ARTHRITIS NATIONAL RESEARCH FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ARTHRITIS NATIONAL RESEARCH FOUNDATION (EIN 95-6043953)
Tax period
2012-04-01 to 2013-03-31
Filed
2013-09-03
IRS object ID
201342469349300199
Schema version
2012v2.1
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)
Timestamp2013-09-03T13:38:32-05:00Timestamp
Tax Period End Date2013-03-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN953001179EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WINDES & MCCLAUGHRY ACCT CORPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90801ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN956043953EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ARTHRITIS NATIONAL RESEARCH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlARTHNameControl
Phone5624376808Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 OCEANGATE NO 830AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90802ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHELENE BELISLEName
TitleEXECUTIVE DIRECTORTitle
Phone5624376808Phone
Date Signed2013-08-21DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDONITA M JOSEPHName
PTINP00286656PTIN
Phone5624351191Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonHELENE BELISLENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1200 OCEANGATE 830AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90802ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3167987GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CUREARTHRITIS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1952YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionPROVIDE FINANCIAL SUPPORT FOR: PREVENTION, TREATMENT & CURE OF ARTHRITIS & OTHER RHEUMATIC DISEASES.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees2TotalNbrEmployees
Total Nbr Volunteers50TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1516453ContributionsGrantsPriorYear
Contributions Grants Current Year1045622ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY24581ProgramServiceRevenueCY
Investment Income Prior Year437515InvestmentIncomePriorYear
Investment Income Current Year230962InvestmentIncomeCurrentYear
Other Revenue Prior Year-105OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1953863TotalRevenuePriorYear
Total Revenue Current Year1301165TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year950000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY805000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year181725SalariesEtcPriorYear
Salaries Etc Current Year193809SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year26859TotalFundrsngExpCurrentYear
Other Expense Prior Year202475OtherExpensePriorYear
Other Expenses Current Year199954OtherExpensesCurrentYear
Total Expenses Prior Year1334200TotalExpensesPriorYear
Total Expenses Current Year1198763TotalExpensesCurrentYear
Revenues Less Expenses Prior Year619663RevenuesLessExpensesPriorYear
Revenues Less Expenses CY102402RevenuesLessExpensesCY
Total Assets BOY7693675TotalAssetsBOY
Total Assets EOY8157229TotalAssetsEOY
Total Liabilities BOY4253TotalLiabilitiesBOY
Total Liabilities EOY4732TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7689422NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8152497NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE INITIAL RESEARCH FUNDING TO BRILLIANT, INVESTIGATIVE SCIENTISTS WITH NEW IDEAS TO CURE ARTHRITIS AND RELATED AUTOIMMUNE DISEASES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense903671Expense
Grants805000Grants
DescriptionMEDICAL RESEARCH GRANTS ARE AWARDED BASED ON GRANT PROPOSALS RECEIVED FROM OUTSIDE INVESTIGATORS WORKING AT INDEPENDENT, UNAFFILIATED RESEARCH FACILITIES AND UNIVERSITIES, AND REVIEWED BY AN INDEPENDENT SCIENTIFIC ADVISORY BOARD AND SCIENTIFIC REVIEW COMMITTEES. ALSO INCLUDES GRANTS FOR PROFESSIONAL MEETING SUPPORT RELATED TO FUNDED RESEARCH.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense165260Expense
DescriptionPROGRAM SERVICE EDUCATION TO RAISE GENERAL PUBLIC AWARENESS AND WITHIN THE MEDICAL PROFESSION AS TO THE NEED FOR ARTHRITIS RESEARCH FOR DEVELOPING A CURE.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense26233Expense
Revenue24581Revenue
DescriptionRACING FOR A CURE IS A TEAM OF PEOPLE AROUND THE WORLD RAISING ARTHRITIS AWARENESS AND SUPPORT TOWARD FINDING A CURE FOR ARTHRITIS. TEAM MEMBERS RACE ALL OVER THE UNITED STATES AND THE WORLD, LINKED TOGETHER BY THEIR COMMITMENT TO ARTHRITIS RESEARCH.Description
FieldValueIRS element (for citing)
