2024-07-22T06:37:04-05:00 2023-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2023-01-01 043333757 THE VALLEE FOUNDATION INC BERT 6178596600 ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 ALEXA MASON EXECUTIVE DIRECTOR 6178596600 2024-07-18 1 ALEXA MASON 000005991 0 KAREN S NG P01067482 6174399700 2024-07-10 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 61436816 X X 101498 101498 1106526 1113473 1306908 12835375 1603845 2029 17812 2516961 2836628 304999 0 304999 19133 0 19133 12576 0 12576 16556 0 16556 128452 126220 2232 33410 5826 13410 27049 0 27049 101018 0 101018 433 0 433 416984 19672 416984 1060610 151718 914390 2230000 2230000 3290610 151718 3144390 -773649 2684910 2434 20015 20015 751112 1046258 1046258 54905241 60370543 60370543 55658787 61436816 61436816 13126 7959 13126 7959 X 55645661 61428857 55645661 61428857 55658787 61436816 55645661 -773649 6556845 61428857 0 61428857 SFLNX P 2014-04-04 2023-07-12 1000000 645451 354549 354549 VTI P 2014-04-04 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SUITE 400 CAMBRIDGE MA 02138 DIRECTOR (AS OF 6/9/2023) 1.00 10000 0 0 PETER M HOWLEY ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 PRESIDENT/DIRECTOR 1.00 8000 0 0 ELIZABETH HUIDEKOPER ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 ASSISTANT TREASURER/DIRECTOR 1.00 8000 0 0 EVANGELINA NOGALES ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 DIRECTOR (AS OF 6/9/2023) 1.00 6000 0 0 SHEILA OHLUND ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 DIRECTOR 1.00 8000 0 0 DAME CAROL ROBINSON ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 DIRECTOR 1.00 8000 0 0 ERNST-LUDWIG WINNACKER ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 DIRECTOR 1.00 8000 0 0 MICHAEL F O'CONNELL ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 COUNSEL 1.00 0 0 0 LEWIS CANTLEY ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 VICE PRESIDENT/DIRECTOR 1.00 8000 0 0 KAREN VOUSDEN ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 DIRECTOR (AS OF 6/9/2023) 1.00 0 0 0 NONE 0 WELLINGTON TRUST COMPANY NA 280 CONGRESS ST BOSTON MA 02110 INVESTMENT MANAGEMENT SERVICES 126219 0 THE VALLEE SCHOLARS PROGRAM (SEE ATTACHED STATEMENT) 2040000 VALLEE VISITING PROFESSORSHIP PROGRAM (SEE ATTACHED STATEMENT) 100000 VALLEE SYMPOSIA PROGRAM (SEE ATTACHED STATEMENT) 333300 DEI PROGRAM (SEE ATTACHED STATEMENT) 60000 0 57224357 945486 0 58169843 0 0 58169843 872548 57297295 2864865 2864865 37320 37320 2827545 0 2827545 0 2827545 3144390 0 3144390 2827545 1723680 0 0 3144390 1723680 0 0 1420710 0 0 0 0 0 0 0 0 1406835 0 0 0 X AMERICAN SOCIETY FOR BIOCHEMITRY AND MOLECULAR BIOLOGY 6120 EXECUTIVE BLVD STE 400 ROCKVILLE MD 20852 NOT RELATED PC BERT & NATALIE VALLEE AWARD 10000 BARCELONA INSTITUTE OF SCIENCE TECH DR AIGUADER 88 PRBB BUILDING BARCELONA SP 08003 NOT RELATED I VALLEE SCHOLAR AWARD 340000 DR ANTHONY HYMANMAX PLANCK INSTITUT PFOTENHAUERSTRASSE 108 DRESDEN GM D 01307 NOT RELATED I VALLEE VISITING PROFESSORSHIP 25000 DR ERIN SCHUMANMAX PLANCK INSTITUTE MAX-VON-LAUE-STRASSE 4 FRANKFURT GM D60438 NOT RELATED I VALLEE VISITING PROFESSORSHIP 25000 DR FRANCES ARNOLD CALIFORNIA INSTIT 1200 E CALIFORNIA BLVD PASADENA CA 91125 NOT RELATED I