2023-11-08T17:02:14-06:00 2023-06-30 363963131 MANN WEITZ & ASSOCIATES LLC 111 DEER LAKE ROAD SUITE 125 DEERFIELD IL 60015 990 2022-07-01 366102182 LEUKEMIA RESEARCH FOUNDATION LEUK 8474240600 191 WAUKEGAN ROAD 105 NORTHFIELD IL 60093 KEVIN RADELET EXECUTIVE DIRECTOR 8474240600 2023-11-08 1 KEVIN RADELET 999009999 0 MARCY STEINDLER P00573131 8472673400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN RADELET 191 WAUKEGAN ROAD 105 NORTHFIELD IL 60093 6535059 0 X WWW.LEUKEMIARF.ORG X 1951 IL TO CURE LEUKEMIA BY FUNDING INNOVATIVE RESEARCH, AND TO SUPPORT PATIENTS AND FAMILIES. 14 14 6 250 0 0 2923993 4111876 0 0 -13819 81224 0 144 2910174 4193244 1512073 2440416 0 0 756120 730188 0 0 351425 232866 411881 2501059 3582485 409115 610759 5035074 6864748 1582445 2716288 3452629 4148460 X TO CURE LEUKEMIA BY FUNDING INNOVATIVE RESEARCH, AND TO SUPPORT PATIENTS AND FAMILIES. 0 0 2455594 2325433 RESEARCH GRANTS - IN FISCAL YEAR 2023, 16 RESEARCH GRANTS WERE AWARDED TO NEW INVESTIGATORS STUDYING LEUKEMIA OR MDS FROM US-BASED AND INTERNATIONAL MEDICAL INSTITUTIONS. EACH GRANT AWARD IS $150,000 OVER A TWO-YEAR PERIOD, WITH TOTAL RESEARCH FUNDING OF NEARLY $2.4 MILLION, THE LARGEST ANNUAL INVESTMENT IN RESEARCH SINCE THE FOUNDATION'S INCEPTION. RESEARCH GRANT AWARDS WERE SELECTED BASED ON RECOMMENDATIONS FROM THE FOUNDATION'S INDEPENDENT MEDICAL ADVISORY BOARD AFTER A RIGOROUS GRANT REVIEW PROCESS. 279178 PATIENT EDUCATION AND SUPPORT - IN FISCAL YEAR 2023, 10 PATIENT EDUCATION PROGRAMS WERE PROVIDED FOR PATIENTS AND CAREGIVERS. TOPICS WERE SELECTED BASED ON EVALUATION RESPONSES FROM PAST EDUCATION PROGRAMS, FEEDBACK FROM PATIENT ADVISORY COMMITTEE MEMBERS, AND FROM A PARTICIPANT SURVEY. PROGRAMS INCLUDED THE ANNUAL NEW AND EMERGING TREATMENTS CONFERENCE, LEUKEMIA Q+A CONFERENCE, STEM CELL TRANSPLANTS, NUTRITION, AND CHRONIC GRAFT-VERSUS-HOST DISEASE. A TOTAL OF 1,220 PARTICIPANTS REGISTERED FOR THE PATIENT EDUCATION PROGRAMS, WHICH IS A 24% INCREASE FROM THE PRIOR YEAR. 92% RATED THE PROGRAM AS VERY GOOD OR EXCELLENT, AND 79% INDICATED THEY WOULD USE THE INFORMATION LEARNED IN THE PROGRAM IN THEIR CARE OR TREATMENT DECISIONS. IN ADDITION TO EDUCATION PROGRAMS, THE FOUNDATION RELEASED LEUKEMIA SUBTYPE, TREATMENT, AND OTHER EDUCATIONAL CONTENT ON LEUKEMIARF.ORG, WITH 74K VISITS. OUR ONLINE SUPPORT COMMUNITY, WHICH INCLUDES 2,594 MEMBERS, IS OFFERED FOR LEUKEMIA PATIENTS AND CAREGIVERS TO CONNECT WITH AND LEARN FROM ONE ANOTHER. 179325 114983 PATIENT GRANT PROGRAM - IN FISCAL YEAR 2023, 78 FINANCIAL ASSISTANCE GRANTS OF UP TO $1,500 WERE AWARDED TO PATIENTS. THIS NEED-BASED PROGRAM ASSISTS LEUKEMIA PATIENTS AND THEIR FAMILIES BY EASING THE FINANCIAL BURDEN THAT COMES WITH A LEUKEMIA DIAGNOSIS SO THE FOCUS CAN BE ON HEALTH AND TREATMENT. GRANT AWARDS CAN BE USED FOR ANY EXPENSE, INCLUDING MEDICAL BILLS, MEDICATIONS, TRANSPORTATION AND LODGING EXPENSES, RENT, FOOD, AND MORE. 2914097 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA FL GA IL MD MA MI MT NJ NC NY OK TN RI OR UT VA WV WI NV CO CT ME MO OH TX WA MT NM AL PA ND KS KY MS MN X X ARLEEN BOUDART 8474240600 191 WAUKEGAN ROAD SUITE 105 NORTHFIELD IL 60093 BLAKE BRANDWEIN PRESIDENT 0.50 X X 0 0 0 GERALD BRIN TREASURER 0.50 X X 0 0 0 PATTY MIX SECRETARY 0.50 X X 0 0 0 ROBERT GRABEMANN GENERAL COUNSEL 0.50 X 0 