2016-05-13T16:16:27-05:00 2015-12-31 042088368 GRAY GRAY & GRAY LLP 150 ROYALL STREET SUITE 102 CANTON MA 02021 990 2015-01-01 522396428 ALZHEIMER'S DISEASE RESEARCH FOUNDATION ALZH 7812373800 34 WASHINGTON ST NO 200 WELLESLEY HILLS MA 02481 TIMOTHY W ARMOUR PRESIDENT 7812373800 2016-05-11 1 RICHARD D TARDIFF P00154902 7814070300 2016-05-06 2015 2016-12-15 16:53:06Z CURE ALZHEIMER'S FUND TIMOTHY W ARMOUR 34 WASHINGTON STREET WELLESLEY HILLS MA 02493 13791587 0 X WWW.CUREALZ.ORG X 2004 PA TO FUND RESEARCH WITH THE HIGHEST PROBABILITY OF PREVENTING, SLOWING OR REVERSING ALZHEIMER'S DISEASE THROUGH VENTURE BASED PHILANTRHOPY WITH ALL ORGANIZATIONAL EXPENSES PAID BY THE BOARD, ALLOWING ALL PUBLIC CONTRIBUTIONS TO DIRECTLY FUND ALZHEIMER'S RESEARCH. 8 7 12 29 0 0 12640759 11248214 0 0 11420 -3438 0 3150 12652179 11247926 5351659 9717746 0 0 753718 1026369 0 0 593217 1185439 2296583 7290816 13040698 5361363 -1792772 14274392 12424725 224089 166819 14050303 12257906 X FUND RESEARCH WITH THE HIGHEST PROBABILITY OF PREVENTING, SLOWING OR REVERSING ALZHEIMER'S DISEASE THROUGH VENTURE BASED PHILANTHROPY WITH ALL ORGANIZATIONAL EXPENSES PAID BY THE BOARD, ALLOWING ALL PUBLIC CONTRIBUTIONS TO DIRECTLY FUND ALZHEIMER'S RESEARCH. 0 0 10022663 9717746 IN 2015, CURE ALZHEIMER'S FUND SUPPORTED 44 RESEARCH PROJECTS AT 25 LEADING RESEARCH INSTITUTIONS, FOR A FUNDING TOTAL OF MORE THAN $10 MILLION. THE MAJORITY OF PROJECTS PURSUED A DEEPER UNDERSTANDING OF THE MECHANISMS OF ACTION OF THE GENES AND VARIANTS WITH THE BIGGEST IMPACT ON RISK AND TIMING OF ALZHEIMER'S DISEASE. OTHER PROJECTS PURSUED NOVEL THEORIES AND TOOLS TO ASSESS POTENTIAL AVENUES FOR PREVENTION AND TREATMENT. 1197940 SUPPORT OF THE GRANTING PROCESS AND CREATING AWARENESS FOR THE NEED FOR MORE RESEARCH TOOK THE FORM OF MEETINGS OF THE RESEARCH CONSORTIUM TO REVIEW AND MODIFY CURE ALZHEIMER'S FUND'S RESEARCH AGENDA, SUPPORT OF THE SCIENTIFIC ADVISORY BOARD IN REVIEWING PROPOSALS AND MEETINGS, MAILINGS AND SUPPORT OF THIRD PARTY EVENTS DESIGNED TO RAISE AWARENESS ABOUT THE NEED OF MORE RESEARCH INTO THE ORIGINS AND PROGRESSION OF ALZHEIMER'S DISEASE. 620977 CURE ALZHEIMER'S FUND SERVES AS FIDUCIARY AGENT FOR THE GLOBAL FAMILY REUNION PROJECT. MANAGEMENT BY AUTHOR A.J. JACOBS, THE GLOBAL FAMILY REUNION WAS AN EVENT TO RAISE MONEY FOR ALZHEIMER'S WHILE CELEBRATING FAMILY, SCIENCE, AND GENEALOGY. 