BAY AREA LYME MAJOR GIFT FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BAY AREA LYME MAJOR GIFT FUND (EIN 46-3312992)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349320302
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T16:04:18-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463312992EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAY AREA LYME MAJOR GIFT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAYABusinessNameControlTxt
Phone6505302439PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1884 PORTOLA ROAD A7AddressLine1Txt
CityPORTOLA VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURE WOODSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6505302439PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN YACKERPreparerPersonNm
PTINP00401346PTIN
Phone9492222999PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLAURE WOODSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1884 PORTOLA ROAD A7AddressLine1Txt
CityPORTOLA VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94028ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,581,848GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE SUPPORT TO THOSE CHARITABLE ORGS WHOSE PURPOSE AND ACTIVITIES INCLUDE THE PREVENTION, CARE, TREATMENT AND AWARENESS OF LYME DISEASE AND/OR OTHER TICK-BORNE DISEASES.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,450,306PYContributionsGrantsAmt
CY Contributions Grants$10,891,742CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$72,670PYInvestmentIncomeAmt
CY Investment Income$247,170CYInvestmentIncomeAmt
PY Other Revenue-$542,572PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,980,404PYTotalRevenueAmt
CY Total Revenue$11,138,912CYTotalRevenueAmt
PY Grants And Similar Paid$1,152,134PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,366,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$221,422PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$217,284CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$530,138CYTotalFundraisingExpenseAmt
PY Other Expenses$589,998PYOtherExpensesAmt
CY Other Expenses$628,188CYOtherExpensesAmt
PY Total Expenses$1,963,554PYTotalExpensesAmt
CY Total Expenses$2,211,972CYTotalExpensesAmt
PY Revenues Less Expenses$16,850PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,926,940CYRevenuesLessExpensesAmt
Total Assets BOY$4,074,929TotalAssetsBOYAmt
Total Assets EOY$13,226,073TotalAssetsEOYAmt
Total Liabilities BOY$107,955TotalLiabilitiesBOYAmt
Total Liabilities EOY$118,682TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,966,974NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,107,391NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BAY AREA LYME MAJOR GIFT FUND HAS BEEN ESTABLISHED TO SUPPORT THE CHARITABLE ACTIVITIES OF CERTAIN SUPPORTED ORGANIZATIONS INCLUDING, BUT NOT LIMITED TO, THE BAY AREA LYME FOUNDATION, WHOSE PURPOSES OR ACTIVITIES INCLUDE THE PREVENTION, CARE, TREATMENT, AND INCREASED PUBLIC AWARENESS OF LYME DISEASE OR OTHER TICK-BORNE DISEASES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,650,931ExpenseAmt
Grant$1,366,500GrantAmt
DescGRANTS ARE MADE IN SUPPORT OF BAY AREA LYME FOUNDATION AS WELL AS TO OTHER NONPROFIT ORGANIZATIONS FOCUSED ON THE PREVENTION OF AND FINDING A CURE FOR LYME DISEASE; PROMOTES AN INCREASED PUBLIC AWARENESS OF SYMPTOMS, TREATMENTS, AND CARE OF INDIVIDUALS WITH LYME DISEASE; AND INCREASES THE ACCESSIBILITY OF CARE AND TREATMENTS FOR THOSE AFFECTED WITH LYME DISEASE. IN 2024 GRANTS IN THE AMOUNT OF $680,000 WERE MADE TO SUPPORT THE OPERATIONS OF LYME DISEASE BIOBANK FOUNDATION, WHOSE FOCUS IS TO ENSURE THAT SCIENTISTS HAVE A COLLECTION OF HUMAN BIOLOGICAL SAMPLES NEEDED TO FACILITATE THE RESEARCH IN THE FIELD OF LYME DISEASE AND OTHER TICK-BORNE INFECTIONS. IN ADDITION, GRANTS OF $686,500 REPRESENT SUPPORT OF THE GRANT AND PREVENTION/AWARENESS PROGRAMS AND GENERAL OPERATIONS OF BAY AREA LYME FOUNDATION.Desc
Total Program Service Expenses$1,650,931TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDA GIAMPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6505302439PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1884 PORTOLA RDAddressLine1Txt
CityPORTOLA VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94028ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LAURE WOODS
PRESIDENT1.002.00Yes (X)Yes (X)$0$0$0
STEPHEN DUNNE
TREASURER1.00Yes (X)Yes (X)$0$0$0
SUSAN STREHLOW
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
LINDA GIAMPA
EXECUTIVE DIRECTOR18.0022.00Yes (X)$0$267,434$9,045
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$267,434TotReportableCompRltdOrgAmt
Total Other Compensation$9,045TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
B2DC LLC
48 LILAC DRIVEATHERTONCA94027SCIENCE CONSULTING AND GRANT MANAGEMENT$192,000
LORING PIPER DESIGN
25 AYALA COURTSAN RAFAELCA94903MARKETING CONSULTING SERVICES$120,000
TELLMED STRATEGIES INC
16 WOODSIDE LANEFLEMINGTONNJ08822COMMUNICATION AND PR SERVICES$104,081
JO ELLIS
416 OKEEFE STREETMENLO PARKCA94025EDUCATION AND OUTREACH SERVICES$100,800
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$10,891,742AllOtherContributionsAmt
