2022-11-15T15:44:35-06:00 2021-12-31 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2021-01-01 911792864 ALZHEIMER'S FOUNDATION OF AMERICA INC ALZH 8662328484 322 EIGHTH AVENUE 7TH FL NEW YORK NY 10001 CHARLES J FUSCHILLO JR PRESIDENT/CEO 8662328484 2022-11-15 1 CHARLES FUSCHILLO JR 999009999 MARY ANTONETTI P00431862 2037819600 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHARLES J FUSCHILLO JR 322 EIGHTH AVENUE 7TH FL NEW YORK NY 10001 15238926 0 X WWW.ALZFDN.ORG X 2002 FL TO PROVIDE OPTIMAL CARE & SERVICES TO THOSE CONFRONTING ALZHEIMER'S DISEASE & RELATED DEMENTIA 8 8 49 50 0 0 10453928 14330928 17616 46152 437510 530517 0 -47676 10909054 14859921 786810 1872181 0 0 3369284 3676325 0 0 721155 2314811 2478869 6470905 8027375 4438149 6832546 32303966 39937274 1250871 1460350 31053095 38476924 X THE MISSION OF THE ALZHEIMER'S FOUNDATION OF AMERICA (AFA) IS TO PROVIDE SUPPORT, SERVICES, AND EDUCATION TO INDIVIDUALS, FAMILIES AND CAREGIVERS AFFECTED BY ALZHEIMER'S DISEASE AND RELATED DEMENTIAS NATIONWIDE, AND FUND RESEARCH FOR BETTER TREATMENT AND A CURE. 0 0 6727123 1872181 46152 THE MISSION OF THE ALZHEIMER'S FOUNDATION OF AMERICA (AFA) IS TO PROVIDE SUPPORT, SERVICES AND EDUCATION TO INDIVIDUALS, FAMILIES AND CAREGIVERS AFFECTED BY ALZHEIMER'S DISEASE AND RELATED DEMENTIAS NATIONWIDE, AND FUND RESEARCH FOR BETTER TREATMENT AND A CURE. AFA'S SEVEN-DAY A WEEK NATIONAL TOLL-FREE HELPING IS STAFFED BY LICENSED SOCIAL WORKERS, PROVIDING SUPPORT AND ASSISTANCE TO CALLERS. AFA'S NATIONAL NETWORK OF MORE THAN 2,000 MEMBER ORGANIZATIONS SERVES FAMILIES AFFECTED BY ALZHEIMER'S DISEASE AND OTHER DEMENTIA-RELATED ILLNESSES IN EACH OF THE FIFTY STATES. THE AFA NATIONAL MEMORY SCREENING PROGRAM PROVIDES FREE CONFIDENTIAL MEMORY SCREENINGS AND HAS SCREENED MORE THAN 5,034,545 PEOPLE TO DATE. AFA WORKS WITH PROFESSIONAL CAREGIVERS AND DEMENTIA-CARE SETTINGS TO PROVIDE THEM WITH ADDITIONAL TRAINING AND CONTINUING EDUCATION TO ELEVATE THE LEVEL OF PROVIDED CARE. THROUGH ITS DEMENTIA CARE PROFESSIONALS OF AMERICA DIVISION, AFA HAS TRAINED MORE THAN 16,500 HEALTHCARE PROFESSIONALS IN DEMENTIA-SPECIFIC CARE. 6727123 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA IL KS KY MD MA MI MN MS MO NH NJ NC OR PA RI SC TN UT VA WI WV X ANDREW BERKO CFO 8662328484 322 EIGHTH AVENUE 7TH FL NEW YORK NY 10001 BERT E BRODSKY CHAIRMAN 5.00 X X 0 0 0 BARRY BERG TREASURER 2.00 X X 0 0 0 GERALD ANGOWITZ SECRETARY 2.00 X X 0 0 0 LUISA ESCHEVARRIA BOARD MEMBER 2.00 X 0 0 0 STEVE ISRAEL BOARD MEMBER 2.00 X 0 0 0 ARTHUR S LAITMAN ESQ BOARD MEMBER 2.00 X 0 0 0 LEE J BRODSKY BOARD MEMBER (FROM 4/22/2021) 2.00 X 0 0 0 NATHAN HALEGUA BOARD MEMBER (FROM 4/22/2021) 2.00 X 0 0 0 EDWARD D MILLER BOARD MEMBER (TO 9/26/2021) 2.00 X 0 0 0 CHARLES J FUSCHILLO JR PRESIDENT/CEO 50.00 X 323726 0 13066 ERIC SOKOL SENIOR VP - PUBLIC POLICY 50.00 X 139223 0 16040 PAULA BARBAG VP - DEVELOPMENT 50.00 X 133009 0 30316 JOSEPHINE DI CHIARA VP - GRANT ADMINISTRATION 50.00 