Total Program Service Expense1095164TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees2NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1HELENE BELISLEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5624376808TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1200 OCEANGATE NO 830AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90802ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
KEVIN DONOHUE
PRESIDENT5.00XX000
SHAUN SKERIS
VICE PRESIDENT1.00XX000
HELENE BELISLE
SECRETARY / EXECUTIVE DIRECTOR40.00XX112750012000
MARK SCHULTEN
TREASURER1.00XX000
KELLY ROUBA
2ND VICE PRESIDENT1.00XX000
VIC BRADEN
DIRECTOR1.00X000
KATHRYN FERRIS
DIRECTOR1.00X000
SCOTT GREEN
DIRECTOR1.00X000
GALE GRANGER PHD
DIRECTOR1.00X000
MARTI KRUPIN
DIRECTOR1.00X000
KRISTY MCPHERSON
DIRECTOR1.00X000
BRITT MEYER
DIRECTOR1.00X000
LYNN MOYER
DIRECTOR1.00X000
JAMES ROSE PHARMD
DIRECTOR1.00X000
DEBBIE SAMPSON
DIRECTOR1.00X000
SALLY ANNE SHERIDIAN
DIRECTOR1.00X000
BENNET TCHAIKOVSKY
DIRECTOR1.00X000
KATHLEEN TEPLEY
DIRECTOR1.00X000
CARL WARE PHD
DIRECTOR1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org112750TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation12000TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns242457FederatedCampaigns
All Other Contributions803165AllOtherContributions
Noncash Contributions2804NoncashContributions
Total Contributions1045622TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionRACING FOR A CUREDescription
Business Code900099BusinessCode
Total Revenue Column24581TotalRevenueColumn
Related Or Exempt Function Income24581RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue24581TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column147635TotalRevenueColumn
Exclusion$147,635ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1950149Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1866822Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities83327Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column83327TotalRevenueColumn
Exclusion$83,327ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1301165TotalRevenueColumn
Related Or Exempt Function Income24581RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$230,962ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total805000Total
Program Services805000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total127000Total
Program Services107927ProgramServices
Management And General10260ManagementAndGeneral
Fundraising8813Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total53077Total
Program Services44244ProgramServices
Management And General5189ManagementAndGeneral
Fundraising3644Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total602Total
Program Services535ProgramServices
Management And General27ManagementAndGeneral
Fundraising40Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total13130Total
Program Services11172ProgramServices
Management And General1046ManagementAndGeneral
Fundraising912Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total16658Total
Management And General16658ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total24050Total
Program Services11050ProgramServices
Management And General11000ManagementAndGeneral
Fundraising2000Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total38144Total
Program Services34239ProgramServices
Management And General1185ManagementAndGeneral
Fundraising2720Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total11712Total
Program Services10815ProgramServices
Management And General742ManagementAndGeneral
Fundraising155Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total16176Total
Program Services11056ProgramServices
Management And General2170ManagementAndGeneral
Fundraising2950Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total19219Total
Program Services14207ProgramServices
Management And General4594ManagementAndGeneral
Fundraising418Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total9436Total
Program Services6736ProgramServices
Management And General2700ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4850Total
Program Services1063ProgramServices
Management And General3700ManagementAndGeneral
Fundraising87Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
AWARENESS PROGRAM294022623311142055
ADMINISTRATION257027364158192519
RECOGNITION34762949356171
DUES AND SUBSCRIPTIONS1129574180375

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1198763Total
Program Services1095164ProgramServices
Management And General76740ManagementAndGeneral
Fundraising26859Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY117BOY
EOY117EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY600306BOY
EOY810418EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY56415BOY
EOY56415EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY7027156BOY
EOY7277265EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY9681BOY