Noncash Contributions$10,281,516NoncashContributionsAmt
Total Contributions$10,891,742TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$163,691TotalRevenueColumnAmt
Exclusion$163,691ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,526,415SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,442,936SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$83,479SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,479TotalRevenueColumnAmt
Exclusion$83,479ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,138,912TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$247,170ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,366,500TotalAmt
Program Services$1,366,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$130,624TotalAmt
Program Services$39,187ProgramServicesAmt
Fundraising$91,437FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$71,081TotalAmt
Fundraising$71,081FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,579TotalAmt
Program Services$2,975ProgramServicesAmt
Fundraising$12,604FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Program Services$9,500ProgramServicesAmt
Management And General$3,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,486TotalAmt
Management And General$25,486ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$529,325TotalAmt
Program Services$207,963ProgramServicesAmt
Fundraising$321,362FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,497TotalAmt
Program Services$10,304ProgramServicesAmt
Management And General$2,417ManagementAndGeneralAmt
Fundraising$3,776FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,734TotalAmt
Program Services$3,283ProgramServicesAmt
Fundraising$20,451FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,610TotalAmt
Program Services$9,422ProgramServicesAmt
Fundraising$4,188FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
OUTREACH$5,822$1,629$4,193
REPAIRS & MAINTENANCE$1,214$168$1,046

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,211,972TotalAmt
Program Services$1,650,931ProgramServicesAmt
Management And General$30,903ManagementAndGeneralAmt
Fundraising$530,138FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,429BOYAmt
EOY$72,309EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,502,071BOYAmt
EOY$2,930,292EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$461,429BOYAmt
EOY$1,413,456EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$8,810,016EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,074,929BOYAmt
EOY$13,226,073EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$42,545BOYAmt
EOY$56,653EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$25,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$40,410BOYAmt
EOY$37,029EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$107,955BOYAmt
EOY$118,682EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,203,431BOYAmt
EOY$2,041,301EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,763,543BOYAmt
EOY$11,066,090EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,966,974BOYAmt
EOY$13,107,391EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,074,929BOYAmt
EOY$13,226,073EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,926,940ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$213,477NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BAY AREA LYME FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN453715012EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,650,931SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,650,931SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$404,331BeginningYearBalanceAmt
Contributions$10,281,515ContributionsAmt
Investment Earnings Or Losses$296,605InvestmentEarningsOrLossesAmt
End Year Balance$10,982,451EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$319,171BeginningYearBalanceAmt
Investment Earnings Or Losses$85,160InvestmentEarningsOrLossesAmt
End Year Balance$404,331EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$407,060BeginningYearBalanceAmt
Investment Earnings Or Losses-$87,889InvestmentEarningsOrLossesAmt
End Year Balance$319,171EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$327,913BeginningYearBalanceAmt
Investment Earnings Or Losses$79,147InvestmentEarningsOrLossesAmt
End Year Balance$407,060EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$275,799BeginningYearBalanceAmt
Investment Earnings Or Losses$52,114InvestmentEarningsOrLossesAmt
End Year Balance$327,913EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.95897PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.04103TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescWHITTIER VALUE FUND A, LPDesc
Book Value$8,810,016BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$8,810,016TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BAY AREA LYME FOUNDATIONDesc
Amt$37,029Amt
FieldValueIRS element (for citing)
Total Liability$37,029TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:USED EXCLUSIVELY FOR OPERATIONS, ADMINISTRATIVE EXPENSES, AND FUNDRAISING ACTIVITIES OF BAY AREA LYME FOUNDATION AND NOT FOR PROGRAMMATIC ACTIVITIES.
