2022-10-17T16:25:05-05:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 133905508 FOOD ALLERGY RESEARCH & EDUCATION INC FOOD 7036913179 7901 JONES BRANCH DRIVE 240 MCLEAN VA 221025303 MR BART SNELL CFO 7036913179 2022-10-17 1 MR BART SNELL XXX-XX-XXXX AARON M FOX P01365820 2022274000 2022-10-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MS LISA GABLE 7901 JONES BRANCH DRIVE 240 MCLEAN VA 221025303 13613068 0 X WWW.FOODALLERGY.ORG X 1996 NY FARE'S MISSION IS TO IMPROVE THE QUALITY OF LIFE AND THE HEALTH OF INDIVIDUALS WITH FOOD ALLERGIES. 9 9 64 10 0 0 18595742 11800746 422768 131916 -250850 6081 -60005 8546 18707655 11947289 7933544 7162852 0 0 7978585 10944399 134050 25000 4335017 5492791 6249664 21538970 24381915 -2831315 -12434626 61884454 49740343 2042502 2333017 59841952 47407326 FARE IS THE LARGEST PRIVATE FUNDER OF FOOD ALLERGY RESEARCH IN THE WORLD AND A CRITICAL FORCE WITHIN A COMPREHENSIVE LANDSCAPE OF HEALTH AND WELLNESS PARTNERS. 0 0 10573409 6935122 60635 RESEARCH: WE MAKE GRANTS AIMED AT BREAKTHROUGHS IN MEDICAL RESEARCH AND IMPROVEMENTS IN THE QUALITY OF LIFE OF INDIVIDUALS WITH FOOD ALLERGIES AND PROVIDING THEM HOPE THROUGH THE PROMISE OF NEW TREATMENTS. THIS INCLUDES BUT IS NOT LIMITED TO THE FARE CLINICAL NETWORK, THE DATA COMMONS, AND OTHER MEDICAL TRIALS AND STUDIES. 3613629 SHARED AWARENESS AND OUTREACH: WE ARE FOCUSED ON ENSURING THE VOICE OF THE PATIENT IS HEARD ACROSS THE BROADER COMMUNITY WITH A DEDICATION TO DIVERSITY, EQUITY, INCLUSION AND ACCESS. WE WORK TO CREATE STANDARDS AND QUALIFICATIONS ACROSS THE PUBLIC HEALTH AND MEDICAL COMMUNITIES. OUR PROGRAMS AIM TO AMPLIFY THE VOICES OF PATIENTS WITH FOOD ALLERGIES AND TO ENGAGE IN PROMOTING LIFE, HEALTH AND HOPE FOR ALL THOSE MANAGING FOOD ALLERGIES. 3114843 227730 71281 ADVOCACY AND EDUCATION: OUR ADVOCACY PRIORITIES ADDRESS CHALLENGING PUBLIC POLICY ISSUES FACING THE FOOD ALLERGY COMMUNITY INCLUDING REMOVING LEGISLATIVE AND REGULATORY BARRIERS TO THE DEVELOPMENT OF FOOD ALLERGY THERAPIES AND ENABLING MORE TREATMENT OPTIONS FOR THE FULL AND DIVERSE POPULATION OF FOOD ALLERGY PATIENTS. WE EDUCATE AND TRAIN THOSE WORKING IN FOOD ALLERGY AS WELL AS PROFESSIONALS SUCH AS DIETITIANS, ALLERGISTS, SCHOOL STAFF AND FOOD SERVICE PERSONNEL IN A VARIETY OF SETTINGS. 17301881 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 90 0 1 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI X X MR BART SNELL 7036913179 7901 JONES BRANCH DRIVE 240 MCLEAN VA 221025303 DAVID JAFFE CHAIR 1.00 X X 0 0 0 DAVID BUNNING TREASURER 1.00 X X 0 0 0 LEIGH FEUERSTEIN SECRETARY 1.00 X X 0 0 0 MILTON BROWN MD DIRECTOR 1.00 X 0 0 0 DEV GANESAN DIRECTOR 1.00 X 0 0 0 ALAN HARTMAN DIRECTOR 1.00 X 0 0 0 ADAM MILLER DIRECTOR 1.00 X 0 0 0 ROBERT L RICH DIRECTOR 1.00 X 0 0 0 MARY WEISER DIRECTOR 1.00 X 0 0 0 LISA GABLE CHIEF EXECUTIVE OFFICER 40.00 X 550000 0 11600 BART SNELL CHIEF FINANCIAL OFFICER 40.00 X 384563 0 11600 BRUCE ROBERTS CHIEF RESEARCH OFFICER 40.00 X 424667 0 11600 MICHAELS FRAZIER VP OF EXTERNAL RELATIONS-TIL 09/21 40.00 X 282142 0 5830 STEVE DANON VP OF EXTERNAL AFFAIRS-TIL 06/21 40.00 X 170898 0 6162 SUSAN RALSTON CHIEF REVENUE OFFICER - TIL 08/21 40.00 X 153131 0 5667 JAMES LUTWEILER CHIEF OPERATIONS OFFICER 40.00 X 296667 0 11600 MICHAEL TRAGER DIRECTOR OF DEVELOPMENT 40.00 X 290634 0 11600 JONATHAN CANE CREATIVE DIRECTOR 40.00 X 234987 0 9400 JASON LINDE VP OF GOV & COMM AFFAIR 40.00 X 208142 0 8325 JENNIFER GRATTAN SR. DIR. OF COMMS - TIL 12/21 40.00 X 170312 0 6620 3166143 0 100004 31 0 1 0 