2015-04-23T09:37:20-05:00 2014-12-31 042088368 GRAY GRAY & GRAY LLP 150 ROYALL STREET SUITE 102 CANTON MA 02021 990 2014-01-01 522396428 ALZHEIMER'S DISEASE RESEARCH FOUNDATION CURE ALZHEIMER'S FUND ALZH 7812373800 34 WASHINGTON ST NO 200 WELLESLEY MA 02481 TIMOTHY W ARMOUR PRESIDENT 7812373800 2015-03-30 1 RICHARD D TARDIFF P00154902 7814070300 2015-03-30 2014 2016-02-25 16:41:14Z TIMOTHY W ARMOUR 21 SUNSET ROAD WESTON MA 02493 14558206 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 9 29 0 0 6388347 12640759 0 0 -15933 11420 10000 0 6382414 12652179 4576000 5351659 0 0 654122 753718 0 0 385883 1158912 1185439 6389034 7290816 -6620 5361363 8947500 14274392 260402 224089 8687098 14050303 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 5351659 5351659 IN 2014, CURE ALZHEIMER'S FUND FUNDED TWENTY-SIX RESEARCH PROJECTS AT THIRTEEN LEADING ACADEMIC ALZHEIMER'S RESEARCH LABORATORIES IN THE UNITED STATES. EACH OF THESE GRANTS HAD THE OBJECTIVE OF LEARNING MORE ABOUT THE ORIGINS OF THE DISEASE, UNDERSTANDING MORE ABOUT THE PROGRESSION OF THE PATHOLOGY OR DEVELOPING DRUGS TO STOP THE DISEASE. 947176 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. 87231 CURE ALZHEIMER'S FUND SERVES 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 FOUDNATION, DISPENSES THEM AS APPROVED BY THE EXECUTIVE PRODUCER AND REPORTS THE FINANCIAL ACTIVITY PERIODICALLY TO THE METROPOLITAN LIFE FOUNDATION. 6386066 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 24 0 1 9 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 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 204950 0 0 MATTHEW SZULIK DIRECTOR 1.00 X 0 0 0 SHERRY SHARP DIRECTOR 1.00 X 0 0 0 MICHAEL F CURREN SECRETARY AND SR. VICE PRE 40.00 X 156293 0 12606 SALLY G ROSENFIELD SENIOR VICE PRESIDENT 40.00 X 156293 0 12606 517536 0 25212 3 0 1 0 DAVID SHENK 216 ST JOHNS PLACE APT D BROOKLYN NY 11217 PRESENTOR/ADVISOR 110000 1 12640759 1906027 12640759 383 383 1917064 1906027 11037 11037 11037 12652179 11037 0 383 5079304 5079304 272355 272355 521878 245282 146126 130470 120844 56797 33836 30211 10333 4857 2893 2583 63754 29964 17851 15939 36909 17347 10335 9227 38656 38656 137144 137144 187584 142846 3738 41000 25262 2344 22918 8160 8160 43389 43389 85694 63642 11202 10850 14485 13726 759 1617 1617 1158 1158 PRINTING AND REPRODUCTI 114141 84174 29967 DOCUMENTARIES 87231 87231 SOCIAL MEDIA 66392 66392 POSTAGE AND SHIPPING 60309 41818 18491 314217 177987 62762 73468 7290816 6386066 518867 385883 1076986 3201066 5383173 7186711 2467341 3838976 6794 30923 15467 7535 3226 7932 9980 8784 8947500 14274392 45330 129714 215072 94375 260402 224089 X 7273645 10817481 1413453 3232822 8687098 14050303 8947500 14274392 5361363 1843 0 X 0 1 X 1 0 X 4039719 4763246 9103453 6388347 12640759 36935524 4039719 4763246 9103453 6388347 12640759 36935524 9994442 26941082 -5755 5084 11166 -15933 11420 5982 13447 10000 23447 36964953 0.72880 0.64050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 50639 0 0 50639 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. 15467 7535 7932 7932 ACCRUED EXPENSES 94375 94375 X 12675381 1842 21360 23202 12652179 0 12652179 7312176 21360 21360 7290816 0 7290816 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, 2011, 2012, AND 2013 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, 2014. 