2020-10-27T08:27:30-05:00 2019-12-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2019-01-01 581341679 Arthritis Foundation Inc % ROSE THOMAS ARTH 4048727100 1355 Peachtree Street NE Suite 600 Atlanta GA 30309 DAVID MCLOUGHLIN COO 4048727100 2020-10-16 true Sandra L Feinsmith P01064157 4046886841 2020-10-13 73.184.37.52 58727420203015000000 2020-10-27 P B5C7D6451486FF9E48FCEB35A1F3D976698BA3D4 B5C7D6451486FF9E48FCEB35A1F3D976698BA3D4 2019 2021-01-29 14:40:06Z Ann Palmer CEO 1355 Peachtree St ne suite 600 Atlanta GA 30309 101172013 false 8510 X www.arthritis.org X 1948 GA THE AF IS PURSUING A CURE FOR AMERICA'S #1 CAUSE OF DISABILITY, WHILE CHAMPIONING THE FIGHT AGAINST ARTHRITIS WITH LIFE-CHANGING RESOURCES, SCIENCE, ADVOCACY, & COMMUNITY CONNECTS. 14 14 455 7500 5283523 0 63451186 49270004 3647646 2558026 4631791 7604162 9244678 13647398 80975301 73079590 10520533 10717558 0 0 35025306 37250836 1588823 1649263 10647731 31699405 32992349 78834067 82610006 2141234 -9530416 175798470 182373416 28115456 27183343 147683014 155190073 X THE ARTHRITIS FOUNDATION IS BOLDLY PURSUING A CURE FOR AMERICA'S #1 CAUSE OF DISABILITY, WHILE CHAMPIONING THE FIGHT AGAINST ARTHRITIS WITH LIFE-CHANGING RESOURCES, SCIENCE, ADVOCACY, AND COMMUNITY CONNECTIONS. false false 31222879 13558 ADVOCACY AND ACCESS: ADVOCACY IS ONE OF THE FOUR PILLARS OF THE ARTHRITIS FOUNDATION. OUR MISSION IS TO BE THE VOICE OF PEOPLE WITH ARTHRITIS WITH POLICY MAKERS, ELECTED OFFICIALS, REGULATORS, AT ALL LEVELS OF GOVERNMENT, AND EMPLOYERS. WE DO THIS BY ENGAGING OUR COMMUNITY OF ADVOCATES IN LEGISLATIVE AND REGULATORY POLICY MAKING, HELPING THEM TO FIND THEIR VOICES THROUGH ADVOCACY TRAINING, MEETINGS WITH CONGRESSIONAL REPRESENTATIVES AND STATE OFFICIALS TO ENSURE ACCESS TO TIMELY, AFFORDABLE ACCESS TO TREATMENTS AND MEDICATIONS. PART OF OUR ADVOCACY PROGRAM ALSO INCLUDES THE ARTHRITIS AMBASSADOR PROGRAM TO STRENGTHEN RELATIONSHIPS WITH MEMBERS OF CONGRESS THROUGH ADVOCACY TRAINING AND RELATIONSHIP DEVELOPMENT. A NEW FOCUS OF THE ADVOCACY PROGRAM IS ACTIVE ENGAGEMENT BY OUR ADVOCATES IN POLICYMAKING AT THE STATE LEVEL. IN ADDITION, THE ARTHRITIS FOUNDATION IS WORKING TO ENSURE THAT RESEARCH FUNDING FOR ARTHRITIS IS INCREASED AND THAT THERE IS RECOGNITION OF THE FACT THAT THIS DISEASE IMPACTS ONE IN FOUR AMERICANS. 16436338 46373 2558026 COMMUNITY HEALTH & SUPPORT: THE ARTHRITIS FOUNDATION COMMUNITY PROGRAMS EMPOWER PEOPLE IN LOCAL COMMUNITIES NATIONWIDE. THE FOUNDATION PROVIDES OPPORTUNITIES FOR PEOPLE TO CONNECT WITH OTHERS WITH SIMILAR CHALLENGES AND DEVELOP SUPPORTIVE RELATIONSHIPS. THE ARTHRITIS FOUNDATION PROGRAMS INCLUDE KIDS AND FAMILY CAMPS, THE JUVENILE ARTHRITIS NATIONAL CONFERENCE, THE WALK WITH EASE EXERCISE PROGRAM, AND EXERCISE AND AQUATICS PROGRAMS. THE PEOPLE WE REACH THROUGH THESE PROGRAMS AND ARM WITH INFORMATION AND SELF-MANAGEMENT STRATEGIES HAVE A BETTER PERSPECTIVE ON THEIR DISEASE AND, IN TURN, BETTER OUTCOMES. 