0 0 HARVEY BRIN AT LARGE MEMBER 0.50 X 0 0 0 MARCIA BRIN AT LARGE MEMBER 0.50 X 0 0 0 JOE GARBARSKI AT LARGE MEMBER 0.50 X 0 0 0 TODD HOLMES AT LARGE MEMBER 0.50 X 0 0 0 FRANK MARTINEZ AT LARGE MEMBER 0.50 X 0 0 0 LARRY MIX AT LARGE MEMBER 0.50 X 0 0 0 RANDI SCHULLO AT LARGE MEMBER 0.50 X 0 0 0 STEVE WILENSKY AT LARGE MEMBER 0.50 X 0 0 0 SAVYON AMIT VICE PRESIDENT 0.50 X X 0 0 0 RONG CHEN AT LARGE MEMBER 0.50 X 0 0 0 KEVIN RADELET EXECUTIVE DIRECTOR 37.50 X 146122 0 17091 CYNTHIA L KANE SR DIR OF DEVELOPMENT 37.50 X 101259 0 19550 247381 0 36641 2 0 1 0 0 17825 4094051 26225 4111876 90927 90927 2332112 2341815 -9703 -9703 -9703 OTHER INCOME 900099 144 144 144 4193244 144 0 81224 2034753 2034753 114983 114983 290680 290680 176789 83091 40661 53037 438641 206162 100887 131592 13388 6292 3080 4016 54740 25728 12590 16422 46630 21916 10725 13989 21867 21867 16800 7896 3864 5040 11050 11050 44935 20123 20103 4709 119095 63233 24242 31620 70425 16198 42255 11972 13568 13043 228 297 268 62 160 46 6664 1533 3998 1133 FUNDRAISING CAMPAIGNS 40319 40319 MISCELLANEOUS 19490 3044 1488 14958 MARKETING 18499 18499 PUBLIC RELATIONS 15263 3510 9158 2595 13638 1850 10607 1181 3582485 2914097 316963 351425 1275860 2275696 450762 3091729 385386 973939 9616 10131 134506 134181 593 325 2533606 379251 512928 5035074 6864748 77850 87665 1504595 2517535 0 111088 1582445 2716288 X 2992515 3016247 460114 1132213 3452629 4148460 5035074 6864748 X 610759 85072 X 0 1 X 1 0 X 2378441 2598095 2574542 2923993 4111876 14586947 2378441 2598095 2574542 2923993 4111876 14586947 1587630 12999317 7957 22499 14471 6619 90927 142473 237 3755 144 4136 14733556 0.88230 0.94040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85526 688 130 86084 85360 305 139 85526 84594 1220 454 85360 83945 1338 689 84594 80000 4636 691 83945 1.00000 0 0 97696 97696 0 36810 36485 325 325 SECURITY DEPOSIT 4663 BENEFICIAL INTEREST IN TRUST 397751 OPERATING RIGHT-OF-USE ASSETS 110514 512928 OPERATING LEASE LIABILITIES 111088 111088 X 4278317 23163 61910 85073 4193244 0 4193244 3582485 0 3582485 0 3582485 PART V, LINE 4: THE EARNINGS OF THE FUND ARE TO BE USED TO PROVIDE ASSISTANCE TO PATIENTS AND THEIR FAMILIES AND TO FUND MEDICAL RESEARCH. PART X, LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CANCELLATION OF GRANTS 61,910. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 145340 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 145340 0 0 0 0 0 0 290680 0 290680 EUROPE NEW INVESTIGATOR RESEARCH GRANT 145340 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC NEW INVESTIGATOR RESEARCH GRANT 145340 WIRE TRANSFER 0 2 0 0 0 0 0 0 0 PART I, LINE 2: THE FINAL SCIENTIFIC REPORT SHOULD BE RECEIVED WITHIN 30 DAYS OF COMPLETION OF THE PROJECT. GRANTEES ARE RQUIRED TO COMPLETE THE FINAL SCIENTIFIC REPORT FORM AND E-MAIL THE FOUNDATION WITH A BRIEF SCIENTIFIC SUMMARY, A BRIEF LAY SUMMARY, AND A LIST OF ANY RESULTING PUBLICATIONS. PART III ACCOUNTING METHOD: 1 UNIVERSITY OF PENN PERELMAN SCHOOL OF MEDICINE 3451 WALNUT ST FRANKLIN BLD 5TH FL PHILADELPHIA PA 19104 231352685 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT UNIVERSITY OF PITTSBURGH 300 MURDOCH BLD 3420 FORBES AVE PITTSBURGH PA 15260 250965591 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MAIL STOP 733 MEMPHIS TN 38105 620646012 