2025-11-17T16:04:18-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2024-01-01 463312992 BAY AREA LYME MAJOR GIFT FUND BAYA 6505302439 884 PORTOLA ROAD A7 PORTOLA VALLEY CA 94028 LAURE WOODS PRESIDENT 6505302439 2025-11-14 1 0 BRIAN YACKER P00401346 9492222999 2025-11-14 2024 2025-03-06 01:10:19Z LAURE WOODS 884 PORTOLA ROAD A7 PORTOLA VALLEY CA 94028 12581848 0 X N/A X 2013 CA PROVIDE 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. 3 3 1 3 0 0 2450306 10891742 0 0 72670 247170 -542572 0 1980404 11138912 1152134 1366500 0 0 221422 217284 0 0 530138 589998 628188 1963554 2211972 16850 8926940 4074929 13226073 107955 118682 3966974 13107391 X THE 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. 0 0 1650931 1366500 GRANTS 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. 1650931 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X LINDA GIAMPA 6505302439 884 PORTOLA RD PORTOLA VALLEY CA 94028 LAURE WOODS PRESIDENT 1.00 2.00 X X 0 0 0 STEPHEN DUNNE TREASURER 1.00 X X 0 0 0 SUSAN STREHLOW SECRETARY 1.00 1.00 X X 0 0 0 LINDA GIAMPA EXECUTIVE DIRECTOR 18.00 22.00 X 0 267434 9045 0 267434 9045 0 0 1 0 B2DC LLC 48 LILAC DRIVE ATHERTON CA 94027 SCIENCE CONSULTING AND GRANT MANAGEMENT 192000 LORING PIPER DESIGN 25 AYALA COURT SAN RAFAEL CA 94903 MARKETING CONSULTING SERVICES 120000 TELLMED STRATEGIES INC 16 WOODSIDE LANE FLEMINGTON NJ 08822 COMMUNICATION AND PR SERVICES 104081 JO ELLIS 416 OKEEFE STREET MENLO PARK CA 94025 EDUCATION AND OUTREACH SERVICES 100800 4 10891742 10281516 10891742 163691 163691 1526415 1442936 83479 83479 83479 11138912 0 0 247170 X 1366500 1366500 130624 39187 91437 71081 71081 15579 2975 12604 12500 9500 3000 25486 25486 529325 207963 321362 16497 10304 2417 3776 23734 3283 20451 13610 9422 4188 OUTREACH 5822 1629 4193 REPAIRS & MAINTENANCE 1214 168 1046 2211972 1650931 30903 530138 11429 72309 3502071 2930292 100000 461429 1413456 8810016 4074929 13226073 42545 56653 25000 25000 40410 37029 107955 118682 X 2203431 2041301 1763543 11066090 3966974 13107391 4074929 13226073 8926940 213477 0 X X 0 1 X 1 0 X X X 1 BAY AREA LYME FOUNDATION 453715012 7 1 1650931 0 1 1650931 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 404331 10281515 296605 10982451 319171 85160 404331 407060 -87889 319171 327913 79147 407060 275799 52114 327913 0.00000 0.95897 0.04103 0 0 0 WHITTIER VALUE FUND A, LP 8810016 C 8810016 DUE TO BAY AREA LYME FOUNDATION 37029 37029 X 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. 1 BAY AREA LYME FOUNDATION 884 PORTOLA RD A7 PORTOLA VALLEY CA 94028 453715012 501(C)(3) 686500 0 GENERAL OPERATING SUPPORT LYME DISEASE BIOBANK FOUNDATION 5457 SW SHATTUCK ROAD PORTLAND OR 97221 473975911 501(C)(3) 680000 0 GENERAL OPERATING SUPPORT 2 0 PART I, LINE 2: THE 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. 0 0 0 0 0 0 0 0 0 LINDA GIAMPA EXECUTIVE DIRECTOR 0 267434 0 0 0 0 0 0 0 9045 0 276479 0 0 X 3 10281516 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A 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 12C THE 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 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND FORM 990S ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: 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. BAY AREA LYME FOUNDATION 884 PORTOLA RD STE A7 PORTOLA VALLEY CA 94028 453715012 LYME DISEASE RESEARCH CA 501(C)(3) LINE 7 N/A 0 LYME DISEASE BIOBANK FOUNDATION 5457 SW SHATTUCK RD PORTLAND OR 97221 473975911 SUPPORTING ORGANIZATION DE 501(C)(3) LINE 12A, I BAY AREA LYME FOUNDATION 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0