2017-11-15T16:34:31-06:00 2016-12-31 953439541 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2016-01-01 237002878 CONCERN FOUNDATION CONC 3103606100 11111 WEST OLYMPIC BOULEVARD NO 214 LOS ANGELES CA 90064 DEREK ALPERT PRESIDENT 3103606100 2017-11-14 1 LIOR TEMKIN P00748170 3104773924 2017-11-14 208.87.235.180 2017-11-14 14:36:15 PS P 3201ACA267E587970DB58954B80F0AF9A680578E 3BDB318C47FC9130274D23BFE210474440BC5847 2016 2021-01-29 14:40:06Z DEREK ALPERT 11111 WEST OLYMPIC BOULEVARD NO 214 LOS ANGELES CA 90064 3819483 0 X WWW.CONCERNFOUNDATION.ORG X 1968 CA CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 52 51 7 100 0 0 1446212 1644022 0 0 81972 70365 41098 41530 1569282 1755917 1422500 1257500 0 0 206748 219116 0 0 208770 222556 252917 1851804 1729533 -282522 26384 4869226 4941641 1175931 1176234 3693295 3765407 CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 0 0 1405461 1257500 1084 TO RAISE AND DISTRIBUTE FUNDS TO SUPPORT PROMISING SCIENTIFIC LABORATORY WORK IN THE FIELD OF CANCER RESEARCH. THEY ALSO HOST 2 ANNUAL OUTREACH ACTIVITIES FOR CHILDREN STRUGGLING WITH CANCER IN OUR COMMUNITY. 1405461 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 7 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 52 51 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LINDA ANDERSSON FINANCE MANAGER 3103606100 11111 WEST OLYMPIC BOULEVARD SUITE LOS ANGELES CA 90064 ANNE BARNETT BOARD MEMBER 1.00 X 0 0 0 BILL BARNETT BOARD MEMBER 1.00 X 0 0 0 HARVEY BEESEN BOARD MEMBER 1.00 X 0 0 0 CARLA DALY BOARD MEMBER 1.00 X 0 0 0 NANCY EISENSTADT BOARD CHAIRPERSON 1.00 X 0 0 0 DAVID ENTIN BOARD MEMBER 1.00 X 0 0 0 STEVE FORTNER BOARD MEMBER 1.00 X 0 0 0 STEVE FREED BOARD MEMBER 1.00 X 0 0 0 JIM FREEDMAN BOARD MEMBER 1.00 X 0 0 0 LORENE GOLDMAN BOARD MEMBER 1.00 X 0 0 0 JACKIE GOTTLIEB BOARD MEMBER 1.00 X 0 0 0 STANLEY GOTTLIEB BOARD MEMBER 1.00 X 0 0 0 MAX LISZT BOARD MEMBER 1.00 X 0 0 0 MARC LUBER BOARD MEMBER 1.00 X 0 0 0 IAN METROSE BOARD MEMBER 1.00 X 0 0 0 LAURI METROSE BOARD MEMBER 1.00 X 0 0 0 FRANK MOTTEK BOARD MEMBER 1.00 X 0 0 0 JESSICA NICASTRO BOARD MEMBER 1.00 X 0 0 0 DEBBIE POWELL BOARD MEMBER 1.00 X 0 0 0 JOYCE POWELL BOARD MEMBER 1.00 X 0 0 0 LARRY POWELL BOARD MEMBER 1.00 X 0 0 0 RICK POWELL BOARD MEMBER 1.00 X 0 0 0 LAURIE RESCH BOARD MEMBER 1.00 X 0 0 0 DANA SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 LISI TELLER BOARD CHAIRPERSON 2.00 X 0 0 0 STEVE TELLER BOARD MEMBER 1.00 X 0 0 0 STEVE ULLMAN BOARD MEMBER 1.00 X 0 0 0 BRIANA VICKERS BOARD MEMBER 1.00 X 0 0 0 SCOTT VICKERS BOARD MEMBER 1.00 X 0 0 0 MYRNA ZIMMERMAN BOARD MEMBER 1.00 X 0 0 0 STAN ZIMMERMAN BOARD MEMBER 1.00 X 0 0 0 NANCY BLECKER BOARD MEMBER 1.00 X 0 0 0 SHELBY BLECKER BOARD MEMBER 1.00 X 0 0 0 BARRY BRUCKER BOARD MEMBER 1.00 X 0 0 0 SUE BRUCKER BOARD MEMBER 1.00 X 0 0 0 ALAN GITTELSON BOARD MEMBER 1.00 X 0 0 0 NANCY GITTELSON BOARD MEMBER 1.00 X 0 0 0 TOM NOGRADI BOARD MEMBER 1.00 X 0 0 0 WENDY NOGRADI BOARD MEMBER 1.00 X 0 0 0 LYNNE FOX BOARD MEMBER 1.00 X 0 0 0 ALIZA GOLDSMITH BOARD MEMBER 1.00 X 0 0 0 NOAH GOLDSMITH BOARD MEMBER 1.00 X 0 0 0 ALLIE LEHRMAN BOARD MEMBER 1.00 X 0 0 0 MICHELLE