14541788 10640789 SCIENTIFIC DISCOVERY: FOR ALMOST 70 YEARS, THE ARTHRITIS FOUNDATION HAS INITIATED AND SUPPORTED SCIENTIFIC DISCOVERIES THAT IMPROVE THE LIVES OF PEOPLE WITH ARTHRITIS AND RELATED DISEASES. THE ARTHRITIS FOUNDATION CONTINUES TO LEAD THE WAY IN ADVANCING SCIENTIFIC DISCOVERIES AND SEEKING SOLUTIONS THAT WILL POSITIVELY IMPACT THE LIVES OF THOSE WHO SUFFER. OUR COMMITMENT TO FINDING A CURE IS UNWAVERING. THE SCIENTIFIC STRATEGY IS THE DIRECTION THE ARTHRITIS FOUNDATION SCIENCE DEPARTMENT IS GOING OVER THE NEXT FIVE YEARS. THE SCIENTIFIC STRATEGY HAS THREE PILLARS. THE GOAL FOR EACH PILLAR IS LISTED BELOW. PILLAR #1: DELIVERING ON DISCOVERY IMPROVED DECISION MAKING AND BETTER LIVES THROUGH IMPROVED PREVENTION, EARLIER DIAGNOSIS AND NEW TREATMENTS TO PREVENT, CONTROL AND CURE ARTHRITIS AND RELATED DISEASES. PILLAR #2: DECISION MAKING WITH METRICS FACT-BASED METRICS FOR DECISION MAKING AND GUIDING ACTIONS TO IMPROVE THE HEALTH OF PEOPLE ACROSS THE LIFESPAN WITH ARTHRITIS AND RELATED DISEASES. PILLAR #3: BUILDING HUMAN CAPITAL SCIENTIFIC RESEARCH PIPELINE IS STRENGTHENED AND SCIENTIFIC DISCOVERY IS CATALYZED AND ACCELERATED FOR ARTHRITIS AND RELATED DISEASES. 1658125 420 0 PROFESSIONAL EDUCATION 0 4620 0 SUPPORTING SERVICES 0 11798 0 SPECIFIC ASSISTANCE TO INDIVIDUALS 1658125 16838 0 63859130 true false false true false false false false false true true false false true true true true false false false false false false true true false false true true true false false false false false false false false false false false false false false false false false true 486 0 true 455 true true true false false false false true true false false false false false false X 14 14 false false false false false false false true true false true true true true true true true true true true false AL AZ CA CT FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X ROSE THOMAS 4048727100 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 X Ann Palmer President/CEO 37.5 0.0 X 641867 0 54372 David McLoughlin coo/Asst Sec/Asst Trea 37.5 0.0 X 377568 0 38570 Ann McNamara Sr. VP, Revenue Strategy 37.5 0.0 X 262220 0 11758 Jane Bascle Chief Financial Off/Asst Trea 37.5 0.0 X 238179 0 31831 Richard Willis Sr. VP, FIELD MANAGEMENT 37.5 0.0 X 237267 0 31028 Guy Eakin Sr. Vice President, Science 37.5 0.0 X 240600 0 20298 Cindy McDaniel Sr. VP, Consumer Affairs 37.5 0.0 X 214516 0 35009 Andy Gammuto Chief Information Officer 37.5 0.0 X 219512 0 24941 Martine Denis-Dioulu Region Vice President 37.5 0.0 X 194814 0 17626 Melissa Honabach SR. VP, MARKETING & COMM 37.5 0.0 X 189429 0 22642 Nancy Stinson Harris Region Vice President 37.5 0.0 X 194385 0 17318 Cathy Hood VP, Human Resources 37.5 0.0 X 185715 0 23590 Rowland W Chang Immediate Past Chair 1.0 0.0 X 0 0 0 Laurie Stewart Chair 1.0 0.0 X X 0 0 0 Michael Moriarty Treasurer 1.0 0.0 X X 0 0 0 Frank Longobardi Vice Chair 1.0 0.0 X X 0 0 0 Mary Battle Director 1.0 0.0 X 0 0 0 Tony Bihl Director 1.0 0.0 X 0 0 0 Robin Dore Director 1.0 0.0 X 0 0 0 Dennis M P Ehling Director 1.0 0.0 X 0 0 0 Randeep S Kahlon Director 1.0 0.0 X 0 0 0 Martin Lotz Director 1.0 0.0 X 0 0 0 Matt Mooney Secretary 1.0 0.0 X X 0 0 0 David A Pleasance Director 1.0 0.0 X 0 0 0 Mark Froimson Director 1.0 0.0 X 0 0 0 Thomas Fleetwood Director 1.0 0.0 X 0 0 0 3196072 0 328983 67 false true false Resource One 2900 East Apache Street TULSA OK 74110 direct mail 3813209 Thompson Habib Denison Inc 55 Old Bedford Road Suite 201 LINCOLN MA 01773 Direct Mail Counsel 1175953 Quad Graphics Inc PO Box 842858 BOSTON MA 02284 Printing & Artwork 847476 Blue Modus 1641 California Street Suite 400 DENVER CO 80202 TECH & SOFTWARE SVCS 701026 Merkle Inc 29432 Network Place CHICAGO IL 60673 Direct Mail Counsel 466476 53 625064 10067697 153178 38424065 18527 49270004 COMMUNITY HEALTH & SUPPORT 624100 2558026 2558026 2558026 