X 128362 0 14745 DONALD BARCLAY CFO (TO 11/12/2021) 50.00 X 177846 0 6119 REGINA CAPLE DIRECTOR OF HUMAN RESOURCES 50.00 X 127736 0 16192 1029902 0 96478 6 0 1 0 0 112636 95009 346361 13776922 88833 14330928 PUBLIC AWARENESS 900099 46152 46152 46152 529271 529271 254369 253123 1246 1246 1246 78206 346361 125882 -47676 -47676 14859921 46152 0 482841 1617156 1617156 55025 55025 200000 200000 1126380 848225 102678 175477 1967477 1506694 179434 281349 48266 38151 3820 6295 305650 247235 28505 29910 228552 175025 20844 32683 55408 54432 976 52973 2000 50973 18800 12220 4700 1880 75399 75399 91694 22471 11349 57874 484503 446867 37636 475578 391911 32555 51112 71650 57320 7165 7165 703730 635701 33840 34189 7752 7752 127014 127014 76519 65041 7652 3826 17909 15223 1791 895 DUES AND SUBSCRIPTIONS 107080 93986 13094 RESOURCE MATERIALS 93047 93047 MAINTENANCE AND REPAIRS 17286 12100 4322 864 2527 2527 8027375 6727123 579097 721155 926031 828158 15557377 8865742 354826 277520 71499 172258 531104 373840 161875 157264 15204839 29608799 27519 27533 32303966 39937274 603574 319694 647297 1140656 1250871 1460350 X 27607498 32265362 3445597 6211562 31053095 38476924 32303966 39937274 X 6832546 541283 50000 X 0 1 X 1 0 X 9757171 10793196 11571738 10453928 14330928 56906961 9757171 10793196 11571738 10453928 14330928 56906961 3015800 53891161 113237 287613 474866 437510 529271 1842497 58749458 392067 0.91730 0.91370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 488306 874 489180 484818 3488 488306 474449 10369 484818 464649 9800 474449 455956 8693 464649 0.91991 0.08009 0 0 77024 61166 15858 279644 193338 86306 174436 119336 55100 157264 X 16715728 541283 1286384 1827667 14888061 -28140 -28140 14859921 9291899 1286384 -21860 1264524 8027375 0 8027375 PART V, LINE 4: MANAGEMENT OF AFA ADOPTED THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). NYPMIFA PERMITS CHARITIES TO APPLY A SPENDING POLICY TO ENDOWMENTS BASED ON CERTAIN SPECIFIED STANDARDS OF PRUDENCE. AFA IS GOVERNED BY NYPMIFA SPENDING POLICY, WHICH ESTABLISHES A STANDARD MAXIMUM PRUDENT SPENDING LIMIT 7% OF THE AVERAGE IF ITS PREVIOUS FIVE YEARS' BALANCE. AFA'S CURRENT OBJECTIVE IS TO DEVELOP AN INVESTMENT POLICY THAT WOULD PROTECT THE CORPUS OF THE ENDOWMENT FUND WHILE EARNING INVESTMENT INCOME. THE EARNINGS ON ENDOWMENTS ARE ACCOUNTED FOR SUBJECT TO DONOR RESTRICTIONS UNTIL APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: AFA ACCOUNTS FOR UNCERTAIN TAX PROVISIONS UNDER FASB ASC 740, INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. AFA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AFA DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021. AS OF DECEMBER 31, 2021, AFA DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENT EXPENSES -28,140. PART XII, LINE 2D - OTHER ADJUSTMENTS: RETURN OF PRIOR YEAR GRANT: GATEWAY FOUNDATION -50,000. ADDITIONAL SPECIAL EVENT EXPENSES 28,140. 