2011-11-15T14:47:36-06:00 2010-12-31 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 900243783 990 2010-01-01 237002878 CONCERN FOUNDATION CONC 3103606100 1026 S ROBERTSON BLVD NO 300 LOS ANGELES CA 90035 MARC A LAUTER 3103606100 2011-11-11 1 LIOR TEMKIN 3104773924 2011-11-11 2010 2016-02-24 21:20:13Z DEREK ALPERT 1026 S ROBERTSON BLVD NO 300 LOS ANGELES CA 90035 2577856 0 X WWW.CONCERNFOUNDATION.ORG X 1968 CA CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 37 36 3 700 0 0 1095396 1053775 0 0 131627 131429 34359 42829 1261382 1228033 1250000 1068120 0 0 188848 178983 2255 0 157393 210857 242507 1651960 1489610 -390578 -261577 4346198 3854211 883518 593483 3462680 3260728 CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. 0 0 1222326 1068120 TO RAISE AND DISTRIBUTE FUNDS TO SUPPORT PROMISING SCIENTIFIC LABORATORY WORK IN THE FIELD OF CANCER RESEARCH. THEY ALSO HOST 2 ANNUAL OUTREACH ACTIVITIES FOR CHILDREN STRUGGLING WITH CANCER IN OUR COMMUNITY. 1222326 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 7 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 X 37 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LINDA ANDERSSON FINANCE MANAGER 3103606100 1026 S ROBERTSON BLVD SUITE 300 LOS ANGELES CA 90035 JESSICA ALPERT 1.00 X 0 0 0 HARVEY BEESEN 1.00 X 0 0 0 CARLA DALY 1.00 X 0 0 0 NANCY EISENSTADT 1.00 X 0 0 0 DAVID ENTIN 1.00 X 0 0 0 STEVE FORTNER 1.00 X 0 0 0 JIM FREEDMAN 1.00 X 0 0 0 ANDREA FRIEDMAN 1.00 X 0 0 0 JACKIE GOTTLIEB 1.00 X 0 0 0 JAMES HAUSBERG 1.00 X 0 0 0 MAX SISSON LISZT 1.00 X 0 0 0 MARC LUBER ESQ 1.00 X 0 0 0 IAN METROSE 1.00 X 0 0 0 LAURI METROSE 1.00 X 0 0 0 FRANK MOTTEK 1.00 X 0 0 0 JOYCE POWELL 1.00 X 0 0 0 LARRY POWELL 1.00 X 0 0 0 RICK POWELL 1.00 X 0 0 0 STEVE RAUCHMAN MD 1.00 X 0 0 0 LAURIE RESCH 1.00 X 0 0 0 LINDSAY SEGENREICH 1.00 X 0 0 0 MARC SCHULTZ 1.00 X 0 0 0 WILBUR SCHWARTZ MD 1.00 X 0 0 0 STEVEN TELLER 1.00 X 0 0 0 ROBERT THOM 1.00 X 0 0 0 STEVE ULLMAN 1.00 X 0 0 0 MYRNA ZIMMERMAN 1.00 X 0 0 0 STANLEY ZIMMERMAN 1.00 X 0 0 0 LORENE GOLDMAN 1.00 X 0 0 0 ROBERT S GOLDMAN 1.00 X 0 0 0 JOHN CARROLL 1.00 X 0 0 0 STEVE R FREED 1.00 X 0 0 0 ANNE BARNETT 1.00 X 0 0 0 BILL BARNETT 1.00 X 0 0 0 MICHAEL FIRESTEIN ESQ 1.00 X 0 0 0 MARC LAUTER 1.00 X 0 0 0 DEREK ALPERT 40.00 X X 150169 0 32869 DEREK ALPERT - SPEC EVENTS 40.00 X X -66074 0 -14462 84095 0 18407 1 0 1 0 0 3200 792550 258025 1053775 129771 129771 872929 871271 1658 1658 1658 478552 792550 478552 0 PARTNERSHIP INCOME 900099 29869 29869 GRANTS REFUNDED 900099 12960 12960 42829 1228033 0 0 174258 768120 768120 300000 300000 84095 24027 60068 56824 13810 43014 2952 794 854 1304 25475 6701 6931 11843 9637 2553 3489 3595 21799 5833 6612 9354 31339 8386 9505 13448 7870 2106 2387 3377 9871 2641 2994 4236 51969 13907 15762 22300 4212 1127 1277 1808 4638 1241 1407 1990 8470 2267 2569 3634 SCIENTIFIC REVIEW COMMI 56910 56910 MEMBERSHIP DUES 18588 4974 5638 7976 COMPUTER/INTERNET 11778 3152 3572 5054 REPAIRS AND MAINTENANCE 