2022-01-14T09:15:39-08:00 2020-12-31 133274930 Bencivenga Ward & Company CPAs PC 420 Columbus Avenue Suite 304 Valhalla NY 10595 990 2020-01-01 201082179 ALZHEIMERs DRUG DISCOVERY FOUNDATION ALZH 2129018000 57 WEST 57TH ST 904 NEW YORK NY 10019 HOWARD FILLIT MD FOUNDING EXEC DIR 2022-01-14 true HOWARD FILLIT MD 999009999 Leonard J Bencivenga CPA P00116788 9147695005 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z HOWARD FILLIT MD 57 WEST 57TH ST 904 NEW YORK NY 10019 28168927 false X www.AlzDiscovery.org X 2004 DE ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. 20 19 15 0 17497049 21163991 2316605 4851451 948041 1230614 1950696 385294 22712391 27631350 30307505 24801068 0 1571264 2436212 0 1 550535 1014629 32429304 28251909 -9716913 -620559 97175562 97381722 46958594 48101158 50216968 49280564 ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. false false 28251907 24801068 4851451 EXEMPT PURPOSE ACHIEVEMENT IS TO ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS THROUGH THE GRANTING OF FUNDS TO ORGANIZATIONS AND THE SPONSORSHIP OF CONFERENCES THAT BRING TOGETHER ACADEMIC AND BIO TECHNOLOGY SCIENTISTS CONDUCTING DRUG DISCOVERY RESEARCH IN THE FIELD OF ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. 28251907 true true false false false false false false false false false false false false true true true false false false true true false false true false false true false true false false false false false false false false true false false false false true false false false true 15 0 false 15 true false false false false false true true false 0 false false false false false false false X 20 19 true false false false true true true true true false false true true true true true true false false false AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OR PA RI SC TN UT VA WI WV X X KAREN HARRIS 2129018000 57 West 57th St New York NY 10595 X HOWARD FILLIT MD FOUNDING EX DIR 32.00 8.00 X X 494052 54895 192131 MARK ROITHMAYR CEO 16.00 24.00 X 152912 356795 178397 SHOBHA PRUSHOTHAMA SCIENTIST 40.00 0.00 213150 0 74602 LAUREN FRIEDMAN SCIENTIST 40.00 0.00 109803 0 38431 YUKO HARA SCIENTIST 40.00 0.00 108478 0 37967 LEONARD A LAUDER Co-Chair / Gov 1.00 0.00 X X 0 0 0 RONALD S LAUDER Co-Chair / Gov 1.00 0.00 X X 0 0 0 LAURENCE C LEEDS Jr GOVERNOR 1.00 0.00 X 0 0 0 ROBERTA DIAZ BRINTON GOVERNOR 1.00 0.00 X 0 0 0 NANCY CORZINE GOVERNOR 1.00 0.00 X 0 0 0 BEATRIZ IIIESCAS GOVERNOR 1.00 0.00 X 0 0 0 BRUCE McEWEN PhD GOVERNOR 1.00 0.00 X 0 0 0 RANDAL SANDLER VICE CHAIR/GOV 1.00 0.00 X X 0 0 0 BONNIE PFEIFER EVANS Governor 1.00 0.00 X 0 0 0 DAVID WEINREB GOVERNOR 1.00 0.00 X 0 0 0 ALICE SHURE Governor 1.00 0.00 X 0 0 0 MEL GOODES GOVERNOR 1.00 0.00 X 0 0 0 PAULA ZAHN GOVERNOR 1.00 0.00 X 0 0 0 NANCY GOODES GOVERNOR 1.00 0.00 X 0 0 0 THOMAS F MCWILLIAMS GOVERNOR 1.00 0.00 X 0 0 0 LANNY EDELSOHN MD GOVERNOR 1.00 0.00 X 0 0 0 GARY M LAUDER GOVERNOR 1.00 0.00 X 0 0 0 RICHARD MOHS PHD GOVERNOR 1.00 0.00 X 0 0 0 SANDRA DAY O'CONNOR GOVERNOR 1.00 0.00 X 0 0 0 SHARON SAGER GOVERNOR 1.00 0.00 X 0 0 0 LISA SOMAR ASST TREAS/SEC 1.00 0.00 X 0 0 0 KEVIN DIETERICH Treasurer 1.00 0.00 X 0 0 0 1078395 411690 521528 5 false true false 0 1501862 19662129 7739447 