1 MIDDLE EAST AND NORTH AFRICA GRANT AWARDED TO HADASSAH MEDICAL CENTER 100000 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTS AWARDED TO UNIVERSITY OF ZURICH AND MAX PLANCK INSTITUTE FOR THE HISTORY OF SCIENCE 172355 0 0 0 0 0 0 272355 0 272355 MIDDLE EAST AND NORTH AFRICA STEM CELL RESEARCH 100000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) DEVELOPMENT OF AN APP-SPECIFIC B-SECRETASE INHIBITOR FOR AD THERAPY 100000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) MICRORNA AND BIOMARKET PROFILING 72355 CHECK 0 0 0 0 0 0 PART I, LINE 2: AFTER A PRELIMINARY REVIEW OF THE SUBMITTED PROPOSAL BY THE CHAIR OF THE RESEARCH CONSORTIUM, A PROPOSAL MAY BE SENT FOR A SECOND PRELIMINARY REVIEW BY OTHER MEMBERS OF THE RESEARCH CONSORTIUM. IF THOSE PEOPLE DEEM THE PROPOSAL APPROPRIATE FOR FURTHER REVIEW, THE PRESIDENT OF CURE ALZHEIMER'S FUND SENDS THE PROPOSAL TO TWO MEMBERS OF THE SCIENTIFIC ADVISORY BOARD FOR THEIR REVIEWS. QUESTIONS OR CONCERNS BY THE REVIEWERS ARE SENT TO THE PERSON PROPOSING THE PROJECT FOR RESOLUTION. IF THE RESOLUTION IS SATISFACTORY TO THE REVIEWER(S), THE PROPOSAL IS THEN SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR FINAL APPROVAL. AFTER THAT APPROVAL, THE PROPOSAL IS FUNDED WITH THE CONDITIONS THAT THERE BE A MID-TERM REPORT APPROXIMATELY SIX MONTHS FROM THE TIME OF ISSUE INCLUDING PROGRESS AGAINST THE ORIGINAL OBJECTIVES; AND A FINAL REPORT DUE TWELVE MONTHS AFTER THE TIME OF ISSUE INCLUDING RESULTS MEASURED AGAINST OBJECTIVES AND A FULL FINANCIAL REPORT ON THE USE OF THE GRANT FUNDS. A PROJECT CAN BE INTERRUPTED OR RE-DIRECTED AT ANY TIME THE RESEARCH CONSORTIUM OR THE SCIENTIFIC ADVISORY BOARD BELIEVES THE PROJECT IS NOT FULFILLING ITS ORIGINAL INTENT. 1 MASSACHUSETTS GENERAL HOSPITAL MGH AGING AND RESEARCH UNIT 114 16TH STREET CHARLESTOWN MA 02129 501C3 44500 G2T MASSACHUSETTS GENERAL HOSPITALHARVARD 114 16TH STREET CHARLESTOWN MA 02129 501C3 1600000 CONTINUATION OF ALZHEIMER'S GENOME PROJECT, PHASE 3 MASSACHUSETTS GENERAL HOSPITAL MGH AGING AND RESEARCH UNIT 114 16TH STREET CHARLESTOWN MA 02129 501C3 91150 G2T: CENTRALIZED RESEARCH CORE MASSACHUSETTS GENERAL HOSPITALHARVARD 114 16TH STREET CHARLESTOWN MA 02129 501C3 750000 WHOLE GENOME SEQUENCING PROJECT MASSACHUSETTS GENERAL HOSPITAL MGH AGING AND RESEARCH UNIT 114 16TH STREET CHARLESTOWN MA 02129 501C3 100000 MYELOPEROXIDASE, IMAGING AND TREATMENT TARGET FOR AD NEW YORK STEM CELL FOUNDATION 1995 BROADWAY STE 600 NEW YORK NY 10023 501C3 100000 STEM CELL YEAR 2: GENERATE IPS CELLS AND NEURONS FROM SKIN FIBROBLASTS FROM SUBJECTS WITH FAMILIAL AND SPORADIC AD; IDENTIFICATION OF TRANSCRIPTIONAL AND PROTEOMIC PROFILES OF FAMILIAL AND SPORADIC AD IPS CELLS UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 501C3 100000 GABAERGIC INHIBITORY EFFICIENCY AND ADULT NEUROGENESIS IN THE HIPPOCAMPUS OF AGED TS65DN MICE, A MODEL OF 'ALZHEIMER'S DISEASE IN DOWN SYNDROME', AFTER CHRONIC TREATMENT WITH THE MONOACLYGLYCEROL LIPASE INHIBITOR JZL184STEM CELL CONSORTIUM UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 501C3 100000 CHARACTERIZING THE ROLE OF LOAD-ASSOCIATED VARIANTS OF DLGAPI IN AD MASSACHUSETTS GENERAL HOSPITAL MGH