2023-11-15T15:10:32-06:00 2022-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2022-01-01 237376197 HEREDITARY DISEASE FOUNDATION HERE 2129812121 601 WEST 168TH STREET 54 NEW YORK NY 10032 MEGHAN DONALDSON CEO 2129812121 2023-11-15 1 MEGHAN DONALDSON 999009999 0 MIKE SCHALL P02024184 2126618640 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEGHAN DONALDSON 601 WEST 168TH STREET 54 NEW YORK NY 10032 4852401 0 X WWW.HDFOUNDATION.ORG X 1968 CA FUNDING INNOVATIVE RESEARCH TO CURE HUNTINGTON'S DISEASE AND IMPACTING OTHER BRAIN DISORDERS. 20 19 4 21 0 0 3243717 4399874 0 0 880648 86093 144180 36719 4268545 4522686 2114613 1142435 0 0 358002 442209 0 0 289422 497956 1018661 2970571 2603305 1297974 1919381 18145612 16776193 2330017 1380514 15815595 15395679 X TO FUND INNOVATIVE RESEARCH TOWARDS CURING HUNTINGTON'S DISEASE AND IMPACTING OTHER BRAIN DISORDERS. 0 0 2076266 1142435 THE HEREDITARY DISEASE FOUNDATION COMMEMORATES ITS 52ND YEAR BY MAKING AN EVEN GREATER IMPACT TOWARD DEVELOPING NOVEL THERAPEUTICS AND CURES. WE HAVE PUT IN PLACE STRATEGIES AND NEW GRANT FUNDING PROGRAMS TO MAXIMIZE OUR EFFECTIVENESS. WE HAVE BEEN FUNDING CATALYTIC AND PARADIGM-CHANGING RESEARCH SINCE OUR BIRTH - INCLUDING IDENTIFYING THE HUNTINGTON'S DISEASE MARKER IN 1983 AND THE HD GENE IN 1993, AND SUPPORTING GENE SILENCING APPROACHES SINCE 2002. WE WANT TO CONTINUE TO MAKE AN IMPACT BY FUNDING RESEARCH THAT PUSHES THE ENVELOPE.THE HEREDITARY DISEASE FOUNDATION PROVIDES FUNDING FOR RESEARCH THAT ADVANCES THE DISCOVERY AND DEVELOPMENT OF TREATMENTS FOR HUNTINGTON'S DISEASE AND OTHER BRAIN DISORDERS. WE ARE (CONTINUE ON SCHEDULE O) PASSIONATE ABOUT FUNDING AND THE FOUNDATION INTENDS TO USE THE ENDOWMENT FUNDS FOR ITS SCIENTIFIC ACTIVITIES WHICH INCLUDES PROVIDING GRANTS TO FUND SCIENTIFIC RESEARCH TO FURTHER THE UNDERSTANDING OF, AND TO DEVELOP DIAGNOSTICS AND THERAPEUTICS FOR NEURODEGENERATIVE DISEASES, INCLUDING HUNTINGTON'S DISEASE. THE HEREDITARY DISEASE FOUNDATION FUNDS THE MOST INNOVATIVE, CREATIVE AND PARADIGM-CHANGING RESEARCH POSSIBLE. THE DATA GENERATED WITH HDF FUNDING OFTEN ALLOWS RESEARCHERS TO GET INITIAL FINDINGS THAT HELP THEM APPLY SUCCESSFULLY FOR LARGER, LONG-TERM FUNDING FROM OTHER FUNDING AGENCIES, INCLUDING THE NATIONAL INSTITUTES OF HEALTH. THE FOUNDATION'S CURRENT FOCUS IS ON:1) MODIFIER STUDIES - ON DNA REPAIR PATHWAYS, PROTEIN DEGRADATION AND OTHER MODIFIERS OF PHENOTYPE AND AGE OF ONSET.2) RESEARCH MECHANISMS OF HD NEUROGENERATION AND BIOMARKERS AND THERAPY FOR HD-INDUCED NEURODEGENERATION.TYPE OF FUNDING:THE BASIC RESEARCH GRANTS PROGRAM: SUPPORTS PROJECTS CONTRIBUTING TO IDENTIFYING AND UNDERSTANDING THE FUNDAMENTAL DEFECTS IN HUNTINGTON'S DISEASE. POSTDOCTORAL FELLOWSHIPS: THESE POSTDOCTORAL FELLOWSHIPS ARE INTENDED TO CULTIVATE INTEREST IN HUNTINGTON'S DISEASE RESEARCH BY BRIGHT YOUNG SCIENTISTS. FELLOWSHIPS ARE GRANTED TO THOSE WHO POSSESS IMAGINATION, RIGOR, CREATIVITY AND SPIRIT TO PUSH FORWARD TOWARD A CURE FOR HD AND ENSURE THAT THESE LEARNING CAN BE APPLIED TO OTHER BRAIN DISEASES. 2076266 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA NY X X KENNETH MARTIN 2129282121 601 WEST 168TH STREET NEW YORK NY 10033 NANCY S WEXLER PHD PRESIDENT 7.00 X X 0 0 0 KAREN NEWMAN CHAIR 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 ALICE WEXLER PHD SECRETARY 1.00 X X 0 0 0 ROBI BLUMENSTEIN DIRECTOR 1.00 X 0 0 0 BARRY EVENCHICK DIRECTOR 1.00 X 0 0 0 SANDY 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 KELLY POSNER GERSTENHABER PHD 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 DAVID ZWALLY DIRECTOR 1.00 X 0 0 0 HERBERT PARDES MD DIRECTOR 1.00 X 0 0 0 C FRANK BENNETT PHD DIRECTOR 1.00 X 0 0 0 TACIE FOX 