5616064 5616064 0 98083 98083 0 0 0 22853965 2062205 22759992 168080 93973 1894125 1988098 1988098 13430143 10067697 5164351 8265792 8265792 0 0 0 0 0 0 ADVERTISING REVENUE 541800 5283523 5283523 5283523 73079590 2558026 5283523 15968037 10705760 10705760 11798 11798 0 0 2435080 1720198 307074 407808 0 27517027 19438676 3470020 4608331 0 5032106 3638023 585740 808343 2266623 1610240 280898 375485 0 296068 182788 63538 49742 237523 146643 50974 39906 539117 539117 1649263 1649263 0 6246212 4119014 1617272 509926 7884676 6945495 336956 602225 6541790 5386559 649021 506210 0 0 2775898 2287178 158434 330286 2833275 2155145 337162 340968 0 2829775 2623659 83269 122847 0 0 972867 924224 19457 29186 549410 521940 10988 16482 MISCELLANEOUS EXPENSES 703640 573433 47928 82279 UNCOLLECTIBLE RECEIVABLES 350481 162088 59238 129155 MEMBERSHIP DUES/SUBSCRIPTIONS 231617 167152 25176 39289 82610006 63859130 8103145 10647731 6247489 4498192 1749297 17926748 10942872 0 0 17587420 13304090 1770842 2232778 0 0 0 0 0 0 65839 147384 2251319 1993046 11345061 5851446 4856239 5493615 85024152 98071277 3005626 3310413 0 0 0 0 43310285 46877941 175798470 182373416 10602538 9803359 9899490 9959435 0 0 0 0 0 0 0 0 0 0 0 0 7613428 7420549 28115456 27183343 X 40255364 32567209 107427650 122622864 147683014 155190073 175798470 182373416 X -9530416 11987545 5049930 X false true X true false X 52731599 54727053 57639168 63451186 49270004 277819010 0 0 52731599 54727053 57639168 63451186 49270004 277819010 0 277819010 1500889 3533562 4553663 3922678 5714147 19224939 10687 64333 64334 466126 0 605480 2311887 0 0 0 0 2311887 299961316 14232466 0.92618 0.93987 X SCHEDULE A, PART II, SECTION B, LINE 10 OTHER INCOME IS AN ACCUMULATION OF INDIVIDUALLY INSIGNIFICANT TRANSACTIONS OF REVENUE AND EXPENSES INCURRED DURING NORMAL DAY-TO-DAY OPERATIONS OF THE ORGANIZATION AND WERE NOT ORIGINALLY RECORDED IN SPECIFIC INCOME OR EXPENSE ACCOUNTS DURING THE YEAR. FOR FINANCIAL REPORTING PURPOSES THIS ACCUMULATED BALANCE WAS DEEMED IMMATERIAL AND REMAINED SEPARATELY REPORTED ON THE ORGANIZATIONS FINANCIAL STATEMENTS AS "MISCELLANEOUS REVENUE AND LOSSES". 188691 350426 539117 82070889 82610006 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 640932 538251 460037 539117 2178337 250000 250000 250000 250000 1000000 1500000 224326 188388 161013 188691 762418 43145238 7623605 1852805 48916038 49484307 313945 -4694034 1958980 43145238 42824792 198073 8308088 1846646 49484307 25842339 16095896 2445741 1559184 42824792 7295703 19983998 -314863 1122499 25842339 1.00000 false false 509000 509000 2369061 1334684 1034377 2618959 1241846 1377113 850178 797829 52349 4997863 2477087 2520776 5493615 BENEFICIAL INT IN PERP TRUST 46877941 46877941 0 SPLIT INTEREST AGREEMENTS 7420549 7420549 X 90117065 11987545 5049930 17037475 73079590 73079590 82610006 82610006 82610006 PART V LINE 4 The Foundation's endowment consists of a number of individual funds established for research and specific programs and operations. PART X LINE 2 THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. WITH RESPECT TO ANY UNRELATED BUSINESS INCOME GENERATED BY THE FOUNDATION, IT RECORDS INCOME TAXES USING THE LIABILITY METHOD UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASES OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIOD THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR TO BE SETTLED. AS OF DECEMBER 31, 2019, AND 