2020-01-06T08:35:52-06:00 2018-12-31 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2018-01-01 581341679 Arthritis Foundation Inc % JANE BASCLE CFO ARTH 4048727100 1355 Peachtree Street NE Suite 600 Atlanta GA 30309 JANE BASCLE CFO 4048727100 2019-12-26 true Sandra L Feinsmith P01064157 4046886841 2019-12-24 24.126.236.40 58727420192735000002 2019-09-30 P D14FEAB7ECF5DAEBEF20E6C631F3E688F7C1207E B5C7D6451486FF9E48FCEB35A1F3D976698BA3D4 2018 2020-09-23 17:36:50Z X Ann Palmer CEO 1355 Peachtree St ne suite 600 Atlanta GA 30309 113883067 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 14 464 7500 5785896 466126 57639168 63451186 3862801 3647646 11407644 4631791 13852145 9244678 86761758 80975301 9878840 10520533 0 0 34426646 35025306 0 1588823 10456762 34591650 31699405 78897136 78834067 7864622 2141234 187448846 175798470 28643122 28115456 158805724 147683014 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 30348207 230 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. 15962730 78173 3647646 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. 13687831 10442009 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. 1359171 121 0 PROFESSIONAL EDUCATION 1359171 121 0 61357939 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 true false false false false false false false false true 491 0 true 464 true true true false false false false true true false false false false false false X 14 14 false false false false false true 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 JANE BASCLE CFO 4048727100 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 Rowland W Chang Chair 1.0 0.0 X 0 0 0 Laurie Stewart Vice Chair 1.0 0.0 X 0 0 0 Frank Longobardi Treasurer 1.0 0.0 X 0 0 0 Michael V Ortman Immediate Past Chair 1.0 0.0 X 0 0 0 Mary Battle 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 Director 1.0 0.0 X 0 0 0 Michael Moriarty Secretary 1.0 0.0 X 0 0 0 David A Pleasance Director 1.0 0.0 X 0 0 0 Anthony Rizzo Jr Director 1.0 0.0 X 0 0 0 Robin Dore Director 1.0 0.0 X 0 0 0 Tony Bihl Director 1.0 0.0 X 0 0 0 Thomas Fleetwood Director 1.0 0.0 X 0 0 0 Jane Bascle Chief Financial Officer 37.5 0.0 X 219259 0 27219 David McLoughlin Chief Operating Officer 37.5 0.0 X 365088 0 37232 Ann Palmer President/CEO 37.5 0.0 X 592831 0 47672 Catherine McClellan VP Legal Affairs 37.5 0.0 X 55056 0 5974 Guy Eakin Sr. VP, Science 37.5 0.0 X 235886 0 19181 Cindy McDaniel Sr. VP, Consumer Affairs 37.5 0.0 X 201904 0 35330 Ann McNamara Sr. VP, Revenue Strategy 37.5 0.0 X 233831 0 10513 Richard Willis Sr. VP, FIELD MANAGEMENT 37.5 0.0 X 213621 0 25898 Andy Gammuto Chief Information Officer 37.5 0.0 X 202739 0 24263 Melissa Honabach SR. VP, MARKETING & COMM 37.5 0.0 X 230600 0 24945 Nancy Beidler Region Vice President 37.5 0.0 X 170296 0 14484 Sylvia Richard Region Vice President 37.5 0.0 X 164948 0 19289 Anna Hyde Vice President, Advocacy & Acc 37.5 0.0 X 168808 0 7614 3054867 0 299614 67 false true false Merkle Inc 29432 Network Place CHICAGO IL 60673 direct mail counsel 3031893 Resource One 2900 East Apache Street TULSA OK 74110 Direct Mail 2343954 Quad Graphics Inc PO Box 842858 BOSTON MA 02284 Printing & Artwork 1386193 BLACKBAUD INTERNET SOLUTIONS DIVISI PO BOX 930256 ATLANTA GA 311930256 TECH & SOFTWARE SVCS 719545 Thompson Habib Denison Inc 55 Old Bedford Rd Ste 201 LINCOLN MA 01773 Direct Mail Counsel 1167250 18 892168 15723304 132821 46702893 426834 63451186 COMMUNITY HEALTH & SUPPORT 624100 3647646 3647646 3647646 3743083 3743083 0 179595 179595 0 0 0 29094648 28205940 888708 888708 888708 7981013 15723304 4701826 3279187 3279187 0 0 0 0 0 0 ADVERTISING REVENUE 541800 5785896 5785896 5785896 80975301 3647646 5785896 8090573 10510005 10510005 10528 10528 0 0 2326494 1661288 279495 385711 0 26209981 18715849 3148758 4345374 0 4398986 3170189 507080 721717 2089845 1498625 242721 348499 0 269354 150838 78113 40403 192228 107648 55746 28834 460037 460037 1588823 1588823 219663 219663 5967187 4561554 1015110 390523 7663561 6303256 180343 1179962 6492812 5240644 713950 538218 0 0 2814568 2318808 160644 335116 2366609 1876781 225578 264250 0 2515168 2329671 90853 94644 0 0 913494 867819 18270 27405 568333 539680 11436 17217 MISCELLANEOUS EXPENSES 705842 549824 49394 106624 UNCOLLECTIBLE RECEIVABLES 353779 340156 3681 9942 MEMBERSHIP DUES/SUBSCRIPTIONS 196770 144739 18531 33500 78834067 61357939 7019366 10456762 5908626 4254211 1654415 19216408 17926748 0 0 19511562 17587420 2787700 1770842 0 0 0 0 0 0 91721 65839 1859675 2251319 9872513 5016274 5281313 4856239 88865600 85024152 3425544 3005626 0 0 0 0 46409323 43310285 187448846 175798470 11067161 10602538 9335057 9899490 0 0 0 0 0 0 0 0 0 0 0 0 8240904 7613428 28643122 28115456 X 45147713 40255364 33426602 28670064 80231409 78757586 158805724 147683014 187448846 175798470 X 2141234 -11398852 -1865092 X false true X true false X 42556795 52731599 54727053 57639168 63451186 271105801 0 0 42556795 52731599 54727053 57639168 63451186 271105801 0 271105801 888092 1500889 3533562 4553663 3922678 14398884 0 10687 64333 64334 466126 605480 27631 2311887 0 0 0 2339518 288449683 25168500 0.93987 0.94742 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". 161013 299024 460037 78374030 78834067 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 603920 640932 538251 460037 2243140 250000 250000 250000 250000 1000000 1500000 241568 224326 188388 161013 815295 49484307 313945 -4694034 1958980 43145238 42824792 198073 8308088 1846646 49484307 25842339 16095896 2445741 1559184 42824792 7295703 19983998 -314863 1122499 25842339 6451538 868460 208043 232338 7295703 0.90780 0.09220 false false 635651 635651 2501825 1331333 1170492 2593436 989026 1604410 838241 754163 84078 3303360 1941752 1361608 4856239 BENEFICIAL INT IN PERP TRUST 43310285 43310285 0 SPLIT INTEREST AGREEMENTS 7613428 7613428 X 67711357 -11398852 -1865092 -13263944 80975301 80975301 78834067 78834067 78834067 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, 2018 and 2017, the Foundation had no deferred tax assets or liabilities or any uncertain tax positions. Part XI, Line 2d NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTS - $770,083 NET CHANGE IN PENSION LIABILITIES - $175,520 UNREALIZED loss ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS ($2,810,695) X X X X X X true Merkle Inc PO Box 64987 Baltimore MD 21264 Strategic false 2719025 495969 2223056 Infocision PO Box 932441 Cleveland OH 44193 telemktg false 146442 91304 55138 THD 55 Old Bedford Road Suite 201 Lincoln MA 01773 Strategic false 6613181 1001550 5611631 9478648 1588823 7889825 All States Bicycle Tour LA 1152553 962640 189913 9486 61196 51168 45370 154890 Crystal Ball 521020 474840 46180 7040 68290 7638 3500 30007 255 22030744 14285824 7744920 285568 1383293 375233 131487 2087660 23704317 15723304 7981013 302094 1512779 434039 180357 2272557 4701826 3279187 Part I, Line 2b, column V Professional Service amount vs fundraising expense Fundraising expense amount per vendor (different from fundraising service amount reported in schedule G, part I, Line 2b, Column V): 1. Merkle, Inc. - fundraising expenses include the cost of postage for 784,626 and products and goods for 940,971. 2. THD - fundraising expenses include the cost of postage for 1,218,295 and products and goods for 2,822,914. Description of how professional fundraising service amount (reported in Sch G, Part I, Line 2b Column V) is distinguished from Fundraising expense amount for all fundraisers: For the below vendors, the invoice distinguishes the fundraising service amount vs. the fundraising expense, and the contract defines the exact costs for professional fundraising services. All other costs are considered fundraising expenses. 1. Merkle, Inc. 2. THD true Yale University 149 Elm Street New Haven CT 06520 060646973 501(c)(3) 302471 research grant University of Florida 219 Grinter Hall Gainsville FL 32611 596002052 501(c)(3) 27000 research grant Washington University PO BOx 8233 St Louis MO 63110 430653611 501(c)(3) 127000 research grant University of Iowa B-5 Jessup Hall Iowa City IA 52242 426004813 501(c)(3) 327210 research grant University of Kentucky 120 Sturgill Lexington KY 40506 616001218 501(c)(3) 200000 research grant Dartmouth 11 Rope Ferry Road 6210 Hanover NH 03755 020222111 501(c)(3) 686197 research grant Indiana University 400 E 7th St Rm 501 Bloomington IN 47405 356001673 501(c)(3) 27000 research grant The Charlotte-Mecklenburg Hospital Authority PO Box 601979 Charlotte NC 282601979 560529945 501(c)(3) 27000 research grant Randall Children's Hospital Foundation PO Box 4484 Portland OR 97208 931314469 501(c)(3) 27000 research grant Foundation for the National Institutes of Health 9650 Rockville Pike Bethesda MD 20814 521986675 501(c)(3) 200000 research grant Cleveland Clinic 9500 Euclid Avenue Cleveland OH 44193 340714585 501(c)(3) 72235 research grant New York University School of Medicine 550 1st Avenue New York NY 10016 135562308 501(c)(3) 100000 research grant Albert Einstein College of Medicine of Yeshiva Uni 1300 Morris Park Avenue Bronx NY 10461 472209056 501(c)(3) 27000 research grant Cedars-Sinai Medical Center 6500 Wilshire Blvd 1150 Los Angeles CA 900484920 951644600 501(c)(3) 165853 Research grant UNC Chapel Hill 250 E Franklin Street Chapel Hill NC 27514 566001393 501(c)(3) 195345 Research grant Rush University Medical Center 1700 West Van Buren Chicago IL 60612 362174823 501(c)(3) 38967 Research grant University of San Francisco 9500 Gilman Drive 0009 La Jolla CA 92093 966006144 501(c)(3) 175000 Research grant MetroHealth Medical Center PO Box 73308 Cleveland OH 44193 346004382 501(c)(3) 229167 Research grant Vanderbilt University Medical Center 1211 Medical Center Dr Nasville TN 37232 620476822 501(c)(3) 270000 Research grant Baylor College of Medicine PO Box 301207 Dallas TX 75303 741613878 501(c)(3) 290862 Research grant Duke University Accts Rec Charlotte NC 282602651 560532129 501(c)(3) 35642 Research grant University of Iowa B-5 Jessup Hall Iowa City IA 52242 426004813 501(c)(3) 20250 Research grant Children's Research Institute 111 Michigan Ave NW Washington DC 20010 521654453 501(c)(3) 27000 Research grant SUNY The Research Foundation of 402 Crofts Hall Buffalo NY 142607016 141368361 501(c)(3) 335041 Research grant University of Alabama 1530 3rd Ave South Birmingham AL 35294 636005396 501(c)(3) 60000 Research grant Oregon Health & Science University Sponsored Projects Administration Portland OR 972393098 931176109 501(c)(3) 50000 Research grant Seattle Children's Hospital Foundation PO Box 5371 Seattle WA 981455005 910564748 501(c)(3) 50000 RESEARCH grant University of Colorado Denver Grants and Contracts Denver CO 802910238 846000555 501(c)(3) 50000 RESEARCH grant University of Utah Grants and Contracts Accounting Salt Lake City UT 84112 876000525 501(c)(3) 50000 research grant University of Washington Box 354966 Seattle WA 981954696 916001537 501(c)(3) 50000 RESEARCH grant Stanford PO Box 44253 San Francisco CA 941444253 941156365 501(c)(3) 125000 RESEARCH grant Osteoarthritis Research Society International(ORSI 15000 Commerce Parkway Suite C Mount Laurel NJ 08054 521867506 501(c)(3) 17000 RESEARCH grant CARRA C/O Stanford Univ Medical Ctr Palo Alto CA 94304 464152355 501(c)(3) 5384000 Research Grant 33 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 Jane Bascle Chief Financial Officer 219259 0 0 0 0 0 8769 0 18450 0 246478 0 0 0 David McLoughlin Chief Operating Officer 325083 0 30000 0 10005 0 20600 0 16632 0 402320 0 0 0 Ann Palmer President/CEO 438846 0 126000 0 27985 0 29100 0 18572 0 640503 0 0 0 Guy Eakin Sr. VP, Science 215886 0 20000 0 0 0 9435 0 9746 0 255067 0 0 0 Cindy McDaniel Sr. VP, Consumer Affairs 201904 0 0 0 0 0 16146 0 19184 0 237234 0 0 0 Ann McNamara Sr. VP, Revenue Strategy 232654 0 1140 0 37 0 9076 0 1437 0 244344 0 0 0 Richard Willis Sr. VP, FIELD MANAGEMENT 213586 0 0 0 35 0 7834 0 18064 0 239519 0 0 0 Andy Gammuto Chief Information Officer 202536 0 203 0 0 0 8101 0 16162 0 227002 0 0 0 Melissa Honabach SR. VP, MARKETING & COMM 230580 0 0 0 20 0 6087 0 18858 0 255545 0 0 0 Nancy Beidler Region Vice President 170240 0 0 0 56 0 13619 0 865 0 184780 0 0 0 Sylvia Richard Region Vice President 164920 0 0 0 28 0 6597 0 12692 0 184237 0 0 0 Anna Hyde Vice President, Advocacy & Acc 168808 0 0 0 0 0 6752 0 862 0 176422 0 0 0 X 26 426834 STOCK EXCHANGE VALUE false true true PART I, LINE 32b AUTOS FOR ARTHRITIS-ADVANCED REMARKETING SERVICES DELIVERS PROFESSIONAL REMARKETING SERVICES TO THE ARTHRITIS FOUNDATIONS CAR DONATION PROGRAMS. SERVICES INCLUDE STATE OF THE ART CALL CENTER, NATIONWIDE TOWING COVERAGE, ESTABLISHED NETWORK OF BUYERS AND AUCTIONS, COMPREHENSIVE REPORTING AND PROCESSING OF ALL REQUIRED STATE AND IRS DOCUMENTS. FUNDS COLLECTED (GROSS, LESS APPLICABLE FEES) ARE DIRECT DEPOSITED INTO THE NATIONAL OFFICE BANK ACCOUNT. FORM 990, PAGE 1, LINE B AMENDED RETURN The following parts of the return were amended: Part IX Statement of Functional Expenses and Schedule G, Part I question 2b and Part IV. Purpose of the amendments was the following: 1. Reclassification of expenses from Advertising and Other Professional services line to Investment Fees and Professional Fundraising fees. 2. Revision and reclassification of breakdown of expenses between professional fundraising service fees and other fundraising expenses. 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 CFO. 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 FOUNDATIONS CFO. 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 November 18, 2018 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 CONSULTANTS UNRESERVED OPINION THAT THE BASE SALARIES AND TOTAL COMPENSATION PROVIDED TO THE FOUNDATIONS 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 OFFICES WEBSITE AT WWW.ARTHRITIS.ORG. ALL OTHER DOCUMENTS NOT READILY AVAILABLE VIA THIS WEBSITE ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 NET CHANGE IN VALUATION OF SPLIT INTEREST AGREEMENTs - $770,083 NET CHANGE IN PENSION LIABILITies - $175,520 unrealized loss on beneficial interests in perpetual trusts ($2,810,695)