BETWEEN RESEARCHERS, LEADING TO FASTER RESEARCH ADVANCEMENTS. ADDITIONALLY, LUCID WILL HELP RESEARCHERS IDENTIFY NEW TREATMENT APPROACHES AND BIOMARKERS AND UNDERSTAND DISEASE HETEROGENEITY AND PATIENT SUBGROUPS, DETERMINING WAYS TO MATCH THE RIGHT PATIENTS TO THE RIGHT TREATMENTS AND IMPROVE OUTCOMES. - IN 2023, LUSTGARTEN CONTINUED OUR COLLABORATIONS WITH ORGANIZATIONS INCLUDING STAND UP TO CANCER, AMERICAN ASSOCIATION FOR CANCER RESEARCH, AND BREAK THROUGH CANCER, AND FORMED A NEW PARTNERSHIP WITH SWIM ACROSS AMERICA. THROUGH THESE PARTNERSHIPS, LUSTGARTEN BRINGS FOCUS AND STRATEGY TO PANCREATIC CANCER RESEARCH AND MAXIMIZES OUR COLLECTIVE FINANCIAL INVESTMENT SO WE CAN FUND THE MOST HIGH-RISK, HIGH-REWARD SCIENCE. |
| FORM 990, PART III, LINE 4B | PUBLIC EDUCATION AND INFORMATION PROGRAM $1,374,374 THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD, FUNDING PREEMINENT PANCREATIC CANCER RESEARCHERS, DRIVING THE PURSUIT OF BOLD AND INNOVATIVE SCIENCE TOWARD EARLIER DETECTION AND BETTER TREATMENTS, AND TRANSFORMING PANCREATIC CANCER INTO A CURABLE DISEASE. THE FOUNDATION FUNDS RESEARCH WHERE CREATIVE RISKS YIELD HIGH REWARDS TO ACCELERATE AND EXPAND LIFE-SAVING TREATMENT OPTIONS. WE BELIEVE TIME IS EVERYTHING TO PATIENTS, AND THEIR FAMILIES, AND THAT COMMUNITY IS POWER. LUSTGARTEN PROGRAMS AND EVENTS PROVIDE PEOPLE AFFECTED BY PANCREATIC CANCER A VOICE AND A PLACE TO CREATE HOPE, TOGETHER. 100% OF ALL DONATIONS FUEL THE RESEARCH TO ADVANCE UNDERSTANDING OF THIS COMPLEX, DEVASTATING AND UNDERFUNDED CANCER. THE LUSTGARTEN FOUNDATION CREATED, PRINTED, AND DISTRIBUTED MATERIALS TO UPDATE PATIENTS, CAREGIVERS, SURVIVORS, DONORS, VOLUNTEERS, WALK AND EVENT LEADERS AND CORPORATE SPONSORS ON RESEARCH DEVELOPMENTS, FOUNDATION MILESTONES, AND WALKS/EVENTS. MATERIALS INCLUDED: - LUSTGARTENLIVE! SERIES OF RESEARCH-FOCUSED, INTERACTIVE WEBINARS - PROGRESS & PROMISE NEWSLETTER - ANNUAL REPORT - RESEARCH MILESTONES UPDATE - MONTHLY E-NEWSLETTER WITH VIDEO INTRODUCTION - DIRECT MAIL AND ACQUISITION MAIL PIECES - MONTHLY PANCCHATS ON TWITTER, BRINGING EXPERTS AND PATIENTS TOGETHER TO DISCUSS TOPICS PERTINENT TO THE PANCREATIC CANCER COMMUNITY - INCREASED FOCUS ON VIDEO WE ALSO CONTINUED DISTRIBUTING OUR NAVIGATING PANCREATIC CANCER: A GUIDE FOR PATIENTS & CAREGIVERS HANDBOOK, CONTAINING INFORMATION ON MANAGING A PANCREATIC CANCER DIAGNOSIS AND TREATING THE DISEASE. THE BOOK AND MANY OF THE MATERIALS NOTED ABOVE ARE ACCESSIBLE AT WWW.LUSTGARTEN.ORG. |