2018, THE FOUNDATION HAD NO DEFERRED TAX ASSETS OR LIABILITIES OR ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS - $3,607,029 NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - $1,298,805 NET CHANGE IN PENSION LIABILITIES - $144,096 X X X X X X true Merkle Inc PO Box 64987 Baltimore MD 21264 Strategic false 0 511028 0 THD 55 Old Bedford Road Suite 201 Lincoln MA 01773 Strategic false 7699383 1138235 6561148 7699383 1649263 6561148 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Bicycle Tour LA 1200047 949423 250624 6200 143548 84568 1250 126182 Crystal Ball 809425 205943 603482 91625 860 6100 56052 365 21488368 8912331 12576037 234473 195936 1822517 1115590 1275184 23497840 10067697 13430143 240673 431109 1907945 1122940 1457418 5160085 8270058 true Yale University 149 Elm Street New Haven CT 06520 060646973 501(c)(3) 79648 research grant Washington University PO BOx 8233 St Louis MO 63110 430653611 501(c)(3) 100000 research grant Dartmouth 11 Rope Ferry Road 6210 Hanover NH 03755 020222111 501(c)(3) 1954201 research grant Cleveland Clinic 9500 Euclid Avenue Cleveland OH 44193 340714585 501(c)(3) 53244 research grant New York University School of Medicine 550 1st Avenue New York NY 10016 135562308 501(c)(3) 33334 research grant Cedars-Sinai Medical Center 6500 Wilshire Blvd Los Angeles CA 90048 951644600 501(c)(3) 156202 Research grant UNC Chapel Hill 250 E Franklin St Chapel Hill NC 27514 566001393 501(c)(3) 164254 Research grant University of California San Francisco 9500 Gilman Drive 0009 La Jolla CA 92093 966006144 501(c)(3) 125000 Research grant MetroHealth Medical Center PO Box 73308 Cleveland OH 44193 346004382 501(c)(3) 275000 Research grant Vanderbilt University Medical Center 1211 Medical Center Dr Nashville TN 37232 620476822 501(c)(3) 320000 Research grant Baylor College of Medicine PO Box 301207 Dallas TX 75303 741613878 501(c)(3) 145738 Research grant SUNY The Research Foundation of 402 Crofts Hall Buffalo NY 142607016 141368361 501(c)(3) 50000 Research grant University of Alabama 1530 3rd Ave South Birmingham AL 35294 636005396 501(c)(3) 50000 Research grant University of Washington Box 354966 Seattle WA 981954696 916001537 501(c)(3) 75000 RESEARCH grant Stanford PO Box 44253 San Francisco CA 941444253 941156365 501(c)(3) 75000 RESEARCH grant CARRA C/O Stanford Univ Medical Ctr Palo Alto CA 94304 464152355 501(c)(3) 6300000 Research Grant Children's Hospital Los Angeles 4650 Sunset Blvd Los Angeles CA 90027 951690977 501(c)(3) 100000 research grant University of California Los Angeles 10889 Wilshire Blvd Los Angeles CA 90095 956006143 501(c)(3) 150000 research grant 18 0 PART I LINE 2 MONITORING IS PROVIDED BY THE ARTHRITIS FOUNDATION'S NATIONAL OFFICE THROUGH OVERSIGHT OF THE TERMS AND CONDITIONS OF A WRITTEN AGREEMENT. MULTIYEAR AGREEMENTS REQUIRE YEARLY PROGRESS AND FINANCIAL REPORTS FOR CONTINUATION OF FUNDING. X X X X X X false false false false false false false false false Ann Palmer President/CEO 460308 0 154000 0 27559 0 35800 0 18572 0 696239 0 0 0 David McLoughlin coo/Asst Sec/Asst Trea 334835 0 32728 0 10005 0 21200 0 17370 0 416138 0 0 0 Jane Bascle Chief Financial Off/Asst Trea 228146 0 10000 0 33 0 9526 0 22305 0 270010 0 0 0 Guy Eakin Sr. Vice President, Science 225583 0 15000 0 17 0 9623 0 10675 0 260898 0 0 0 Cindy McDaniel Sr. VP, Consumer Affairs 208326 0 6110 0 80 0 17155 0 17854 0 249525 0 0 0 