2024-11-15T23:15:45-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-01-01 133859563 THE ZACHARY & ELIZABETH M FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION ZACH 2129151328 750 LEXINGTON AVENUE 2400 NEW YORK NY 10022 BARRY R SLOANE CHAIRMAN & TREASURER 2129151328 2024-11-15 1 1 EVA MRUK P00543254 2122862600 2024-11-15 2023 2024-10-15 13:58:12Z ALZHEIMER'S RESEARCH FOUNDATIONFISHER CENTER BARRY R SLOANE 750 LEXINGTON AVENUE 2400 NEW YORK NY 10022 25527020 0 X WWW.ALZINFO.ORG X 1995 NY TO FUND RESEARCH INTO THE CAUSE, CARE, AND CURE OF ALZHEIMER'S DISEASE AT THE ZACHARY AND ELIZABETH M. FISHER CENTER FOR RESEARCH ON ALZHEIMER'S DISEASE AT THE ROCKEFELLER UNIVERSITY IN NEW YORK THAT WAS UNDER THE DIRECTION OF NOBEL LAUREATE DR. PAUL GREENGARD WHOSE FINDINGS HAVE BEEN THE BASIS FOR MUCH OF TODAY'S ALZHEIMER'S INVESTIGATIONS. 10 10 9 10 0 0 7384683 9362648 1215 3853 -301890 1028395 0 74171 7084008 10469067 10122943 4143657 0 0 921566 980502 0 0 405466 1389874 1599178 12434383 6723337 -5350375 3745730 30196268 33358648 9721915 6303189 20474353 27055459 X THE ZACHARY AND ELIZABETH M. FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION IS DEDICATED TO ATTACKING THE SCOURGE OF ALZHEIMER'S DISEASE THROUGH A 3-PRONGED ASSAULT FOCUSED ON UNDERSTANDING THE CAUSE OF ALZHEIMER'S DISEASE (AD), IMPROVING THE CARE OF PEOPLE LIVING WITH THE DISEASE TO ENHANCE THEIR QUALITY OF LIFE AND THAT OF THEIR CAREGIVERS AND FAMILIES, AND FINDING A CURE. 0 0 3500000 3500000 0 THE ZACHARY AND ELIZABETH M. FISHER CENTER FOR RESEARCH ON ALZHEIMER'S DISEASE:THE PRINCIPAL ACTIVITY OF THE FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION IS TO PROVIDE FUNDING TO THE FISHER CENTER LAB AT THE ROCKEFELLER UNIVERSITY, ONE OF THE LARGEST AND MOST MODERN FACILITIES IN THE WORLD DEDICATED TO SOLVING THE PUZZLE OF ALZHEIMER'S DISEASE. THE LAB IS CURRENTLY LED BY NEWLY APPOINTED DIRECTOR, DR. NATHANIEL HEINTZ, THE JAMES AND MARILYN SIMONS PROFESSOR AT THE ROCKEFELLER UNIVERSITY. THE FISHER CENTER HAS PROVIDED RESEARCHERS AROUND THE GLOBE WITH A CONCEPTUAL FRAMEWORK FOR UNDERSTANDING THE DISEASE PROCESS AND CONTINUES TO BE AT THE FOREFRONT OF ONE DAY FINDING A CURE FOR ALZHEIMER'S DISEASE. 400000 400000 0 A GRANT WAS MADE TO THE FISHER ALZHEIMER'S DISEASE EDUCATION AND RESOURCE PROGRAM AT NYU GROSSMAN SCHOOL OF MEDICINE WHERE DR. MARTIN SADOWSKI AND HIS TEAM FOCUS ON THE ROLES OF PEROXIREDOXIN-6, A PROTEIN ENCODED BY THE PRDX6 GENE AND A MEMBER OF THE PEROXIREDOXIN FAMILY OF ANTIOXIDANT ENZYMES, THAT IS PROGRESSIVELY EMERGING AS A POSSIBLE THERAPEUTIC TARGET FOR ALZHEIMER'S DISEASE. 