21163991 CONFERENCE REG FEES 23965 23965 GRANT RETURNS 144152 144152 PRI INCOME 4683334 4683334 4851451 1230614 1230614 0 0 0 0 922871 1501862 537577 385294 385294 0 0 0 27631350 4851451 1615908 24801068 24801068 0 0 0 873401 873401 0 1157638 1157638 0 405173 405173 0 0 216522 216522 0 0 0 0 63306 63306 0 46670 46670 0 0 0 2528 2528 0 165608 165608 0 0 0 0 COMPUTER TECHNOLOGY 247147 247147 RECRUITMENT 148750 148750 BanK AND SERVICE FEES 45467 45467 OTHER COSTS 37285 37285 41346 41344 1 1 28251909 28251907 1 1 143548 2018274 31058208 40283638 22155205 11255768 0 0 0 0 0 163175 5940 0 43655426 43818102 0 0 0 0 97175562 97381722 215799 82514 46629104 47599968 108329 16000 5362 402676 46958594 48101158 X 22108235 22219906 28108733 27060658 50216968 49280564 97175562 97381722 -620559 -315845 X false true X true false X 21806779 13277476 51630033 17497049 21233989 125445326 0 0 21806779 13277476 51630033 17497049 21233989 125445326 38477863 86967463 367032 245265 658531 948041 1230614 3449483 0 224989 245148 1004490 866273 4707299 7048199 135943008 0.63970 0.65110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE TO INSTITUTE FOR THE STUDY OF AGING, 402676 402676 X 30678957 -315845 3363452 3047607 27631350 27631350 31615361 3363452 3363452 28251909 28251909 Part X : FIN48 Footnote THE FOUNDATION IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10-05 RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. THIS REQUIRED MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). DUE TO THE FOUNDATION'S GENERAL NOT-FOR-PROFIT STATUS, MANAGEMENT BELIEVES THERE ARE NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. DUE TO THE EXPIRATION OF THE STATUTE OF LIMITATIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2017.PART XI LINE 2B AND XII LINE 2ADURING THE FOUNDATION'S 2020 TAX YEAR, THE INSTITUTE FOR THE STUDY OF AGING, A RELATED 501(C) (3) TAX-EXEMPT PRIVATE FOUNDATION, PROVIDED THE FOUNDATION WITHOUT CHARGE AS AN IN-KIND CONTRIBUTION SERVICES HAVING A VALUE OF $3,363,452. THESE SERVICES INCLUDED SHARED PERSONNEL AND OFFICE SPACE AND ARE FURTHER DETAILED IN PART V OF SCHEDULE R. true EUROPE 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 13003007 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 641204 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 0 MIDDLE EAST 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 249810 AUSTRALIA 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 200000 14094021 14094021 RESEACH ELECTRONIC RESEARCH ELECTRONIC RESEARCH ELECTRONIC RESEARCH ELECTRONIC RESEARCH ELECTRONIC 5 false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US GRANT RECIPIENTS ARE SELECTED THROUGH A RIGOROUS PEER-REVIEW PROCESS AS WELL AS AN INTERNAL REVIEW AND BOARD APPROVAL PROCESS. GRANTS TO BOTH U.S. AND INTERNATIONAL INSTITUTIONS ARE CLOSELY MONITORED. GRANTEES MUST SUBMIT MIDYEAR AND END-OF-GRANT PROGRESS AND FINANCIAL REPORTS. SUBSEQUENT PAYMENTS TO GRANT RECIPIENTS ARE CONTINGENT UPON THE RECEIPT AND SATISFACTORY REVIEW OF THESE REPORTS. PROGRESS OF GRANT RECIPIENTS IS COMMUNICATED TO THE BOARD OF GOVERNORS PERIODICALLY. false AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NJ NM NY OR PA RI SC TN UT VA WI WV FALL SCIENCE