EOY13014EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7693675BOY
EOY8157229EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4253BOY
EOY4732EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4253BOY
EOY4732EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7679136BOY
EOY8142211EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY10286BOY
EOY10286EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7689422BOY
EOY8152497EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7693675BOY
EOY8157229EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses102402ReconcilationRevenueExpenses
Reconciliation Unrealized Invest360673ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2042938CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3040909CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2162000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1516453CurrentTaxYearMinus1Year
Current Tax Year1045622CurrentTaxYear
Total9807922Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2042938CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3040909CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2162000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1516453CurrentTaxYearMinus1Year
Current Tax Year1045622CurrentTaxYear
Total9807922Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5333091AmountsSubstContributorsTotal
Public Support Total1704474831PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years76205CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years67246CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years122024CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year130143CurrentTaxYearMinus1Year
Current Tax Year147635CurrentTaxYear
Total543253Total
FieldValueIRS element (for citing)
Total Support10351175TotalSupport
Gross Receipts From Admissions Etc24581GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.43230PublicSupportPertcentage170
Public Support Pertcent Prior Year0.44690PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3489317BeginningOfYearBalance
Contributions250000Contributions
Investment Earnings Or Losses254821InvestmentEarningsOrLosses
Other Expenditures478OtherExpenditures
End Of Year Balance3993660EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2394531BeginningOfYearBalance
Contributions1000000Contributions
Investment Earnings Or Losses95028InvestmentEarningsOrLosses
Other Expenditures242OtherExpenditures
End Of Year Balance3489317EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2063952BeginningOfYearBalance
Contributions504994Contributions
Investment Earnings Or Losses-174224InvestmentEarningsOrLosses
Other Expenditures191OtherExpenditures
End Of Year Balance2394531EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance141892BeginningOfYearBalance
Contributions1922060Contributions
End Of Year Balance2063952EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance141892BeginningOfYearBalance
End Of Year Balance141892EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.99740BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00260PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1661838TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments360673NetUnrealizedGainsInvestments
Revenue Not Rptd F990360673RevenueNotRptdF990
Revenue Subtotal1301165RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901301165TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1198763TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1198763ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901198763TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:AN ENDOWMENT ACCOUNT WAS ESTABLISHED IN FISCAL YEAR 2007-08. THE BOARD OF DIRECTORS CAN, AND HAS MADE THE DECISION TO ADD UNRESTRICTED FUNDS TO THE ENDOWMENT FUND IN ORDER TO GROW THIS FUND SO THAT FUTURE INCOME EARNED MAY BE USED FOR GRANT AWARDS AND ORGANIZATION OPERATIONS, IF NECESSARY. THE ENDOWMENT ACCOUNT IS MANAGED BY MEMBERS OF THE BOARD OF DIRECTORS' FINANCE COMMITTEE.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
SANFORD-BURNHAM MEDICAL RESEARCH INSTITUTE
10901 N TORREY PINES RDLA JOLLACA9203775000RESEARCH GRANT
BRIGHAM AND WOMEN'S HOSPITAL
ONE JIMMY FUND WAY SMITH-536BOSTONMA0211575000RESEARCH GRANT
MEDICAL COLLEGE OF WISCONSIN
8701 WATERTOWN PLANK RDMILWAUKEEWI5322660000RESEARCH GRANT
ST JUDE CHILDREN'S RESEARCH HOSPITAL
DEPT OF IMMUNOLOGY 262 DANNY THOMASMEMPHISTN3810575000RESEARCH GRANTPL
HARVARD MEDICAL SCHOOL
DEP BCMP BLDG C1 RM 307 240BOSTONMA0211575000RESEARCH GRANTLONGWOOD AVE
CHILDREN'S HOSPITAL & RESEARCH CENTER OAKLAND
5700 MARTIN LUTHER KING JR WAYOAKLANDCA9460975000RESEARCH GRANT
DANA-FARBER CANCER INSTITUTE
