2024-11-15T09:35:20-06:00 2023-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2023-01-01 237376197 HEREDITARY DISEASE FOUNDATION HERE 2129812121 601 WEST 168TH STREET 54 NEW YORK NY 10032 MEGHAN DONALDSON CEO 2129812121 2024-11-15 1 0 MIKE SCHALL P02024184 2122682804 2024-11-14 2023 2024-10-15 13:58:12Z MEGHAN DONALDSON 601 WEST 168TH STREET 54 NEW YORK NY 10032 4799900 0 X WWW.HDFOUNDATION.ORG X 1968 CA TO FUND TRANSFORMATIVE RESEARCH TO FIND TREATMENTS, AND ULTIMATELY A CURE, FOR HUNTINGTON'S DISEASE AND OTHER RELATED DISORDERS. 18 17 4 50 0 0 4399874 2087245 0 0 86093 488200 36719 3396 4522686 2578841 1142435 3497370 0 0 442209 530916 0 42542 333247 1018661 667807 2603305 4738635 1919381 -2159794 16776193 18234308 1380514 3091412 15395679 15142896 X TO FUND INNOVATIVE RESEARCH TOWARDS CURING HUNTINGTON'S DISEASE AND IMPACTING OTHER NEURODEGENERATIVE DISORDERS. 0 0 4109088 3497370 THE HEREDITARY DISEASE FOUNDATION SUPPORTS A COLLABORATIVE APPROACH TO SCIENTIFIC DISCOVERY. WE INVEST IN RESEARCH BY PROVIDING SENIOR SCIENTISTS WITH GRANTS, INCLUDING OUR NEW MILLION-DOLLAR TRANSFORMATIVE RESEARCH AWARDS, WHICH BEGAN IN 2023, AND FUNDING THE WORK OF EARLY CAREER SCIENTISTS THROUGH POSTDOCTORAL FELLOWSHIPS. WE ORGANIZE SCIENTIFIC CONFERENCES ENABLING EXPERTS IN HD TO SHARE THEIR LATEST DISCOVERIES, EXPLORE CUTTING-EDGE TECHNOLOGIES, AND FORM COLLABORATIONS. WE HIGHLIGHT FOR THE PUBLIC NOTABLE WORK OF SCIENTISTS THROUGH OUR WEBINARS.THOUGH THE YEARS THE RESEARCH FUNDED BY THE HDF HAS BEEN THE CATALYST FOR RESEARCH THAT ISOLATED THE GENE THAT CAUSES HUNTINGTON'S DISEASE.(SEE CONTINUATION ON SCHEDULE O)THIS FINDING LED TO THE DEVELOPMENT OF A GENETIC TEST FOR HD AND LAUNCHING MODERN RESEARCH EFFORTS.THE HDF ADVANCES PARADIGM-CHANGING HUNTINGTON'S RESEARCH THAT DIRECTLY IMPACTS OTHER NEURODEGENERATIVE DISEASES LIKE ALS, PARKINSON'S AND ALZHEIMER'S. WE CHAMPION COLLABORATIVE SCIENCE THROUGH SMALL THINK TANK WORKSHOPS, INTERNATIONAL CONFERENCES AND WEBINARS. WE ENGAGE AND RETAIN THE BRIGHTEST MINDS IN RESEARCH BY FUNDING AND MENTORING EARLY-CAREER SCIENTISTS. HDF-FUNDED RESEARCHERS HAVE MADE SIGNIFICANT STRIDES IN APPLYING ADVANCED TECHNIQUES SUCH AS ARTIFICIAL INTELLIGENCE (AI), CRISPR AND BRAIN MAPPING, LEADING TO TREMENDOUS PROMISE FOR POTENTIAL TREATMENTS.THE HEREDITARY DISEASE FOUNDATION SUPPORTS RESEARCH THROUGH SEVERAL FUNDING OPPORTUNITIES. HDF RESEARCH GRANTS: ONE-YEAR GRANTS PROVIDE SENIOR RESEARCHERS WITH SEED FUNDING TO ENABLE THEM TO COLLECT THE PRELIMINARY DATA NEEDED TO OBTAIN MAJOR, LONG-TERM FUNDING FROM OTHER ORGANIZATIONS, INCLUDING NIH. HDF POSTDOCTORAL FELLOWSHIPS: TWO-YEAR FELLOWSHIPS FUND THE WORK OF EARLY-CAREER SCIENTISTS. THESE FELLOWSHIPS ARE INTENDED TO ENCOURAGE AND CULTIVATE INTEREST IN HUNTINGTON'S DISEASE RESEARCH. TRANSFORMATIVE RESEARCH AWARDS: THESE MILLION-DOLLAR RESEARCH AWARDS, HDF'S LARGEST GRANTS, FUND COLLABORATIVE RESEARCH TEAMS TO CREATE INNOVATIVE WAYS TO STUDY NEW PATHOGENIC DISEASE MECHANISMS AND TREATMENT MODALITIES IN HUNTINGTON'S DISEASE. 