MASSI BOARD MEMBER 1.00 X 0 0 0 ERIC MASSI BOARD MEMBER 1.00 X 0 0 0 COURTNEY TELLER BOARD MEMBER 1.00 X 0 0 0 JOHN CARROLL BOARD MEMBER 1.00 X 0 0 0 LEXY CARROLL BOARD MEMBER 1.00 X 0 0 0 BOB GOLDMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL FIRESTEIN SECRETARY/LEGAL COUNSEL 1.00 X X 0 0 0 MARC LAUTER CHIEF FINANCIAL OFFICER 1.00 X X 0 0 0 DEREK ALPERT PRESIDENT 40.00 X X 169587 0 27875 DEREK ALPERT - SPEC EVENTS PRESIDENT 40.00 X X -74618 0 -12265 94969 0 15610 1 0 1 0 0 1323021 321001 21029 1644022 62044 62044 1509631 1501310 8321 8321 8321 562256 1323021 562256 0 PASSTHROUGH INCOME 900099 40446 40446 GRANTS REFUNDED 900099 1084 1084 41530 1755917 1084 0 110811 835000 835000 422500 422500 110579 31594 78985 33821 6583 27238 3498 1149 915 1434 2498 1157 1341 68720 17991 23910 26819 22647 6042 7478 9127 1600 427 528 645 6560 1750 2166 2644 15746 4201 5200 6345 13960 3725 4609 5626 98706 26335 32593 39778 6731 1796 2223 2712 2917 778 963 1176 8930 2383 2949 3598 SCIENTIFIC REVIEW COMMI 39610 39610 CREDIT CARD MERCHANT FE 25630 25630 EQUIPMENT RENTAL 8080 2156 2668 3256 OTHER 1800 284 521 995 1729533 1405461 115302 208770 325698 477156 133001 161277 453845 336284 40693 32636 10975 8057 3573057 3600277 92483 92483 280167 266107 4869226 4941641 39886 35700 592500 497500 543545 643034 1175931 1176234 X 1495057 1522205 277866 322830 1920372 1920372 3693295 3765407 4869226 4941641 X 26384 59693 -13965 X 0 1 X 1 0 X 1332621 3514641 1496638 1446212 1645106 9435218 1332621 3514641 1496638 1446212 1645106 9435218 2219065 7216153 127073 35812 68262 76764 62044 369955 35194 27353 21670 41099 40446 165762 9970935 0.72370 0.71950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2012 PARTNERSHIP INCOME 35194 2013 PARTNERSHIP INCOME 27353 2014 PARTNERSHIP INCOME 21670 2015 PARTNERSHIP INCOME 32641 GRANTS REFUNDED 8458 2016 PARTNERSHIP INCOME 40446 GRANTS REFUNDED 1084 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1954400 52295 45816 1960879 1954400 60686 60686 1954400 1950520 43987 40107 1954400 1948197 37408 35085 1950520 1943115 102537 97455 1948197 0.98000 0.02000 0 0 5839 973 4866 34854 31663 3191 8057 PLANNED GIFT RECEIVABLE 231867 OTHER ASSETS 34240 266107 X 1800561 59693 -13965 45728 1754833 1084 1084 1755917 1728449 0 1728449 1084 1084 1729533 PART V, LINE 4: EARNINGS FROM THE MYNDA COHN/JENSEN MEMORIAL FUND ARE USED TO REIMBURSE THE FOUNDATION FOR GENERAL AND ADMINISTRATIVE EXPENSES. EARNINGS FROM THE STERIC FUND ARE USED TO REIMBURSE EXPENSES RELATED TO THE SCIENTIFIC REVIEW COMMITTEE MEETINGS HELD IN LOS ANGELES, CALIFORNIA,INCLUDING AIRLINE TICKETS, HOTEL ROOMS, MEETING ROOMS, LOCAL TRANSPORTATION AND OUT-OF-POCKET EXPENSES INCURRED BY THE SCIENTISTS RELATING TO THEIR WORK AS PART OF THE REVIEW COMMITTEE. EARNINGS FROM THE WILBUR S. SCHWARTZ FUND ARE TO BE USED TO PAY FOR AWARDS, SCHOLARSHIPS, FELLOWSHIPS, SYMPOSIA AND/OR LECTURES. PART X, LINE 2: THE FOUNDATION HAS ADOPTED FASB ACCOUNTING STANDARDS CODIFICATION TOPIC NO. 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC 740"). ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH FASB STATEMENTS NO. 109, "ACCOUNTING FOR INCOME TAXES AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION OF TAX BENEFITS, CLASSIFICATION ON THE BALANCE SHEET, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE FOUNDATION HAS DETERMINED THAT THE ADOPTION OF ASC 740 DID NOT RESULT IN THE RECOGNITION OF ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS AND THAT THERE ARE NO UNRECOGNIZED TAX BENEFITS THAT WOULD, IF RECOGNIZED, AFFECT THE EFFECTIVE TAX RATE. AS OF DECEMBER 31, 2016, THE OPEN TAX YEARS FOR THE FOUNDATION WERE 2012 TO 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS -492. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK -13,473. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 1,084. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 1,084. 1 ISRAEL 0 0 FUNDING OF RESEARCH LABORATORY IN ISRAEL N/A 137500 SWEDEN 0 0 FUNDING OF RESEARCH LABORATORY IN SWEDEN N/A 165000 CANADA 0 0 FUNDING OF RESEARCH LABORATORY IN CANADA N/A 60000 SPAIN 0 0 FUNDING OF RESEARCH LABORATORY IN SPAIN N/A 60000 0 0 0 0 0 0 422500 0 422500 ISRAEL NON-GENOMIC MECHANISMS REGULATING THE SUSCEPTIBILITY OF HEMOPOIETIC MALIGNANT CELLS TO APOPTOSIS' 137500 CHECK FMV CANADA TARGETING EAG2 POTASSIUM CHANNEL IN GLIOBLASTOMA 60000 CHECK FMV SWEDEN STUDIES ON EPSTEIN-BARR VIRUS AND KAPOSI SARCOMA HERESVIRUS, ONCOGENES AND TUMOR SUPPRESSOR GENES, TUMOR IMMUNOLOGY AND INHIBITION OF TUMOR CELL GROWTH BY STROMA 165000 CHECK FMV SPAIN TARGETING MITOCHONDRIAL RESPIRATION, AN ACHILLES' HEEL OF CANCER STEM CELLS 60000 CHECK FMV 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION SENDS OUT VERIFICATION LETTERS WITH CHECKS WHICH THE GRANTEES MUST SIGN AND SEND BACK. THERE IS A REVIEW OF THE GRANTS AFTER FIRST YEAR AND A RESULTS REPORT IS PRODUCED AFTER GRANT IS OVER. BLOCK PARTY 1863870 1319037 544833 162340 16047 5100 361346 KID'S EVENTS 20407 3984 16423 15060 2 1000 0 1000 2363 1885277 1323021 562256 162340 16047 5100 378769 562256 0 1 UNIVERSITY OF CA LOS ANGELES 405 HILGARD AVE LOS ANGELES CA 90095 501(C)(3) 75000 FMV UCLA STEM CELL RESEARCH AWARD USCNORRIS COMPREHENSIVE CANCER CENTER 1411 EASTLAKE AVENUE LOS ANGELES CA 90033 501(C)(3) 50000 FMV ADOLESCENTS AND YOUNG ADULTS AT USC SOCIAL WORKER/DATA COORDINATOR GRANT CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 110000 FMV ROLE IF THE LONG NONCODING RNA DANCR IN T-CELL ACUTE LYMPHOBLASTIC LEUKEMIA WASHINGTON UNIVERSITY OF SAINT LOUIS 600 SOUTH EUCLID AVE BOX 8057 ST LOUIS MO 63110 501(C)(3) 60000 FMV TELOMERASE MODULATION PREVENTS END-STAGE LIVER DISEASE AND CANCER UNIVERSITY OF CA IRVINE 510 E PELTASON DR IRVINE CA 92697 501(C)(3) 60000 FMV FAT1 REGULATES BASAL CELL CARCINOMA INITIATION AND DRUG RESISTANCE UNIVERSITY OF CA IRVINE 510 E PELTASON DR IRVINE CA 92697 501(C)(3) 60000 FMV DISSECTING THE ROLE OF CDCP1 IN PRO-METASTATIC SIGNALING WASHINGTON UNIVERSITY OF SAINT LOUIS 600 SOUTH EUCLID AVE BOX 8057 ST LOUIS MO 63110 501(C)(3) 60000 FMV CHROMATIN REMODELING IN GLIOBLASTOMA WASHINGTON UNIVERSITY OF SAINT LOUIS 600 SOUTH EUCLID AVE BOX 8057 ST LOUIS MO 63110 501(C)(3) 60000 FMV NEUTRALIZING THE INNATE IMMUNE DEFENSE MECHANISM OF PANCREATIC CANCER UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 501(C)(3) 60000 FMV CHIMERIC ANTIGEN RECEPTOR-REDIRECTED MACROPHAGES FOR SOLID TUMORS TEMPLE UNIVERSITY 1801 N BROAD STREET PHILADELPHIA PA 19122 501(C)(3) 60000 FMV REAL-TIME INTRAVITAL IMAGING OF CANCER CELL CYCLE AND MOTILITY STATES STATE UNIVERSITY OF NEW YORK STONY BROOK 100 NICOLLS RD STONY BROOK NY 11794 501(C)(3) 60000 FMV MECHANISMS LINKING PROTEOLYSIS TO REPLICATION STRESS AND TUMORIGENESIS BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA HOUSTON TX 77030 501(C)(3) 60000 FMV COMBINING AD GENE THERAPY WITH CAR AD-SPECIFIC T-CELL THERAPY FOR HNSCC DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 501(C)(3) 60000 FMV DUAL SPECIFICITY PHOSPHATASE 2 IN DIFFUSE LARGE B-CELL LYMPHOMAGENESIS 10 PART I, LINE 2: THE ORGANIZATION RECEIVES AN ANNUAL PROGRESS REPORT OF THE ACTIVITIES FROM THE LABS FUNDED. X X 0 0 0 0 0 0 0 0 0 DEREK ALPERT PRESIDENT 169587 0 0 0 0 0 3500 0 24375 0 197462 0 0 0 DEREK ALPERT - SPEC EVENTS PRESIDENT -74618 0 0 0 0 0 -1540 0 -10725 0 -86883 0 0 0 X 3 21029 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS BILL BARNETT AND ANNE BARNETT ARE HUSBAND AND WIFE. BOARD MEMBERS SHELBY BLECKER AND NANCY BLECKER ARE HUSBAND AND WIFE. BOARD MEMBERS BARRY BRUCKER AND SUE BRUCKER ARE HUSBAND AND WIFE. BOARD MEMBERS JOHN CARROLL AND LEXY CARROLL ARE HUSBAND AND WIFE. BOARD MEMBERS ALAN GITTELSON AND NANCY GITTELSON ARE HUSBAND AND WIFE. BOARD MEMBERS BOB GOLDMAN AND LORENE GOLDMAN ARE HUSBAND AND WIFE. BOARD MEMBERS STANLEY GOTTLIEB AND JACKIE GOTTLIEB ARE HUSBAND AND WIFE. BOARD MEMBERS IAN METROSE AND LAURI METROSE ARE HUSBAND AND WIFE. BOARD MEMBERS TOM NOGRADI AND WENDY NOGRADI ARE HUSBAND AND WIFE. BOARD MEMBERS LARRY POWELL AND JOYCE POWELL ARE HUSBAND AND WIFE. BOARD MEMBERS RICK POWELL AND DEBBIE POWELL ARE HUSBAND AND WIFE. BOARD MEMBERS STEVE TELLER AND LISI TELLER ARE HUSBAND AND WIFE. BOARD MEMBERS SCOTT VICKERS AND BRIANA VICKERS ARE HUSBAND AND WIFE. BOARD MEMBERS MYRNA ZIMMERMAN AND STANLEY ZIMMERMAN ARE HUSBAND AND WIFE. BOARD MEMBERS MICHELLE MASSI AND ERIC MASSI ARE HUSBAND AND WIFE. BOARD MEMBERS LARRY POWELL AND JOYCE POWELL ARE PARENTS AND RICK POWELL IS THEIR SON. FORM 990, PART VI, SECTION B, LINE 11B THE CFO (AN UNCOMPENSATED OFFICER) REVIEWS A DRAFT OF FORM 990 AND APPROVES IT. COPIES OF THE FINAL DOCUMENT IS THEN FORWARDED TO THE EXECUTIVE COMMITTEE AND TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR, THE BOARD MEMBERS ARE REMINDED OF THEIR OBLIGATION RELATED TO THE ORGANZIATION'S CONFLICT OF INTEREST POLICY. NEW BOARD MEMBERS ARE ALSO INFORMED OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 STARTING SALARIES AND SALARY INCREASES FOR OFFICERS AND KEY EMPLOYEES ARE PRESENTED TO AND VOTED ON BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 CONCERN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 CONCERN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE TRUSTS -492. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK -13,473. CONCERN FOUNDATION HOLDINGS LLC 11111 WEST OLYMPIC BOULEVARD STE 21 LOS ANGELES CA 90064 237002878 REAL ESTATE HOLDING COMPANY CA 3387 CONCERN FOUNDATION