2024-11-15T15:07:47-06:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990PF 2023-01-01 814429034 ADDITIONAL VENTURES FOUNDATION ADDI 6508047100 314 LYTTON AVE PALO ALTO CA 94301 TOM VAN LOBEN SELS SECRETARY 6508047100 2024-11-15 1 1 WENDY CAMPOS P00448102 5032421447 2024-11-15 2023 2024-10-15 13:58:12Z X 206084034 X 12205671 2754418 3479463 17784899 53544322 36884174 6346302 59598 39091290 40423235 0 0 0 1122813 0 1082654 255520 0 250648 137538 0 133453 58088 29044 29834 1873658 994080 886161 572505 87161 0 2077 0 80139 0 80139 71 0 71 292374 925477 143103 4394783 2035762 2606063 21809416 16550146 26204199 2035762 19156209 12887091 38387473 5254285 22551298 22551298 5604 4938 5604 5604 187000 29968 29968 23288561 27762344 27762344 68997078 61443142 61443142 24492685 29855057 29855057 58693904 64131914 64131914 7270 6341 3006 929 929 0 303778 303778 180921457 206084034 206084034 71229 421335 12661840 17923099 590000 742000 13323069 19086434 X 167598388 186997600 167598388 186997600 180921457 206084034 167598388 12887091 6512121 186997600 0 186997600 PUBLICLY TRADED SECURITIES 53317410 16660148 36657262 36657262 ALTERNATIVE INVESTMENTS P 226912 226912 226912 36884174 533586 0 533586 0 533586 266421 0 350000 0 616421 X 0 82835 82835 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A APERCEN PARTNERS LLC 6508047100 314 LYTTON AVE PALO ALTO CA 94301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ERIN HOFFMANN 314 LYTTON AVE PALO ALTO CA 94301 PRESIDENT/CHAIRMAN/DIRECTOR 6.00 0 0 0 MICHAEL SCHROEPFER 314 LYTTON AVE PALO ALTO CA 94301 CFO/DIRECTOR 1.00 0 0 0 TOM VAN LOBEN SELS 314 LYTTON AVE PALO ALTO CA 94301 SECRETARY 1.00 0 0 0 KIRSTIE KELLER 314 LYTTON AVE PALO ALTO CA 94301 VICE PRESIDENT OF PR 40.00 252575 35690 0 DIANE PICKLES 314 LYTTON AVE PALO ALTO CA 94301 PROGRAM DIRECTOR 40.00 209948 42882 0 ELIZABETH EWEN 314 LYTTON AVE PALO ALTO CA 94301 SENIOR PROGRAM MANAG 40.00 168474 6631 0 KAITLIN DAVIS 314 LYTTON AVE PALO ALTO CA 94301 SENIOR PROGRAM MANAG 40.00 130781 24344 0 TAYLOR MACLEAN 314 LYTTON AVE PALO ALTO CA 94301 PROGRAM MANAGER 40.00 103075 13419 0 2 ICONIQ CAPITAL LLC 50 BEALE ST STE 2300 SAN FRANCISCO CA 94105 INVESTMENT MANAGEMENT 914075 OUTCOME SCIENCES DBA IQVIA AG 201 BROADWAY 5TH FL CAMBRIDGE MA 02139 PROJECT RESEARCH 318000 GENCOVE INC 30-02 48TH AVE STE 370 LONG ISLAND CITY NY 11101 SEQUENCING PLATFORM/KITS 302500 ARNOLD & PORTER KAYE SCHOLER LLP 601 MASSACHUSETTS AVE NW WASHINGTON DC 20001 LEGAL 125143 SMART RESEARCH GROUP 2208 DUNCAN RD JONESBORO AR 72401 PROJECT RESEARCH 82245 1 SINGLE VENTRICLE SOURCE - ADDITIONAL VENTURES IS BUILDING THE WORLD'S LARGEST GENOMICS DATASET OF SINGLE VENTRICLE PATIENTS AND THEIR IMMEDIATE FAMILY MEMBERS TO FUEL RESEARCH TO DISCOVER THE CAUSE OF SINGLE VENTRICLE HEART DISEASE AS WELL AS THE GENETIC CONTRIBUTORS TO RELATED CO-MORBIDITIES AND COMPLICATIONS. THE DEIDENTIFIED DATA WILL BE MADE AVAILABLE FREE OF CHARGE TO ALL QUALIFIED RESEARCHERS THROUGH A SIMPLE APPLICATION PROCESS. AT LEAST 5,000 SINGLE VENTRICLE PATIENTS AND THEIR FAMILY