2020-11-16T07:45:16-08:00 2019-12-31 133274930 Bencivenga Ward & Company CPAs PC 420 Columbus Avenue Suite 304 Valhalla NY 10595 990 2019-01-01 201082179 ALZHEIMERs DRUG DISCOVERY FOUNDATION ALZH 2129018000 57 WEST 57TH ST NEW YORK NY 10019 HOWARD FILLIT MD FOUNDING EXEC DIR 2020-11-16 true Leonard J Bencivenga CPA P00116788 9147695005 2019 2022-09-23 18:48:47Z HOWARD FILLIT MD 57 WEST 57TH ST 904 NEW YORK NY 10019 23851504 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 10 0 51630033 17497049 1004490 2316605 658531 948041 2524186 1950696 55817240 22712391 14643853 30307505 0 1150897 1571264 0 1 395936 550535 16190686 32429304 39626554 -9716913 90038223 97175562 30104342 46958594 59933881 50216968 ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. false false 32429302 30307505 791770 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. 32429302 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 21 0 false 10 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 426366 106592 186535 MARK ROITHMAYR CEO 0.00 40.00 X 0 477406 167092 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 NANCY CORZINE GOVERNOR 1.00 0.00 X 0 0 0 ROBERTA DIAZ BRINTON PHD GOVERNOR 1.00 0.00 X 0 0 0 ROBERT A BELFER 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 ALICE SHURE 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 BRUCE MCEWEN PHD GOVERNOR 1.00 0.00 X 0 0 0 RICHARD MOHS PHD GOVERNOR 1.00 0.00 X 0 0 0 STEVEN MARC PAUL MD 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 426366 583998 353627 1 false true false 0 1993918 15503131 6952216 17497049 CONFERENCE REG FEES 74503 74503 GRANT RETURNS 1499883 1499883 PRI INCOME 742219 742219 2316605 948041 948041 0 0 0 0 3089809 1993918 1139113 1950696 1950696 0 0 0 22712391 2316605 2898737 30307505 30307505 0 0 0 426366 426366 0 1144898 1144898 0 0 0 0 17640 17640 0 0 0 0 0 0 0 0 0 0 3530 3530 0 380088 380088 0 0 0 0 AGING PROGRAM EXPENSES 59806 59806 CONSULTANTS 28250 28250 OTHER COSTS 19595 19595 DUES & SUBSCRIPTIONS 19543 19543 22083 22081 1 1 32429304 32429302 1 1 159624 143548 6528948 31058208 35523444 22155205 0 0 0 0 0 117739 163175 0 47708468 43655426 0 0 0 0 90038223 97175562 12203 215799 29988071 46629104 103900 108329 168 5362 30104342 46958594 X 24729290 22108235 35204591 28108733 59933881 50216968 90038223 97175562 -9716913 X true X true X true false X 21085948 21806779 13277476 51630033 17497049 125297285 0 0 21085948 21806779 13277476 51630033 17497049 125297285 39935291 85361994 1115 367032 245265 658531 948041 2219984 0 1255136 224989 245148 1004490 866273 3596036 131113305 0.65110 0.64620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE TO INSTITUTE FOR THE STUDY OF AGING, 5362 5362 X 26729386 4016995 4016995 22712391 22712391 36446299 4016995 4016995 32429304 32429304 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 2016.PART XI LINE 2B AND XII LINE 2ADURING THE FOUNDATION'S 2019 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 $4,016,995. 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 9084928 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 2080321 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS ALZHEIMER'S DISEASE RESEARCH 3240439 14405688 14405688 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 DINNER GALA 2095037 624468 1470569 123734 153092 FALL SCIENCE LUNCHEON 1465058 908214 556844 83845 170775 5 1523632 461236 1062396 272430 335237 5083727 1993918 3089809 480009 659104 1139113 1950696 true AGENEBIO INC 800 EAST 96TH ST SUITE 135 INDIANAPOLIS IN 46240 264207001 499704 0 ALZHEIMERS RESEARCH Bluefield Project to Cure FTD 637 Carolina St SAN FRANSICO CA 94107 272444495 501(C) (3) 1200000 0 ALZHEIMERS RESEARCH BOSTON UNIVERSITY 675 Commonwealth Ave BOSTON MA 02215 042103547 501(C) (3) 2061128 0 ALZHEIMERS RESEARCH CLEVELAND CLINIC LOU REVO CTR 888 WEST BONNEVILLE AVE LAS VEGAS NV 89106 340714585 501(C) (3) 263100 0 ALZHEIMERS RESEARCH DIAMIR BIOSCIENCES 11 DEERPARK DR 102G MONMOUTH JUNCT NJ 08852 473736261 492000 0 ALZHEIMERS RESEARCH DIGITAL COGNITION TECH 210 BEAR HILL RD STE 301 WALTHAM MA 02451 901128246 1001853 0 ALZHEIMERS RESEARCH EIKONIZO 996 HALE STREET BEVERLY MA 01915 823062283 319978 0 ALZHEIMERS RESEARCH FOUNDATION FOR NIH 9650 ROCKVILLE PIKE BETHESDA MD 20814 521986675 501(C) (3) 80000 0 ALZHIMERS RESEARCH HARVARD MEDICAL SCHOOL 25 SHATTUCK STREET BOSTON MA 02115 042103580 501(C) (3) 1959841 0 ALZHEIMERS RESEARCH MEDARED 1650 OWENS ST SAN FRANSICO CA 94158 814579978 3000000 0 ALZHEIMERS RESEARCH NATIONAL INSTITUTE OF HEALTH 9000 ROCKVILLE PIKE BETHESDA MD 20892 521986675 336432 0 ALZHEIMERS RESEARCH RIO PHARMACEUTICALS INC 30 HILL STREET SAN FRANSICO CA 94110 272924561 308869 0 ALZHEIMERS RESEARCH ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 131624158 501(C) (3) 320000 0 ALZHEIMERS RESEARCH UNIV OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE SAN DIEGO CA 92093 680000845 501(C) (3) 375000 0 ALZHEIMERS RESEARCH UNIVERSITY OF CA BERKELEY 2227 Piedmont Avenue BERKELEY CA 94720 946090626 501(C) (3) 300000 0 ALZHEIMERS RESEARCH UNIVERSITY OF SOUTHERN CALIFO UNIVERSITY PARK CAMPUS LOS ANGELES CA 90089 951642394 501(C) (3) 1500000 0 ALZHEIMERS RESEARCH VACCINEX INC 1895 MOUNT HOPE AVE ROCHESTER NY 14620 161603202 2992766 0 ALZHEIMERS RESEARCH WASHINGTON UNIVERSITY 660 SOUTH EUCLID AVE ST LOUIS MO 63110 143065536 501(C) (3) 281370 0 ALZHEIMERS RESEARCH 6 12 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 426366 106592 186535 426366 293127 MARK ROITHMAYR CEO 477406 167092 644498 X 18 6952216 FAIR MKT VALU 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 453208 ACTUAL EXPENSE INSTITUTE FOR THE STUDY OF AGING INC n 923476 ACTUAL EXPENSE INSTITUTE FOR THE STUDY OF AGING INC o 2640311 ACTUAL EXPENSE