1 NORTH AMERICA 0 0 GRANTMAKING 200000 0 0 0 0 0 0 200000 0 200000 NORTH AMERICA 2021 RESEARCH GRANT (ONTARIO, CANADA) 200000 CHECK 0 1 0 0 0 0 0 0 0 PART I, LINE 2: ALL GRANTEES ARE REQUIRED TO PROVIDE PROGRESS REPORTS TO AFA. PART III ACCOUNTING METHOD: GOLF CLASSIC 333988 255782 78206 32097 65645 11365 WALK IN THE PARK 83262 83262 16775 1 7317 7317 424567 346361 78206 32097 65645 28140 125882 -47676 1 AGE OF CENTRAL TEXAS 3710 CEDAR STREET AUSTIN TX 78727 742431028 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT ALBEMARLE COMMISSION AREA AGENCY ON AGING 512 SOUTH CHURCH STREET HERTFORD NC 27944 262495965 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT ALLEGHENIES UNITED CEREBRAL PALSY 119 JARI DRIVE JOHNSTOWN PA 15904 204215170 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT ALZHEIMER'S ALLIANCE OF NE TEXAS - ALZHEIMER'S ALLIANCE OF SMITH COUNTY 211 WINCHESTER TYLER TX 75701 752486061 501(C)(3) 6000 0 2021 FALL RESPITE GRANT ALZHEIMER'S ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE TX 92614 953702013 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT ALZHEIMER'S ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE TX 92614 953702013 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT ALZHEIMER'S PROJECT INC 301 EAST THARPE STREET TALLAHASSEE FL 32303 593163907 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT ALZHEIMER'S SERVICES OF THE CAPITAL AREA 3772 NORTH BOULEVARD BATON ROUGE LA 70806 721082047 501(C)(3) 6000 0 2021 FALL RESPITE GRANT AREA AGENCY ON AGING OF SOUTHEAST ARKANSAS 709 EAST 8TH AVENUE PINE BLUFF AR 71601 710521880 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT ARTISAN MIND 3101 TURNER STREET PLACERVILLE CA 95667 953660821 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT ARTS & MINDS 404 W 116 STREET SUITE 31 NEW YORK NY 10027 273733511 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT ASSOCIATION OF SOUTH CENTRAL OKLAHOMA GOVERNMENTS 802 WEST MAIN STREET DUNCAN OK 73534 730784599 GOV'T-OKLAHOMA 6000 0 2021 FALL RESPITE GRANT AUDREY'S ANGELS PO BOX 22029 PHOENIX AZ 85028 861044280 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT BALTIMORE COUNTY POLICE DEPARTMENT PO BOX 9846 LOCK RAVEN MD 21284 521334352 GOV'T-BALTIMORE 6000 0 2021 SPRING PROJECT LIFESAVER GRANT BARRINGTON AREA COUNCIL ON AGING 6000 GARLANDS LANE SUITE 100 BARRINGTON IL 60010 363337705 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT BARRINGTON AREA COUNCIL ON AGING 6000 GARLANDS LANE SUITE 100 BARRINGTON IL 60010 363337705 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT BRAIN BODY CONNECTION OF SANTA FE 314 SOUTH GUADALUPE SUITE D NORTH SANTA FE NM 87501 871046473 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT BRITESIDE ADULT DAY CARE 9100 WESCOTT DRIVE - SUITE 202 FLEMINGTGON NJ 08822 222113056 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT CAREGIVER RELIEF PROGRAM OF BEDFORD COUNTY PO BOX 584 ELM STREET SHELBYVILLE TN 37162 621553312 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT CAROLINE MEDICAL ADULT