ALZHEIMERS DRUG DISCOVERY FOUNDATION: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS DRUG DISCOVERY FOUNDATION (EIN 20-1082179)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-18
- IRS object ID
- 202602619349300605
- Schema version
- 2025v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-18T09:54:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 MOUNT KEMBLE AVE STE 210N | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201082179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S DRUG DISCOVERY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALZH | BusinessNameControlTxt |
| Phone | 2129018000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH ST 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISOBEL COLEMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2129018000 | PhoneNum |
| Signature | 2026-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 9739293500 | PhoneNum |
| Preparation | 2026-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ISOBEL COLEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH ST 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,182,965 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALZDISCOVERY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,045,158 | PYContributionsGrantsAmt |
| CY Contributions Grants | $66,955,109 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,841,351 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,651,235 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,534,433 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,154,966 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$137,955 | PYOtherRevenueAmt |
| CY Other Revenue | -$598,547 | CYOtherRevenueAmt |
| PY Total Revenue | $47,282,987 | PYTotalRevenueAmt |
| CY Total Revenue | $82,162,763 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $73,252,232 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,837,976 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,861,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,830,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,588,393 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,137,124 | PYOtherExpensesAmt |
| CY Other Expenses | $7,929,805 | CYOtherExpensesAmt |
| PY Total Expenses | $88,250,427 | PYTotalExpensesAmt |
| CY Total Expenses | $47,597,883 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$40,967,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $34,564,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $299,394,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $315,495,637 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,417,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,362,218 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $216,976,767 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $252,133,419 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT, TREAT AND CURE ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,974,593 | ExpenseAmt |
| Grant | $30,837,976 | GrantAmt |
| Revenue | $11,651,235 | RevenueAmt |
| Desc | THE ALZHEIMER'S DRUG DISCOVERY FOUNDATION IS DEDICATED TO RAPIDLY ACCELERATING THE DISCOVERY OF DRUGS TO PREVENT, TREAT AND CURE ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. THE ADDF IS SOLELY FOCUSED ON FUNDING THE DEVELOPMENT OF DRUGS FOR ALZHEIMER'S, EMPLOYING A VENTURE PHILANTHROPY MODEL TO SUPPORT RESEARCH IN ACADEMIA AND THE BIOTECH INDUSTRY. | Desc |
| Total Program Service Expenses | $39,974,593 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 37 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINA D'EMIC ACTING CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129018000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH ST 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ADAM HOFFMAN | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICE SHURE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN JACKSON | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE ENGLEBARDT LAUTENBERG | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE PFEIFER EVANS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL BOULANGER | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DOLBY | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID R WEINREB | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY M LAUDER | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAVIN COOK | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRIK ZETTERBERG MD PHD | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD FILLIT MD | |||||||
| FOUNDING ED & CSO | 40.00 | Yes (X) | $691,744 | $0 | $494,274 | Yes (X) | |
| JULIEANN SHANAHAN CFA | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LANNY EDELSOHN MD | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA STEELE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE LEEDS JR | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD LAUDER | |||||||