LUNCHEON 872252 668931 203321 10501 93318 DINNER GALA 452004 327004 125000 8426 4 1100477 505927 594550 95459 326706 2424733 1501862 922871 105960 428450 534410 388461 true ACURASTEM INCORPORATED 605 E HUNTINGTON DR MONROVIA CA 91016 811640548 165000 0 ALZHEIMERS RESEARCH ALBERT EINSTEIN COLLEGE OF MD 1300 MORRIS PARK AVENUE BRONX NY 10461 472209056 599612 0 ALZHEIMERS RESEARCH ALS BIOPHARMA 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 270191595 30000 0 ALZHEIMERS RESEARCH ALTOIDA 80 M STREET SE WASHINGTON DC 20003 811689017 498335 0 ALZHEIMERS RESEARCH AMPRION 11095 FLINTKOTE AVENUE SAN DIEGO CA 92121 580301992 631653 0 ALZHEIMERS RESEARCH BIOLOGICAL DYNAMICS 9381 JUDICIAL DR SAN DIEGO CA 92121 262079601 1836770 0 ALZHEIMERS RESEARCH BOSTON CHILDRENS HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 042774441 572678 0 ALZHEIMERS RESEARCH C2N DIAGNOSTICS LLC 18 BELLCHASE COURT - SUITE 1A BALTIMORE MD 21208 261421386 2225237 0 ALZHEIMERS RESEARCH COGNITION THERAPUTICS 2403 SIDNEY STREET PITTSBURGH PA 15203 134365359 34300 0 ALZHEIMERS RESEARCH CORNELL UNIVERSITY 341 PINE TREE RD ITHACA NY 14850 150532082 135000 0 ALZEIMHERS RESEARCH GATEHOUSE BIO INC 22 STRATHMORE RD NATICK MA 01760 812225637 349000 0 ALZHEIMERS RESEARCH LEXEO THERAPUTICS LLC 430 EAST 29TH STREET NEW YORK NY 10016 854012572 1977336 0 ALZHEIMERS RESEARCH MASS GENERAL HOSPITALHARVARD BLDG 149/13TH ST 6TH FLOOR CHARLESTOWN MA 02129 042697983 206836 0 ALZHEIMERS RESEARCH MAYO CLINIC 200 1ST ST WEST ROCHESTER MN 55905 416011702 621620 0 ALZHEIMERS RESEARCH NATIONAL INSTITUTE OF HEALTH 9000 ROCKVILLE PIKE BETHESDA MD 20892 521986675 702000 0 ALZHEIMERS RESEARCH NEUROTRACK TECHNOLOGIES 399 BRADFORD STREET REDWOOD CITY CA 94063 900863282 792990 0 ALZHEIMERS RESEARCH NEUROVISION IMAGING 1395 GARDEN HWY SACRAMENTO CA 95833 273554764 539259 0 ALZHEIMERS RESEARCH STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 941156365 468500 0 ALZHEIMERS RESEARCH TETRA THERAPUTICS 2220 WEALTHY STREET SE GRAND RAPIDS MI 49506 134365359 86683 0 ALZHEIMERS RESEARCH UNIVOF CALIFORNIA SAN FRANCI MEMORY AND AGING CENTER SAN FRANCISCO CA 94143 680000845 68453 0 ALZHEIMERS RESEARCH UNIVERSITY OF CA DAVIS SCHOOL 4610 X STREET SACRAMENTO CA 95817 946036494 501(C) (3) 600000 0 ALZHEIMERS RESEARCH VANDERBILT UNIVERSITY 1211 MEDICAL CENTER DRIVE NASHVILLE TN 37232 620476822 150000 0 ALZHEIMERS RESEARCH WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27109 560532138 3000000 0 ALZHEIMERS RESEARCH WASHINGTON UNIVERSITY 660 SOUTH EUCLID AVE ST LOUIS MO 63110 143065536 498958 0 ALZHEIMERS RESEARCH 11 13 Grantmaker's Description of How Grants are Used GRANT RECIPIENTS ARE SELECTED THROUGH A RIGOROUS PEER-REVIEW PROCESS, AS WELL AS AN INTERNAL REVIEW AND BOARD APPROVAL PROCESS. GRANTS FOR ALL INSTITUTIONS ARE CLOSELY MONITORED. GRANTEES MUST SUBMIT MID-YEAR AND END-OF-YEAR PROGRESS AND FINANCIAL REPORTS. SUBSEQUENT PAYMENTS TO GRANT RECIPIENTS ARE CONTINGENT UPON THE RECEIPT AND SATISFACTORY REVIEW OF THESE REPORTS. PROGRESS OF GRANT RECIPIENTS IS COMMUNICATED TO THE BOARD OF GOVERNORS PERIODICALLY. SOME OF THE GRANTS LISTED IN PART II OF THIS SCHEDULE I ARE GRANTS WITH A "PARTICIPATING INTEREST," WHICH ENTITLE