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 MEGHAN DONALDSON CEO 40.00 X X 110000 0 0 TRAVIS CAREY CFO 3.00 X 11516 0 0 JULIE PORTER HEAD OF SCIENCE 40.00 X 103600 0 28868 225116 0 28868 2 0 0 0 FLY ON THE WALL PRODUCTIONS 68 JAY STREET 618 BROOKLYN NY 11201 VIDEOGRAPHY & PHOTOGRAPHY 161982 SUSAN QUINLAN MARTIN INC 10 MITCHELL PLACE STE 3 H NEW YORK NY 10017 EVENT PLANNER GALA 2021 113000 2 297582 4102292 4399874 270807 270807 184714 -184714 -184714 -184714 145001 297582 145001 0 MISCELLANEOUS 900099 36719 36719 36719 4522686 0 0 122812 X 729049 729049 413386 413386 121516 55000 44516 22000 212984 163100 13984 35900 82676 49315 20268 13093 25033 16322 4378 4333 11516 11516 86700 86700 396090 202034 42542 151514 7123 1316 2158 3649 24709 14482 -1905 12132 32179 22525 4827 4827 352485 345927 1938 4620 19605 13723 2941 2941 7380 5166 1107 1107 POSTAGE & PRINTING 55769 20496 1967 33306 EVENT SPONSORSHIP 20000 20000 REGISTRATIONS 2909 2909 GIFTS 1383 1016 367 813 500 313 2603305 2076266 237617 289422 1258423 2725218 43221 16748 962814 1722568 4663 15155 98022 92414 25212 5608 15845874 12285491 5405 5405 18145612 16776193 41675 63517 2288342 1316997 2330017 1380514 X 6012424 5592508 9803171 9803171 15815595 15395679 18145612 16776193 1919381 -2339297 0 X 0 0 0 X 2169236 1650090 3654196 3243717 4399874 15117113 2169236 1650090 3654196 3243717 4399874 15117113 5207709 9909404 317651 295551 262035 245886 270807 1391930 25439 47508 17960 144180 36718 271805 16780848 0.59050 0.65110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10244052 10244052 10244052 10244052 9703171 1026040 485159 10244052 8534335 1595553 426717 9703171 8401672 676151 -543488 8534335 0 0 98022 92414 5608 5608 X 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, 2019 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 0 CANADA GRANTS TO RECIPIENTS SCIENTIFIC RESEARCH 271312 SWEDEN GRANTS TO RECIPIENTS SCIENTIFIC RESEARCH 150000 FRANCE GRANTS TO RECIPIENTS SCIENTIFIC RESEARCH 75000 ITALY GRANTS TO RECIPIENTS SCIENTIFIC RESEARCH 75000 0 0 0 0 0 0 571312 0 571312 CANADA SCIENTIFIC RESEARCH 196512 WIRE TRANS. 0 SWEDEN SCIENTIFIC RESEARCH 150000 WIRE TRANS. 0 CANADA SCIENTIFIC RESEARCH 74800 WIRE TRANS. 0 FRANCE SCIENTIFIC RESEARCH 75000 WIRE TRANS. 0 ITALY SCIENTIFIC RESEARCH 75000 WIRE TRANS. 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 PART III ACCOUNTING METHOD: X X X 0 SUSAN QUINLAN MARTIN INC 10 MITCHELL PLACE STE 3 H NEW YORK NY 10017 EVENT PLANNER 2022 GALA 0 442583 113000 329583 442583 113000 329583 CA NY GALA 442583 297582 145001 145001 442583 297582 145001 145001 145001 0 1 J DAVID GLADSTONE INSTITUTES 1650 OWENS STREET SAN FRANCISCO CA 94158 237203666 501 C (3) 100000 0 SCIENTIFIC RESEARCH MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE NE18-901 CAMBRIDGE MA 021394307 042103594 501 C (3) 185828 0 SCIENTIFIC RESEARCH STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 943052004 941156365 501 C (3) 177837 0 SCIENTIFIC RESEARCH THE BOARD OF TRUSTEES OF THE LELAND STANFORD 485 BROADWAY REDWOOD CITY CA 94063 941156365 501 C (3) 135320 0 SCIENTIFIC RESEARCH UNIVERSITY OF MASSACHUSETTS MED SCHOOL DE 55 LAKE AVENUE NORTH WORCESTER MA 01655 043167352 501 C (3) 130064 0 SCIENTIFIC RESEARCH 5 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. 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. KELLY POSNER GERSTENHABER AND DAVID GERSTENHABER ARE MARRIED AND BOTH ARE 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. 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. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 202,034. MANAGEMENT AND GENERAL EXPENSES 42,542. FUNDRAISING EXPENSES 151,514. TOTAL EXPENSES 396,090.