4109088 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA NY X X MEGHAN DONALDSON 2129282121 601 WEST 168TH STREET NEW YORK NY 10033 MEGHAN DONALDSON CEO 40.00 X X 110000 0 0 ALICE WEXLER PHD SECRETARY 1.00 X X 0 0 0 KAREN NEWMAN CHAIR 15.00 X X 0 0 0 NANCY S WEXLER PHD PRESIDENT 1.00 X X 0 0 0 ANNE B YOUNG MD PHD VICE CHAIR 1.00 X X 0 0 0 BRUCE DONALDSON TREASURER 1.00 X X 0 0 0 C FRANK BENNETT PHD DIRECTOR 1.00 X 0 0 0 ROBI BLUMENSTEIN DIRECTOR 1.00 X 0 0 0 BARRY EVENCHICK DIRECTOR THRU 9/23 1.00 X 0 0 0 SANDY FOX DIRECTOR 1.00 X 0 0 0 TACIE FOX DIRECTOR 1.00 X 0 0 0 BERTA A GEHRY DIRECTOR 1.00 X 0 0 0 FRANK O GEHRY DIRECTOR 1.00 X 0 0 0 DAVID HOUSMAN PHD DIRECTOR 1.00 X 0 0 0 JOAN LEIMAN PHD DIRECTOR 1.00 X 0 0 0 HERBERT PARDES MD DIRECTOR 1.00 X 0 0 0 LAUREN BAKER PINKUS DIRECTOR 1.00 X 0 0 0 LESLIE M THOMPSON PHD DIRECTOR 1.00 X 0 0 0 DAVID ZWALLY DIRECTOR 1.00 X 0 0 0 TRAVIS CAREY CFO 6.00 X 43995 0 0 JULIE PORTER DIR OF ADMINISTRATION 40.00 X 112648 0 16953 SARAH HERNANDEZ DIR. OF RESEARCH PROGRAMS 40.00 X 125220 0 41237 391863 0 58190 3 0 1 0 0 211127 1876118 11423 2087245 373677 373677 2272494 2157971 114523 114523 114523 63088 211127 63088 0 MISCELLANEOUS 900099 3396 3396 3396 2578841 0 0 491596 3019400 3019400 477970 477970 153995 55000 76995 22000 278742 208401 15352 54989 66617 58544 3125 4948 31562 21385 3926 6251 20000 20000 42542 42542 81619 81619 167616 46462 70833 50321 13459 625 9635 3199 32931 22313 4096 6522 258649 162229 184 96236 5608 3800 698 1110 7812 5293 972 1547 POSTAGE & PRINTING 41419 9824 2551 29044 COMPUTER SUPPORT AND MA 30817 12775 4381 13661 OTHER EXPENSE 7877 5067 1933 877 4738635 4109088 296300 333247 2725218 588649 16748 1085556 1722568 1756404 15155 37315 98022 98022 5608 0 12285491 14760979 5405 5405 16776193 18234308 63517 122606 1316997 2968806 1380514 3091412 X 5592508 3125464 9803171 12017432 15395679 15142896 16776193 18234308 -2159794 1944798 -37787 0 X 0 1 X 1 0 X 1650090 3654196 2827274 4399874 2087245 14618679 1650090 3654196 2827274 4399874 2087245 14618679 5390594 9228085 295551 262035 245544 270807 374677 1448614 47508 17960 139069 36718 3396 244651 16311944 0.56570 0.59050 X PART II, SECTION A, COLUMN (C) PREVIOUS RETURN WAS FILED BEFORE AUDIT OF 2021 FINANCIAL STATEMENTS WAS COMPLETED, THEREFORE THIS COLUMN WAS ADJUSTED TO REFLECT THE INFORMATION