89482 CURE ALZHEIMER'S FUND SERVED AS FIDUCIARY AGENT FOR A SERIES OF INDEPENDENTLY PRODUCED VIDEOS ABOUT ALZHEIMER'S DISEASE. WITH AN EXECUTIVE PRODUCER, THE ORGANIZATION RECEIVES FUNDS FROM THE METROPOLITAN LIFE FOUNDATION, DISPENSES THEM AS APPROVED BY THE EXECUTIVE PRODUCER AND REPORTS THE FINANCIAL ACTIVITY PERIODICALLY TO THE METROPOLITAN LIFE FOUNDATION 89482 11931062 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 45 0 1 12 1 0 0 0 0 0 0 0 0 X 8 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA AL AK AS AZ AR CA CO CT DE DC FM FL GA GU HI ID IL IN IA KS KY LA ME MH MD MI MN MS MO MT NE NV NH NJ NM NY NC ND MP OH OK OR PW PA PR RI SC SD TN TX UT VT VI VA WA WV WI WY X X X TIMOTHY W ARMOUR 7812373800 34 WASHINGTON STREET STE 200 WELLESLEY HILLS MA 02481 JEFFREY MORBY CHAIRMAN OF BOD, TREASURER 2.00 X 0 0 0 JACQUELINE MORBY DIRECTOR 5.00 X 0 0 0 HENRY MCCANCE DIRECTOR 1.00 X 0 0 0 PHYLLIS RAPPAPORT DIRECTOR 1.00 X 0 0 0 ROBERT GREENHILL DIRECTOR 1.00 X 0 0 0 TIMOTHY W ARMOUR PRESIDENT & CEO 40.00 X X 230530 0 0 MATTHEW SZULIK DIRECTOR 1.00 X 0 0 0 SHERRY SHARP DIRECTOR 1.00 X 0 0 0 SALLY G ROSENFIELD SENIOR VICE PRESIDENT 40.00 X 175695 0 10447 MARGARET SMITH SECRETARY AND SR. ADVISOR 20.00 X 74230 0 0 JOHN SLATTERY SENIOR VICE PRESIDENT 40.00 X 69288 0 0 549743 0 10447 2 0 1 0 DAVID SHENK 216 ST JOHNS PLACE APT D BROOKLYN NY 11217 PRESENTOR/ADVISOR 198250 REVOLUTION MARKETING 170 HAMITLON AVE ST 212 WHITE PLAINS NY 10601 MARKETING 176278 CRC MEDIA LLC 75153 MERLE DR PALM DESERT CA 92211 ADVERTISING 103281 3 11248214 2541171 11248214 764 764 2539459 2543661 -4202 -4202 -4202 OTHER INCOME 3150 3150 3150 11247926 -1052 0 764 9423564 9423564 294182 294182 590777 282494 133550 174733 316637 147079 56387 113171 17559 7961 4169 5429 43742 19482 7503 16757 57654 30326 10262 17066 18026 18026 17000 17000 333851 149500 154851 29500 32400 1720 30680 20618 15417 5201 64381 30486 13474 20421 121917 84807 17292 19818 9720 9685 35 4498 4498 2786 2786 GLOBAL FAMILY REUNION 620977 620977 RESEARCH EXPENSES 304917 304917 PRINTING AND REPRODUCTI 108101 61627 4944 41530 POSTAGE AND SHIPPING 91295 73170 1463 16662 546096 389085 54797 102214 13040698 11931062 516419 593217 3201066 2717780 7186711 7411840 3838976 2231768 30923 45948 16664 8272 7932 8392 8784 8997 14274392 12424725 129714 91251 94375 75568 224089 166819 X 10817481 10224238 3232822 2033668 14050303 12257906 14274392 12424725 -1792772 375 0 X 0 1 X 1 0 X 4763246 9103453 6388347 12640759 11248214 44144019 4763246 9103453 6388347 12640759 11248214 44144019 10632736 33511283 5084 11166 -15933 11420 -3438 8299 13447 10000 3150 26597 44178915 0.75850 0.72880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 72665 0 0 72665 0 PART II-B, LINE 1: PART II-B, LINE 1(I), OTHER LOBBYING ACTIVITIES: A REGISTERED LOBBYIST CONTACTED VARIOUS CONGRESSIONAL LEGISLATORS FOR THE PURPOSE OF ENCOURAGING INCREASED FUNDING OF ALZHEIMER'S DISEASE RESEARCH BY THE FEDERAL GOVERNMENT. 