| CO-CHAIR/GOVERNOR (DECEASED 06/25) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MIIA KIVIPELTO MD PHD | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY CORZINE | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY GOODES | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIRANJAN BOSE PHD | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA ZAHN | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP SCHELTENS MD PHD | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHID IZZAR | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDAL SANDLER | |||||||
| CO-VICE CHAIR & SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RIC EDELMAN | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD C MOHS | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A BELFER | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA DIAZ BRINTON PHD | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD S LAUDER | |||||||
| CO-CHAIRMAN /GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SALLY SUSMAN | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON T SAGER | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS F MCWILLIAMS | |||||||
| CO-VICE CHAIRMAN & TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS S SMITH JR | |||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN HARRIS | |||||||
| CFO & HEAD OF MISSION-REL. INVESTING | 40.00 | $384,929 | $0 | $41,275 | Yes (X) | ||
| MARK ROITHMAYR | |||||||
| CEO | 40.00 | $682,100 | $0 | $58,069 | Yes (X) | ||
| AARON BURSTEIN | |||||||
| HEAD OF SEARCH & EVAL. | 40.00 | $359,652 | $0 | $61,170 | Yes (X) | ||
| ELI SHOBIN | |||||||
| SENIOR DIRECTOR DXA | 40.00 | $330,179 | $0 | $39,967 | Yes (X) | ||
| JANE MCINTOSH | |||||||
| CHIEF EXT. AFFAIRS & PHILANTHROPY OFFICER | 40.00 | $394,697 | $0 | $27,629 | Yes (X) | ||
| PIZZONE KATHRYN D | |||||||
| ATTY., MISSION-REL. INVEST. | 40.00 | $218,807 | $0 | $53,924 | Yes (X) | ||
| LAURA NISENBAUM | |||||||
| EXEC. DIR., DRUG DEV. | 40.00 | $496,050 | $0 | $53,715 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,558,158 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $830,023 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVID MONN LLC | |||||
| 150 WEST 28TH STREET SUITE 702 | NEW YORK | NY | 10001 | CATERING | $750,000 |
| VITAL IMPACT LLC | |||||
| 275 7TH AVE 15TH FLOOR | NEW YORK | NY | 10001 | CONSULTING SERVICES | $723,643 |
| BEACON HILL SOLUTIONS GROUP LLC | |||||
| 20 ASHBURTON PL | BOSTON | MA | 02108 | STAFFING SERVICES | $193,585 |
| LAMPROS KOURTIS | |||||
| 188 PROSPECT STREET | CAMBRIDGE | MA | 02139 | CONSULTING SERVICES | $172,813 |
| PBFERRELL LLC | |||||
| 1110 BROOKSIDE DR | LEBANON | IN | 46052 | CONSULTING SERVICES | $164,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,083,346 | FundraisingAmt |
| All Other Contributions | $64,871,763 | AllOtherContributionsAmt |
| Noncash Contributions | $2,919,340 | NoncashContributionsAmt |
| Total Contributions | $66,955,109 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,651,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,651,235 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,651,235 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,163,392 | TotalRevenueColumnAmt |
| Exclusion | $4,163,392 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,001,509 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,009,935 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$8,426 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,426 | TotalRevenueColumnAmt |
| Exclusion | -$8,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $411,720 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,083,346 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,010,267 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$598,547 | TotalRevenueColumnAmt |
| Exclusion | -$598,547 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,162,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,651,235 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,556,419 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,077,916 | TotalAmt |
| Program Services | $16,077,916 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,760,060 | TotalAmt |
| Program Services | $14,760,060 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,392 | TotalAmt |
| Program Services | $1,942,196 | ProgramServicesAmt |
| Management And General | $199,072 | ManagementAndGeneralAmt |
| Fundraising | $211,124 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,164,582 | TotalAmt |
| Program Services | $3,099,392 | ProgramServicesAmt |
| Management And General | $716,471 | ManagementAndGeneralAmt |
| Fundraising | $1,348,719 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,973 | TotalAmt |
| Program Services | $80,682 | ProgramServicesAmt |
| Management And General | $96,742 | ManagementAndGeneralAmt |
