2024-02-13T11:02:56-06:00 2023-06-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2022-07-01 311611837 MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION MARC 5167371550 415 CROSSWAYS PARK DRIVE D WOODBURY NY 11797 LINDA TANTAWI CEO 5167371550 2024-02-12 1 LINDA TANTAWI 999009999 0 DEVIN L DUNCAN P01249521 2127589700 2024-02-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LUSTGARTEN FOUNDATION LINDA TANTAWI 415 CROSSWAYS PARK DRIVE D WOODBURY NY 11797 46288507 0 X WWW.LUSTGARTEN.ORG X 1998 NY 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. 18 18 30 335 0 0 20139699 19131206 0 0 10583001 -926435 -276195 92804 30446505 18297575 25469007 19379059 0 0 4076717 4660459 521137 53522 3232656 3767796 4588659 33834657 28681699 -3388152 -10384124 78505397 78560475 8473764 9303185 70031633 69257290 X 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. 0 0 20863817 19379059 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. 1374374 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. 804224 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. 23042415 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MO NV NH NJ NM NY NC OH OK OR PA SC TN UT VA WA WV WI X X FAISAL JAWAID 5167371555 415 CROSSWAYS PARK DRIVE SUITE D WOODBURY NY 11797 ANDREW LUSTGARTEN CHAIRMAN 2.00 0.00 X X 0 0 0 JAMES L DOLAN VICE CHAIRMAN 2.00 0.00 X X 0 0 0 ADAM SILVER VICE CHAIRMAN 2.00 0.00 X X 0 0 0 JENNIE FORTUNOFF SECRETARY 2.00 0.00 X X 0 0 0 PHILIP D'AMBROSIO TREASURER 2.00 0.00 X X 0 0 0 WILLIAM BELL TREASURER/DIRECTOR (END 10/27/22) 2.00 0.00 X X 0 0 0 CHARLES F DOLAN CHAIRMAN EMERITUS 2.00 0.00 X 0 0 0 ROBERT F VIZZA CHAIRMAN EMERITUS 2.00 0.00 X 0 0 0 SOMMER BAZURO PHD DIRECTOR 2.00 0.00 X 0 0 0 JOHN H COBB DIRECTOR 2.00 0.00 X 0 0 0 JESSICA LUSTGARTEN COURTEMANCHE DIRECTOR 2.00 0.00 X 0 0 0 QUENTIN F DOLAN TRUSTEE 2.00 0.00 X 0 0 0 KENNETH GOODMAN MD FACR DIRECTOR 2.00 0.00 X 0 0 0 MARCIA LUSTGARTEN DIRECTOR 2.00 0.00 X 0 0 0 SHEILA MAHONY DIRECTOR 2.00 0.00 X 0 0 0 CHARLES R SCHUELER DIRECTOR 2.00 0.00 X 0 0 0 WILLA SHALIT DIRECTOR 2.00 0.00 X 0 0 0 SELWYN M VICKERS DIRECTOR (AS OF 6/15/2023) 2.00 0.00 X 0 0 0 SCOTT PENBERTHY DIRECTOR (AS OF 6/15/2023) 2.00 0.00 X 0 0 0 LINDA TANTAWI CEO 40.00 0.00 X 430564 0 29537 KERRI KAPLAN PRESIDENT 40.00 0.00 X 330102 0 17573 FAISAL JAWAID CFO 40.00 0.00 X 197906 0 2480 ANDREW RAKEMAN VP RESEARCH 40.00 0.00 X 248673 0 25376 GLEN PECK SVP TECHNOLOGY & BUSINESS INTELLIGENCE 40.00 0.00 X 262312 0 25975 STEPHANIE DERGARABEDIAN NATIONAL DIRECTOR OF DEVELOPMENT 40.00 0.00 X 148385 0 20010 SUSAN M JACOBSON DIRECTOR EXTERNAL & COMMUNITY RELATIONS 40.00 0.00 X 130890 0 9731 PETER S CASALINO DIRECTOR DATA SERVICES 40.00 0.00 X 105037 0 19155 CATHERINE WEBER VP DEV OPS & CONST SVCS (END 7/31/22) 40.00 0.00 X 371741 0 18245 2225610 0 168082 12 1 1 0 FAIRCOM NEW YORK INC 12 WEST 27TH STREET 13TH FLOOR NEW YORK NY 10001 CONSULTANT 713180 BKD LLP 1155 AVENUE OF THE AMERICAS NEW YORK NY 10036 CONSULTANT 243348 WSI PAID SEARCH LTD 91 SKYWAY AVE SUITE 104 TORONTO ONTARIO CA M9W6R5 TECHNOLOGY 231000 JC GEEVER INC 11 RIVERSIDE DRIVE 2EW NEW YORK NY 10023 CONSULTANT 211122 WALKER STEWART MCKEOUGH 240 CENTRAL PARK SOUTH APT 8P NEW YORK NY 10019 CONSULTANT 209115 8 4547024 14584182 1825156 19131206 1507003 1507003 92804 92804 25397338 27830776 -2433438 -2433438 -2433438 160156 4547024 160156 0 18297575 0 0 -833631 18807587 18807587 571472 571472 1074957 375636 554099 145222 2774481 1135552 653418 985511 108489 44918 30202 33369 400156 155488 128597 116071 302376 124942 88546 88888 53522 53522 307276 307276 823860 438691 131607 253562 922479 276744 92248 553487 458715 183486 114679 160550 240053 95754 60516 83783 58356 14589 8753 35014 90648 36259 22662 31727 44061 17625 11015 15421 DIRECT MAIL DESIGN & PR 1302524 651263 195378 455883 BANK & CREDIT CARD FEES 228278 7632 220646 RESEARCH SUPPORT 112409 112409 28681699 23042415 2406628 3232656 2308831 3731289 1982801 1440671 1234 211815 190010 388811 284264 195195 104547 73805521 72170913 0 923045 78505397 78560475 760077 889012 7629947 7382067 30000 83740 1002106 8473764 9303185 X 68371633 68173573 1660000 1083717 70031633 69257290 78505397 78560475 -10384124 9609781 0 X 0 1 X 1 0 X 15969356 13046433 15661608 20139699 19131206 83948302 15969356 13046433 15661608 20139699 19131206 83948302 8102833 75845469 1755392 2417283 3252026 1704321 1599807 10728829 371093 219523 8150 160156 758922 95436053 0.79470 0.72630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5865 5865 0 18631 14623 4008 364315 263776 100539 104547 OPERATING LEASE LIABILITY 1002106 1002106 X 27976611 9609781 376531 9986312 17990299 307276 307276 18297575 28750954 376531 376531 28374423 307276 307276 28681699 PART X, LINE 2: 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. 