PART X, LINE 2:THE ORGANIZATION, FUND AND FOUNDATION ARE EXEMPT FROM INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THERE WAS NO UNRELATED BUSINESS INCOME IN 2024. IN ADDITION, THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT EACH ENTITY IS NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. GAAP REQUIRES THE ORGANIZATION, FUND AND FOUNDATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION, FUND OR FOUNDATION HAVE TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION, FUND AND FOUNDATION HAVE REVIEWED THEIR TAX POSITIONS FOR ALL OPEN TAX YEARS AND BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN. THEREFORE, NO ADDITIONAL LIABILITY IS REQUIRED TO BE RECORDED.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BAY AREA LYME FOUNDATION
884 PORTOLA RD A7PORTOLA VALLEYCA94028453715012501(C)(3)$686,500$0GENERAL OPERATING SUPPORT
LYME DISEASE BIOBANK FOUNDATION
5457 SW SHATTUCK ROADPORTLANDOR97221473975911501(C)(3)$680,000$0GENERAL OPERATING SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION RECEIVES PROGRESS REPORTS FROM THE GRANTEES AS PART OF THE TERMS OF THE GRANT AWARD. AT THE END OF THE GRANT PERIOD, RESEARCHERS PRESENT THE OUTCOMES OF THEIR PROJECT TO THE FOUNDATION'S SCIENCE COMMITTEE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLINDA GIAMPAPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$267,434CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$9,045NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$276,479TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$10,281,516NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO ALL DIRECTORS OF THE ORGANIZATION PRIOR TO FILING. IN ADDITION, MANAGEMENT OF THE ORGANIZATION REVIEWS THE COMPLETED FORM 990 AND FOLLOWS UP WITH THE TAX RETURN PREPARATION FIRM TO ANSWER ANY QUESTIONS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE WRITTEN CONFLICT OF INTEREST POLICY IS UPDATED AND PROVIDED TO THE OFFICERS AND DIRECTORS ON AN ANNUAL BASIS. ANY CONFLICTS OF INTEREST IDENTIFIED ARE REVIEWED AND APPROPRIATE ACTIONS ARE TAKEN TO ENSURE COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND FORM 990S ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTING: PROGRAM SERVICE EXPENSES 198,410. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,410. EVENT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 814. TOTAL EXPENSES 814. WEBSITE/MARKETING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 232,148. TOTAL EXPENSES 232,148. OUTREACH/EDUCATION SERVICES: PROGRAM SERVICE EXPENSES 9,553. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,553. PODCAST PRODUCTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 88,400. TOTAL EXPENSES 88,400.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BAY AREA LYME FOUNDATION
884 PORTOLA RD STE A7PORTOLA VALLEYCA94028453715012LYME DISEASE RESEARCHCA501(C)(3)LINE 7N/A0
LYME DISEASE BIOBANK FOUNDATION
5457 SW SHATTUCK RDPORTLANDOR97221473975911SUPPORTING ORGANIZATIONDE501(C)(3)LINE 12A, I0BAY AREA LYME FOUNDATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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