2024-03-26T12:13:43-05:00 2023-06-30 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2022-07-01 131933825 CANCER RESEARCH FUND OF THE DAMON RUNYON-WALTER WINCHELL FOUNDATION CANC 2124550532 55 BROADWAY 302 NEW YORK NY 10006 DR YUNG LIE PRESIDENT & CHIEF EXECUTIVE OFFICER 2124550532 2024-03-25 1 DR YUNG LIE 999009999 0 MICHELLE O'NEILL P01372721 2123721072 2024-03-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR YUNG LIE 55 BROADWAY 302 NEW YORK NY 10006 47951339 0 X WWW.DAMONRUNYON.ORG X 1947 NY ACCELERATING BREAKTHROUGHS BY FUNDING THE MOST INNOVATIVE YOUNG CANCER RESEARCHERS 34 34 21 190 0 0 8036836 9155827 0 0 5467725 6278192 880758 281656 14385319 15715675 17218006 16621286 0 0 2563774 2742875 0 0 1577577 1815147 1855055 21596927 21219216 -7211608 -5503541 143543813 147680687 31902382 32920972 111641431 114759715 X TO ACCELERATE BREAKTHROUGHS BY PROVIDING TODAY'S BEST YOUNG SCIENTISTS WITH FUNDING TO PURSUE INNOVATIVE CANCER RESEARCH. THE FOUNDATION'S GOALS ARE TO IDENTIFY AND FUND THE BEST AND BRIGHTEST EARLY-CAREER SCIENTISTS IN CANCER RESEARCH; ENABLE THEM TO TAKE RISKS ON BOLD NEW IDEAS; AND ACCELERATE THE TRANSLATION OF SCIENTIFIC DISCOVERIES INTO NEW WAYS TO PREVENT OR CURE ALL FORMS OF CANCER. ITS INTERNATIONALLY RECOGNIZED AND HIGHLY COMPETITIVE GRANT PROGRAMS ARE DESIGNED TO ACHIEVE THESE GOALS. 0 0 8051090 7265032 0 FELLOWSHIP AWARDS: SUPPORTS THE TRAINING OF THE BRIGHTEST POSTDOCTORAL SCIENTISTS AS THEY EMBARK UPON THEIR RESEARCH CAREERS. THIS FUNDING ENABLES THEM TO BE TRAINED BY ESTABLISHED INVESTIGATORS IN LEADING RESEARCH LABORATORIES ACROSS THE COUNTRY, WHILE INDEPENDENTLY CONDUCTING LEADING-EDGE SCIENCE THAT WILL BRING NEW UNDERSTANDING AND CURES FOR CANCER. 3978068 3555230 0 CLINICAL INVESTIGATOR AWARDS: SUPPORTS EARLY CAREER PHYSICIAN-SCIENTISTS CONDUCTING PATIENT-ORIENTED RESEARCH. THE GOAL OF THIS PROGRAM IS TO INCREASE THE NUMBER OF PHYSICIANS CAPABLE OF MOVING SEAMLESSLY BETWEEN THE LABORATORY AND THE PATIENT'S BEDSIDE IN SEARCH OF BREAKTHROUGH TREATMENTS. 3579982 3199458 0 RACHLEFF INNOVATION AWARDS: SUPPORTS THE NEXT GENERATION OF EXCEPTIONALLY CREATIVE THINKERS WITH "HIGH RISK/HIGH REWARD" IDEAS THAT HAVE THE POTENTIAL TO SIGNIFICANTLY IMPACT OUR UNDERSTANDING OF AND/OR APPROACHES TO THE PREVENTION, DIAGNOSIS OR TREATMENT OF CANCER, BUT LACK SUFFICIENT PRELIMINARY DATA TO OBTAIN TRADITIONAL FUNDING. 783254 700000 DALE F. FREY AWARDS - AWARDS ARE GIVEN TO THE MOST OUTSTANDING FELLOWS COMPLETING THEIR FELLOWSHIP AWARD, IN THE AMOUNT OF $100,000 EACH, TO ACCELERATE THEIR RESEARCH AND CAREERS. 78000 0 THE DAMON RUNYON-SOHN PEDIATRIC CANCER FELLOWSHIP AWARD SEEKS TO REBUILD THE DWINDLING RANKS OF SCIENTISTS COMMITTED TO SAVING CHILDREN FROM CANCER. IT FUNDS BOTH BASIC LABORATORY RESEARCH AND THE TRANSLATION OF RESEARCH FINDINGS INTO NEW TREATMENTS FOR CHILDREN AND YOUNG ADULTS. 