16664 8272 8392 8392 ACCRUED EXPENSES 75568 75568 X 11262419 375 14118 14493 11247926 0 11247926 13054816 14118 14118 13040698 0 13040698 PART X, LINE 2: CAF WAS DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (IRC) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A)(3) OF THE IRC. ACCORDINGLY, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES ARE REQUIRED. CAF IS REQUIRED TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION WOULD BE CLASSIFIED AS CURRENT IN CAF'S FINANCIAL STATEMENTS. CURRENTLY, THE TAX YEARS ENDED DECEMBER 31, 2012, 2013, AND 2014 ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE MASSACHUSETTS DEPARTMENT OF REVENUE. HOWEVER, CAF IS NOT CURRENTLY UNDER AUDIT NOR HAS CAF BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. BASED ON THE EVALUATION OF CAF'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED DECEMBER 31, 2015. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANTS AWARDED 294182 0 0 0 0 0 0 294182 0 294182 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM FUNCTION AND DYSTUNCTION IN ALZHEIMER'S DISEASE 294182 CHECK 0 0 0 0 0 0 PART I, LINE 2: THE CHAIR OF THE RESEARCH CONSORTIUM (RC) AND SUITABLE MEMBERS OF THE RC AND SCIENTIFIC ADVISORY BOARD (SAB) REVIEW EACH PROPOSAL FOR FIT WITH THE CAF RESEARCH PORTFOLIO, SCIENTIFIC INTEGRITY, AND VALUE TO THE SEARCH FOR A CURE FOR ALZHEIMER'S FUND. THE BOARD OF DIRECTORS OF CURE ALZHEIMER'S FUND PROVIDES A FINAL REVIEW TO ENSURE ALL PROCEDURES HAVE BEEN FOLLOWED AND THAT THE PROPOSAL FITS WITHIN THE ORGANIZATION'S MISSION TO FUND RESEARCH CONTRIBUTING TO A CURE FOR ALZHEIMER'S DISEASE. AT LEAST TWO SCIENTIFIC REVIEWERS MUST SUBMIT A POSITIVE REVIEW FOR A PROPOSAL TO BE ACCEPTED. ANY QUESTIONS OR CONCERNS ABOUT THE PROPOSAL BY ANY MEMBER OF THE RC, SAB OR EXECUTIVE COMMITTEE WILL BE RETURNED TO THE RESEARCHER FOR CLARIFICATION. SUCH QUESTIONS OR CONCERNS MAY RESULT IN MODIFICATION AND RESUBMISSION, OR, IN EXTREME CASES, REJECTION OF THE PROPOSAL. RESEARCHERS WILL BE ADVISED OF ACCEPTANCE, QUESTION, OR REJECTION. THERE IS NO "SCORE OR ASSESSMENT COMMENTARY FROM REVIEWERS; HOWEVER, SUGGESTIONS OR IDEAS FROM REVIEWERS ARE SYNTHESIZED AND PROVIDED WITHOUT ATTRIBUTION WHEN RESEARCHERS ARE NOTIFIED THAT A PROPOSAL WILL BE FUNDED. 