2012-08-27T11:57:56-05:00 2012-03-31 953001179 WINDES & MCCLAUGHRY ACCT CORP PO BOX 87 LONG BEACH CA 90801 990 2011-04-01 956043953 ARTHRITIS NATIONAL RESEARCH FOUNDATION ARTH 5624376808 200 OCEANGATE NO 830 LONG BEACH CA 90802 HELENE BELISLE 5624376808 2012-08-21 1 DONITA M JOSEPH P00286656 5624351191 2011 2016-02-24 21:20:13Z HELENE BELISLE 200 OCEANGATE 830 LONG BEACH CA 90802 4303843 0 X WWW.CUREARTHRITIS.ORG X 1952 CA PROVIDE FINANCIAL SUPPORT FOR: PREVENTION, TREATMENT & CURE OF ARTHRITIS & OTHER RHEUMATIC DISEASES 17 16 2 50 0 0 2162000 1516453 0 0 176624 437515 -8626 -105 2329998 1953863 975000 950000 0 0 162219 181725 0 0 28460 180297 202475 1317516 1334200 1012482 619663 7225335 7693675 5446 4253 7219889 7689422 TO FUND PROMISING YOUNG SCIENTISTS AT THE BEGINNING OF THEIR RESEARCH CAREERS IN ORDER TO FURTHER PURSUE CUTTING-EDGE PROJECTS FOR THE TREATMENT, CURE, AND THE EVENTUAL END TO THE SUFFERING OF OVER 50 MILLION AMERICANS WITH ARTHRITIS AND ITS RELATED DISEASES. 0 0 1034303 950000 MEDICAL 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. 197758 PROGRAM SERVICE EDUCATION TO RAISE GENERAL PUBLIC AWARENESS AND WITHIN THE MEDICAL PROFESSION AS TO THE NEED FOR ARTHRITIS RESEARCH FOR DEVELOPING A CURE. 1232061 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AZ UT VA CT FL WA IL NJ X HELENE BELISLE 5624376808 200 OCEANGATE NO 830 LONG BEACH CA 90802 KEVIN DONOHUE 10.00 X X 0 0 0 SHAUN SKERIS 5.00 X X 0 0 0 MARK SCHULTEN 5.00 X X 0 0 0 KELLY ROUBA 3.00 X X 0 0 0 HELENE BELISLE 40.00 X X 99750 0 12000 VIC BRADEN 1.00 X 0 0 0 KATHRYN FERRIS 1.00 X 0 0 0 SCOTT GREEN 1.00 X 0 0 0 GALE GRANGER PHD 10.00 X 0 0 0 MARTI KRUPIN 1.00 X 0 0 0 KRISTY MCPHERSON 1.00 X 0 0 0 BRITT MEYER 1.00 X 0 0 0 LYNN MOYER 1.00 X 0 0 0 JAMES ROSE PHARMD 1.00 X 0 0 0 SALLY ANNE SHERIDIAN 1.00 X 0 0 0 KATHLEEN TEPLEY 1.00 X 0 0 0 CARL WARE PHD 1.00 X 0 0 0 99750 0 12000 0 0 0 0 0 256375 6514 1253564 1516453 130143 130143 2657247 2349875 307372 307372 307372 0 6514 105 -105 -105 1953863 0 0 437410 950000 950000 117501 95982 10772 10747 48997 39985 4530 4482 2830 1394 1347 89 12397 10170 1106 1121 12500 12500 17443 17443 1000 1000 56210 52511 3699 17620 16279 1055 286 15490 11602 3202 686 13823 10397 2274 1152 16051 15566 485 4351 1273 2938 140 ADMINISTRATION 34342 13981 14481 5880 AWARENESS PROGRAM 8374 8374 RECOGNITION 4065 2859 1166 40 DUES AND SUBSCRIPTIONS 1206 688 380 138 1334200 1232061 73679 28460 117 117 440141 600306 56415 56415 6720648 7027156 8014 9681 7225335 7693675 5446 4253 5446 4253 X 7209603 7679136 10286 10286 7219889 7689422 7225335 7693675 X 619663 -150130 X 0 1 1 X 0 X 892768 2042938 3040909 2162000 1516453 9655068 892768 2042938 3040909 2162000 1516453 9655068 5129804 4525264 74948 76205 67246 122024 130143 470566 10125634 0.44690 0.50050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2394531 1000000 95028 242 3489317 2063952 504994 -174224 191 2394531 141892 1922060 2063952 141892 141892 0.99710 0.00290 0 0 0 1953863 1334200 619663 -150130 -150130 469533 1803838 -150130 -150130 1953968 -105 -105 1953863 1334305 105 105 1334200 0 1334200 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AN ENDOWMENT ACCOUNT WAS ESTABLISHED IN FISCAL YEAR 2007-08 AND ONLY ONE CONTRIBUTION TO DATE HAS BEEN DESIGNATED SPECIFICALLY TO THE ENDOWMENT ACCOUNT. 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: 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -105. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 105. 1 UC SAN FRANCISCO 513 PARNASSUS AVE S-1024 SAN FRANCISCO CA 94143 75000 RESEARCH GRANT UC DAVIS 2700 STOCKTON BLVD RM 2354 SACRAMENTO CA 95817 75000 RESEARCH GRANT DANA-FARBER CANCER INSTITUTE 44 BINNEY ST SMITH 722 BOSTON MA 02115 75000 RESEARCH GRANT BRIGHAM AND WOMEN'S HOSPITAL ONE JIMMY FUND WAY SMITH-536 BOSTON MA 02115 75000 RESEARCH GRANT UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVE FARMINGTON CT 06032 75000 RESEARCH GRANT UNIVERSITY OF WISCONSIN 600 HIGHLAND AVE H4/472 CSC MADISON WI 53792 75000 RESEARCH GRANT SANFORD-BURNHAM MEDICAL RESEARCH INSTIT 10901 N TORREY PINES RD LA JOLLA CA 92037 75000 RESEARCH GRANT UCLA DIV OF RHEUMATOLOGY 1000 VETERAN AVE REHAB CTR RM 32-59 LOS ANGELES CA 90095 150000 RESEARCH GRANT RUSH UNIVERSITY MEDICAL CENTER COHN RESEARCH BLDG 547F 1735 W HARRISON CHICAGO IL 60612 75000 RESEARCH GRANT BRIGHAM AND WOMEN'S HOSPITAL ONE JIMMY FUND WAY SMITH-516C BOSTON MA 02115 75000 RESEARCH GRANT NYU SCHOOL OF MEDICINE 301 E 17TH ST RM 1410 NEW YORK NY 10003 75000 RESEARCH GRANT CLEVELAND CLINIC 9500 EUCLID AVE DESK A50 CLEVELAND OH 44195 50000 RESEARCH GRANT 12 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. DEREK BELISLE SON OF HELENE BELISLE 47500 MARKETING DIRECTOR AND ADMINISTRATIVE ASSISTANT COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11 BOTH 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 12C CONFLICTS 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 15 THE 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 19 ALL 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -150,130. BOARD OF DIRECTORS FORM 990, PART VII HELENE BELISLE IS BOTH THE TOP MANAGEMENT AND TOP FINANCIAL OFFICER WITHIN THE ORGANIZATION.