OF FINAL AUDITED FINANCIAL STATEMENTS OF 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8982275 1732681 449114 57481 10208361 11593322 -1958855 579666 72526 8982275 10244052 1932598 512203 71125 11593322 9703171 1026040 485159 10244052 8534335 1595553 426717 9703171 0.84000 0.16000 0 0 98022 98022 0 0 X 4442020 1944798 1944798 2497222 81619 81619 2578841 4657016 0 4657016 81619 81619 4738635 PART X, LINE 2: HDF DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE PERIODS ENDING DECEMBER 31, 2020 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 0 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS SCIENTIFIC RESEARCH 225000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS SCIENTIFIC RESEARCH 252970 0 0 0 0 0 0 477970 0 477970 CANADA SCIENTIFIC RESEARCH 75000 0 CANADA SCIENTIFIC RESEARCH 75000 0 UNITED KINGDOM SCIENTIFIC RESEARCH 134180 0 CANADA SCIENTIFIC RESEARCH 75000 0 FRANCE SCIENTIFIC RESEARCH 124974 0 5 0 0 0 0 0 0 PART I, LINE 2: HDF MONITORS ITS GRANTS BY REQUIRING SCIENCE RESEARCH PROGRESS REPORTS FROM GRANTEES AS A CONDITION TO FURTHER PAYMENTS OF ANY GRANT PAYABLE IN INSTALLMENTS, AND A FINAL REPORT ON COMPLETION OF THE RESEARCH X X X X X 1 SUSAN QUINLAN MARTIN INC 10 MITCHELL PLACE STE 3 H NEW YORK NY 10017 EVENT PLANNER 2023 GALA AND GEN. 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X X 0 0 0 0 0 0 0 0 0 SARAH HERNANDEZ DIR. OF RESEARCH PROGRAMS 125220 0 0 0 0 0 0 0 41237 0 166457 0 0 0 DAVID HOUSEMAN BOARD MEMBER 63240 RESEARCH GRANT TO FUND SCIENTIFIC RESEARCH FORM 990, PART VI, SECTION A, LINE 2 NANCY WEXLER, PRESIDENT, AND ALICE WEXLER, SECRETARY, ARE SISTERS AND BOTH ARE MEMBERS OF THE BOARD OF DIRECTORS. MEGHAN DONALDSON, CEO, AND BRUCE DONALDSON, BOARD MEMBER, ARE MARRIED AND ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS. FRANK GEHRY AND BERTA GEHRY ARE MARRIED AND BOTH ARE MEMBERS OF THE BOARD OF DIRECTORS. SANDY FOX IS THE AUNT OF DAVID ZWALLY AND BOTH ARE MEMBERS OF THE BOARD OF DIRECTORS. TACIE FOX IS THE DAUGHTER OF SANDY FOX AND BOTH ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION PROVIDES THE 990 TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS ARE CIRCULATED TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES AT THE BOARD OF DIRECTORS MEETING. MANAGEMENT MAINTAINS SIGNED COPIES OF THESE STATEMENTS FOR ALL SUCH INDIVIDUALS TO ENSURE COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A A WRITTEN EMPLOYEE CONTRACT IS ESTABLISHED AND APPROVED BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AND 990 AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.HDFOUNDATION.ORG. THE FOUNDATION MAKES ITS GOVERING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.