2015-08-13T13:07:46-05:00 2014-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-01-01 237376197 HEREDITARY DISEASE FOUNDATION HERE 2129282121 3960 BROADWAY 6TH FLOOR NEW YORK NY 10032 JONATHAN C GUEST CEO 2129282121 2015-08-12 1 ROBIN KELLEY CPA P00540259 5083669100 2015-08-12 2014 2016-02-25 16:41:14Z JONATHAN C GUEST 3960 BROADWAY 6TH FLOOR NEW YORK NY 10032 4794606 0 X HDFOUNDATION.ORG X 1968 CA THE PURPOSE OF THE FOUNDATION IS TO SUPPORT AND FUND SCIENTIFIC RESEARCH SEEKING TO FURTHER THE UNDERSTANDING OF, AND TO DEVELOP DIAGNOSTICS AND THERAPEUTICS FOR, NEURODEGENERATIVE DISEASES, IN PARTICULAR, HUNTINGTON'S DISEASE. 18 14 7 0 0 0 1120348 3133228 0 0 1232046 972849 0 103870 2352394 4209947 760403 419159 0 0 493453 413284 0 0 49918 953454 1015644 2207310 1848087 145084 2361860 9956038 11378074 721647 600178 9234391 10777896 THE PURPOSE OF THE FOUNDATION IS TO SUPPORT AND FUND SCIENTIFIC RESEARCH SEEKING TO FURTHER THE UNDERSTANDING OF, AND TO DEVELOP DIAGNOSTICS AND THERAPEUTICS FOR, NEURODEGENERATIVE DISEASES, IN PARTICULAR, HUNTINGTON'S DISEASE. 0 0 1347826 419159 THE STARTING POINT FOR MOST RESEARCH HAS BEEN THE QUESTION OF HOW THE EXPANSION OF A POLYGLUTAMINE TRACT IN A PROTEIN CALLED HUNTINGTIN CAN LEAD TO NEURODEGENERATIVE DISEASE. MUCH OF THE RESEARCH FOCUS HAS BEEN ON THE ASSAYS THAT WILL ALLOW HIGH THROUGH-PUT SCREENINGS OF MOLECULES THAT CAN BE TURNED INTO MEDICINES. 1347826 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 7 1 0 0 0 0 0 1 1 0 0 0 0 X 18 14 1 0 1 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NY CA X JONATHAN C GUEST 2129282121 3960 BROADWAY 6TH FLOOR NEW YORK NY 10032 NANCY S WEXLER PHD PRESIDENT 35.00 X X 0 0 0 ALICE WEXLER PHD SECRETARY 1.00 X X 0 0 0 FRANK O GEHRY VICE-PRESIDENT 1.00 X X 0 0 0 DAVID HOUSMAN PHD DIRECTOR 1.00 X 0 0 0 JOAN LEIMAN DIRECTOR 1.00 X 0 0 0 JONATHAN MATZ DIRECTOR 1.00 X 0 0 0 ANNE B YOUNG MD PHD DIRECTOR 1.00 X 0 0 0 DAVID ZWALLY DIRECTOR 1.00 X 0 0 0 GERALD ARONSON MD DIRECTOR 1.00 X 0 0 0 ROBI BLUMENSTEIN DIRECTOR 1.00 X 0 0 0 BRUCE DONALDSON DIRECTOR 1.00 X 0 0 0 SANDY FOX DIRECTOR 1.00 X 0 0 0 BERTA A GEHRY DIRECTOR 1.00 X 0 0 0 DAVID GERSTENHABER DIRECTOR 1.00 X 0 0 0 KELLY POSNER GERSTENHABER PHD DIRECTOR 1.00 X 0 0 0 ARTHUR GOLDING MD DIRECTOR 1.00 X 0 0 0 JONATHAN GUEST CHIEF EXECUTIVE OFFICER 40.00 X 34914 0 0 FRANK MUCHA TREASURER 30.00 X 94063 0 0 HERBERT PARDES MD CHAIR 2.00 X 0 0 0 CARL JOHNSON ASSOCIATE DIRECTOR FOR SCIENCE 40.00 X 134000 0 1367 262977 0 1367 1 0 0 0 MCCARTER & ENGLISH LLP 100 MILBERRY STREET NEWARK NJ 07102 LEGAL 226325 1 462523 2670705 3133228 306074 306074 1155784 489009 666775 666775 666775 199520 462523 95650 103870 103870 4209947 666775 0 409944 312031 312031 107128 107128 128977 42185 77386 9406 235777 227787 5575 2415 20638 11232 7786 1620 27892 20570 6420 902 136086 136086 94063 34567 50081 9415 61588 61588 14000 14000 74721 43309 13455 17957 154948 73304 74583 7061 7872 4699 2221 952 448378 448378 2651 2651 MISCELLANEOUS 21337 5985 15162 190 1848087 1347826 450343 49918 180183 307549 838133 0 0 438606 438606 267990 0 5936031 5915250 3298900 4296091 272934 21051 9956038 11378074 54125 128554 640500 471624 27022 721647 600178 X 62215 -285672 9172176 2538568 8525000 9234391 10777896 9956038 11378074 X 2361860 -712808 -42244 -63303 X X 0 1 X 1 0 X 2214255 661521 1951430 1120348 2670705 8618259 2214255 661521 1951430 1120348 2670705 8618259 2153358 6464901 279992 308662 311905 263221 305949 1469729 10087988 0.64090 0.61150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X