DAY CARE 403 SOUTH 7TH STREET DENTON MD 21629 526002033 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT CENTER FOR TRANSFORMATIVE ACTION - MEMORY MAKER PO BOX 760 ITHACA NY 14851 160990318 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT CHARLOTTE-MECKLENBURG POLICE 600 EAST FOURTH STREET CHARLOTTE NC 28202 521333483 GOV'T-CHARLOTTE 6000 0 2021 FALL PROJECT LIFESAVER GRANT CJE SENIORLIFE 3003 WEST TOUHY AVENUE CHIGACO IL 60645 362727597 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT CLINTON POLICE DEPARTMENT - TOWN OF CLINTON 170 EAST MAIN STREET CLINTON CT 06413 066001973 GOV'T-CLINTON 6000 0 2021 FALL PROJECT LIFESAVER GRANT COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 113254483 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT COMMUNITY ADULT RESPITE EXPERIENCE INC PO BOX 1022 ALBEMARIE NC 28001 010942937 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT EASTERN CAROLINA COUNCIL AREA AGENCY ON AGING 233 MIDDLE ST THIRD FLOOR NEW BERN NC 28560 560904407 501(C)(3) 6000 0 2021 FALL PROJECT LIFESAVER GRANT ELDER NETWORK 1130 1/2 7TH STREET NW SUITE 205 ROCHESTER MN 55901 411704390 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT ELDER NETWORK 1130 1/2 7TH STREET NW SUITE 205 ROCHESTER MN 55901 411704390 501(C)(3) 6000 0 2021 FALL RESPITE GRANT FAMILY SERVICES OF WESTCHESTER ONE GATEWAY PLAZA PORT CHESTER NY 10573 131773419 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH 350 COMMUNITY DRIVE MANHASSET NY 11030 112673595 501(C)(3) 998156 0 2021 RESEARCH GRANT FORT PIERCE POLICE DEPARTMENT 920 SOUTH US HIGHWAY 1 FORT PIERCE FL 33495 596000322 GOV'T-FORT PIERCE 6000 0 2021 SPRING PROJECT LIFESAVER GRANT GILES COUNTY SHERIFF'S OFFICE 315 NORTH MAIN STREET PEARISBURG VA 24134 546001304 GOV'T-GILES CNTY 6000 0 2021 FALL PROJECT LIFESAVER GRANT GRACE CENTER FOR ADULT DAY SERVICES 980 NW SPRUCE AVE CORVALLIS OR 97330 930839745 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT GRACE CENTER FOR ADULT DAY SERVICES 980 NW SPRUCE AVE CORVALLIS OR 97330 930839745 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT GURWIN HEALTHCARE FOUNDATION 68 HAUPPAGE ROAD COMMACK NY 11725 112785201 501(C)(3) 25000 0 2021 BRODSKY GRANT GURWIN HEALTHCARE FOUNDATION 68 HAUPPAGE ROAD COMMACK NY 11725 112785201 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT HADASSAH MEDICAL ORGANIZATION 40 WALL STREET NEW YORK NY 10005 131656651 501(C)(3) 100000 0 2021 RESEARCH GRANT HALE HAU'OLI HAWAI'I 98-1247 KAAHUMANU STREET SUITE 207 AIEA HI 96701 814578482 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT INSIGHT MEMORY CARE CENTER 3953 PENDER DRIVE SUITE 100 FAIRFAX VA 22030 521361974 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT INSIGHT MEMORY CARE CENTER 3953 PENDER DRIVE SUITE 100 FAIRFAX VA 22030 521361974 501(C)(3) 6000 0 2021 FALL RESPITE GRANT INTERFAITH CAREPARTNERS INC 701 NORTH POST OAK ROAD SUITE 330 HOUSTON TX 77024 760253480 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT IT'S YOU AND ME 6365 NEWBORN DRIVE COLLEGE PARK GA 30349 843453223 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT IT'S YOU AND ME 6365 NEWBORN DRIVE COLLEGE PARK GA 30349 843453223 501(C)(3) 6000 0 2021 FALL RESPITE GRANT JEFFERSON COUNTY AREA AGENCY ON AGING 186 MAIN STREET SUITE 2 BROOKVILLE PA 15825 251541868 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT KERSHAW COUNTY OFFICE 821 RIDGE WAY ROAD LUSOFF SC 29078 576000368 GOV'T-KERSHAW 6000 0 2021 SPRING PROJECT LIFESAVER GRANT KEYSTONE ADULT DAY PROGRAM 13050 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 270114300 501(C)(3) 6000 0 2021 FALL RESPITE GRANT LARAMIE COUNTY SHERIFF'S DEPARTMENT 1910 PIONEER AVENUE CHEYENNE WY 82001 836000111 GOV'T-LARAMIE 6000 0 2021 FALL PROJECT LIFESAVER GRANT LIFE SKILLS CENTERS INC 53 CROCKER BLVD MOUNT CLEMENS MI 48043 382480541 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT LOWER CAPE FEAR LIFECARE 1414 PHYSICIANS DRIVE WILMINGTON NC 28401 561391849 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT MARSHALL COUNTY SHERIFF'S OFFICE 423 BLOUNT AVENUE GUNTERSVILLE AL 35976 800501038 GOV'T-MARSHALL 6000 0 2021 FALL PROJECT LIFESAVER GRANT MEMORY MATTERS PO BOX 22330 HILTON HEAD SC 29925 582291775 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT ONEIDA COUNTY SHERIFF'S OFFICE 6065 JUDD ROAD ORISKANY NY 13424 156000460 GOV'T-ONRIDA 6000 0 2021 SPRING PROJECT LIFESAVER GRANT OPICA ADULT DAY CARE 11759 MISSOURI AVENUE LOS ANGELES CA 90025 953493725 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT ORANGE COUNTY SHERIFF'S OFFICE 106 EAST MARGARET LANE HILLSBOROUGH NC 27278 566000327 GOV'T-ORANGE 6000 0 2021 SPRING PROJECT LIFESAVER GRANT ORPHEUS CHAMBER ORCHESTRA 490 RIVERSIDE DRIVE 11TH FLOOR NEW YORK NY 10027 237362572 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT PAJAMAS FOR SENIORS 705 N CHURCH STREET MCKINNEY TX 75069 830845110 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT PASTIMES CLUB INC PO BOX 276 MINOCQUA WI 54548 208072539 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT PATRICK COUNTY SHERIFF'S OFFICE 742 COMMERCE STREET STUART VA 24171 546001496 GOV'T-PATRICK 6000 0 2021 SPRING PROJECT LIFESAVER GRANT PEACHTREE CHRISTIAN HEALTH INC 3430 DULUTH PARK LANE DULUTH GA 30096 582459238 501(C)(3) 25000 0 2021 BRODSKY GRANT PUTNAM COUNTY SHERIFF'S OFFICE THREE COUNTY CENTER CARMEL NY 10512 146002159 GOV'T-PUTNAM 6000 0 2021 FALL PROJECT LIFESAVER GRANT RESPITE CARE CHARLESTON 1605 HARBOR VIEW ROAD CHARLESTON SC 29412 451535756 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT RESPITE FOR ALL FOUNDATION 2622 FENWAY DRIVE MONTGOMERY AL 36111 833093422 501(C)(3) 25000 0 2021 BRODSKY GRANT RIVERSTONE SENIOR LIFE SERVICES 99 FORT WASHINGTON AVENUE NEW YORK NY 10032 133355074 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT RX BALLROOM DANCE 28 AGAVE COURT LADERA RANCH CA 92694 833614276 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT SEASONS HOSPICE FOUNDATION 