143467 115657 3853 THE FISHER CENTER FOUNDATION INFORMATION PROGRAM:OUR INFORMATION PROGRAM PROMOTES DISEASE AWARENESS, EDUCATION AND RESOURCES FOR PEOPLE WITH ALZHEIMER'S, THEIR FAMILIES, FRIENDS, AND CAREGIVERS. INFORMATION IS DISPERSED THROUGH SOCIAL NETWORKS, ELECTRONIC AND PHYSICAL MAILINGS, TRANSIT ADS, AND THE FOUNDATION'S WEBSITE, ALZINFO.ORG. THE SITE IS UPDATED REGULARLY TO PROVIDE COMPREHENSIVE DATA ABOUT ALZHEIMER'S DISEASE, RECENT RESEARCH STUDIES AND FINDINGS, TREATMENT AND DISEASE MANAGEMENT. THE SITE HAS OVER 475,000 UNIQUE VISITORS A YEAR. OUR TRI-ANNUAL MAGAZINE, PRESERVING YOUR MEMORY , CIRCULATES 65,000 COPIES PER ISSUE AND CONTINUES TO WIN AWARDS BASED ON ITS EDITORIAL CONTENT AS IT ADDRESSES READER CONCERNS OVER DIAGNOSIS AND PROGRESS OF ALZHEIMER'S DISEASE. OUR FREE BI-WEEKLY E-NEWSLETTER, ALZHEIMER'S RESEARCH NEWS YOU CAN USE, CONTINUES TO BE A HIGHLY REVIEWED ALZHEIMER'S AND DEMENTIA E-NEWSLETTER WITH OVER 13,000 SUBSCRIBERS. OUR SOCIAL MEDIA PRESENCE CONTINUES TO GROW, WITH NEARLY 10,000 FACEBOOK FOLLOWERS, DRIVING PEOPLE TO OUR WEBSITE TO SEEK OUT OTHER INFORMATION PROGRAM MATERIALS. OUR TRANSIT ADS, A RECENT ADDITION TO OUR PROGRAM THIS YEAR, SUCCESSFULLY DROVE THOUSANDS OF TRAVELERS IN THE TRI-STATE AREA (NY, NJ, CT) TO OUR WEBSITE TO FIND OUT MORE ABOUT OUR RESEARCH, INFORMATION AND RESOURCES. 1096539 128000 0 ROCKEFELLER UNIVERSITY FELLOWSHIP:THE FISHER CENTER FOUNDATION HAS PROVIDED FUNDING FOR THE FISHER FELLOWS IN NEUROSCIENCE PROGRAM, A PARTNERSHIP TO FINANCIALLY SUPPORT FIVE OF THE MOST OUTSTANDING THIRD- AND FOURTH-YEAR STUDENTS IN THE DAVID ROCKEFELLER GRADUATE PROGRAM.ROCKEFELLER UNIVERSITY GREENGARD PROFESSORSHIP GRANT: THE FISHER CENTER FOUNDATION HAS PROVIDED FUNDING FOR THE PAUL GREENGARD PROFESSORSHIP IN NEUROSCIENCE AT ROCKEFELLER UNIVERSITY IN HONOR OF THE LATE NOBEL LAUREATE AND HIS 35-YEAR TENURE WITH THE UNIVERSITY.IMAGINE INSTITUTE, PARIS, FRANCE:A GRANT WAS GIVEN TO A EUROPEAN CENTER OF RESEARCH ON GENETIC DISEASES TO INVESTIGATE WHETHER THE STRUCTURE OF AMYLOID PROTEINS IS CHANGED, PARTICULARLY IF PROTEIN AGGREGATES, WHICH ARE TOXIC FOR SYNAPSES, ARE DECREASED. IN THIS HYPOTHESIS, MASITINIB MAY DECREASE PROTEASE RELEASE BY MAST CELLS, WHICH MAY BE RESPONSIBLE FOR GENERATION OF PROTEIN AGGREGATES, AND TEST WHETHER MASITINIB IS ABLE TO BLOCK LESIONS SPREADING AFTER PRIONS LIKE PROTEINS INOCULATION. THIS PROJECT WILL REVEAL THE ROLE OF MAST CELL AND KINASES IN THE PATHOPHYSIOLOGY OF ALZHEIMER'S DISEASE. A BETTER UNDERSTANDING OF ITS MECHANISMS MAY DEFINE THE BEST STRATEGY TO IMPROVE ALZHEIMER'S DISEASE. 1096539 128000 0 5140006 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 UT IL MI NJ NY NC PA VA WI CA MD X X X LUCRETIA HOLDEN 2129151328 750 LEXINGTON AVENUE NEW YORK NY 10022 BARRY R SLOANE CHAIRMAN/TREASURER 5.00 X X 0 0 0 MARTIN EDELMAN VICE CHAIRMAN 0.25 X X 0 0 0 DAVID HW TURNER VICE CHAIRMAN 0.75 X X 0 0 0 HADLEY M FISHER SECRETARY 0.25 X 0 0 0 DR MANNY ALVAREZ TRUSTEE 0.75 X 0 0 0 GERRY BYRNE TRUSTEE 0.75 X 0 0 0 BETSY GOTBAUM TRUSTEE 0.25 X 0 0 0 JAMES L NEDERLANDER TRUSTEE 0.25 