1530719 1368016 PHYSICIAN-SCIENTIST TRAINING AWARDS - SUPPORTS AND ENCOURAGES OUTSTANDING PHYSICIANS TO PURSUE CANCER RESEARCH CAREERS BY PROVIDING THEM WITH THE OPPORTUNITY FOR A PROTECTED RESEARCH TRAINING EXPERIENCE UNDER THE MENTORSHIP OF A HIGHLY QUALIFIED AND GIFTED MENTOR. 597007 533550 QUANTITATIVE BIOLOGY AWARDS - THIS AWARD PROGRAM IS DESIGNED TO ENCOURAGE QUANTITATIVE SCIENTISTS (TRAINED IN FIELDS SUCH AS MATHEMATICS, COMPUTER SCIENCE, PHYSICS, ENGINEERING, AND OTHERS) TO PURSUE RESEARCH CAREERS IN COMPUTATIONAL BIOLOGY UNDER THE JOINT MENTORSHIP OF LEADERS IN BOTH COMPUTATIONAL SCIENCE ("DRY LAB") AND CANCER BIOLOGY ("WET LAB"). BY INVESTING IN THIS AREA, DAMON RUNYON WILL BRING ADDITIONAL ATTENTION TO THE IMPORTANCE OF THESE SPECIALLY TRAINED SCIENTISTS FOR MAKING MEANINGFUL PROGRESS IN CANCER BIOLOGY. 2988980 2601566 18598120 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 64 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MS MN MO NC NJ NH NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X TRAVIS CAREY 2124550532 55 BROADWAY 302 NEW YORK NY 10006 X DEBORAH J COLEMAN CHAIR 1.00 0.00 X X 0 0 0 WILLIAM G KAELIN JR MD VICE CHAIR, SCIENTIFIC PROGRAMS 1.00 0.00 X X 0 0 0 MICHAEL L GORDON VICE CHAIR, BOARD DEVELOPMENT 1.00 0.00 X X 0 0 0 DAVID G MARSHALL VICE CHAIR, INVESTMENTS & TREASURER 1.00 0.00 X X 0 0 0 SANFORD W MORHOUSE ESQ VICE CHAIR, AUDIT & SECRETARY 1.00 0.00 X X 0 0 0 DAVID M BEIRNE VICE CHAIR 1.00 0.00 X 0 0 0 CARLOS L ARTEAGA MD DIRECTOR 1.00 0.00 X 0 0 0 STEVEN J BURAKOFF MD DIRECTOR 1.00 0.00 X 0 0 0 ROBYN COLES DIRECTOR 1.00 0.00 X 0 0 0 GARY E ERLBAUM DIRECTOR 1.00 0.00 X 0 0 0 THOMAS J FAHEY JR MD DIRECTOR (THRU 7/22/22) 1.00 0.00 X 0 0 0 BUCK FRENCH DIRECTOR 1.00 0.00 X 0 0 0 ELAINE V FUCHS PHD DIRECTOR 1.00 0.00 X 0 0 0 LEVI A GARRAWAY MD PHD DIRECTOR 1.00 0.00 X 0 0 0 RICHARD B GAYNOR MD DIRECTOR 1.00 0.00 X 0 0 0 TODD R GOLUB MD DIRECTOR 1.00 0.00 X 0 0 0 SCOTT GREENSTEIN DIRECTOR 1.00 0.00 X 0 0 0 STEVE HAYDEN DIRECTOR 1.00 0.00 X 0 0 0 MORANA JOVAN-EMBIRICOS PHD DIRECTOR 1.00 0.00 X 0 0 0 STEVEN A KANDARIAN DIRECTOR 1.00 0.00 X 0 0 0 NOAH KNAUF DIRECTOR 1.00 0.00 X 0 0 0 GABRIELLE LAYTON PHD DIRECTOR 1.00 0.00 X 0 0 0 RICHARD W MEIER DIRECTOR 1.00 0.00 X 0 0 0 JOHN H MYERS DIRECTOR 1.00 0.00 X 0 0 0 RICHARD J O'REILLY MD DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH PEARLBERG MD PHD DIRECTOR (AS OF 7/28/22) 1.00 0.00 X 0 0 0 LORI J PIERCE MD DIRECTOR 1.00 0.00 X 0 0 0 ANDREW S RACHLEFF DIRECTOR 1.00 0.00 X 0 0 0 MEGHAN RAVEIS DIRECTOR (THRU 6/23/23) 1.00 0.00 X 0 0 0 MICHAEL V SEIDEN MD PHD DIRECTOR 1.00 0.00 X 0 0 0 KAREN D SEITZ DIRECTOR 1.00 0.00 X 0 0 0 NANCY SIMONIAN MD DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA SULZBERGER DIRECTOR 1.00 0.00 X 0 0 0 JUDY SWANSON DIRECTOR 1.00 0.00 X 0 0 0 PETER VAN CAMP DIRECTOR 1.00 0.00 X 0 0 0 JAMES WELLS PHD DIRECTOR 1.00 