SCHANER & LUBITZ PLLC MONTGOMERY BETHESDA MD 20814 LEGAL SERVICES 187500 NABEELAH KHAN MARY LOU ST SAN DIEGO CA 92102 TECHNICAL ASSISTANCE 177869 BRIGITTE ANDERSON W 15TH PL CHICAGO IL 60608 TECHNICAL ASSISTANCE 164070 DSM STRATEGIC COMMUNICATIONS SPRINGHAVEN DR FAIRFAX VA 22033 COMMUNICATIONS 141000 MARCOM247 KINGSTOWNE ALEXANDRIA VA 22315 COMMUNICATIONS 126200 5 68639 11732107 251107 11800746 EDUCATION COURSE REGISTRATIONS 900099 71281 71281 OTHER PROGRAM REVENUE 900099 60635 60635 131916 5193 5193 1666667 1665779 888 888 888 OTHER 900099 8546 8546 8546 11947289 131916 0 14627 7004223 7004223 158629 158629 2017860 1265802 141117 610941 7109218 3873042 1081017 2155159 277393 159003 43672 74718 931460 508057 125202 298201 608468 365077 77713 165678 447150 447150 424043 102852 305126 16065 31460 17740 4221 9499 25000 25000 102 102 1514925 972453 213678 328794 1401565 550311 570830 280424 291495 146846 36720 107929 462252 260223 68893 133136 273593 154276 36712 82605 364659 314225 25338 25096 72109 40661 9676 21772 CLINICAL STUDIES 528605 528605 PUBLICATION & EDUC. 432706 432706 BAD DEBT 5000 5000 24381915 17301881 2745017 4335017 X 1050000 551000 219000 280000 13790901 4729894 5160426 5162982 7502300 5573112 149299 107290 58385 178707 741228 354501 209097 386727 34972668 33560253 41378 41378 61884454 49740343 691118 1283658 1079111 863986 272273 185373 2042502 2333017 X 43755090 34756401 16086862 12650925 59841952 47407326 61884454 49740343 -12434626 0 X 0 1 X 1 0 X 12202169 13407459 23051255 18595742 11789633 79046258 12202169 13407459 23051255 18595742 11789633 79046258 27445180 51601078 213594 788697 1064546 217651 5193 2289681 11113 11113 17022 328928 8544 82259 8546 445299 81792351 3552020 0.63090 0.62140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 17,022. 2018 AMOUNT: $ 328,928. 2019 AMOUNT: $ 8,544. 2020 AMOUNT: $ 2,709. 2021 AMOUNT: $ 8,546. INSURANCE SETTLEMENT - 2020 AMOUNT: $ 79,550. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120000 45806 165806 24190905 24356711 1000000 250000 0 0 855807 802664 1000000 1000000 3658471 5487707 159283 170325 405794 165806 901208 213952 200666 250000 250000 914618 1371927 144330 120000 264330 356979 232578 124401 54242 54242 0 330007 67681 262326 386727 DEFERRED RENT AND LEASE INCENTIVE 185373 185373 X 11947187 0 11947187 102 102 11947289 24381813 0 24381813 102 102 24381915 PART X, LINE 2: FARE REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAX. FOR THE YEAR ENDED DECEMBER 31, 2021, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. X 1 JG FUNDRAISING ADVISORS 305 RIVERSIDE DRIVE 2A NEW YORK NY 10025 CONSULTING 0 0 25000 -25000 25000 -25000 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV 1 THE BROAD INSTITUTE 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501(C)(3) 5000000 0 MEDICAL RESEARCH: GUTS-BRAIN STUDY NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 1033198 0 PATIENT REGISTRY UNIVERSITY OF MICHIGAN 3003 S STATE ST ANN ARBOR MI 48109 366006309 501(C)(3) 100000 0 MEDICAL RESEARCH THE UNIVERSITY OF NORTH CAROLINA 116 MANNING DR CHAPEL HILL NC 27599 566001393 501(C)(3) 100000 0 MEDICAL RESEARCH STANFORD UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 941156365 501(C)(3) 50000 0 MEDICAL RESEARCH ICAHN SCHOOL OF MEDECINE 1 GUSTAVE LEVY PL NEW YORK NY 10029 136171197 501(C)(3) 50000 0 MEDICAL RESEARCH CHILDREN'S HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 50000 0 MEDICAL RESEARCH UNIVERSITY OF VIRGINIA 1001 N EMMET ST CHARLOTTESVILLE VA 22903 546001796 501(C)(3) 