Ann McNamara Sr. VP, Revenue Strategy 238838 0 23345 0 37 0 10321 0 1437 0 273978 0 0 0 Richard Willis Sr. VP, FIELD MANAGEMENT 220087 0 17145 0 35 0 10371 0 20657 0 268295 0 0 0 Andy Gammuto Chief Information Officer 209484 0 10000 0 28 0 8779 0 16162 0 244453 0 0 0 Melissa Honabach SR. VP, MARKETING & COMM 161594 0 27821 0 14 0 6464 0 16178 0 212071 0 0 0 Martine Denis-Dioulu Region Vice President 194385 0 350 0 79 0 0 0 17626 0 212440 0 0 0 Cathy Hood VP, Human Resources 185631 0 0 0 84 0 7425 0 16165 0 209305 0 0 0 Nancy Stinson Harris Region Vice President 194385 0 0 0 0 0 6148 0 11170 0 211703 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE HAS BEEN GIVEN THE AUTHORITY TO EXERCISE ANY AND ALL POWERS OF THE NATIONAL BOARD BETWEEN MEETINGS OF THE FULL NATIONAL BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS AND UP TO EIGHT ADDITIONAL DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM WITH INPUT FROM THE FOUNDATION'S ACCOUNTING STAFF AND COO. A DRAFT COPY OF THE FORM 990 WAS REVIEWED BY KEY ACCOUNTING STAFF AND SENIOR MANAGEMENT. EACH PERSON INDIVIDUALLY REVIEWED THE FORM (INCLUDING SCHEDULES) AND SUBMITTED QUESTIONS OR COMMENTS TO MANAGEMENT AS NECESSARY. QUESTIONS AND COMMENTS WERE RESOLVED APPROPRIATELY TO THE SATISFACTION OF THE FOUNDATION'S COO. THE FORM 990 (INCLUDING SCHEDULES) WAS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. THE FINAL FORM WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS AT A SCHEDULED MEETING. COMMENTS AND SUGGESTED CHANGES WERE INCORPORATED INTO A SUBSEQUENT DRAFT OF THE FORM 990. THE FINAL DRAFT OF THE FORM 990 WAS PRESENTED TO THE FULL BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ANNUALLY, ALL EMPLOYEES MUST SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. VOLUNTEERS IN POSITIONS OF GOVERNANCE SUCH AS FOR BOARD MEMBERS, COMMITTEE MEMBERS AND AD HOC TASK FORCE MEMBERS SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND PRIOR TO INITIAL APPOINTMENT TO SERVE IN THE VARIOUS POSITIONS. THE BOARD OF DIRECTORS AUDIT COMMITTEE REVIEWS AND ADJUDICATES POTENTIAL VOLUNTEER CONFLICTS. IF POTENTIAL CONFLICTS EXIST AS TO ARTHRITIS FOUNDATION STAFF, THE APPROPRIATE MANAGEMENT AND/OR THE HUMAN RESOURCES DEPARTMENT SHALL ADDRESS THEM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND PERSONNEL COMMITTEE MET ON September 13, 2019 TO REVIEW TOTAL COMPENSATION AND BENEFITS FOR THE CEO AND OTHER KEY EMPLOYEES. THE COMMITTEE RECEIVED COMPENSATION REPORTS PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT, JER HR ASSOCIATES LLC, AND REVIEWED THE COMPARATIVE ANALYSIS OF MARKET DATA FOR PEER ORGANIZATIONS WITH THE TOTAL COMPENSATION PAID BY THE ARTHRITIS FOUNDATION FOR EACH POSITION. IT WAS THE CONSULTANT'S UNRESERVED OPINION THAT THE BASE SALARIES AND TOTAL COMPENSATION PROVIDED TO THE FOUNDATION'S SENIOR MANAGEMENT EXECUTIVES, INCLUDING THE CEO, MEET ALL STANDARDS OF REASONABLENESS AND ARE NOT EXCESSIVE. THE COMMITTEE MEETS ANNUALLY TO COMPLETE THIS REVIEW AND REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES PUBLIC THE MAJORITY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS VIA THE NATIONAL OFFICE'S WEBSITE AT WWW.ARTHRITIS.ORG. ALL OTHER DOCUMENTS NOT READILY AVAILABLE VIA THIS WEBSITE ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS - $3,607,029 NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - $1,298,805 NET CHANGE IN PENSION LIABILITIES - $144,096