0.00 X 0 0 0 YUNG S LIE PHD PRESIDENT & CEO 40.00 0.00 X 518265 0 72685 CLARE CAHILL CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 225461 0 33170 KIMBERLY KUBERT DIRECTOR OF SPECIAL EVENTS 40.00 0.00 X 188766 0 32388 MEGHAN MCCURDY DIRECTOR OF COMMUNICATIONS & MARKETING 40.00 0.00 X 138728 0 42785 JOHN SPAIN DIRECTOR OF DEVELOPMENT OPERATIONS 40.00 0.00 X 126093 0 27720 MELISSA MOORE DIRECTOR PHILANTHROPY (THRU 8/5/22) 40.00 0.00 X 135892 0 16988 1333205 0 225736 7 0 1 0 CRAFT & COMMERCE 714 N HYE AVENUE ORLANDO FL 32803 MARKETING 195750 RSM US LLP 151 WEST 42ND STREET FLOORS 18-20 NEW YORK NY 10036 ACCOUNTING SERVICES 171445 JP MORGAN 270 PARK AVENUE NEW YORK NY 10017 INVESTMENT ADVISORY 156029 BOUCHEZPAGE 55 5TH AVENUE NEW YORK NY 10003 PRODUCTION MANAGEMENT 110725 4 1369363 470064 7316400 516436 9155827 2483969 2483969 355606 355606 35394751 31600528 3794223 3794223 3794223 316581 1369363 635136 -318555 -318555 TRUST INCOME 525990 236589 236589 MISCELLANEOUS 900099 8016 8016 244605 15715675 0 0 6559848 16245786 16245786 375500 375500 550008 232488 107506 210014 1635863 691481 319750 624632 148682 62848 29061 56773 275355 116393 53822 105140 132967 56205 25990 50772 945 945 13369 5651 2613 5105 188735 79779 36890 72066 137859 137859 275655 116918 53121 105616 128683 43570 85113 64059 27078 12521 24460 128715 54407 25159 49149 351322 148504 68670 134148 99821 99821 31775 13431 6211 12133 46882 19817 9164 17901 ADVISORY COMMITTEE SERV 224830 224830 BAD DEBT EXPENSE 98097 98097 BOARD MEETING COSTS 21796 9214 4260 8322 PROSPECT RESEARCH & OUT 21222 8971 4148 8103 21290 8998 4162 8130 21219216 18598120 1043519 1577577 162106 147903 7302425 5915458 8063855 5982502 276023 296671 293804 179381 727114 591789 165600 135325 113438304 117972979 7207723 8365504 6633973 8684964 143543813 147680687 771903 385596 30028388 29506447 1102091 937917 0 2091012 31902382 32920972 X 95760080 97419092 15881351 17340623 111641431 114759715 143543813 147680687 X -5503541 8272257 349568 X 0 1 X 1 0 X 10951150 15679052 15008268 8036836 9155827 58831133 10951150 15679052 15008268 8036836 9155827 58831133 12982948 45848185 2470252 3423842 2945775 3424747 3076164 15340780 937070 415451 58174 364423 324597 2099715 76271628 0.60110 0.64470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT INCOME MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120646027 2779866 14412590 11500000 0 0 126338483 142590768 2202136 -17472677 6500000 174200 120646027 115139591 6398765 33243829 11000000 676757 514660 142590768 133032433 2072032 4535126 19476518 2085716 2937766 115139591 127702113 2204162 12150568 3313244 1908511 3802655 133032433 0.92333 0.00211 0.07456 0 0 376804 250436 126368 111694 103898 7796 238616 237455 1161 135325 LIMITED PARTNERSHIPS & DEBT SECURITIES 8365504 F 8365504 AMOUNT HELD IN TRUST BY OTHERS 6983541 OPERATING LEASE RIGHT-OF-USE