MEMBERS WILL BE RECRUITED TO CONTRIBUTE A DNA SAMPLE TO BE WHOLE GENOME SEQUENCED, AND PATIENTS WILL BE ASKED TO SHARE CARDIAC MEDICAL RECORDS. A WEBSITE PLATFORM WILL ENABLE VIRTUAL RECRUITMENT WITH DNA KITS MAILED TO PARTICIPANTS' HOMES. IN-CLINIC RECRUITMENT AT A SMALL NUMBER OF SITES WILL INCREASE ENROLLMENT NUMBERS. IN 2023, ADDITIONAL VENTURES HIRED IQVIA TO BUILD THE PLATFORM AND GENCOVE TO OVERSEE GENETIC SEQUENCING AND DATA STORAGE. THE STUDY WILL LAUNCH IN 2025. 758238 THE ECONOMIC BURDEN OF COMPLEX CONGENITAL HEART DISEASE IN THE US - RESEARCHERS APPLYING FOR FEDERAL FUNDING FOCUSED ON SINGLE VENTRICLE OFTEN SCORE LOW IN THE CATEGORY OF "DISEASE IMPACT" BECAUSE THERE IS NO CURRENT RESEARCH TO CITE TO DEMONSTRATE THAT THIS RARE DISEASE HAS AN OUTSIZED IMPACT. ADDITIONALLY, THERE IS A LACK OF AWARENESS AMONG THE GENERAL PUBLIC AND POLICY MAKERS ABOUT THE TREMENDOUS BURDEN OF COMPLEX CONGENITAL HEART DISEASES LIKE SINGLE VENTRICLE. IN 2023, ADDITIONAL VENTURES HIRED IQVIA TO CONDUCT RESEARCH AROUND THE ECONOMIC COST OF SIX SPECIFIC COMPLEX CONGENITAL HEART DISEASES, 3 OF WHICH ARE SINGLE VENTRICLE DEFECTS. THIS DATA WAS UTILIZED TO AUTHOR A REPORT TITLED, "THE ECONOMIC BURDEN OF COMPLEX CONGENITAL HEART DISEASE IN THE US AND PROVIDES AN OVERVIEW OF THE FINANCIAL BURDEN OF THESE DISEASES ON PATIENTS, FAMILIES, AND THE US ECONOMY. 356982 0 123199274 4439957 64905887 192545118 0 0 192545118 2888177 189656941 9482847 9482847 533586 36628 570214 8912633 434686 9347319 0 9347319 19156209 0 19156209 9347319 171796 0 0 19156209 171796 0 0 9347319 9637094 0 0 9637094 0 0 0 0 0 0 0 9637094 9637094 ERIN HOFFMANN MICHAEL SCHROEPFER X AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVE DALLAS TX 75231 PC AHA/AV COLLABORATIVE SCIENCES RESEARCH AWARDS 43848 ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO 225 EAST CHICAGO AVE CHICAGO IL 60611 PC SINGLE VENTRICLE RESEARCH FUND 179296 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 PC SINGLE VENTRICLE RESEARCH FUND 219877 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 PC EXPANSION AWARD 50000 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 PC SINGLE VENTRICLE RESEARCH FUND 219871 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 PC SINGLE VENTRICLE RESEARCH FUND 219901 CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD PASADENA CA 91125 PC SINGLE VENTRICLE RESEARCH FUND 220000 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVE PITTSBURGH PA 15213 PC CURES COLLABORATIVE 556817 CATHOLIC UNIVERSITY OF LEUVEN 3000 LEUVEN WAAISTRAAT 6 BOX 5105 BE NC SINGLE VENTRICLE RESEARCH FUND 230000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 PC SINGLE VENTRICLE RESEARCH FUND 220000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 PC SINGLE VENTRICLE RESEARCH FUND 220000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 PC SINGLE VENTRICLE RESEARCH FUND 219053 CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 45229 PC SINGLE VENTRICLE RESEARCH FUND 220000 CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 