| Fundraising | $129,549 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,898 | TotalAmt |
| Program Services | $362,424 | ProgramServicesAmt |
| Management And General | $76,794 | ManagementAndGeneralAmt |
| Fundraising | $133,680 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,257 | TotalAmt |
| Program Services | $282,997 | ProgramServicesAmt |
| Management And General | $56,194 | ManagementAndGeneralAmt |
| Fundraising | $94,066 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,363 | TotalAmt |
| Program Services | $245,363 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,469 | TotalAmt |
| Management And General | $94,469 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,608,757 | TotalAmt |
| Program Services | $1,153,776 | ProgramServicesAmt |
| Management And General | $1,103,101 | ManagementAndGeneralAmt |
| Fundraising | $351,880 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,173,141 | TotalAmt |
| Program Services | $525,778 | ProgramServicesAmt |
| Management And General | $302,025 | ManagementAndGeneralAmt |
| Fundraising | $345,338 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,396 | TotalAmt |
| Program Services | $37,926 | ProgramServicesAmt |
| Management And General | $37,763 | ManagementAndGeneralAmt |
| Fundraising | $21,707 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,332 | TotalAmt |
| Program Services | $95,143 | ProgramServicesAmt |
| Management And General | $94,734 | ManagementAndGeneralAmt |
| Fundraising | $54,455 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,123 | TotalAmt |
| Program Services | $201,916 | ProgramServicesAmt |
| Management And General | $61,864 | ManagementAndGeneralAmt |
| Fundraising | $86,343 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,651 | TotalAmt |
| Program Services | $481,408 | ProgramServicesAmt |
| Management And General | $24,698 | ManagementAndGeneralAmt |
| Fundraising | $101,545 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,467 | TotalAmt |
| Program Services | $392,531 | ProgramServicesAmt |
| Management And General | $20,139 | ManagementAndGeneralAmt |
| Fundraising | $82,797 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,306 | TotalAmt |
| Management And General | $43,306 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| VENUE, CATERING AND OTH | $1,587,100 | $108,803 | $8,955 | $1,469,342 |
| MISCELLANEOUS | $225,066 | $87,641 | $87,264 | $50,161 |
| PUBLIC RELATIONS | $157,634 | $38,641 | $11,306 | $107,687 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,597,883 | TotalAmt |
| Program Services | $39,974,593 | ProgramServicesAmt |
| Management And General | $3,034,897 | ManagementAndGeneralAmt |
| Fundraising | $4,588,393 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,163,054 | BOYAmt |
| EOY | $1,935,740 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,754,709 | BOYAmt |
| EOY | $55,513,070 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,715,532 | BOYAmt |
| EOY | $167,077,902 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,750 | BOYAmt |
| EOY | $282,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $765,496 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $652,843 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,734 | BOYAmt |
| EOY | $112,653 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,622,086 | BOYAmt |
| EOY | $88,836,708 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,297,828 | BOYAmt |
| EOY | $1,736,880 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,394,693 | BOYAmt |
| EOY | $315,495,637 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,274,049 | BOYAmt |
| EOY | $3,388,117 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,579,333 | BOYAmt |
| EOY | $56,727,600 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,114 | BOYAmt |
| EOY | $1,506,635 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,127,430 | BOYAmt |
| EOY | $1,739,866 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,417,926 | BOYAmt |
| EOY | $63,362,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,971,491 | BOYAmt |
| EOY | $92,558,628 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,005,276 | BOYAmt |
| EOY | $159,574,791 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,976,767 | BOYAmt |
| EOY | $252,133,419 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,394,693 | BOYAmt |
| EOY | $315,495,637 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $34,564,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $591,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,612,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,842,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,595,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,045,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,955,109 | CurrentTaxYearAmt |