1 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET BOSTON MA 02114 501C3 150000 ROLE OF THE GUT MICROBIOME IN AD PATHOLOGY AND THE POTENTIAL OF PROBIOTIC STRATEGIES MASSACHUSETTS GENERAL HOSPITAL 13TH STREET CHARLESTOWN MA 02129 501C3 150000 EXTRACELLULAR VESICLE-BASED TARGETING OF CD33-MEDIATED PATHOLOGY FOR ALZHEIMER'S DISEASE MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET BOSTON MA 02114 501C3 185350 OVERSIGH OF GENES TO THERAPIES CENTRALIZED RESEARCHED CORE MGH GENETICS AND AGING 125 NASHUA STREET BOSTON MA 02114 501C3 1500000 ALZHEIMER'S GENOME PROJECT CONTINUATION MGH GENETICS AND AGING 125 NASHUA STREET BOSTON MA 02114 501(C)(3) 400000 MICOGLIAL CORE/CD33 AND ALZHEIMER'S NORTHWESTERN UNIVERSITY 633 CLARK EVANSTON IL 60208 501(C)(3) 250000 MOLECULAR AND CELLULAR MECHANISMS OF ACE1 R1279Q IN ALZHEIMER'S DISEASE PALO ALTO VETERANS INSTITUTE PO BOX V-38 PALO ALTO CA 94304 501(C)(3) 150000 REJUVENATION OF MICROGLIA IN BRAIN AGING AND NEURODEGENERATION THE BRIGHAM AND WOMEN'S HOSPITAL INC PO BOX 3887 BOSTON MA 022413887 501(C)(3) 150000 PUTATATIV ROLE OF RED BLOOD CELL CR1 LEVELS MGH GENETICS AND AGING 125 NASHUA STREET BOSTON MA 02114 501(C)(3) 400000 3D NEURAL CORE/HIGH-THROUGHPUT DRUG SCREENING FOR ALZHEIMER'S UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 501(C)(3) 476988 SGSM LEAD OPTIMIZATION WASHINGTON UNIVERSITY ST LOUIS 700 ROSEDALE AVE ST LOUIS MO 631121408 115(1) 250000 BIOLOGICAL IMPACT OF TREM LOCUS MUTATIONS IN ALZHEIMER'S DISEASE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER PO BOX 91088 DALLAS TX 753910888 501(C)(3) 150000 GENETIC TARGETS TO BLOCK TAU PROPEGATION MASSACHUSETTS INSTITUTE OF TECHNOLOGY 600 MEMORIAL DRIVE CAMBRIDGE MA 02139 501(C)(3) 250000 STUDYING THE FUNCTIONAL CONSEQUENCES OF ALZHEIMER'S DISEASE RISK VARIANTS IN CLU AND ABCA7 GENES UNIVERSITY OF SOUTHERN CALIFORNIA 1501 SAN PABLO STREET LOS ANGELES CA 900892821 501(C)(3) 375170 PICALM GENE THERAPY AND DRUG SCREENING FOR ABETA CLEARANCE STANFORD UNIVESITY 3172 PORTER DRIVE PALO ALTO CA 943041212 501C3 150000 UNDERSTANDING REACTIVE ASTROCYTES AND THEIR ROLES IN ALZHEIMER'S DISEASE BOSTON UNIVERSITY 85 EAST NEWTON STREET BOSTON MA 02118 501C3 100000 DEVELOPMENT OF NOVEL APP DIMENSION INHIBITORS THE ROCKERFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 501(C)(3) 250000 GREENGARD/UNCOVERING DETERMINANTS OF NEURONAL VULNERABILITY IN ALZHEIMER'S DISEASE UNIVERSITY OF SOUTHERN CALIFORNIA 1501 SAN PABLO STREET LOS ANGELES CA 900892821 501(C)(3) 100000 THE ROLE OF PICALM MUTATIONS IN ALZHEINMER'S DISEASE THE ROCKERFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 501(C)(3) 450000 GREENGARD/DISCOVERY OF CK1 ACTIVATORS FOR INDUCING AUTOPHAGIC DEGRADATION OF APP BETA-CTF AMYLYX PHARMACEUTICALS 169 MONSIGNOR OBRIEN HIGHWAY CAMBRIDGE MA 