32000 0 MEDICAL RESEARCH SOUTH WARD CHILDREN'S ALLIANCE 534 CLINTON AVE NEWARK NJ 07108 471202863 501(C)(3) 30000 0 MEDICAL RESEARCH ARKANSAS CHILDREN'S RESEARCH 13 CHILDRENS WAY LITTLE ROCK AR 72202 710694931 501(C)(3) 25000 0 MEDICAL RESEARCH BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(C)(3) 25000 0 MEDICAL RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 25000 0 MEDICAL RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN 5323 JARRY HINES DALLAS TX 75309 756002868 501(C)(3) 25000 0 MEDICAL RESEARCH VANDERBILT UNIVERSITY MEDICAL CENTER 2200 CHILDRENS WAY NASHILLE TN 37232 352528741 501(C)(3) 18000 0 MEDICAL RESEARCH 14 EDUCATION 158629 PART I, LINE 2: FARE FOLLOWS A FORMAL GRANT REVIEW PROCESS. ALL GRANTEES ARE REQUIRED TO SUBMIT COMPLIANCE DOCUMENTS SUCH AS INTERIM AND ANNUAL PROJECT REPORTS AND ANNUAL FINANCIAL RECONCILIATIONS THAT DOCUMENT PROGRESS ON DELIVERABLES, ACHIEVEMENT OF MILESTONES/GOALS, USAGE OF FUNDING DISBURSED, AND STATUS OF FUNDS ON HAND. THESE COMPLIANCE DOCUMENTS ARE REVIEWED AND APPROVED BY FARE PRIOR TO ANY PROCESSING OF PAYMENTS. ADDITIONAL CLARIFICATION IS REQUESTED FROM GRANTEES AS DEEMED NECESSARY. ANY REMAINING FUNDS ALONG WITH ONGOING EXPENSES ARE TAKEN INTO CONSIDERATION PRIOR TO THE DISBURSEMENT OF FUTURE PAYMENTS. ALL SUCH DISBURSEMENTS ARE DOCUMENTED AND SUBJECT TO A MULTI-STEP APPROVAL PROCESS. X X X X X 0 0 0 0 0 0 0 1 0 LISA GABLE CHIEF EXECUTIVE OFFICER 550000 0 0 0 0 0 11600 0 0 0 561600 0 0 0 BRUCE ROBERTS CHIEF RESEARCH OFFICER 395679 0 28988 0 0 0 11600 0 0 0 436267 0 0 0 BART SNELL CHIEF FINANCIAL OFFICER 358313 0 26250 0 0 0 11600 0 0 0 396163 0 0 0 JAMES LUTWEILER CHIEF OPERATIONS OFFICER 296667 0 0 0 0 0 11600 0 0 0 308267 0 0 0 MICHAEL TRAGER DIRECTOR OF DEVELOPMENT 259009 0 31625 0 0 0 11600 0 0 0 302234 0 0 0 MICHAELS FRAZIER VP OF EXTERNAL RELATIONS-TIL 09/21 158809 0 0 0 123333 0 5830 0 0 0 287972 0 0 0 JONATHAN CANE CREATIVE DIRECTOR 214987 0 20000 0 0 0 9400 0 0 0 244387 0 0 0 JASON LINDE VP OF GOV & COMM AFFAIR 208142 0 0 0 0 0 8325 0 0 0 216467 0 0 0 STEVE DANON VP OF EXTERNAL AFFAIRS-TIL 06/21 131556 0 22500 0 16842 0 6162 0 0 0 177060 0 0 0 JENNIFER GRATTAN SR. DIR. OF COMMS - TIL 12/21 165362 0 4950 0 0 0 6620 0 0 0 176932 0 0 0 SUSAN RALSTON CHIEF REVENUE OFFICER - TIL 08/21 153131 0 0 0 0 0 5667 0 0 0 158798 0 0 0 PART I, LINE 7 BONUSES FOR EMPLOYEES, INCLUDING OFFICERS, ARE DISCRETIONARY. THE BOARD OF DIRECTORS DETERMINES ANY BONUS FOR THE CEO. THE CEO APPROVES ANY BONUS FOR ALL OTHER EMPLOYEES. X 11 251107 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B WRITTEN MINUTES ARE NOT MAINTAINED FOR ALL BOARD COMMITTEES, BUT DECISIONS ARE TAKEN TO THE FULL BOARD FOR APPROVAL AND ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FARE HAS A WRITTEN CONFLICT OF INTEREST POLICY. IN THE EVENT OF ANY ACTUAL OR PERCEIVED CONFLICT, THE BOARD DETERMINES WHAT ACTION IS APPROPRIATE, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 FARE'S PROCESS FOR ESTABLISHING THE FULL COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES INCLUDES THE USE OF MARKET PRICING DATA FROM A COMPENSATION SURVEY AND STUDY PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT AND/OR EXECUTIVE PLACEMENT FIRM THAT THE BOARD APPOINTED COMMITTEE REVIEWS. IN ADDITION, THE WRITTEN EMPLOYMENT CONTRACT IS REVIEWED AND APPROVED BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 FARE'S FEDERAL FORM 990 IS AVAILABLE ON ITS WEBSITE. OTHER DOCUMENTS MAY BE MADE AVAILABLE UPON FARE'S CONSIDERATION OF THE REQUEST.