COLLECTIONS 0 8512186 205358 467024 8250520 7703889 1233025 424728 8512186 7373196 719433 388740 7703889 7953844 -173007 407641 7373196 7661611 676070 383837 7953844 1.00000 0 0 401737 401737 0 36869 36869 0 0 FHLB 5.0% 12/21/2015 183157 F FHLCMC 3.75% 3/27/2019 384350 F FHLMC 4.875% 6/13/2018 224062 F FNMA 5.0% 5/11/2017 578069 F FNMA 5.375% 6/12/2017 166261 F GOLDMAN SACHS BANK 63668 F IBRD 0.75% 12/15/2016 125004 F LWSL RENTENBANK 5.0% 11/08/2016 108450 F ONTARIO 2.3% 5/10/2016 102531 F US DOLLAR 1609 F US TREASURY 0.75% 12/31/2017 49473 F US TREASURY 03.875% 5/15/2018 136509 F US TREASURY 1.375% 11/30/2018 174863 F US TREASURY 1.65% 6/30/2019 175437 F US TREASURY 4.0% 8/15/2018 66706 F GFRAX 269052 F GSHAX 303082 F GLIRX 133886 F MONEY MARKET 1049922 F 4296091 X 3435551 -712808 -712808 4148359 61588 61588 4209947 1849802 63303 63303 1786499 61588 61588 1848087 PART III, LINE 1A: COLLECTIONS OF WORKS OF ART. PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2014. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. 1 SOUTH AMERICA 1 1 PROGRAM SERVICES OPERATION OF A CLINIC AND NURSING HOME FOR HUNTINGTON'S PATIENTS. 107128 1 1 0 0 1 1 107128 0 107128 CASH GRANT TO ASSIST IN OPERATIONS OF A CLINIC/NURSING HOME FOR HUNTINGTON'S PATIENTS. SOUTH AMERICA 1 107128 CHECK FMV 0 0 0 0 0 0 PART I, LINE 2: ALL EXPENSES INCURRED OUTSIDE THE UNITED STATES ARE MONITORED THROUGH THE SUBMISSION OF INVOICES TO THE CENTRAL OFFICE LOCATED IN NEW YORK. X 1 SUSAN QUINLAN MARTIN 350 EAST 55TH STREET NEW YORK NY 10022 FUNDRAISING 0 0 68000 -68000 JOYCE STOREY 3960 BROADWAY 6TH FLOOR NEW YORK NY 10032 FUNDRAISER ORGANIZATION 0 0 14000 -14000 82000 -82000 NY CA BULLETS OVER BROADWAY 27350 11250 16100 14200 4569 YO YO MA CONCERT 467373 451273 16100 6864 70017 2 167320 167320 662043 462523 199520 14200 11433 70017 95650 103870 1 DEVERMAN, BEN / CALIFORNIA INSTITUTE OF TECHNOLOGY 1 50000 0 HUGHES, ROBERT / BUCK INSTITUTE FOR RESEARCH ON AGING 1 70000 0 KAEMMERER, WILLIAM / CGTA RESEARCH GROUP 1 37031 0 THOMPSON, LESLIE & STEFFAN, JOAN / UNIVERSITY OF CALIFORNIA - IRVINE 2 55000 0 2015 FRANK GEHRY AWARD 1 100000 0 PART I, LINE 2: THE FOUNDATION GRANTS FUNDS TO INDIVIDUALS FOR SCIENTIFIC RESEARCH. ANY RESEARCH EXPENSES REIMBURSED MUST BE REASONABLE, BUDGETED, DOCUMENTED AND AUTHORIZED BY THE FOUNDATION ADMINISTRATORS PRIOR TO PAYMENT. RECIPIENTS OF GRANTS REPORT ON THEIR PROJECTS TO THE SCIENTIFIC COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 NANCY WEXLER, PRESIDENT, AND ALICE WEXLER, SECRETARY, ARE SISTERS AND BOTH ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 DURING 2014 THE FOUNDATION MADE CHANGES TO THEIR BYLAWS AS APPROVED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 5 DURING 2014, THE FOUNDATION DISCOVERED THAT ITS FORMER CONTROLLER HAD EMBEZZELED APPROXIMATELY $2.2 MILLION OVER A FIVE YEAR PERIOD. THE CONTROLLER IS CURRENTLY BEING PROSECUTED BY THE U.S. DEPARTMENT OF JUSTICE. FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION PROVIDES THE 990 TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS ARE CIRCULATED TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES AT THE BOARD OF DIRECTORS MEETING. MANAGEMENT MAINTAINS SIGNED COPIES OF THESE STATEMENTS FOR ALL SUCH INDIVIDUALS TO ENSURE COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INSURANCE LOSS -63,303. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT HAS CHANGED FROM THE PRIOR YEAR. IN 2014 THE FOUNDATION FORMED AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.