44 BINNEY ST SMITH 722BOSTONMA0211575000RESEARCH GRANT
UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVE MC 3705 RM L7012FARMINGTONCT0603275000RESEARCH GRANTL7012
NATIONAL JEWISH HEALTH
1400 JACKSON ST RM M217DENVERCO8020675000RESEARCH GRANT
STANFORD UNIVERSITY
DEPT OF PATHOLOGY 269 CAMPUS DR -STANFORDCA9430570000RESEARCH GRANTCCSR RM 3255
UC SAN FRANCISCO
513 PARNASSUS AVE S-1024SAN FRANCISCOCA9414375000RESEARCH GRANT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants11TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: IN MID-JANUARY EACH YEAR, THE ANRF OFFICE RECEIVES APPROXIMATELY 60 TO 70 GRANT APPLICATIONS PER YEAR FROM SCIENTISTS ACROSS THE COUNTRY. APPLICATIONS MUST FOLLOW THE PUBLISHED GRANT GUIDELINES AND POLICIES ESTABLISHED BY THE ANRF. THE SCIENTIFIC ADVISORY BOARD (SAB) CONDUCTS AN NIH-LEVEL REVIEW PROCESS PRIOR TO A REVIEW MEETING SESSION HELD IN MARCH OR APRIL (THE DATE VARIES FROM YEAR TO YEAR, DEPENDING ON THE SCHEDULES OF THE MEMBERS). AT THIS REVIEW MEETING, THE SAB COLLECTIVELY RANKS THE APPLICANTS. THIS RANKING IS PRESENTED AT THE REGULAR BOARD OF DIRECTORS MEETING, GENERALLY HELD WITHIN A COUPLE WEEKS OF THE SAB REVIEW MEETING. AT THIS BOARD MEETING, ANRF MEMBERS REVIEW AND VOTE ON THE ANNUAL BUDGET, INCLUDING THE TOTAL OF GRANT AWARDS FOR THE YEAR, BASED ON THE RANKING AND RECOMMENDATIONS FROM THE SAB. THE ANRF'S LARGEST ANNUAL EXPENSE IS THE COLLECTIVE TOTAL OF RESEARCH GRANTS AWARDED. GRANTS ARE PAID IN TWO INSTALLMENTS DURING THE FISCAL YEAR TO THE GRANTEE'S RESEARCH INSTITUTION. THE FIRST PAYMENT OCCURS ON OR BEFORE JUNE 1 WHEN A CHECK FOR 50% OF THE AWARD IS SENT WHILE THE SECOND PAYMENT OCCURS IN EARLY MARCH OF THE FOLLOWING YEAR ONCE THE ANRF HAS RECEIVED A PROGRESS REPORT WHICH IS APPROVED BY THE CHAIR OF THE SAB. THIS PROGRESS REPORT MUST DEMONSTRATE ADHERENCE TO THE SPECIFIC AIMS OUTLINED IN THE ORIGINAL PROPOSAL AND PROGRESS TOWARD THE GOAL. AT THE END OF THE GRANT AWARD TERM, RECIPIENTS MUST SUBMIT A NARRATIVE, FINAL REPORT, IN WHICH THEY DELINEATE THEIR RESEARCH RESULTS AND LIST PUBLICATIONS OR PUBLIC PRESENTATIONS (GENERALLY AT PROFESSIONAL SCIENTIFIC MEETINGS) THAT THEY HAVE GENERATED AS A RESULT OF THE ANRF GRANT AWARD.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonDEREK BELISLENamePerson
FieldValueIRS element (for citing)
RelationshipSON OF HELENE BELISLERelationship
Amount Of Transaction49000AmountOfTransaction
Description Of TransactionMARKETING DIRECTOR AND ADMINISTRATIVE ASSISTANT COMPENSATIONDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11BOTH THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE DISTRIBUTED TO THE MEMBERS OF THE BOARD FOR REVIEW. UPON APPROVAL BY THE BOARD OF DIRECTORS THE EXECUTIVE DIRECTOR SIGNS AND RELEASES THESE DOCUMENTS TO THE PUBLIC AND/OR SUBMITS THE DOCUMENTS TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICTS OF INTEREST ARE MONITORED CONSTANTLY THROUGH AN ANNUAL WRITTEN CONFIRMATION THAT IS COMPLETED AND SUBMITTED BY ALL BOARD MEMBERS. ADDITIONALLY, ANY POSSIBLE INDICATION OF CONFLICT OF INTERESTS THAT ARE BROUGHT TO THE ATTENTION OF THE BOARD, BOARD MEMBERS, SAB MEMBERS OR THE EXECUTIVE DIRECTOR ARE FURTHER REVIEWED BY THE AUDIT COMMITTEE CHAIR TO DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. THE ANRF IS VIGILANT IN ITS POLICIES WITH REGARDS TO CONFLICT OF INTEREST. AFTER REVIEW BY THE AUDIT COMMITTEE CHAIR, IF THERE ARE REMAINING QUESTIONS AS TO A CONFLICT OF INTEREST, THE ANRF'S COUNSEL WOULD BE CONTACTED AND THE MATTER BROUGHT UP TO ALL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS THAT WOULD MAKE THE FINAL DETERMINATION AS TO WHETHER OR NOT A CONFLICT EXISTS.
FORM 990, PART VI, SECTION B, LINE 15THE ANRF'S FINANCE COMMITTEE LEADS THE EXECUTIVE COMPENSATION REVIEW PROCESS. ALL BOARD MEMBERS ARE SURVEYED AS TO THE EXECUTIVE'S PERFORMANCE. THESE SURVEY RESULTS ARE SUMMARIZED. THE ANRF'S FINANCE COMMITTEE THEN LOOKS AT SEVERAL OUTSIDE SOURCES INCLUDING EXECUTIVE COMPENSATION FOR ORGANIZATIONS OF SIMILAR SIZE AS WELL AS OTHER SALARY SURVEYS. WITHOUT THE PRESENCE OF THE EXECUTIVE, THE FINANCE COMMITTEE THEN RECOMMENDS A SALARY TO THE OVERALL BOARD OF DIRECTORS WHO THEN AFTER A GENERAL DISCUSSION MAKES THE FINAL DETERMINATION AS TO THE EXECUTIVE'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19ALL REQUESTS FOR THE 990, FORM 1023, AND ORGANIZATIONAL DOCUMENTS SUCH AS FINANCIAL STATEMENTS, CONFLICTS OF INTEREST POLICY, AND GOVERNING DOCUMENTS WILL BE SENT OUT BY REQUEST VIA REGULAR MAIL OR E-MAIL.
FORM 990, PART VIIHELENE BELISLE IS BOTH THE TOP MANAGEMENT AND TOP FINANCIAL OFFICER WITHIN THE ORGANIZATION.BOARD OF DIRECTORS

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