X 0 0 0 RICHARD J SALEM TRUSTEE 0.75 X 0 0 0 DR MOSHE SHIKE TRUSTEE 0.25 X 0 0 0 LUCRETIA HOLDEN EXECUTIVE DIRECTOR 40.00 X 303592 0 39124 JERRY LOUIS WEB DEVELOPER & GRAPHIC DESIGNER 40.00 X 103681 0 8579 ELIZABETH MCHALEY INFORMATION PROGRAN DIRECTOR 40.00 X 104845 0 7541 512118 0 55244 3 0 1 0 THE STAYWELL COMPANY LLC PO BOX 90477 CHICAGO IL 606960477 PUBLISHING SERVICES 258815 ELITE ACCOUNTING SERVICES LLC 500 MAMARONECK AVENUE HARRISON NY 10528 BOOKKEEPING SERVICES 128657 CORE STAFFING SERVICES INC 463 SEVENTH AVENUE SUITE 1800 NEW YORK NY 10018 TEMPORARY STAFFING 124942 3 100846 9261802 190454 9362648 MAGAZINE SUBSCRIPTIONS 900099 3853 3853 3853 489256 489256 15597092 15057953 539139 539139 539139 RENT REIMBURSEMENT 900099 71534 71534 REBATES 900099 2637 2637 74171 10469067 3853 0 1102566 4015657 4015657 128000 128000 342716 222766 51408 68542 519184 307292 69462 142430 27563 16236 3666 7661 33642 20113 4557 8972 57397 35218 8027 14152 13278 13278 176877 176877 124170 124170 219093 17854 106661 94578 171335 171335 202555 81611 83374 37570 37768 30645 7123 190329 11655 173739 4935 5635 5635 8536 8536 20955 20955 PRINTING AND PUBLISHING 263028 263028 MISCELLANEOUS 68423 15900 51773 750 CREDIT CARD PROCESSING 61301 2949 46525 11827 DUES & SUBSCRIPTIONS 35895 1727 27242 6926 6723337 5140006 1177865 405466 2553764 4866111 2191200 749789 958539 411989 5154 5084 40759 129928 64406 25200 20143 39206 24089136 24804968 283958 159467 53615 2192106 30196268 33358648 156698 186434 9565217 3970874 0 2145881 9721915 6303189 X 20294049 26954613 180304 100846 20474353 27055459 30196268 33358648 X 3745730 2852327 -16951 X X 0 1 X 1 0 X 6868429 7444215 8297600 7384683 9362648 39357575 6868429 7444215 8297600 7384683 9362648 39357575 3462862 35894713 480283 383515 422331 497623 489256 2273008 3000 385 2643 74171 80199 41710782 8164 0.86060 0.92000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 3,000. 2020 AMOUNT: $ 385. 2021 AMOUNT: $ 2,643. 2023 AMOUNT: $ 2,637. RENT REIMBURSEMENT - 2023 AMOUNT: $ 71,534. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64406 25200 39206 39206 SECURITY DEPOSIT 53615 RIGHT OF USE ASSET 2138491 2192106 LEASE LIABILITY 2145881 2145881 X 13316666 2852327 119442 2971769 10344897 124170 124170 10469067 6735560 119442 16951 136393 6599167 124170 124170 6723337 PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO 2020. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF UNCOLLECTABLE PLEDGES 16,951. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT TO RECIPIENT LOCATED IN THE REGION 128000 0 0 0 0 0 0 128000 0 128000 EUROPE (INCLUDING ICELAND & GREENLAND) ALZHEIMER'S RESEARCH 128000 CHECK 0 1 0 0 0 0 0 0 PART I, LINE 2: A SINGLE GRANT WAS GIVEN TO A RESEARCH INSTITUTE IN EUROPE FOR PROGRAM-RELATED RESEARCH. THE GRANTEE ORGANIZATION PROVIDED THE ORGANIZATION WITH AN INTERIM SIX MONTH REPORT ON THE PROGRESS OF THEIR INVESTIGATIONS, AS WELL AS A FINAL REPORT AT THE END OF THE AGREEMENT. PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR ITS FOREIGN EXPENDITURES. 