6400 SHAFER COURT SUITE 700 ROSEMONT IL 60018 271825679 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT SENIOR CONCERNS CONEJO VALLEY 401 HODENCAMP ROAD THOUSAND OAKS CA 91360 952992927 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT SENIOR SING A LONG 2967 BYRON CENTER AVENUE WYOMING MI 49519 383697801 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT ST JOHN'S COUNTY COUNCIL ON AGING 180 MARINE STREET ST AUGUSTINE FL 32084 597525829 GOV'T-ST JOHNS 6000 0 RESPITE SPRING 2021 GRANT SUCCESSFUL LIVING CENTER 1902 BULLARD STREET MONTGOMERY AL 36106 721523528 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT SYRACUSE JEWISH FAMILY SERVICES 4101 EAST GENESEE ST SYRACUSE NY 13214 150539102 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT TAZEWELL COUNTY SHERIFF'S OFFICE 140 SCHOOL STREET SUITE 9 TAZEWELL VA 24651 546001649 GOV'T-TAZEWELL 6000 0 2021 SPRING PROJECT LIFESAVER GRANT TEWKSBURY POLICE DEPARTMENT 918 MAIN STREET TEWKSBURY MA 01876 046001322 GOV'T-TEWKSBURY 6000 0 2021 SPRING PROJECT LIFESAVER GRANT THE ARK OF SC PO BOX 1540 SUMMERVILLE SC 29484 471350098 501(C)(3) 6000 0 2021 FALL BI-ANNUAL GRANT THE GODDARD HOUSE 165 CHESTNUT STREET BROOKLINE MA 02445 042104314 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT THE MAGNOLIA MEMORY CARE PROGRAM 2764 PLEASANT ROAD FORT MILL SC 29708 834069643 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT THE POISE PROJECT 5 GROVE GARDEN AVENUE CANDLER NC 28715 812613711 501(C)(3) 6000 0 2021 SPRING BI-ANNUAL GRANT TOWN OF BRUNSWICK 85 PLEASANT STREET BRUNSWICK ME 04011 016000089 GOV'T-BRUNSWICK 6000 0 2021 SPRING PROJECT LIFESAVER GRANT WISE & HEALTHY AGING 1527 4TH STREET 2ND FLOOR SANTA MONICA CA 90401 952788014 501(C)(3) 6000 0 RESPITE SPRING 2021 GRANT 79 0 SCHOLARSHIPS 72 55025 PART I, LINE 2: AFA HAS DETAILED GUIDELINES REGARDING ITS GRANTS PROGRAM FOR AFA MEMBER ORGANIZATIONS. THESE GUIDELINES REQUIRE RECIPIENTS TO PROVIDE INTERIM AND FINAL REPORTS ON THE PROJECTS. THE REPORT MUST ANSWER SPECIFIC QUESTIONS INCLUDING HOW GOALS WERE MET, THE ACCOMPLISHMENTS OF THE PROGRAM, BENCHMARKS USED TO DETERMINE PROGRESS, PROJECTS NOT COMPLETED, INTERNAL AND EXTERNAL CHALLENGES AND HOW THEY WERE ADDRESSED, LESSONS LEARNED, AND IMPACT OF THE PROJECT DATE. AFA ALSO ADVISES RECIPIENTS THAT THEIR ORGANIZATIONS ARE RESPONSIBLE FOR RETURNING ANY UNUSED GRANT MONIES. X X X X 1 0 0 0 0 0 0 1 0 CHARLES J FUSCHILLO JR PRESIDENT/CEO 323726 0 0 0 0 0 12333 0 733 0 336792 0 0 0 DONALD BARCLAY CFO (TO 11/12/2021) 129713 0 1750 0 46383 0 5386 0 733 0 183965 0 0 0 PAULA BARBAG VP - DEVELOPMENT 133009 0 0 0 0 0 5720 0 24596 0 163325 0 0 0 ERIC SOKOL SENIOR VP - PUBLIC POLICY 135561 0 3662 0 0 0 5650 0 10390 0 155263 0 0 0 PART I, LINE 4A DONALD BARCLAY RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $46,383. PART I, LINE 7 BONUSES ARE DISCRETIONARY. THE PRESIDENT/CEO PRESENTS THE BONUS LISTING TO THE CHAIRMAN OF THE BOARD FOR APPROVAL ON BEHALF OF THE BOARD. X 