THE FOUNDATION TO RECEIVE, IN THE EVENT THAT THE FUNDED PROJECT IS LICENSED OR OTHERWISE COMMERCIALIZED, A PERCENTAGE OF THE LICENSING OR OTHER REVENUE THAT THE GRANTEE ORGANIZATION RECEIVES OR EQUITY IN THE RESULTING BUSINESS ENTITY. false false false false false false false false false HOWARD FILLIT MD FOUNDING EX DIR 494052 54895 172918 19213 666970 74108 MARK ROITHMAYR CEO 152912 356795 53519 124878 206431 481673 SHOBHA PRUSHOTHAMA SCIENTIST 213150 74602 287752 X 15 7739447 FAIR MKT VALUE false false false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et THE FOLLOWING FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST AMONG GOVERNORS AND OFFICERS OF THE FOUNDATION: (i) LEONARD A.LAUDER AND RONALD S.LAUDER: FAMILY AND BUSINESS RELATIONSHIP; (ii) LEONARD A.LAUDER, GARY M. LAUDER, KEVIN DIETERICH AND LISA SOMAR: BUSINESS RELATIONSHIP;(iii) LEONARD A.LAUDER, RONALD S.LAUDER AND DR. HOWARD FILLIT: BUSINESS RELATIONSHIP;(iv) ALICE SHURE AND BONNIE PFEIFER EVANS: FAMILY RELATIONSHIP;(v)LEONARD A. LAUDER AND LADY LYNN FORESTER DE ROTHCHILD: BUSINESS RELATIONSHIP AND (VI)LEONARD A. LAUDER AND GARY M. LAUDER: FAMILY RELATIONSHIP. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder THE FOUNDATION'S MEMBERS ARE THE SAME INDIVIDUALS WHO SERVE FROM TIME TO TIME AS THE FOUNDATION'S GOVERNORS. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body THE FOUNDATION HAS MEMBERS WHO HAVE THE RIGHT TO ELECT AND REMOVE (WITH CAUSE) THE FOUNDATION'S GOVERNORS AND, UNDER APPLICABLE STATE LAWS, APPROVE FUNDAMENTAL CORPORATE CHANGES, SUCH AS A MERGER OR DISSOLUTION OF THE FOUNDATION. Form 990, Part VI, Line 11b: Form 990 Review Process A draft of the completed Form 990 is reviewed by the Foundation's Founding Executive Director and by outside consultants, including legal counsel. The approved final Form 990 is signed by either the Foundation's Founding Executive Director or Treasurer and then a copy is provided to the Board of Governors and the Foundation's officers prior to its filing with the Internal Revenue Service. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts AT LEAST ANNUALLY, CONFLICT OF INTEREST DISCLOURE STATEMENTS ARE CIRCULATED TO THE BOARD OF GOVERNORS AND OFFICERS FOR REVIEW AND COMPLETION. THE COMPLETED STATEMENTS ARE THEN REVIEWED UNDER THE SUPERVISION OF A FOUNDATION OFFICER. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available ONLY UPON REQUEST INSTITUTE FOR THE STUDY OF AGING INC 57 WEST 57TH STREET NEW YORK NY 10019 201082179 GRANTS TO SUPPORT RESEARCH FOR COGNITIVE NY 501(C)(3) PRIVATE FOUNDATION N/A false INSTITUTE FOR THE STUDY OF AGING INC 57 WEST 57TH STREET NEW YORK NY 10019 201082179 DECLINE & ALZHEIMER IN KIND CONTRIBUTION NY 501 (C) (3) PRIVATE FOUNDATION N/A false INSTITUTE FOR THE STUDY OF AGING INC 57 WEST 57TH STREET NEW YORK NY 10019 201082179 FOR SALARIES, BENEFITS AND OTHER EXPENSE NY 501 (C) (3) PRIVATE FOUNDATION N/A false false false false false false false false false false false false false true true true false false false false INSTITUTE FOR THE STUDY OF AGING INC m 426072 ACTUAL EXPENSE INSTITUTE FOR THE STUDY OF AGING INC n 936574 ACTUAL EXPENSE INSTITUTE FOR THE STUDY OF AGING INC o 2000806 ACTUAL EXPENSE