1 NORTH AMERICA 0 0 GRANTMAKING PANCREATIC CANCER RESEARCH 399905 EUROPE 0 0 GRANTMAKING PANCREATIC CANCER RESEARCH 171567 0 0 0 0 0 0 571472 0 571472 NORTH AMERICA PANCREATIC CANCER RESEARCH 399905 WIRE/EFT 0 EUROPE PANCREATIC CANCER RESEARCH 171567 WIRE/EFT 0 2 0 0 0 0 0 0 0 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: X X X X X 1 MM EVENT GROUP LLC 500 SEVENTH AVENUE 8TH FLOOR NEW YORK NY 10018 EVENT CONSULTING 0 758252 53522 704730 758252 53522 704730 AL AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MO NV NH NJ NM NY NC OH OK OR PA SC TN UT VA WA WV WI BASH 761452 601296 160156 141176 3107 15873 LI WALK 703371 703371 106 3242357 3242357 4707180 4547024 160156 141176 3107 15873 160156 0 1 STAND UP TP CANCER - ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BOULDVARD SUITE 1400 LOS ANGELES CA 90024 951644609 501(C)(3) 1534808 0 PANCREATIC CANCER RESEARCH JOHNS HOPKINS UNIVERSITY 1650 ORLEANS STREET BALTIMORE MD 21287 520595110 501(C)(3) 5726518 0 PANCREATIC CANCER RESEARCH COLD SPRING HARBOR LABORATORY ONE BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 112013303 501(C)(3) 2472272 0 PANCREATIC CANCER RESEARCH AMERICAN ASSOCIATION FOR CANCER RESEARCH 615 CHESTNUT STREET- 17TH FLOOR PHILADELPHIA PA 191064404 236251648 501(C)(3) 990664 0 PANCREATIC CANCER RESEARCH MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501(C)(3) 1575933 0 PANCREATIC CANCER RESEARCH DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 042263040 501(C)(3) 2161911 0 PANCREATIC CANCER RESEARCH THE TRUSTEES OF COLUMBIA UNIVERSITY 615 W 131ST STREET 4TH FLOOR NEW YORK NY 10027 135598093 501(C)(3) 27000 0 PANCREATIC CANCER RESEARCH THE SALK INSTITUTE FOR BIOLOGICAL STUDIES 10010 NORTH TORREY PINES ROAD LA JOLLA CA 92037 952160097 501(C)(3) 1000000 0 PANCREATIC CANCER RESEARCH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 741539 LOS ANGELES CA 90074 956006144 501(C)(3) 773195 0 PANCREATIC CANCER RESEARCH YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 444000 0 PANCREATIC CANCER RESEARCH MASSACHUSETTES GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 500000 0 PANCREATIC CANCER RESEARCH NYU GROSSMAN SCHOOL OF MEDICINE PO BOX 415026 BOSTON MA 02241 135562308 501(C)(3) 731815 0 PANCREATIC CANCER RESEARCH THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3400 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352685 501(C)(3) 400000 0 PANCREATIC CANCER RESEARCH HENRY FORD HEALTH SYSTEM 2799 W GRAND BLVD DETROIT MI 48202 381357020 501(C)(3) 15000 0 PANCREATIC CANCER RESEARCH DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 361288 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) 75000 0 PANCREATIC CANCER RESEARCH MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 131924236 501(C)(3) 118091 0 PANCREATIC CANCER RESEARCH UNIVERSITY OF TEXAS MD ANDERSON CENTER 1515 HOLCOMBE BLVD HOUSTON TX 770304009 746001118 GOVT 74999 0 PANCREATIC CANCER RESEARCH 18 0 PART I, LINE 2: 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. X X X 1 1 0 0 0 0 0 1 0 LINDA TANTAWI CEO 316814 0 113750 0 0 0 8100 0 21437 0 460101 0 0 0 CATHERINE WEBER VP DEV OPS & CONST SVCS (END 7/31/22 147126 0 40000 0 184615 0 4000 0 14245 0 389986 0 0 0 KERRI KAPLAN PRESIDENT 262247 0 67855 0 0 0 0 0 17573 0 347675 0 0 0 GLEN PECK SVP TECHNOLOGY & BUSINESS INTELLIGEN 216912 0 45400 0 0 0 4540 0 21435 0 288287 0 0 0 ANDREW RAKEMAN VP RESEARCH 205673 0 43000 0 0 0 4300 0 21076 0 274049 0 0 0 FAISAL JAWAID CFO 176031 0 21875 0 0 0 2262 0 218 0 200386 0 0 0 STEPHANIE DERGARABEDIAN NATIONAL DIRECTOR OF DEVELOPMENT 132185 0 16200 0 0 0 2700 0 17310 0 168395 0 0 0 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). X 53 1825156 AVG MKT VALUE 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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.