48 88833 FMV 0 1 1 PART I, LINE 32B: AFA REPORTS THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). AFA RECEIVES STOCK GIFTS/DONATIONS FROM INDIVIDUALS AND ESTATES. AFA POLICY IS TO IMMEDIATELY SELL PUBLICALY TRADED STOCK GIFTS THAT IT HAS RECEIVED AND AFA USES ITS INVESMENT ADVISORY FIRM, GOLDMAN SACHS AS INTERMEDIARY FOR THE RECEIPT AND SALE OF ALL DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 CHAIRMAN, BERT E. BRODSKY IS THE FATHER TO BOARD MEMBER, LEE J. BRODSKY FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE CORPORATION IS RESTRICTED TO INCORPORATED NONPROFIT 501(C)(3) ORGANIZATIONS WHOSE PRIMARY PURPOSE IS SERVING THE ALZHEIMER'S AND RELATED DEMENTIA COMMUNITY. ORGANIZATIONS APPROVED FOR FUNDED MEMBERSHIP ORGANIZATIONS WHICH MAY MAKE APPLICATION FOR GRANTS AND FUNDING SHALL BE REFERRED TO AS "MEMBERS" FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS SENT TO THE GOVERNING BODY FOR REVIEW BEFORE THE RETURN IS RELEASED. THE GOVERNING BODY REVIEWS, ASKS QUESTIONS AND REQUESTS CHANGES IF NECESSARY. FORM 990 IS ONLY FILED WITH THE GOVERNING AUTHORITIES UPON FULL BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ALZHEIMER'S FOUNDATION OF AMERICA HAS ADOPTED A STRONG CONFLICT OF INTEREST POLICY, WHICH IS COMMITTED TO ENFORCING. AFA HAS LEGAL EXPERTISE AND OVERSIGHT ON THE CONFLICT OF INTEREST POLICY DUE TO ONE OF THE BOARD MEMBERS BEING AN ATTORNEY. HE HAS THE RESPONSIBILITY OF THE ANNUAL UPDATES IN COMPLIANCE TO FEDERAL AND STATE GOVERNING STATUES AS WELL AS ENFORCEMENT OF BEST PRACTICES, ANNUAL DISTRIBUTION TO ALL MEMBERS AND EDUCATION ON DISCLOSURE REQUIREMENTS. NEW BOARD MEMBERS, COMMITTEE MEMBERS AS STAFF MEMBERS, ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY. EACH ARE GIVEN CLEAR INFORMATION ON DISCLOSURE, STEPS OF ENFORCEMENT, RECTIFYING CONFLICTS, THE RECUSAL PROCESS AND WHERE TO SEEK ASSISTANCE IF ANY CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS IS DETERMINED VIA A FORMAL PROCESS CARRIED OUT BY A COMPENSATION COMMITTEE MADE UP OF SEVERAL MEMBERS OF AFA'S BOARD OF TRUSTEES. THE COMMITTEE MEETS ANNUALLY TO EVALUATE THE PERSON'S PERFORMANCE INDEPENDENTLY AND AS PART OF THE TEAM IN ACHIEVING GOALS RELATED TO AFA'S PROGRAMS AND SERVICES, AWARENESS-RAISING, FUNDRAISING AND DEVELOPMENT, AND ADVOCACY, AS WELL AS THEIR CONTRIBUTION TO THE CURRENT AND FUTURE OPERATIONS AND GROWTH OF THE ORGANIZATION. KEY EMPLOYEES ALSO UNDERGO AN ANNUAL WRITTEN JOB PERFORMANCE REVIEW, WHICH INVOLVES RATING AND COMMENTING ON CRITICAL INDICATORS SUCH AS QUALITY, CREATIVITY AND PRODUCTIVITY. THE COMMITTEE ANALYZES AVAILABLE COMPENSATION DATA FOR THE SIMILAR POSITIONS AND NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND SCOPE IN THE NORTHEAST AND NEW YORK CITY IN PARTICULAR. CURRENT YEAR COMPENSATION WAS BASED ON THE DECEMBER 2019 REVIEW. THE NEXT ANNUAL REVIEW WAS CONDUCTED IN SEPTEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: REVERSAL OF GRANT EXPENSES FROM PRIOR YEAR 50,000.