KUGGIE VALLEE DISTIGUISHED LECTURER 20000 DR LI-HUEI TSAI THE PICOWER INSTITU 43 VASSAR ST 4604325A CAMBRIDGE MA 02139 NOT RELATED I VALLEE VISITING PROFESSORSHIP 25000 DR WOLFGANG BAUMEISTERMAX PLANCK IN AM KLOPFERSPITZ 18 MARTINSRIED GM D-82152 NOT RELATED I VALLEE VISITING PROFESSORSHIP 25000 FRANCIS CRICK INSTITUTE LTD LUCIA P 1 MIDLAND RD LONDON UK NW1 1AT NOT RELATED I VALLEE SCHOLAR AWARD 340000 INSTITUT PASTEUR THIBAUT BRUNET 28 RUE DU DR ROUX PARIS CEDEX FR F-75742 NOT RELATED I VALLEE SCHOLAR AWARD 340000 LUDWIG-MAXIMILIANS UNIVERSITY LUCAS LEOPOLDSTRASSE 30 MUNICH GM 80539 NOT RELATED I VALLEE SCHOLAR AWARD 340000 THE ROCKEFELLER UNIVERSITY PRIYA RA 1230 YORK AVENUE BOX 82 NEW YORK CITY NY 100656399 NOT RELATED I VALLEE SCHOLAR AWARD 340000 THE WILLIAMS-FRANKLIN FOUNDATION INC 4401A CONNECTICUT AVENUE NW PMB 301 WASHINGTON DC 20008 NOT RELATED PC UNDERGRADUATE GRANTS 60000 UNIVERSITY OF OXFORD DOMINIKA GRUSZ WELLINGTON SQUARE OXFORD UK OX1 2JD NOT RELATED I VALLEE SCHOLAR AWARD 340000 2230000 0 14 101498 14 1106526 18 1306908 CREDIT CARD REWARDS 01 2029 0 2516961 0 2516961 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16556 0 16556 SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990PF, PART IX-A: THE ORGANIZATION DIRECTLY SERVES THE ADVANCEMENT OF SCIENTIFIC EDUCATION BY (I) UNDERWRITING RESEARCH BY DISTINGUISHED SCIENTISTS AND OTHER SCHOLARS ON BIOMEDICAL RESEARCH PROJECTS OF SPECIFIC INTEREST TO THE ORGANIZATION; (II) ORGANIZING AND ARRANGING SHORT-TERM VISITING PROFESSORSHIPS OF DISTINGUISHED SCIENTISTS AT UNIVERSITIES AND OTHER RESEARCH INSTITUTIONS IN THE UNITED STATES AND ABROAD; (III) ORGANIZING AND CONDUCTING SEMINARS AND SYMPOSIA, AND (IV) RECOGNIZING OUTSTANDING ACCOMPLISHMENTS IN BASIC BIOMEDICAL RESEARCH .THE PURPOSE OF THE ORGANIZATION'S PROGRAMS FOR A) VALLEE SCHOLARS; B) VALLEE VISITING PROFESSORS; C) KUGGIE VALLEE DISTINGUISHED LECTURES; D) THE BERT AND KUGGIE VALLEE AWARD IN BIOMEDICAL SCIENCEE) VALLEE SYMPOSIA PROGRAMF) PROGRAM TO SUPPORT DIVERSITY, EQUITY, AND INCLUSION IS TO FACILITATE INTERACTIONS AMONG PRODUCTIVE SCIENTISTS; TO EXPOSE DEDICATED STUDENTS AND RESEARCHERS TO SCIENTISTS WHO ARE MAKING OUTSTANDING CONTRIBUTIONS TOWARDS THE UNDERSTANDING OF SCIENTIFIC PRINCIPLES AS THEY RELATE TO HUMAN BIOLOGY; AND TO SUPPORT YOUNG INDEPENDENT INVESTIGATORS IN THE EARLY PART OF THEIR CAREER WHO ARE DOING CUTTING-EDGE RESEARCH. AS PART OF THE EDUCATIONAL AND SCIENTIFIC ACTIVITIES AND FUNCTIONS OCCURRING DURING THE TENURE OF THESE SCIENTIFIC RESEARCHERS, THE ORGANIZATION ARRANGES SYMPOSIA, TUTORIALS, LECTURES AND CONFERENCES FOR OTHER SCIENTISTS, NON-SCIENTISTS AND STUDENTS. DURING THE FISCAL YEAR,A) THE VALLEE SCHOLARS PROGRAMTHE ORGANIZATION GRANTED FUNDING FOR THE FOLLOWING RESEARCH SCHOLARS THROUGH THEIR ACADEMIC INSTITUTIONS: VALLEE SCHOLAR AWARDS PAID IN 2023- LUDWIG-MAXIMILIANS UNIVERSITY FOR DR LUCAS JAE- UNIVERSITY OF OXFORD FOR DR DOMINIKA GRUSZKA - FRANCIS CRICK INSTITUTE LTD FOR DR LUCIA PRIETO-GODINO - LUIS FELIPE SERRANO PUBUL, BARCELONA INSTITUTE OF SCIENCE & TECHNOLOGY FOR DR ELVAN BOKE - INSTITUT PASTEUR FOR DR THIBAUT BRUNET - THE ROCKEFELLER UNIVERSITY FOR DR PRIYA RAJASETHUPATHYB) VALLEE VISITING PROFESSORSHIP