ASSET 1701423 8684964 OPERATING LEASE LIABILITY 2091012 2091012 X 24971144 8272257 372000 349568 8993825 15977319 137859 -399503 -261644 15715675 21852860 372000 399503 771503 21081357 137859 137859 21219216 PART V, LINE 4: ENDOWMENT ASSETS ARE REPRESENTED BY AVAILABLE FUNDS ALLOCATED BY THE FOUNDATION FOR LONG-TERM INVESTMENT, AND FUNDS RECEIVED FROM DONORS FOR FUNDING OF SCIENTIFIC AWARDS THAT ARE INCLUDED IN NET ASSETS WITH DONOR RESTRICTIONS. THE INCOME GENERATED BY THESE FUNDS CAN BE USED FOR UNRESTRICTED PURPOSES. PART X, LINE 2: THE FOUNDATION IS INCORPORATED AS A NEW YORK NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 107(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1) AND (3). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES (UBI). FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE FOUNDATION DID NOT INCUR ANY UBIT, AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 67,780. CHANGE IN VALUE OF PERPETUAL TRUSTS 281,788. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME -399,503. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES NETTED AGAINST SPECIAL EVENTS INCOME 399,503. 1 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 8365079 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 100000 NORTH AMERICA 0 0 GRANTMAKING 275500 0 0 0 0 0 0 8740579 0 8740579 DAMON RUNYON FELLOWSHIP AWARDS NORTH AMERICA 1 275500 WIRE TRANSFER DALE FREY AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 100000 WIRE TRANSFER 0 0 1 0 0 0 PART I, LINE 2: GRANTS TO FELLOWS AT FOREIGN RESEARCH INSTITUTIONS MUST SUBMIT THE SAME RESEARCH AND REPORTS AS FELLOWS WORKING IN THE UNITED STATES. THE PROGRAM TEAM MONITORS THEIR RESEARCH REPORTS AND FINDINGS ANNUALLY. PART III ACCOUNTING METHOD: DAMON RUNYON BREAKFAST 928649 907649 21000 0 0 35856 8964 37595 8045 THEATRE TICKET BOX OFFICE 409404 196923 212481 0 0 0 0 221408 14225 7 347891 264791 83100 0 38694 51637 162834 55878 1685944 1369363 316581 74550 60601 421837 78148 635136 -318555 1 DAMON RUNYON FELLOWSHIP AWARDS 92 6989532 DAMON RUNYON CLINICAL INVESTIGATOR AWARDS & CONTINUATION GRANTS 6 3555230 DAMON RUNYON RACHLEFF INNOVATION AWARDS 8 3199458 DALE FREY AWARDS 6 600000 PHYSICIAN SCIENTIST AWARDS 5 1368016 QUANTITATIVE BIOLOGY AWARDS 3 533550 PART I, LINE 2: THE ORGANIZATION REQUIRES ANNUAL REPORTS OF PROGRESS BY THE AWARDEES AS WELL AS AN ACCOUNTING OF THE AWARD EXPENDITURES. X X X X X 0 0 0 0 0 0 0 1 0 YUNG S LIE PHD PRESIDENT & CEO 443265 0 75000 0 0 0 30500 0 42185 0 590950 0 0 0 CLARE CAHILL CHIEF ADMINISTRATIVE OFFICER 210461 0 15000 0 0 0 20627 0 12543 0 258631 0 0 0 KIMBERLY KUBERT DIRECTOR OF SPECIAL EVENTS 173766 0 15000 0 0 0 17030 0 15358 0 221154 0 0 0 MEGHAN MCCURDY DIRECTOR OF COMMUNICATIONS & MARKETI 138728 0 0 0 0 0 13928 0 28857 0 181513 0 0 0 JOHN SPAIN DIRECTOR OF DEVELOPMENT OPERATIONS 126093 0 0 0 0 0 12362 0 15358 0 