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VISITORS OF THE UNIVERSITY OF VIRGINIA 1001 N EMMET ST CHARLOTTESVILLE VA 22903 GOV SINGLE VENTRICLE RESEARCH FUND 282614 UNIVERSITY COLLEGE LONDON GOWER ST LONDON UK WC1E 6BT GOV SINGLE VENTRICLE RESEARCH FUND 298431 UNIVERSITY OF SOUTH FLORIDA 3702 SPECTRUM BLVD STE 165 TAMPA FL 33612 GOV SINGLE VENTRICLE RESEARCH FUND 440000 YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 06520 PC SINGLE VENTRICLE RESEARCH FUND 444160 14455641 14 2754418 18 17784899 RETURN OF PRIOR YEAR GRANT/CONTRACT PAYMENTS 01 434686 MISCELLANEOUS 14 9925 ALTERNATIVE INVESTMENTS 901101 206074 14 5695617 206074 26679545 0 26885619 0 0 0 0 0 0 0 0 0 0 X X 1 ERIN HOFFMANN AND MICHAEL SCHROEPFE 314 LYTTON AVE PALO ALTO CA 94301 12205671 X 1 PUBLICLY TRADED SECURITIES 12205671 2023-11-24 ACCOUNTING FEES 58088 29044 29834 HEART RESEARCH INSTITUTE 7 ELIZA ST NEWTOWN NSW AS 2042 2021-06-30 47776 TOOLS & TECHNOLOGY EXPANSION AWARD 0 NONE 6/14/23, 4/17/24, 6/3/24, 8/28/24, 10/16/24 IMAGINE INSTITUTE 24 MONTPARNASSE PARIS FR 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6197 HENKEL AG & CO 30906 30906 HENNES & MAURITZ 40257 40257 HERMES INTERNATIONAL 55701 55701 HESS CORPORATION 48294 48294 HEWLETT PACKARD ENTERPRISE CO 44063 44063 HILTON WORLDWIDE 77570 77570 HITACHI 89778 89778 HOLCIM LTD 63924 63924 HOLOGIC INC 33582 33582 HOME DEPOT INC 271695 271695 HONDA MOTOR 39225 39225 HONEYWELL INTERNATIONAL INC 73399 73399 HONG KONG & CHINA GAS 6085 6085 HONG KONG EXCHANGES & CLEARING 56410 56410 HOST HOTELS & RESORTS INC 21222 21222 HOWMET AEROSPACE INC 43242 43242 HOYA CORP 58151 58151 HP INC 41705 41705 HSBC HOLDINGS PLC 163944 163944 HUBSPOT INC 44121 44121 HUMANA INC 71418 71418 HUNTINGTON BANCSHARES INC 17045 17045 IBERDROLA SA 91980 91980 IBM CORP 137873 137873 IDEX CORP 43639 43639 IDEXX LABORATORIES 56615 56615 ILLINOIS TOOL WORKS INC 103204 103204 ILLUMINA 26456 26456 INCYTE CORP 114769 114769 INFINEON TECHNOLOGIES AG 67420 67420 INFORMA PLC 22845 22845 ING GROEP NV 86335 86335 INGERSOLL RAND INC 62955 62955 INPEX CORP 6999 6999 INSULET 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MANULIFE FINANCIAL CORP 90765 90765 MARATHON PETROLEUM CORP 67059 67059 MARKETIZES HOLDINGS 24307 24307 MARRIOTT INTERNATIONAL INC 52769 52769 MARSH & MCLENNAN COMPANIES INC 90188 90188 MARTIN MARIETTA MATERIALS INC 44902 44902 MARUBENI CORP 19909 19909 MARVELL TECHNOLOGY GROUP LTD 62722 62722 MASTERCARD INC 368931 368931 MATCH GROUP INC 34274 34274 MAZDA MOTOR CORP 48194 48194 MCCORMICK & CO NV 33936 33936 MCDONALDS CORP 151517 151517 MCKESSON CORP 68984 68984 MEDTRONIC PLC 119451 119451 MERCADO LIBRE 86435 86435 MERCK & CO INC 290756 290756 METLIFE INC 49796 49796 METTLER-TOLEDO INTERNATIONAL 29111 29111 MICROCHIP TECHNOLOGY INC 67635 67635 MICRON TECHNOLOGY INC 114782 114782 MICROSOFT CORP 2625135 2625135 MITSUBISHI ESTATE LTD 57114 57114 MITSUBISHI UFJ FINANCIAL GROUP INC 130519 130519 MITSUI & CO LTD 58341 58341 MIZUHO FINANCIAL GROUP 69908 69908 MODERNA INC 37592 37592 MONDELEZ INTERNATIONAL INC 