| FORM 990, PART III, LINE 4C | PROFESSIONAL EDUCATION PROGRAM $804,224 PROFESSIONAL EDUCATION FOCUSED ON THE FOUNDATION'S SENIOR LEADERSHIP CONDUCTING HIGH-LEVEL MEETINGS WITH FUNDED SCIENTISTS AND DIRECTORS OF THE LABS PROGRAM SITES AND COLLABORATING ORGANIZATIONS, AS WELL AS ATTENDING/PRESENTING AT SCIENTIFIC MEETINGS FOR ORGANIZATIONS INCLUDING THE AMERICAN ASSOCIATION FOR CANCER RESEARCH (AACR) AND STAND UP TO CANCER (SU2C). THE FOUNDATION BEGAN PREPARING FOR ITS ROLE AS A LEAD SPONSOR FOR THE AACR SPECIAL MEETING ON PANCREATIC CANCER HELD IN SEPTEMBER 2023. IN CONJUNCTION WITH THE UNIVERSITY OF BOLOGNA IN ITALY, ON APRIL 3, 2023, LUSTGARTEN HELD A SYMPOSIUM ENTITLED PANCREATIC CANCER: THE COMMITMENT OF BREAKTHROUGH SCIENCE FOR A BETTER PROGNOSIS FEATURING THE FOUNDATION'S CHIEF MEDICAL ADVISOR, ELIZABETH JAFFEE, MD, AND SEVERAL OTHER EXPERTS INVOLVED IN PANCREATIC CANCER RESEARCH. ADDITIONALLY, THE FOUNDATION STARTED PLANNING FOR ITS ANNUAL SCIENTIFIC MEETING FOR THE SCIENTIFIC ADVISORY BOARD AND SELECT RESEARCHERS IN THE BANBURY CENTER AT COLD SPRING HARBOR LABORATORY, HELD IN OCTOBER 2023. THE FOUNDATION STARTED ORGANIZING ITS INAUGURAL SEEING BEYOND SCIENTIFIC SYMPOSIUM, HELD IN NEW YORK CITY IN NOVEMBER 2023, TO SHOWCASE THE GROUNDBREAKING RESEARCH OF SEVERAL LUSTGARTEN-FUNDED RESEARCHERS AND TO AWARD BERT VOGELSTEIN, MD, WITH THE INAUGURAL LUSTGARTEN LUMINARY AWARD FOR HIS SIGNIFICANT CONTRIBUTIONS TO PANCREATIC CANCER RESEARCH. THESE MEETINGS HELP FOSTER COLLABORATION AND A BETTER UNDERSTANDING OF GLOBAL DEVELOPMENTS IN PANCREATIC CANCER RESEARCH AND PROGRESS/TRENDS TO HELP SHAPE THE FOUNDATION'S ANNUAL RESEARCH PROGRAM AND LONG-TERM STRATEGIC GOALS. |
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES F. DOLAN, JAMES L. DOLAN AND QUENTIN F. DOLAN - FAMILY AND BUSINESS RELATIONSHIP. MARCIA LUSTGARTEN, ANDREW LUSTGARTEN AND JESSICA LUSTGARTEN COURTEMANCHE - FAMILY RELATIONSHIP. ANDREW LUSTGARTEN, JAMES L. DOLAN, PHILIP D'AMBROSIO, AND QUENTIN F. DOLAN - BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE PRESIDENT FOR ACCURACY AND REASONABLENESS PRIOR TO SUBMISSION TO THE IRS. ADDITIONALLY A COMPLETE COPY OF THE FINAL RETURN IS PROVIDED TO ALL VOTING BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE WRITTEN POLICY REQUIRES ANNUAL DISCLOSURES BY ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY PERSONS OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE COMPLIANCE OF THE CONFLICT OF INTEREST POLICY. IN THE INSTANCE WHERE A DIRECTOR HAS A CONFLICT, THEY ARE ASKED BY THE BOARD CHAIR TO RECUSE THEMSELVES FROM DELIBERATIONS, DECISIONS AND THE VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR BOTH THE CHIEF EXECUTIVE OFFICER AND THE PRESIDENT WAS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IN 2021, AND IT WAS RECONFIRMED IN MAY 2023. THE REVIEW WAS UNDERTAKEN BY A THIRD-PARTY HUMAN RESOURCES CONSULTANT AND INCLUDED THE USE OF COMPARABILITY DATA WHICH WAS CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. IN ADDITION, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |