2025-11-13T17:30:29-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 130433740 AMERICAN PSYCHIATRIC ASSOCIATION FOUNDATION AMER 2025593900 800 MAINE AVENUE SW 900 WASHINGTON DC 20024 CARLTON DAVIDS CPA CHIEF FINANCIAL OFFICER 2025593900 2025-11-13 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z APAF MARKETA M WILLS 800 MAINE AVENUE SW 900 WASHINGTON DC 20024 18416061 0 X WWW.PSYCHFOUNDATION.ORG X 1982 DC SEE PART III, LINE 1. 12 11 0 50 0 0 2610648 2739269 123685 126861 8725960 5320284 49662 44987 11509955 8231401 1974343 1361748 0 0 2606547 2922572 15000 10000 729703 6680359 8386561 11276249 12680881 233706 -4449480 69550266 67577141 2299108 2135521 67251158 65441620 PROMOTE THE MENTAL HEALTH AND WELL-BEING OF INDIVIDUALS AND COMMUNITIES WHERE WE LIVE, LEARN, WORK, WORSHIP, AND PLAY. 0 0 5968894 126671 128061 PUBLIC EDUCATION - INCREASE PUBLIC EDUCATION AND AWARENESS, PROMOTE MENTAL HEALTH LITERACY, CONNECT INDIVIDUALS TO RESOURCES THAT SUPPORT MENTAL HEALTH CARE. 4333767 1235077 RESEARCH & TRAINING - APAF FELLOWSHIPS PROVIDE SPECIALIZED TRAINING, MENTORSHIP AND LEADERSHIP OPPORTUNITIES WITHIN THE FIELD OF PSYCHIATRY FOR RESIDENTS, POST-RESIDENCY RESEARCH FELLOWS AND EARLY CAREER PSYCHIATRISTS.CONTRIBUTE TO THE SCIENTIFIC BASIS OF PSYCHIATRIC PRACTICE, STRENGTHEN THE RESEARCH INFRASTRUCTURE IN THE FIELD OF PSYCHIATRY. AND IMPROVE THE QUALITY OF PSYCHIATRIC CARE BY CONDUCTING AND SUPPORTING CLINICAL AND HEALTH SERVICES RESEARCH AND TRAINING ACTIVITIES. 10302661 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 205 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X CARLTON DAVIDS 2025593900 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 SAUL LEVIN CHAIR (UNTIL 5/24) 4.00 36.00 X X 0 623742 51031 MARKETA M WILLS CHAIR (FROM 6/24) 4.00 36.00 X X 0 462395 9347 MONICA TAYLOR-DESIR SECRETARY 2.00 0.00 X X 0 0 0 LAMA BAZZI TREASURER (UNTIL 5/24) 1.00 0.00 X X 0 0 0 RAY HSIAO DIR., THEN TREAS. (TRANS. @ 6/24) 1.00 0.00 X X 0 0 0 GREGORY DALACK DIRECTOR 1.00 0.00 X 0 0 0 ELENI GREENWOOD-JASWA DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE DURHAM DIRECTOR 1.00 0.00 X 0 0 0 EDMOND PI DIRECTOR 1.00 0.00 X 0 0 0 JOHN LOONEY DIRECTOR 1.00 0.00 X 0 0 0 BEN ZOBRIST DIRECTOR 1.00 0.00 X 0 0 0 NICOLE DEL CASTILLO DIRECTOR 1.00 0.00 X 0 0 0 FARHA ABASSI DIRECTOR (FROM 5/24) 1.00 0.00 X 0 0 0 MAUREEN VAN NIEL DIRECTOR 1.00 0.00 X 0 0 0 CARLTON DAVIDS CHIEF FINANCIAL OFFICER 4.00 36.00 X 0 281499 26503 RAWLE ANDREWS JR EXECUTIVE DIRECTOR 40.00 0.00 X 0 252371 34480 AMY PORFIRI MANAGING DIRECTOR 40.00 0.00 X 0 193876 19073 0 1813883 140434 0 0 1 0 DANIEL J EDELMAN INC 1875 I STREET NW SUITE 900 WASHINGTON DC 20006 PUBLIC RELATIONS 1412715 AMERICAN PSYCHIATRIC ASSOCIATION 800 MAINE AVE SW 900 WASHINGTON DC 20024 APA SERVICE FEE 1095000 I3 DIGITAL LTD 2001 L STREET NW WASHINGTON DC 20036 IT INFRASTRUCTURE & SUPPORT SERVICES 167471 CONNECT 360 MULTIMEDIA 1539 FRANKLIN AVE 300 MINEOLA NY 11501 PSA CAMPAIGN MANAGEMENT 153600 4 1060322 1678947 2739269 MEMBERS EVENT 900099 126602 126602 USAGE FEES 900099 259 259 126861 1191994 1191994 14312007 10183717 4128290 4128290 4128290 2143 943 1200 1200 MISCELLANEOUS 900099 43787 43787 43787 8231401 128061 0 5364071 X 605734 605734 744354 744354 11660 11660 645251 353086 167215 124950 1792431 1280892 351334 160205 94738 69540 18439 6759 208075 144407 42051 21617 182077 122775 38471 20831 9365 9365 90050 90050 10000 10000 172108 172108 2681639 2533015 103624 45000 189330 169440 18423 1467 99799 74726 15030 10043 104540 66252 27679 10609 18626 1566 17060 1640702 1494930 114708 31064 2171663 1502326 429550 239787 36546 21789 14170 587 APA SERVICE FEE 1095000 1045652 11700 37648 BOOKS & SUBSCRIPTIONS 35586 34115 1007 464 CORP. FILING FEES 20676 19744 221 711 MEMBERSHIP DUES 19921 5703 6291 7927 1010 955 21 34 12680881 10302661 1648517 729703 2144219 4726767 100807 259032 62614 94980 1013198 900311 15370 112887 33605003 31501049 28610945 24882426 5011308 6000000 69550266 67577141 1118844 800633 50000 100833 1130264 1234055 2299108 2135521 X 60368180 57966778 6882978 7474842 67251158 65441620 69550266 67577141 -4449480 2639942 0 X 0 1 X 1 1 1 X 2595741 3541199 3237595 2610648 2739269 14724452 2595741 3541199 3237595 2610648 2739269 14724452 1578346 13146106 1487166 1437301 1432840 1421195 1191994 6970496 14684 40242 73860 48827 43787 221400 21916348 426510 0.59980 0.57980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1512133 102067 24500 1589700 1313618 335904 86057 223446 1512133 1488666 -175048 1313618 1288636 233862 33832 1488666 1120440 193643 23134 2313 1288636 0.00000 0.42120 0.57880 0 0 404141 404141 0 609057 496170 112887 112887 CORBIN/PINEHURST INSTITUTIONAL LTD. -1 F MORGAN STANLEY PRIME PROPERTY FUND 3948916 F TRUMBULL PROPERTY GROWTH AND INCOME FUND 1437647 F PARAMETRICS 2448492 F TA REALTY CORE PROPERTY FUND 1432971 F CITCO 3954280 F BLACKROCK INSTITUTIONAL TRUST COMPANY 11660121 F 24882426 BUILDING OPTION 6000000 6000000 DUE TO AFFILIATE 1140056 REFUNDABLE ADVANCE 93999 1234055 24618458 2639942 13918280 943 16559165 8059293 172108 172108 8231401 26427996 13918280 943 13919223 12508773 172108 172108 12680881 PART III, LINE 1A: THE FOUNDATION DOES NOT CAPITALIZE ITS COLLECTIONS, WHICH CONSIST PRINCIPALLY OF RARE BOOKS AND EARLY WRITINGS ASSOCIATED WITH THE CARE AND TREATMENT OF THE MENTALLY ILL, AS THEIR RELATIVE FINANCIAL SIGNIFICANCE IS GENERALLY NOT OBJECTIVELY DETERMINABLE. PART III, LINE 4: THE FOUNDATION MAINTAINS A COLLECTION OF RARE AND HISTORICAL WORKS DEALING WITH THE HISTORY AND PRACTICE OF PSYCHIATRY. PART V, LINE 4: THE ORGANIZATION HAS SIX SEPARATE ENDOWMENT FUNDS: THE PRINCIPAL BALANCE OF THE SCHIZOPHRENIA RESEARCH FUND IS TO BE MAINTAINED IN PERPETUITY. THE INCOME FROM SUCH, HOWEVER, MAY BE USED TO SUPPORT AWARDS TO INDIVIDUALS DOING RESEARCH IN THE AREA OF SCHIZOPHRENIA. THE GRALNICK AWARD REQUIRES THAT THE PRINCIPAL BE INVESTED IN PERPETUITY AND THAT ONLY THE INCOME BE EXPENDED TO SUPPORT AWARDS TO INDIVIDUALS DOING RESEARCH IN THE AREA OF SCHIZOPHRENIA. THE OZARIN AWARD REQUIRES THAT THE PRINCIPAL BE INVESTED IN-PERPETUITY AND THAT ONLY THE INCOME BE EXPENDED TO SUPPORT THE BENJAMIN RUSH AWARD LECTURE AT THE APA ANNUAL MEETING AS WELL AS OTHER RELEVANT PROJECTS CONCERNING THE APA LIBRARY AND ARCHIVES. THE APIRE ENDOWMENT STIPULATES THAT A PORTION OF THE INVESTMENT EARNINGS MAY BE USED TO COVER SALARY AND FRINGE COSTS FOR KEY STAFF WHEN THERE IS A SHORT-TERM GAP IN EXTERNAL GRANT FUNDING, DURING WHICH TIME THE STAFF MUST BE ENGAGED IN EDUCATIONAL OR RESEARCH ACTIVITIES IN THE FIELD OF PSYCHIATRY. THE FRYER AWARD REQUIRES THAT ONLY THE EARNINGS FROM THE INVESTMENTS WILL BE AVAILABLE FOR PAYMENT OF THE AWARD AFTER ALL INVESTMENT GAINS, LOSSES, INVESTMENT FEES AND COSTS ARE DEDUCTED. THE CORPUS WILL BE PRESERVED. THE MRAZEK MEMORIAL FUND REQUIRES THAT THE AMERICAN PSYCHIATRIC ASSOCIATION FOUNDATION (APAF) WILL NOT USE THE CORPUS TO SUPPORT THE AWARD AND INSTEAD USE ONLY THE FUNDS THAT HAVE APPRECIATED FROM THE INVESTMENT OF THE CORPUS TO SUPPORT ITS NORMAL COSTS AND EXPENSES (DIRECT AND INDIRECT INCLUDING OVERHEAD). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD EXPENSE REPORTED AS EXPENSE ON THE 943. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10C. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD EXPENSE REPORTED AS EXPENSE ON THE 943. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10C. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1630838 EUROPE 0 0 PROGRAM SERVICES SOFTWARE DEVELOPMENT 192541 NORTH AMERICA 0 0 PROGRAM SERVICES PUBLICATIONS 50819 EUROPE 0 0 GRANTMAKING 1000 NORTH AMERICA 0 0 GRANTMAKING 10660 0 0 0 0 0 0 1885858 0 1885858 TRAVEL STIPEND NORTH AMERICA 10 10660 CHECK DISBURSEMENT TRAVEL STIPEND EUROPE 1 1000 CHECK DISBURSEMENT 1 0 1 0 0 0 PART I, LINE 2: THE USE OF GRANT FUNDS IS CLOSELY REVIEWED AND MONITORED BY RESPONSIBLE PROGRAM MANAGERS. THIS INCLUDES, BUT IS NOT LIMITED TO, THE REVIEW OF MONTHLY SOURCES AND USES OF GRANT FUNDS AND THE REVIEW OF GRANT REQUIREMENTS. 1 A HOME WITHIN 195 41ST STREET 11172 OAKLAND CA 94611 943402610 501(C)(3) 6000 0 GENERAL GRANT / TRAVEL STIPEND APA 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 522168499 501(C)(6) 480000 0 AWARD FOR RESEARCH, EDUCATION, AND MEDICAL STIPENDS ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO 225 E CHICAGO AVE BOX 282 CHICAGO IL 60611 362170833 501(C)(3) 7500 0 HELPING HANDS GRANT COUNCIL OF STATE GOVERNMENTS 1776 AVENUE OF THE STATES LEXINGTON KY 40511 366000818 501(C)(3) 94200 0 CSG GRANT HISPANIC UNITY OF FLORIDA INC 5840 JOHNSON STREET HOLLYWOOD FL 33021 592230272 501(C)(3) 6000 0 GENERAL GRANT / TRAVEL STIPEND NAMI GREATER SAN ANTONIO 6800 PARK TEN BLVD SUITE 248-E SAN ANTONIO TX 78213 742361886 501(C)(3) 5500 0 EQUITY IN MENTAL HEALTH SER FAMILIA INC 1000 COBB PLACE BLVD SUITE 170 KENNESAW GA 30144 352166123 501(C)(3) 6000 0 2024 ADVANCING MINORITY MENTAL HEALTH AWARD UNIVERSITY OF PITTSBURGH 210 BOUQUET ST RM 3137 PITTSBURGH PA 15213 250965591 501(C)(3) 20000 0 2024 KEMPF AWARD YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 6000 0 HELPING HANDS GRANT AMERICAN PYSCHIATRIC ASSOCIATION FOUNDATION 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 130433740 VARIOUS -150235 0 RETURN OF UNSPENT GRANT FUNDS 8 2 FELLOWSHIPS 32 473470 TRAVEL STIPENDS 289 270884 PART I, LINE 2: THE USE OF GRANT FUNDS IS CLOSELY REVIEWED AND MONITORED BY RESPONSIBLE PROGRAM MANAGERS. THIS INCLUDES, BUT IS NOT LIMITED TO, THE REVIEW OF MONTHLY SOURCES AND USES OF GRANT FUNDS AND THE REVIEW OF GRANT REQUIREMENTS. 0 0 0 0 0 0 0 0 0 SAUL LEVIN CHAIR (UNTIL 5/24) 0 550942 0 72800 0 0 0 45350 0 5681 0 674773 0 0 MARKETA M WILLS CHAIR (FROM 6/24) 0 462395 0 0 0 0 0 0 0 9347 0 471742 0 0 CARLTON DAVIDS CHIEF FINANCIAL OFFICER 0 281499 0 0 0 0 0 9372 0 17131 0 308002 0 0 RAWLE ANDREWS JR EXECUTIVE DIRECTOR 0 252371 0 0 0 0 0 18179 0 16301 0 286851 0 0 AMY PORFIRI MANAGING DIRECTOR 0 193876 0 0 0 0 0 16524 0 2549 0 212949 0 0 PART I, LINE 3: THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, THE AMERICAN PSYCHIATRIC ASSOCIATION, WHICH USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. A FINAL COPY OF THE 990 WAS SENT TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO DISCLOSE INTERESTS AND AFFILIATIONS UPON APPOINTMENT AND THEN ANNUALLY OR AT ANY TIME THERE IS A CHANGE TO THEIR DISCLOSURE. ORAL DISCLOSURE OF INTERESTS AND AFFILIATIONS IS REQUIRED AT THE BEGINNING OF EACH MEETING. IF A POTENTIAL CONFLICT ARISES, THE CONFLICT-OF-INTEREST COMMITTEE REVIEWS AND REPORTS TO THE BOARD OF TRUSTEES WITH RECOMMENDED ACTION. STAFF MEMBERS ARE ALSO REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DOES NOT COMPENSATE ANY EMPLOYEES. INSTEAD, THE ORGANIZATION OBTAINS REQUIRED PERSONNEL THROUGH A COST-SHARING AGREEMENT WITH A RELATED ORGANIZATION, THE AMERICAN PSYCHIATRIC ASSOCIATION (APA). FOR PURPOSES OF DETERMINING COMPENSATION, THE ORGANIZATION RELIED ON APA'S PROCESSES. APA ENGAGED AN INDEPENDENT CONSULTANT TO PERFORM A COMPREHENSIVE MARKET-BASED REVIEW AND TO ESTABLISH GRADES AND RANGES FOR ALL OFFICERS AND DIRECTORS WHO ARE COMPENSATED BY APA. WITHIN THE DEFINED RANGES, APPROPRIATE ANNUAL INCREASES ARE APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS. THE MOST RECENT REVIEW TOOK PLACE IN DECEMBER 2024. 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 121,999. MANAGEMENT AND GENERAL EXPENSES 103,624. FUNDRAISING EXPENSES 45,000. TOTAL EXPENSES 270,623. MENTAL HEALTH CAMPAIGN MANAGER: PROGRAM SERVICE EXPENSES 7,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,250. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 2,249,283. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,249,283. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 154,483. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,483. AMERICAN PSYCHIATRIC ASSOCIATION 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 522168499 MEMBERSHIP ORGANIZATION DC 501(C)(6) N/A N/A 0 AMERICAN PSYCHIATRIC POLITICAL ACTION COMMITTEE 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 020548679 POLITICAL ACTION DC 527 N/A APA 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 AMERICAN PSYCHIATRIC ASSOCIATION B 480000 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION O 2908239 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION M 1095000 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION P 3129352 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION I 1000000 ACTUAL AMOUNTS