| Total | $425,050,505 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,612,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,842,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,595,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,045,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,955,109 | CurrentTaxYearAmt |
| Total | $425,050,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $234,170,430 | SubstantialContributorsTotAmt |
| Public Support Total170 | $190,880,075 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $857,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,119,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,100,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,163,392 | CurrentTaxYearAmt |
| Total | $12,447,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $437,498,278 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $37,264,772 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.43630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $178,540 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $586,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $474,303 | DepreciationAmt |
| Book Value | $112,653 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $112,653 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,739,866 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,739,866 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $82,294,576 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $591,772 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$365,490 | OtherRevenueAmt |
| Revenue Not Reported | $226,282 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,068,294 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,469 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $94,469 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,162,763 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,137,924 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,137,924 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,469 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $365,490 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $459,959 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,597,883 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024, IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INDIRECT FUNDRAISING EXPENSES -365,490. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INDIRECT FUNDRAISING EXPENSE 365,490. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTS TO RECIPIENTS | ALZHEIMER'S DISEASE RESEARCH | $13,231,452 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPIENTS | ALZHEIMER'S DISEASE RESEARCH | $1,036,093 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTS TO RECIPIENTS | ALZHEIMER'S DISEASE RESEARCH | $492,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $14,760,060 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,760,060 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (17 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | RESEARCH | $68,055 | ELECTRONIC | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | RESEARCH | $424,460 | ELECTRONIC | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | RESEARCH | $1,036,093 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $121,000 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $150,000 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $15,000 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $972,668 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $2,231,371 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $213,348 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $873,830 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $3,809,420 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $42,500 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $1,999,997 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $150,000 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $2,549,203 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $78,115 | ELECTRONIC | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH | $25,000 | ELECTRONIC | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 17 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE REQUIRED TO SEND PROGRESS REPORTS AS OUTLINED IN THEIR EXECUTED CONTRACTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PALM BEACH | Event1Nm |
| Gross Receipts Event1 | $731,850 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $683,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $339,757 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $103,096 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $115,835 | EntertainmentEvent1Amt |
| Event2 | MEMORIES MATTER | Event2Nm |