AGING AND RESEARCH UNIT 114 16TH STREET CHARLESTOWN MA 02129 501(C)(3) 100000 STEM CELL YEAR 2: GENERATE NEURAL PROGENITOR CELLS OVER EXPRESSING ALZHEIMER'S DISEASE GENES WITH FAMILIAL MUTATIONS AND ANALYZING PATHOLIGCAL DCHANGES OF ALZHEIMER'S CELLS IN IN VIVO UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 501(C)(3) 250000 ELUCIDATIO OF THE MOLECULAR TARGET OF POTENT Y-SECRETASE MODULATORS WASHINGTON UNIVERSITY ST LOUIS 660 S EUCLID AVE BOX 8111 ST LOUIS MO 63110 115(1) 100000 THE ROLE OF TREML2 IN ALZHEIMER'S DISEASE WASHINGTON UNIVERSITY ST LOUIS 660 S EUCLID AVE BOX 8111 ST LOUIS MO 63110 115(1) 200000 ORBITRAP FUSION TRIBID MASS SPRECTROMETER MASSACHUSETTS GENERAL HOSPITALHARVARD 114 16TH STREET CHARLESTOWN MA 02129 501C3 300000 AMYLOID AS PART OF THE INNATE IMMUNE SYSTEM UNIVERSITY OF SOUTHERN CALIFORNIA 1501 SAN PABLO STREET LOS ANGELES CA 900892821 501(C)(3) 250000 INVESTIGATION OF PCALM1 GENE AFFECT ON ALZHEIMER'S STANFORD UNIVESITY 450 SERRA MALL STANFORD CA 94305 501C3 100000 MOLECULAR MECHANISM OF SYNAPTIC PLASTICITY IN THE HIPPCAMPUS BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 501C3 100000 REGULATION OF TAU OLIGOMERIZATION BY INTERACTION WITH TIA-1, A COMPONENT OF STRESS GRANULES THE ROCKERFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 501C3 100000 FX11 SYSTEM'S EFFECT ON AD UNIVERSITY OF SOUTHERN CALIFORNIA 1501 SAN PABLO STREET LOS ANGELES CA 900892821 501(C)(3) 90908 AIR POLLUTION AND APP PROCESSING THE ROCKERFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 501C3 100000 PATIENT-DERIVED REPROGRAMMED NEURONS AS A MODEL TO STUDY NEURODEGENERATIVE DISEASES IN A DISH PART I, LINE 2: AFTER A PRELIMINARY REVIEW OF THE SUBMITTED PROPOSAL BY THE CHAIR OF THE RESEARCH CONSORTIUM, A PROPOSAL MAY BE SENT FOR A SECOND PRELIMINARY REVIEW BY OTHER MEMBERS OF THE RESEARCH CONSORTIUM. IF THOSE PEOPLE DEEM THE PROPOSAL APPROPRIATE FOR FURTHER REVIEW, THE PRESIDENT OF CURE ALZHEIMER'S FUND SENDS THE PROPOSAL TO TWO MEMBERS OF THE SCIENTIFIC ADVISORY BOARD FOR THEIR REVIEWS. QUESTIONS OR CONCERNS BY THE REVIEWERS ARE SENT TO THE PERSON PROPOSING THE PROJECT FOR RESOLUTION. IF THE RESOLUTION IS SATISFACTORY TO THE REVIEWER(S), THE PROPOSAL IS THEN SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR FINAL APPROVAL. AFTER THAT APPROVAL, THE PROPOSAL IS FUNDED WITH THE CONDITIONS THAT THERE BE A MID-TERM REPORT APPROXIMATELY SIX MONTHS FROM THE TIME OF ISSUE INCLUDING PROGRESS AGAINST THE ORIGINAL OBJECTIVES; AND A FINAL REPORT DUE TWELVE MONTHS AFTER THE TIME OF ISSUE INCLUDING RESULTS MEASURED AGAINST OBJECTIVES AND A FULL FINANCIAL REPORT ON THE USE OF THE GRANT FUNDS. A PROJECT CAN BE INTERRUPTED OR RE-DIRECTED AT ANY TIME THE RESEARCH CONSORTIUM OR THE SCIENTIFIC ADVISORY BOARD BELIEVES THE PROJECT IS NOT FULFILLING ITS ORIGINAL INTENT. X 0 0 0 0 0 0 0 0 0 TIMOTHY W ARMOUR PRESIDENT & CEO 204950 0 0 0 0 0 0 0 0 0 204950 0 0 0 MICHAEL F CURREN SECRETARY AND SR. VICE PRE 156293 0 0 0 0 0 0 0 12606 0 168899 0 0 0 SALLY G ROSENFIELD SENIOR VICE PRESIDENT 156293 0 0 0 0 0 0 0 12606 0 168899 0 0 0 PART I, LINE 3 A COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION ANNUALLY. X 19 1146462 AVERAGE HIGH AND LOW 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.