02141 300000 RESEARCH RELATING TO NEURODEGENERATIVE DISEASES THAT TARGETS THE NEUROINFLAMMATION AND NERVE CELL DEATH HARVARD 677 HUNTINGTON AVE BOSTON MA 02115 150000 TOOLS FOR ANALYSIS JOHN HOPKINS 725 N WOLFE STREET BALTIMORE MD 21205 501(C)(3) 100000 REGULATION OF NEUROTRANSMITTER RECEPTORS AND BRAIN FUNCTION MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 021394307 501(C)(3) 91056 ROLE OF BLOOD-BRAIN BARRIER FUNCTION IN ALZHEIMER'S DESEASE MAYO CLINIC - JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 322241865 501(C)(3) 200000 ABCA7 IN BRAIN HOMEOSTASIS AND ALZHEIMER'S DISEASE MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE BOX 701 NEW YORK NY 10065 501(C)(3) 100000 DISCOVERY OF ALZHEIMER'S DISEASE BLOOD BIOMARKERS USING PHAGE DISPLAY TECHNOLOGY METHODIST HOSPITAL PO BOX 4384 HOUSTON TX 772104384 501(C)(3) 150000 HIGH CONTENT DRUG SCREEN USING A NOVEL 3D CELL MODEL OF ALZHEIMER'S DISEASE MGH GENETICS AND AGING 125 NASHUA STREET BOSTON MA 02114 501(C)(3) 200000 ROLE OF BLOOD-BRAIN BARRIER FUNCTION IN ALZEHIMER'S DISEASE MGH GENETICS AND AGING 125 NASHUA STREET BOSTON MA 02114 501(C)(3) 325000 AB EXPRESION PROTECTS THE BRAIN FROM HERPES SIMPLEX VIRUS MGH RESEARCH FINANCE PO BOX 414876 BOSTON MA 022414876 501(C)(3) 200000 SYSTEMIC INFLAMMATORY NETWORKS IN ALZHEIMER'S DISEASE MOUNT SINAI SCHOOL OF MEDICINE ONE GUSTAE L LEVY PLACE NEW YORK NY 10029 501(C)(3) 100000 GENERATION AND CHARACTERIZATION OF IPSC-DERIVED BRAIN CELLS FROM PATIENTS WITH DONOHUE SYNDROME REGENTS OF UNIVERSITY OF CALIFORNIA 11000 KINCROSS BLDG LOS ANGELES CA 900951406 501(C)(3) 100000 MOLECULAR TWEEZERS/BITAN REGENTS OF UNIVERSITY OF CALIFORNIA 3205 MCGAUGH HALL IRVINE CA 92697 501(C)(3) 100000 LONG ABETA/GLABE REGENTS OF UNIVERSITY OF CALIFORNIA 9500 GILMAN DRIVE LA JOLLA CA 920930934 501(C)(3) 220000 SGSM LEAD OPTIMIZATION UNIVERISTY OF CHICAGO 947 E 58TH STREET CHICAGO IL 60637 501(C)(3) 250000 SISODIA/BIOME TRUSTEES OF BOSTON UNIVERSITY PO BOX 28763 NEW YORK NY 100878763 501(C)(3) 150000 ALZHEIMER'S DISEASE DRUG DISCOVERY IN 3D TRUSTEES OF BOSTON UNIVERSITY 25 BUICK STREET BOSTON MA 022151301 501(C)(3) 100000 REGULATION OF RNA TRANSLATION BY MAPT IN ALZHEIMER'S DISEASE TUFTS COLLEGE 136 HARRISON AVE BOSTON MA 02111 150000 FUNCTIONAL CHARACTGERIZATION OF GGA3 MUTATIONS ASSOCIATED WITH ALZHEIMER'S DISEASE UNIVERISTY OF CHICAGO 947 E 58TH STREET CHICAGO IL 60637 501(C)(3) 150000 BIN 1 IN ALZHEIMER'S DISEASE NEUROPATHOLOGY UNIVERSITY OF NORTH CAROLINA 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 282230001 501(C)(3) 150000 3D HUMAN NEURAL CELL CULTURE SYSTEM