| Gross Receipts Event2 | $675,047 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $543,967 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $131,080 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $74,020 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $89,455 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,556 | EntertainmentEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,088,169 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $856,129 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $232,040 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $92,830 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $179,454 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,264 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $2,495,066 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,083,346 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $411,720 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $506,607 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $372,005 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $131,655 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $1,010,267 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$598,547 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE DATA INITIATIVE (ADDI) | |||||||||
| 4110 CARILLON POINT | KIRKLAND | WA | 98033 | 853776266 | 501(C)(3) | $1,881,800 | $0 | ALZHEIMERS RESEARCH | |
| BANNER HEALTH | |||||||||
| 2901 N CENTRAL AVE SUITE 160 | PHOENIX | AZ | 85012 | 450233470 | 501(C)(3) | $250,000 | $0 | ALZHEIMERS RESEARCH | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042103881 | 501(C)(3) | $349,590 | $0 | ALZHEIMERS RESEARCH | |
| CIRCULAR GENOMICS INC | |||||||||
| 5901 INDIAN SCHOOL RD NE | ALBUQUERQUE | NM | 87110 | 861873272 | 501(C)(3) | $250,000 | $0 | ALZHEIMERS RESEARCH | |
| CLEARVIEW HEALTHCARE PARTNERS | |||||||||
| 275 WASHINGTON STREET | NEWTON | MA | 02458 | 261597664 | 501(C)(3) | $462,500 | $0 | ALZHEIMERS RESEARCH | |
| EMORY UNIVERSITY | |||||||||
| 1521 CLIFTON RD | ATLANTA | GA | 30322 | 580566256 | 501(C)(3) | $353,147 | $0 | ALZHEIMERS RESEARCH | |
| EMTHERAPRO | |||||||||
| 200 E PONCE DE LEON AVENUE SUITE | DECATUR | GA | 30030 | 384182092 | $499,415 | $0 | ALZHEIMERS RESEARCH | 225 | |
| ICAHN SCHOOL OF MEDICINE | |||||||||
| 1 GUSTAVE LEVY PLACE | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $598,982 | $0 | ALZHEIMERS RESEARCH | |
| INDIANA UNIVERSITY | |||||||||
| 509 E 3RD ST | BLOOMINGTON | IN | 47401 | 356001673 | 501(C)(3) | $502,277 | $0 | ALZHEIMERS RESEARCH | |
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21205 | 520595110 | 501(C)(3) | $640,000 | $0 | ALZHEIMERS RESEARCH | |
| MILKEN INSTITUTE | |||||||||
| 1250 4TH ST 2ND FLOOR | SANTA MONICA | CA | 90401 | 954240775 | 501(C)(3) | $75,000 | $0 | ALZHEIMERS RESEARCH | |
| STANFORD UNIVERSITY | |||||||||
| 1201 WELCH RD MSLS BLDG ROOM P252 | STANFORD | CA | 94035 | 941156365 | 501(C)(3) | $350,385 | $0 | ALZHEIMERS RESEARCH | |
| STANFORD UNIVERSITY | |||||||||
| 1201 WELCH RD MSLS BLDG ROOM P252 | STANFORD | CA | 94035 | 941156365 | 501(C)(3) | $128,500 | $0 | ALZHEIMERS RESEARCH | |
| SUNBIRD BIO INC | |||||||||
| 35 CAMBRIDGEPARK | CAMBRIDGE | MA | 02140 | 474956987 | 501(C)(3) | $249,887 | $0 | ALZHEIMERS RESEARCH | |
| SUPERFLUID DX | |||||||||
| 259 EAST GRAND AVE SUITE 325 | SAN FRANCISCO | CA | 94080 | 474885455 | 501(C)(3) | $911,250 | $0 | ALZHEIMERS RESEARCH | |
| THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AT DALLAS | |||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 756002868 | 501(C)(3) | $600,000 | $0 | ALZHEIMERS RESEARCH | |
| TRANSPOSON THERAPEUTICS | |||||||||
| 4660 LA JOLLA VILLAGE DRIVE SUITES | SAN DIEGO | CA | 92122 | $4,995,519 | $0 | ALZHEIMERS RESEARCH | 100 200 | ||
| TRUSTEES OF BOSTON UNIVERSITY | |||||||||
| COMMONWEALTH AVE | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $64,000 | $0 | ALZHEIMERS RESEARCH | |
| UNIVERSITY OF ILLINOIS AT CHICAGO | |||||||||
| 1200 WEST HARRISON STREET | CHICAGO | IL | 60607 | 376000511 | 501(C)(3) | $599,515 | $0 | ALZHEIMERS RESEARCH | |
| UNIVERSITY OF PENNSYLVANIA | |||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $350,000 | $0 | ALZHEIMERS RESEARCH | |
| UNIVERSITY OF SOUTH FLORIDA | |||||||||
| 3802 SPECTRUM BLVD STE 100 | TAMPA | FL | 33612 | 592959590 | 501(C)(3) | $263,649 | $0 | ALZHEIMERS RESEARCH | |
| USAGAINSTALZHEIMER'S | |||||||||