6796 1819 2061 2916 EQUMIPMENT RENTAL 5455 1460 1655 2340 2812 498 164 2150 1489610 1222326 109891 157393 42433 6647 339853 350051 264739 267359 39485 30704 12224 8781 3289702 2812199 92483 92483 304764 316691 4346198 3854211 5765 13825 575000 287500 264739 267359 38014 24799 883518 593483 X 1264362 1000713 232946 309643 1965372 1950372 3462680 3260728 4346198 3854211 X -261577 59625 X 0 1 1 X 0 X 1528829 1537179 1330733 1095396 1050575 6542712 1528829 1537179 1330733 1095396 1050575 6542712 149848 6392864 169705 181079 160175 131627 131429 774015 43281 42230 41118 34359 29869 190857 7507584 0.85150 0.87830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2006 PARTNERSHIP INCOME $43,281 2007 PARTNERSHIP INCOME $42,230 2008 PARTNERSHIP INCOME $41,118 2009 PARTNERSHIP INCOME $34,359 2010 PARTNERSHIP INCOME $29,869 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1971274 94706 104005 1961975 1983193 87822 99741 1971274 1978827 10805 6439 1983193 0.99000 0.01000 0 0 2751 459 2292 36734 30245 6489 8781 PLANNED GIFT RECEIVABLE 248042 OTHER ASSETS 68649 316691 ACCRUED LIABILITIES 24799 24799 1228033 1489610 -261577 38874 20751 59625 -201952 1278085 38874 25259 64133 1213952 14081 14081 1228033 1476650 0 1476650 12960 12960 1489610 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: EARNINGS FROM THE MYNDA COHN/JENSEN MEMORIAL FUND ARE USED TO REIMBURSE THE FOUNDATION FOR GENERAL AND ADMINISTRATIVE EXPENSES. EARNINGS FROM THE STERIC FUND ARE USED TO REIMBURSE EXPENSES RELATED TO THE SCIENTIFIC REVIEW COMMITTEE MEETINGS HELD IN LOS ANGELES, CALIFORNIA,INCLUDING AIRLINE TICKETS, HOTEL ROOMS, MEETING ROOMS, LOCAL TRANSPORTATION AND OUT-OF-POCKET EXPENSES INCURRED BY THE SCIENTISTS RELATING TO THEIR WORK AS PART OF THE REVIEW COMMITTEE. EARNINGS FROM THE WILBUR S. SCHWARTZ FUND ARE TO BE USED TO PAY FOR AWARDS, SCHOLARSHIPS, FELLOWSHIPS, SYMPOSIA AND/OR LECTURES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EFFECTIVE JANUARY 1, 2009, THE FOUNDATION ADOPTED FASB ASC TOPIC NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC TOPIC NO. 740 ("ASC 740") CLARIFIES THE FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH FASB STATEMENTS NO. 109, ACCOUNTING FOR INCOME TAXES, AND PRESCRIBES A RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION OF TAX BENEFITS, CLASSIFICATION ON THE BALANCE SHEET, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE FOUNDATION HAS DETERMINED THAT THE ADOPTION OF ASC 740 DID NOT RESULT IN THE RECOGNITION OF ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS AND THAT THERE ARE NO UNRECOGNIZED TAX BENEFITS THAT WOULD, IF RECOGNIZED, AFFECT THE EFFECTIVE TAX RATE. PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN VALUE OF CHARITABLE TRUSTS 20,998. TRUST INCOME DIFFERENCE BETWEEN K-1 AND BOOK 4,261. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK -1,121. NET ASSETS OF AFFILIATED RETURN -3,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: TRUST INCOME DIFFERENCE BETWEEN K-1 AND BOOK 4,261. CHANGE IN VALUE OF CHARITABLE TRUSTS 20,998. PART XII, LINE 4B - OTHER ADJUSTMENTS: PARTNESHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK 1,121. GRANTS REFUNDED 12,960. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 12,960. FORM 990 SCHEDULE D PART XII LINE 2D INCREASE IN VALUE OF CHARITABLE TRUSTS, 41,269 TRUST INCOME DIFFERENCE BETWEEN K-1 AND BOOK, 10,679 FORM 990 SCHEDULE D PART XII LINE 4B PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK, 16,241 0 0 0 0 0 0 0 X ISRAEL NON-GENOMIC MECHANISMS REGULATING THE SUSCEPTIBILITY OF HEMOPOIETIC MALIGNANT CELLS TO APOPTOSIS' 100000 CHECK FMV SPAIN ROLE OF RANKL SIGNALING IN BREAST CANCER 50000 CHECK FMV SWEDEN STUDIES ON EPSTEIN-BARR VIRUS AND KAPOSI SARCOMA HERPESVIRUS, ONCOGENES AND TUMOR SUPPRESSOR GENES, TUMOR IMMUNOLOGY AND INHIBITION OF TUMOR CELL GROWTH BY STROMA. 150000 CHECK FMV 0 0 0 0 0 0 X X X X X CA BLOCK PARTY 1172533 718494 454039 186822 18927 18650 229640 KID'S EVENTS 13650 6878 6772 5498 1274 1 84919 67178 17741 17741 1271102 792550 478552 192320 18927 18650 248655 478552 0 1 CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 50000 FMV NEUROBLASTOMA PATHOGENESIS STUDIES THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 405 HILGARD AVENUE LOS ANGELES CA 90095 501(C)(3) 50000 FMV TARGETING LIPID METABOLISM IN CANCER UNIV OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 501(C)(3) 50000 FMV THE ROLE OF A NOVEL TUMOR SUPPRESSOR IN THE ENDOMEMBRANE SYSTEMTHE ROLE OF A NOVEL TUMOR SUPPRESSOR IN THE ENDOMEMBRANE SYSTEM NORTHWESTERN UNIVERSITY - CHICAGO CAMPUS 201 EAST HURON STREET CHICAGO IL 60611 501(C)(3) 50000 FMV THE ROLE OF AFAP1 IN BREAST CANCER METASTASIS UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE BOULEVARD HOUSTON TX 77030 501(C)(3) 50000 FMV ROLE OF TIE2 IN THE RESISTANCE OF GLIOMAS TO ANTIANGIOGENIC THERAPIES CINCINATTI CHILDREN'S HOSPITAL 3333 BURNET AVENUE CINCINNATI OH 45229 501(C)(3) 50000 FMV DEFINING TRANSITIONAL ZONES ASSOCIATED WITH SQUAMOUS CELL CARCINOMA DEVELOP JOAN & SANFORD I WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 1305 YORK AVENUE NEW YORK NY 10021 501(C)(3) 50000 FMV ICAVE: VISUALIZING BIOLOGICAL NETWORKS IN CANCER RESEARCH WASHINGTON UNIVERSITY IN ST LOUIS 1 BROOKINGS DRIVE ST LOUIS MO 63130 501(C)(3) 50000 FMV THE ROLE OF ENHANCERS AT 8Q24 IN CANCER CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 50000 FMV SURVIVIN IN ALL BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 501(C)(3) 50000 FMV THE ROLE OF ALCAM IN REGULATION OF NORMAL AND MALIGNANT HEMATOPOIESIS THE JACKSON LABORATORY 600 MAIN STREET BAR HARBOR ME 04609 501(C)(3) 50000 FMV THE CONTRIBUTION OF TELOMERE DYSFUNCTION TO MYELOID DISORDERS AND LEUKEMIA THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN 150 HOUSTON TX 77030 501(C)(3) 50000 FMV TARGETING DRUG RESISTANCE OF STEM CELL POPULATIONS IN MANTLE CELL LYMPHOMA DUKE UNIVERSITY MEDICAL CENTER 2100 ERWIN ROAD DURHAM NC 27710 