PROGRAMTHE ORGANIZATION ORGANIZED AND FUNDED THE RESEARCH PROGRAMS OF THE FOLLOWING VISITING RESEARCH SCHOLARS AT THE FOLLOWING INSTITUTIONS: - VALLEE VISITING PROFESSOR WOLFGANG BAUMEISTER (MAX PLANCK INSTITUTE FOR BIOCHEMISTRY, MARTINSRIED, GERMANY) AT THE UNIVERSITY OF OXFORD, UNITED KINGDOM (MARCH/APRIL 2023)- VALLEE VISITING PROFESSOR ANTHONY HYMAN (MAX PLANCK INSTITUTE FOR MOLECULAR CELL BIOLOGY & GENETICS, GERMANY) AT HARVARD MEDICAL SCHOOL, BOSTON, MA, USA (OCTOBER/NOVEMBER 2023)- VALLEE VISITING PROFESSOR ERIN SCHUMAN (MAX PLANCK INSTITUTE FOR BRAIN RESEARCH, FRANKFURT, GERMANY)AT NEW YORK UNIVERSITY AND THE ROCKEFELLER UNIVERSITY, NEW YORK (NOVEMBER 2023)- VALLEE VISITING PROFESSOR LI-HUEI TSAI (MASSACHUSETTS INSTITUTE OF TECHNOLOGY) AT THE KAROLINSKA INSTITUTE, STOCKHOLM, SWEDEN (SEPTEMBER 2023)C) THE KUGGIE VALLEE DISTINGUISHED LECTURESTHE ORGANIZATION CO-SPONSORED ONE FEMALE LEADERS IN SCIENCE WORKSHOPS AND RECOGNIZED THE OUTSTANDING ACCOMPLISHMENTS IN BASIC BIOMEDICAL RESEARCH OF THE FOLLOWING INTERNATIONALLY DISTINGUISHED SCIENTIST:- DR FRANCES ARNOLD (CALIFORNIA INSTITUTE OF TECHNOLOGY) LECTURE AND WORKSHOP AT YALE UNIVERSITYD) THE BERT AND KUGGIE VALLEE AWARD IN BIOMEDICAL SCIENCETHROUGH AN AWARD MADE THROUGH THE AMERICAN SOCIETY FOR BIOCHEMISTRY AND MOLECULAR BIOLOGY, THE ORGANIZATION RECOGNIZED THE OUTSTANDING ACCOMPLISHMENTS IN BASIC BIOMEDICAL RESEARCH OF THE FOLLOWING INTERNATIONALLY DISTINGUISHED SCIENTIST:- DR ERICA OLLMAN SAPHIRE (LA JOLLA INSTITUTE FOR IMMUNOLOGY)E) VALLEE SYMPOSIA/MEETINGS PROGRAMTHE 2023 VALLEE SCHOLAR MEETING WAS HELD IN JUNE IN EDINBURGH, SCOTLAND. VALLEE SCHOLARS, VALLEE VISITING PROFESSORS AND OTHER SCIENTISTS ATTENDED THE MEETING WHICH INCLUDED 12 SCIENTIFIC TALKS OVER TWO DAYS. THE VALLEE FOUNDATION COVERED ALL ASSOCIATED COSTS OF THE MEETING, INCLUDING TRAVEL, LODGING, MEALS, SERVICES, ETC FOR $333,300.F) PROGRAM TO SUPPORT DIVERSITY, EQUITY, AND INCLUSIONTHE ORGANIZATION MADE A GRANT OF $60,000 TO THE WILLIAMS-FRANKLIN FOUNDATION INC (4401A CONNECTICUT AVENUE NW, PMB 301, WASHINGTON, DC 20008) TO PROVIDE SMALL GRANTS TO 12 UNDERGRADUATES ENROLLED IN SCIENCE MAJORS AT HISTORICALLY BLACK COLLEGES AND UNIVERSITIES. CTF SMALL CAP OPPORTUNITIES PORTFOLIO FMV 3345611 3345611 CTF TREASURY INFLATION PROTECTED FMV 3817665 3817665 CTF REAL ESTATE SECURITIES PORFOLIO FMV 3071450 3071450 CTF CORE BOND PLUS PORTFOLIO FMV 3004315 3004315 CTF RESEARCH EQUITY PORTFOLIO FMV 8676656 8676656 CHARLES SCHWAB INVESTMENTS FMV 38454846 38454846 LEGAL FEES 12576 0 12576 TELEPHONE AND TELECOMMUNICATIONS 2489 0 2489 SUPPLIES 5394 0 5394 POSTAGE AND MAILING SERVICES 1576 0 1576 OTHER SERVICES 58226 0 58226 MEMBERSHIP DUES 1875 0 1875 MA STATE FILING FEE 537 0 537 K-1 PORTFOLIO DEDUCTIONS 0 19672 0 INSURANCE 8893 0 8893 COMPUTER SOFTWARE 3377 0 3377 BANK SERVICE CHARGE 1317 0 1317 PROGRAM SERVICE EXPENSE SYMPOSIUM EXPENSES 333300 0 333300 PARTNERSHIP INVESTMENT INCOME 0 15783 0 CREDIT CARD REWARDS 2029 2029 2029 UNREALIZED GAIN ON INVESTMENTS 6556845 INVESTMENT ADVISORY FEES 126220 126220 0 OTHER SERVICE FEES 18 0 18 PAYROLL SERVICES FEE 2214 0 2214 2023 ESTIMATED TAX PAYMENT 20000 0 0 FOREIGN TAX 0 5826 0 PAYROLL TAX 13410 0 13410