| 5614 CONNECTICUT AVE NW 288 | WASHINGTON | DC | 20015 | 450672514 | 501(C)(3) | $15,000 | $0 | ALZHEIMERS RESEARCH | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | 430653611 | 501(C)(3) | $1,687,500 | $0 | ALZHEIMERS RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE SELECTED THROUGH A RIGOROUS PEER-REVIEW PROCESS, AS WELL AS, AN INTERNAL REVIEW AND BOARD APPROVAL PROCESS. GRANTS FOR ALL INSTITUTIONS ARE CLOSELY MONITORED. GRANTEES MUST SUBMIT MID-YEAR AND END-OF-YEAR PROGRESS AND FINANCIAL REPORTS. SUBSEQUENT PAYMENTS TO GRANT RECIPIENTS ARE CONTINGENT UPON THE RECEIPT AND SATISFACTORY REVIEW OF THESE REPORTS. PROGRESS OF GRANT RECIPIENTS IS COMMUNICATED TO THE BOARD OF GOVERNORS PERIODICALLY. GRANT RECIPIENTS ARE REQUIRED TO SEND PROGRESS REPORTS AS OUTLINED IN THEIR EXECUTED CONTRACTS. SOME OF THE GRANTS LISTED IN PART II OF THIS SCHEDULE I ARE GRANTS WITH A "PARTICIPATING INTEREST," WHICH ENTITLE THE FOUNDATION TO RECEIVE, IN THE EVENT THAT THE FUNDED PROJECT IS LICENSED OR OTHERWISE COMMERCIALIZED, A PERCENTAGE OF THE LICENSING OR OTHER REVENUE THAT THE GRANTEE ORGANIZATION RECEIVES OR EQUITY IN THE RESULTING BUSINESS ENTITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOWARD FILLIT MD | ||||||||||||||
| FOUNDING ED & CSO | $675,256 | $0 | $0 | $0 | $16,488 | $0 | $463,688 | $0 | $30,586 | $0 | $1,186,018 | $0 | $0 | $0 |
| MARK ROITHMAYR | ||||||||||||||
| CEO | $676,004 | $0 | $0 | $0 | $6,096 | $0 | $27,800 | $0 | $30,269 | $0 | $740,169 | $0 | $0 | $0 |
| LAURA NISENBAUM | ||||||||||||||
| EXEC. DIR., DRUG DEV. | $457,882 | $0 | $35,000 | $0 | $3,168 | $0 | $27,800 | $0 | $25,915 | $0 | $549,765 | $0 | $0 | $0 |
| KAREN HARRIS | ||||||||||||||
| CFO & HEAD OF MISSION-REL. INVESTING | $381,761 | $0 | $0 | $0 | $3,168 | $0 | $27,800 | $0 | $13,475 | $0 | $426,204 | $0 | $0 | $0 |
| JANE MCINTOSH | ||||||||||||||
| CHIEF EXT. AFFAIRS & PHILANTHROPY OF | $393,593 | $0 | $0 | $0 | $1,104 | $0 | $27,629 | $0 | $0 | $0 | $422,326 | $0 | $0 | $0 |
| AARON BURSTEIN | ||||||||||||||
| HEAD OF SEARCH & EVAL. | $327,588 | $0 | $30,000 | $0 | $2,064 | $0 | $26,915 | $0 | $34,255 | $0 | $420,822 | $0 | $0 | $0 |
| ELI SHOBIN | ||||||||||||||
| SENIOR DIRECTOR DXA | $227,928 | $0 | $0 | $0 | $102,251 | $0 | $19,763 | $0 | $20,204 | $0 | $370,146 | $0 | $0 | $0 |
| PIZZONE KATHRYN D | ||||||||||||||
| ATTY., MISSION-REL. INVEST. | $218,375 | $0 | $0 | $0 | $432 | $0 | $17,154 | $0 | $36,770 | $0 | $272,731 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | DURING 2025, ELI SHOBIN RECEIVED $79,248 IN SEVERANCE PAY AND IT IS INCLUDED IN COLUMN B(III). HOWARD FILLIT RECEIVED A CONTRIBUTION TO A 457(F) PLAN FOR $443,178 AND IT IS INCLUDED IN COLUMN (C). |
| PART I, LINE 7 | THE COMPENSATION COMMITTEE APPROVED THE BONUSES REPORTED IN COLUMN B(II) FOR LAURA NISENDBAUM AND AARON BURNSTEIN. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,919,340 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | COLUMN (B) REFLECTS THE TOTAL NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | IT IS ADDF'S POLICY TO MAINTAIN APPROPRIATE BUSINESS RELATIONSHIPS WITH REGARD TO GIVING AND RECEIVING CORPORATE GIFTS. EMPLOYEES SHOULD USE GOOD JUDGMENT WHEN ENTERTAINING CUSTOMERS AND BUSINESS PARTNERS AND SUCH ENTERTAINMENT SHOULD NOT EXCEED TYPICAL MEAL AND ASSOCIATED EXPENSES. EMPLOYEE SHOULD DISCOURAGE OTHERS FROM OFFERING EXTRAVAGANT MEALS OR ENTERTAINMENT. SPECIAL CARE MUST BE TAKEN TO AVOID EVEN THE IMPRESSION OF A CONFLICT OF INTEREST. IF AN EMPLOYEE IS IN DOUBT ABOUT THE APPROPRIATENESS OF A PLANNED EVENT OR GIFT TO BE GIVEN ON BEHALF OF ADDF, CONTACT THE CHIEF OF STAFF OR THE CEO |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE FOUNDATION HAS A TWO CLASS BOARD STRUCTURE (CLASS A AND CLASS B) PURSUANT TO WHICH EACH CLASS A BOARD MEMBER IS ENTITLED TO ONE VOTE AND EACH CLASS B MEMBER IS ENTITLED TO ONE-HALF VOTE. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST AMONG GOVERNORS AND OFFICERS OF THE FOUNDATION: (I) LEONARD A. LAUDER AND RONALD S. LAUDER: FAMILY AND BUSINESS RELATIONSHIP; (II) LEONARD A. LAUDER, AND GARY M. LAUDER: BUSINESS AND FAMILY RELATIONSHIP; (III) LEONARD A.LAUDER, RONALD S. LAUDER AND DR. HOWARD FILLIT: BUSINESS RELATIONSHIP; (IV) ALICE SHURE AND BONNIE PFEIFER EVANS: FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE FOUNDATION'S CHIEF FINANCIAL OFFICER AND FINANCE DIRECTOR. THEN A COPY IS PROVIDED TO THE BOARD OF GOVERNORS AND THE FOUNDATION'S OFFICERS. THE FINAL FORM 990 IS SIGNED BY EITHER THE FOUNDATION'S FOUNDING EXECUTIVE DIRECTOR, TREASURER OR THE CFO. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT LEAST ANNUALLY, CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE CIRCULATED TO THE BOARD OF GOVERNORS AND OFFICERS FOR REVIEW AND COMPLETION. THE COMPLETED STATEMENTS ARE THEN REVIEWED UNDER THE SUPERVISION OF A FOUNDATION OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN 2021, THE ADDF ENGAGED A BENCHMARKING/SALARY ASSESSMENT CONSULTANT WHO ANALYZED ALL ROLES. THEY PROVIDED A FULL REPORT MARKET ANALYSIS ON THE CEO AND FOUNDING ED'S COMPENSATION, AND THE PRESENTATION WAS REVIEWED/SHARED WITH RANDAL SANDLER, CO-VICE CHAIR OF THE ADDF BOARD. ADDITIONALLY, THEIR PERFORMANCE AND SALARY IS REVIEWED ANNUALLY, ALONG WITH OTHER ADDF STAFF, BY RANDAL SANDLER. STARTING IN 2023, THEY HAVE ESTABLISHED THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAD NOT CHANGED FROM PRIOR YEAR. |
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