501(C)(3) 50000 FMV OSTEOPONTIN IN INNATE IMMUNITY SUPPRESSES TUMOR DEVELOPMENT MEDICAL COLLEGE OF WISCONSIN 8800 W DOYNE AVENUE MILWAUKEE WI 53226 501(C)(3) 50000 FMV PATHOGENESIS OF CHRONIC GAMMAHERPESVIRUS INFECTION IN ATAXIA TELANGIECTASIA CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 501(C)(3) 30000 FMV CANCER SURVIVORSHIP PROGRAM DONOR SERVICES DEPARTMENT HADASSAH 50 WEST 58TH STREET 2ND FLOOR NEW YORK NY 10019 501(C)(3) 15000 FMV RECRUITMENT OF ISRAELI ARAB BONE MARROW/STEM CELL UNRELATED DONORS AND THE STUDY OF THE HLA GENETIC MAKE UP OF THE ISRAELI ARAB POPULATION. CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 8620 FMV CHILDHOOD CANCER: DO FEMALES EXPERIENCE MORE ACUTE TOXICITIES THAN MALES? CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 8050 FMV ESTABLISHING A CANCER SURVIVORSHIP COHORT (2004-2009) FOR THE STUDY OF BLOOD TRANSFUSIONS, IRON OVERLOAD AND LATE COMPLICATIONS OF TREATMENT. CHILDREN'S HOSPITAL LOS ANGELES 4650 WEST SUNSET BOULEVARD LOS ANGELES CA 90027 501(C)(3) 6450 FMV NEUROPSYCHOLOGICAL OUTCOMES FOR PEDIATRIC PATIENTS TESTED FOR EPENDYMOMA. 19 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION RECEIVES AN ANNUAL PROGRESS REPORT OF THE ACTIVITIES FROM THE LABS FUNDED. X X 0 0 0 0 0 0 0 0 0 DEREK ALPERT 150169 0 0 0 0 0 3260 0 29609 0 183038 0 0 0 DEREK ALPERT - SPEC EVENTS -66074 0 0 0 0 0 -1435 0 -13027 0 -80536 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS BILL BARNETT AND ANNE BARNETT ARE HUSBAND AND WIFE. BOARD MEMBERS IAN METROSE AND LAURI METROSE ARE HUSBAND AND WIFE. BOARD MEMBERS LARRY POWELL AND JOYCE POWELL ARE HUSBAND AND WIFE. BOARD MEMBERS MYRNA ZIMMERMAN AND STANLEY ZIMMERMAN ARE HUSBAND AND WIFE. BOARD MEMBERS LARRY POWELL AND RICK POWELL ARE PARENTS AND SON. FORM 990, PART VI, SECTION B, LINE 11 THE CFO (AN UNCOMPENSATED OFFICER) REVIEWS A DRAFT OF FORM 990 AND APPROVES IT. COPIES OF THE FINAL DOCUMENT IS THEN FORWARDED TO THE EXECUTIVE COMMITTEE AND TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR, THE BOARD MEMBERS ARE REMINDED OF THEIR OBLIGATION RELATED TO THE ORGANZIATION'S CONFLICT OF INTEREST POLICY. NEW BOARD MEMBERS ARE ALSO INFORMED OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 STARTING SALARIES AND SALARY INCREASES FOR OFFICERS AND KEY EMPLOYEES ARE PRESENTED TO AND VOTED ON BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 CONCERN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND INFORMATIONAL RETURN AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 CONCERN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 38,874. INCREASE IN VALUE OF CHARITABLE TRUSTS 20,998. TRUST INCOME DIFFERENCE BETWEEN K-1 AND BOOK 4,261. PARTNERSHIP INCOME DIFFERENCE BETWEEN K-1 AND BOOK -1,121. NET ASSETS OF AFFILIATED RETURN -3,387. TOTAL TO FORM 990, PART XI, LINE 5: 59,625. CONCERN FOUNDATION HOLDINGS LLC 1026 S ROBERTSON BLVD STE 300 LOS ANGELES CA 90035 237002878 REAL ESTATE HOLDING COMPANY CA 0 3387 CONCERN FOUNDATION