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT WASHINGTON UNIVERSITY IN STLOUIS CAMPUS BOX 1054 ONE BROOKINGS DRIVE ST LOUIS MO 77030 430653611 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953432210 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT THE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 SECTION 115 145333 0 NEW INVESTIGATOR RESEARCH GRANT JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE 733 NORTH BROADWAY SUITE 117 BALTIMORE MD 21205 520595110 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GIMAN DRIVE DEPT 093A LA JOLIA CA 92093 956006144 SECTION 115 145340 0 NEW INVESTIGATOR RESEARCH GRANT JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE 733 NORTH BROADWAY SUITE 117 BALTIMORE MD 21205 520595110 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 45229 310833936 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM 310 HOUSTON TX 77030 741613878 501(C)(3) 145340 0 NEW INVESTIGATOR RESEARCH GRANT MAYO CLINIC ROCHESTER 200 FIRST ST SW ROCHESTER MN 55905 416011702 501(C)(3) 145337 0 NEW INVESTIGATOR RESEARCH GRANT ICHAN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501(C)(3) 145337 0 NEW INVESTIGATOR RESEARCH GRANT BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953432210 501(C)(3) 145337 0 NEW INVESTIGATOR RESEARCH GRANT 14 0 MEDICAL FINANCIAL ASSISTANCE 78 114983 PART I, LINE 2: THE FINAL SCIENTIFIC REPORT SHOULD BE RECEIVED WITHIN 30 DAYS OF COMPLETION OF THE PROJECT. GRANTEES ARE REQUIRED TO COMPLETE THE FINAL SCIENTIFIC REPORT FORM AND E-MAIL THE FOUNDATION WITH A BRIEF SCIENTIFIC SUMMARY, A BRIEF LAY SUMMARY, AND A LIST OF ANY RESULTING PUBLICATIONS. X X X 0 0 0 0 0 0 0 0 0 KEVIN RADELET EXECUTIVE DIRECTOR 146122 0 0 0 0 0 0 0 17091 0 163213 0 0 0 X 184 26225 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF SHARES IS DISCLOSED. FORM 990, PART VI, SECTION A, LINE 2 HARVEY, MARCIA, AND GERALD BRIN HAVE FAMILY RELATIONSHIPS AND ARE ALSO BOARD MEMBERS. LARRY AND PATTY MIX HAVE FAMILY RELATIONSHIPS AND ARE ALSO BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWINGS ARE THE SIGNIFICANT CHANGES MADE TO THE LEUKEMIA RESEARCH FOUNDATION'S BYLAWS: THE FOUNDATION CHANGED ITS MISSION FROM CURE ALL BLOOD CANCERS TO CURE LEUKEMIA. THE NUMBER OF BOARD MEMBERS WAS CHANGED FROM 16 MEMBERS TO A MINIMUM OF 11 AND A MAXIMUM OF 15 MEMBERS. THE EXECUTIVE BOARD SHALL CONSIST OF A PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER. ALL APPOINTMENTS TO THE BOARD SHALL BE FOR 3-YEAR TERMS WITH NO TERM LIMITS AS PREVIOUSLY HAD SET. CHAPTERS ARE NO LONGER REQUIRED TO HAVE AN ANNUAL OPEN MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR REVIEW FORM 990. THE FINAL DRAFT OF FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. MEMBERS ARE NOTIFIED THAT FORM 990 HAS BEEN POSTED AND THEY CAN ACCESS A URL AND PUT IN THEIR PASSWORD TO VIEW THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND MONITORED AS POTENTIAL REFERENCE AND/OR ACTION IS CALLED FOR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY A COMPENSATION SURVEY. WE USE A WRITTEN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD FORM 990, PART VI, SECTION C, LINE 19 WE MAKE OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ONLINE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 23,163. CANCELLATION OF GRANTS 61,909.