UNIVERSITY OF SOUTHERN CALIFORNIA 3720 FLOWER STREET LOS ANGELES CA 900892821 501(C)(3) 150000 TARGETING BENEFICIAL INNATE IMMUNITY IN ALZHEIMER'S BY IRAK-M DELETION UNIVERSITY OF VIRGINIA PO BOX 400195 CHARLOTTESVILLE VA 229044195 100000 CELL CYCLE RE-ENTRY IN 3D HUMAN NEURON CULTURES PART I, LINE 2: THE CHAIR OF THE RESEARCH CONSORTIUM (RC) AND SUITABLE MEMBERS OF THE RC AND SCIENTIFIC ADVISORY BOARD (SAB) REVIEW EACH PROPOSAL FOR FIT WITH THE CAF RESEARCH PORTFOLIO, SCIENTIFIC INTEGRITY, AND VALUE TO THE SEARCH FOR A CURE FOR ALZHEIMER'S FUND. THE BOARD OF DIRECTORS OF CURE ALZHEIMER'S FUND PROVIDES A FINAL REVIEW TO ENSURE ALL PROCEDURES HAVE BEEN FOLLOWED AND THAT THE PROPOSAL FITS WITHIN THE ORGANIZATION'S MISSION TO FUND RESEARCH CONTRIBUTING TO A CURE FOR ALZHEIMER'S DISEASE. AT LEAST TWO SCIENTIFIC REVIEWERS MUST SUBMIT A POSITIVE REVIEW FOR A PROPOSAL TO BE ACCEPTED. ANY QUESTIONS OR CONCERNS ABOUT THE PROPOSAL BY ANY MEMBER OF THE RC, SAB OR EXECUTIVE COMMITTEE WILL BE RETURNED TO THE RESEARCHER FOR CLARIFICATION. SUCH QUESTIONS OR CONCERNS MAY RESULT IN MODIFICATION AND RESUBMISSION, OR, IN EXTREME CASES, REJECTION OF THE PROPOSAL. RESEARCHERS WILL BE ADVISED OF ACCEPTANCE, QUESTION, OR REJECTION. THERE IS NO "SCORE OR ASSESSMENT COMMENTARY FROM REVIEWERS; HOWEVER, SUGGESTIONS OR IDEAS FROM REVIEWERS ARE SYNTHESIZED AND PROVIDED WITHOUT ATTRIBUTION WHEN RESEARCHERS ARE NOTIFIED THAT A PROPOSAL WILL BE FUNDED. X 0 0 0 0 0 0 0 0 0 TIMOTHY W ARMOUR PRESIDENT & CEO 230530 0 0 0 0 0 0 0 0 0 230530 0 0 0 SALLY G ROSENFIELD SENIOR VICE PRESIDENT 175695 0 0 0 0 0 0 0 10447 0 186142 0 0 0 PART I, LINE 3 A COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION ANNUALLY. X 45 2541171 CLOSE OF BUSINESS 0 0 1 PART I, LINE 32B: WHEN STOCK IS RECEIVED AS A CONTRIBUTION IT IS SOLD IMMEDIATELY UPON RECEIPT OR AS SOON THEREAFTER AS IS PRACTICAL THROUGH BANK OF NEW YORK/MELLON. FORM 990, PART VI, SECTION A, LINE 2 JEFFREY MORBY AND JACQUELINE MORBY ARE BOTH DIRECTORS AND SPOUSES. FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT REVIEWS THE FORM 990 AND PROVIDES COPIES TO THE DIRECTORS BEFORE APPROVING THE FORM FOR SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH CONFLICTS OF INTEREST BY REQUESTING THAT ALL OFFICERS, DIRECTORS, AND FOUNDERS SIGN AN ANNUAL STATEMENT DISCLOSING ALL INTERESTS THAT MIGHT CONFLICT WITH ANY INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS SUBMITTED ANNUALLY TO THE EXECUTIVE COMMITTEE FOR COMPENSATION APPROVAL FOR THE PRESIDENT AND ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR AT THE ORGANIZATION'S WEBSITE.