109587 109587 MONGODB INC 58466 58466 MONSTER BEVERAGE 28517 28517 MOODY'S CORP 87876 87876 MORGAN STANLEY 120852 120852 MOSAIC COMPANY 23189 23189 MOTOROLA SOLUTIONS INC 51973 51973 MOWI ASA 31773 31773 MS & AD INSURANCE GROUP HOLDINGS 11971 11971 MSCI INC 60525 60525 MUENCHENER RUECKVERSICHERUNGS 93037 93037 MURATA MANUFACTURING CO LTD 55424 55424 NATIONAL AUSTRALIA BANK LTD 97729 97729 NATIONAL GRID GROUP 88319 88319 NATWEST GROUP PLC 26303 26303 NESTE OYJ 33170 33170 NESTLE 298441 298441 NETFLIX 224939 224939 NEWMONT MINING CORP 79965 79965 NEXTERA ENERGY INC 124699 124699 NICE SYSTEMS LTD 40700 40700 NIDEC CORPORATION 31670 31670 NIKE INC 139295 139295 NINTENDO LTD 69951 69951 NITTO DENKO 31170 31170 NOMURA HOLDINGS 61331 61331 NORFOLK SOUTHERN CORP 61932 61932 NORSK HYDRO ASA 15037 15037 NORTHERN TRUST 22023 22023 NORTHROP GRUMMAN CORPORATION 88010 88010 NOVARTIS AG 209917 209917 NOVO NORDISK 366834 366834 NOVOZYMES AS 29539 29539 NUCOR CORP 57433 57433 NUTRIEN LTD 26926 26926 NVIDIA CORP 1222698 1222698 NXP SEMICONDUCTOR NV 76943 76943 OCCIDENTAL PETROLEUM CORP 30930 30930 OKTA INC 35488 35488 OLD DOMINION FREIGHT LINES 53098 53098 OLYMPUS CORPORATION 32151 32151 OMNICOM GROUP INC 35902 35902 OMRON CORP 29143 29143 ON SEMICONDUCTOR CORP 41514 41514 ONEOK INC 44239 44239 OPEN TEXT CORP 59879 59879 ORACLE CORP 187982 187982 ORANGE 42851 42851 O'REILLY AUTOMOTIVE INC 61755 61755 ORIX CORPORATION 29698 29698 ORSTED AS 18356 18356 OTSUKA HOLDINGS 9432 9432 OVERSEA-CHINESE BANKING CORP 19826 19826 PALANTIR TECHNOLOGIES INC 33688 33688 PALO ALTO NETWORKS 107631 107631 PAN PACIFIC INTERNATIONAL 23075 23075 PANASONIC CORP 51886 51886 PANDORA AS 44042 44042 PARAMOUNT GLOBAL 16358 16358 PARKER HANNIFIN CORP 96286 96286 PAYCOM SOFTWARE INC 30388 30388 PAYPAL HOLDINGS INC 65586 65586 PEARSON PLC 22982 22982 PEPSICO INC 220792 220792 PERNOD-RICARD 57751 57751 PERSIMMON 4809 4809 PFIZER INC 144641 144641 PG&E CORP 58327 58327 PHILIP MORRIS INTERNATIONAL 139615 139615 PHILIPS ELECTRONICS 95595 95595 PHILLIPS 66 70265 70265 PIONEER NATURAL RESOURCES 67239 67239 PNC FINANCIAL SERVICES GROUP INC 77890 77890 PPG INDUSTRIES INC 56979 56979 PPL CORP 41300 41300 PROCTER & GAMBLE CO 327957 327957 PROGRESSIVE CORP 133317 133317 PROLOGIS INC 146097 146097 PROSUS NV 62880 62880 PRUDENTIAL 34820 34820 PRUDENTIAL FINANCIAL INC 69175 69175 PTC INC 32892 32892 PUBLIC SERVICE ENTERPRISE GROUP 65981 65981 PUBLIC STORAGE 72285 72285 PULTEGROUP 57390 57390 QBE INSURANCE GROUP LTD 37279 37279 QUALCOMM 143618 143618 RAKUTEN INC 3695 3695 RAYMOND JAMES FINANCIAL 35123 35123 REALTY INCOME CORP 66263 66263 RECKITT BENCKISER 75446 75446 RECRUIT HOLDINGS CO 53849 53849 REGENCY CENTERS 36850 36850 REGENERON PHARMACEUTICALS 103638 103638 REGIONS FINANCIAL CORP 20504 20504 RELX PLC 96929 96929 RESMED INC 42833 42833 RESTAURANT BRANDS 53128 53128 REVVITY INC 28421 28421 RIO TINTO PLC 70514 70514 ROCHE HOLDING LTD 173252 173252 ROCKWELL AUTOMATION INC 34774 34774 ROGERS COMMUNICATIONS INC 42082 42082 ROKU INC 21907 21907 ROLLS-ROYCE HOLDINGS 69529 