153813 0 0 0 MELISSA MOORE DIRECTOR PHILANTHROPY (THRU 8/5/22) 125892 0 10000 0 0 0 0 0 16988 0 152880 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS, LISTED ON PART VII, RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS DURING THE 2022 YEAR: YUNG LIE - $75,000 CLARE CAHILL - $15,000 KIMBERLY KUBERT - $15,000 MELISSA MOORE - $10,000 X 8 516436 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS SHOWN ABOVE REPRESENTS THE NUMBER OF DONORS OF PUBLICLY TRADED STOCK DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FIRST BY THE PRESIDENT & CEO AND THE FINANCE CONSULTANT. IT IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. IT IS SUBSEQUENTLY PROVIDED TO THE BOARD OF DIRECTORS FOR INFORMATION BEFORE IT IS FILED WITH THE IRS AND IS THEN REVIEWED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS, AS WELL AS ALL MEMBERS OF THE STAFF AND THOSE SERVING ON AWARD COMMITTEES. ON AN ANNUAL BASIS, BOARD MEMBERS AND SENIOR STAFF ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST QUESTIONNAIRE, NOTING ANY POTENTIAL CONFLICTS OF INTEREST. STAFF MEMBERS AND AWARD COMMITTEE MEMBERS SIGN THIS QUESTIONNAIRE PRIOR TO COMMENCING EMPLOYMENT OR SERVING ON THE COMMITTEE, RESPECTIVELY. IT SHALL BE THE CONTINUING DUTY OF EACH PERSON COMPLETING THE QUESTIONNAIRE TO ADVISE THE BOARD OF DIRECTORS, THROUGH THE SECRETARY, PROMPTLY OF ANY CIRCUMSTANCES THAT WOULD ALTER THE ANSWER TO ANY QUESTION ON HIS OR HER COMPLETED QUESTIONNAIRE. POTENTIAL CONFLICTS OF INTEREST ARE THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. ANY INDIVIDUAL DETERMINED TO HAVE A CONFLICT OF INTEREST, OR APPEARANCE OF A CONFLICT OF INTEREST, WITH RESPECT TO ANY MATTER, SHALL NOT VOTE OR PARTICIPATE IN OR BE PRESENT AT ANY DELIBERATIONS OR USE HIS OR HER PERSONAL INFLUENCE IN SUCH MATTER. THE RECUSAL OF THE INDIVIDUAL FROM PARTICIPATION SHALL BE RECORDED IN THE MINUTES OF THE MEETING AT WHICH SUCH MATTER IS ACTED UPON. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER AND SENIOR STAFF IS DETERMINED ANNUALLY AFTER REVIEW OF THEIR PERFORMANCE BY THE CHAIRMAN OF THE BOARD. THE CHAIRMAN OF THE BOARD IS SUPPORTED IN THIS PROCESS BY A COMPENSATION COMMITTEE WHICH REVIEWS THE PERFORMANCE REVIEWS AND COMPARABILITY DATA. THE BOARD CHAIR THEN PRESENTS THE REVIEW AND RECOMMENDATION ON COMPENSATION TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. IT IS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS IN EXECUTIVE SESSION AT ITS NEXT MEETING. ON A REGULAR BASIS AN OUTSIDE COMPENSATION CONSULTANT IS ENGAGED TO CONDUCT A COMPENSATION STUDY, WHICH INCLUDES A FORMAL REVIEW OF KEY POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE FINANCIAL STATEMENTS ARE ALSO POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN PART VII, COLUMN F AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 67,780. CHANGE IN VALUE OF PERPETUAL TRUSTS 281,788.