69529 ROSS STORES INC 49544 49544 ROYAL BANK OF CANADA 97085 97085 ROYAL CARIBBEAN CRUISES LTD 50631 50631 RTX CORPORATION 131932 131932 RWE AG 49580 49580 S&P GLOBAL INC 154182 154182 SAB COMMUNICATIONS 44396 44396 SAFRAN SA 94394 94394 SALESFORCE.COM INC 257877 257877 SANDOZ GROUP 13284 13284 SANDVIK AB 31436 31436 SANOFI-AVENTIS 124922 124922 SANTOS LTD 34908 34908 SAP AG 161701 161701 SCHLUMBERGER LTD 110637 110637 SCHNEIDER ELECTRIC 121374 121374 SEA LIMITED 19562 19562 SECOM CO LTD 35414 35414 SEI INVESTMENTS CO 42896 42896 SEIKO EPSON CORP 37732 37732 SEKISUI HOUSE LTD 6502 6502 SERVICENOW INC 139179 139179 SEVEN & I HOLDINGS 40870 40870 SHELL PLC 207204 207204 SHERWIN-WILLIAMS CO 79223 79223 SHIMANO INC 34880 34880 SHIN-ETSU CHEMICAL CORP 96558 96558 SHISEIDO LTD 24963 24963 SHOPIFY INC 126432 126432 SIEMENS AG 153873 153873 SIEMENS HEALTHINEERS AG 23945 23945 SIKA AG 54982 54982 SIMON PROPERTY GROUP INC 62191 62191 SINGAPORE EXCHANGE 24480 24480 SINGAPORE TELECOMMUNICATIONS LTD 53883 53883 SKF AB 22670 22670 SKYWORKS SOLUTIONS INC 31927 31927 SMC CORP JAPAN 56444 56444 SNAP INC 47641 47641 SNOWFLAKE INC 91739 91739 SOCIETE GENERALE PARIS 21512 21512 SOFTBANK 34373 34373 SONIC HEALTHCARE LTD 29036 29036 SONY CORP 109367 109367 SOUTH32 LIMITED 43799 43799 SOUTHERN COMPANY 93189 93189 SPARK NEW ZEALAND 30086 30086 SPLUNK INC 46162 46162 SSE PLC 33412 33412 STANLEY BLACK & DECKER INC 30705 30705 STARBUCKS CORP 113484 113484 STATE STREET CORP 46244 46244 STEEL DYNAMICS INC 38383 38383 STELLANTIS NV 57087 57087 STERIS PLC 29900 29900 STMICROELECTRONICS 35542 35542 STORA ENSO 17781 17781 STRYKER CORP 103014 103014 SUBARU CORP 34613 34613 SUMITOMO CHEMICAL CO LTD 11269 11269 SUMITOMO MITSUI FINANCIAL GROUP INC 88069 88069 SUMITOMO MITSUI TRUST HOLDINGS INC 39044 39044 SUN COMMUNITIES 36620 36620 SUN LIFE FINANCIAL 45326 45326 SUNCOR ENERGY INC 63343 63343 SUNTORY BEVERAGE & FOOD LIMITED 19668 19668 SUPER MICRO COMPUTER INC 48608 48608 SUZUKI MOTOR CORP 14992 14992 SVENSKA HANDELSBANKEN AB 34002 34002 SWIRE PACIFIC LTD 29822 29822 SWISS RE LTD 74036 74036 SYMRISE AG 33920 33920 SYNCHRONY FINANCIAL 43384 43384 SYNOPSYS INC 85475 85475 SYSCO CORP 44975 44975 SYSMEX CORP 27843 27843 TAKE TWO INTERACTIVE SOFTWARE 43135 43135 TAKEDA PHARMACEUTICAL CO 82652 82652 TARGET CORP 78901 78901 TC ENERGY 45423 45423 TDK CORP 20158 20158 TECHTRONIC INDUSTRIES 34245 34245 TECK RESOURCES LTD 44426 44426 TELEDYNE TECH 26331 26331 TELEFONICA SA 22203 22203 TELEPERFORMANCE SE 24904 24904 TELSTRA 64218 64218 TEMENOS AG 12034 12034 TERADYNE INC 39827 39827 TESCO 11 11 TESLA MOTORS INC 698726 698726 TEXAS INSTRUMENTS INC 150175 150175 THE TJX COMPANIES INC 105349 105349 THE TRADE DESK INC 37635 37635 THERMO FISHER 132167 132167 THOMSON REUTERS CORPORATION 91095 91095 T-MOBILE US INC 87380 87380 TOKIO MARINE HOLDINGS INC 78348 78348 TOKYO ELECTRON LTD 88485 88485 TORONTO DOMINION BANK 98998 98998 TOSHIBA CORP 21497 21497 TOTAL SA 175929 175929 TOYOTA MOTOR CORP 196950 196950 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