1 THE ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 10065 131624158 501(C)(3) 3500000 0 TO FUND ALZHEIMER'S DISEASE RESEARCH. SEE PART IV FOR DETAILS. NEW YORK UNIVERSITY SCHOOL OF MEDICINE PO BOX 415026 BOSTON NY 022415026 135562309 501(C)(3) 400000 0 TO FUND ALZHEIMER'S DISEASE RESEARCH. SEE PART IV FOR DETAILS. 2 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS IN THE U.S. BY RECEIVING PERIODIC PROGRESS REPORTS ON THE RESEARCH CONDUCTED AND ANY FINDINGS PUBLISHED AS A RESULT OF THE FUNDING. THE GRANT DECISIONS ARE MADE UNDER THE SOLE AND ABSOLUTE DISCRETION OF THE BOARD PURSUANT TO A MAJORITY VOTE. A SCIENCE ADVISORY BOARD COMPRISED OF MEDICAL AND SCIENTIFIC EXPERTS IN THE FIELD OF ALZHEIMER'S DISEASE AND RELATED DISEASES ADVISES AND ASSISTS THE ORGANIZATION IN CONNECTION WITH FUNDING GRANT REQUESTS. ADDITIONALLY, NEW YORK UNIVERSITY PREPARES A RESEARCH PRESENTATION DURING AT LEAST ONE OF THE BOARD MEETINGS DURING THE CALENDAR YEAR. NYU ALSO PROVIDES THE FOUNDATION WITH A WRITTEN REPORT. FORM 990, SCHEDULE I, PART II, COLUMN (H): PURPOSES OF GRANTS TO THE ROCKEFELLER UNIVERSITY: THE ROCKEFELLER UNIVERSITY FISHER CENTER FOR ALZHEIMER'S RESEARCH LAB: THIS GRANT FUNDS NEUROLOGICAL RESEARCH INTO THE CAUSE(S) OF ALZHEIMER'S, AND POTENTIAL NEW PHARMACOLOGICAL TREATMENT OPTIONS, AND TO SUPPORT PROFESSORSHIPS TO CONDUCT RESEARCH ACTIVITIES. THE ZACHARY AND ELIZABETH M. FISHER PROFESSORSHIP IN ALZHEIMER'S AND NEURODEGENERATIVE DISEASE: THIS GRANT FUNDS A PROFESSORSHIP NAMED FOR THE ORGANIZATION'S FOUNDERS THAT ADVANCES THE UNDERSTANDING OF AND TREATMENT FOR ALZHEIMER'S AND OTHER DEBILITATING DISEASES. THIS PROFESSORSHIP IS CURRENTLY HELD BY DR. SIDNEY STRICKLAND WHO HEADS THE UNIVERSITY'S PATRICIA AND JOHN ROSENWALD LABORATORY OF NEUROBIOLOGY AND GENETICS. THE ROCKEFELLER UNIVERSITY GREENGARD PROFESSORSHIP IN NEUROSCIENCE: THIS GRANT HONORS NOBEL LAUREATE DR. PAUL GREENGARD AND THE NEARLY 25 YEARS HE SPENT AS DIRECTOR FOR THE ZACHARY AND ELIZABETH M. FISHER CENTER ON ALZHEIMER'S RESEARCH LAB AT THE ROCKEFELLER UNIVERSITY BEFORE HIS DEATH IN 2019. THE NAMED CHAIR WILL BE SOMEONE WHO HONORS GREENGARD'S LEGACY IN CONDUCTING RESEARCH TO FIND A CURE FOR ALZHEIMER'S DISEASE. X X X 0 0 0 0 0 0 0 1 0 LUCRETIA HOLDEN EXECUTIVE DIRECTOR 223592 0 80000 0 0 0 18575 0 20549 0 342716 0 0 0 PART I, LINE 7 THE ORGANIZATON PAID DISCRETIONARY BOARD-APPROVED BONUSES IN 2023. THE AMOUNTS ARE REPORTED IN PART II, COLUMN B(II). X 29 190454 AVG SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS INITIALLY REVIEWED BY MEMBERS OF THE AUDIT COMMITTEE THAT CONSISTS OF 3 INDEPENDENT TRUSTEES. A COPY IS THEN FORWARDED ELECTRONICALLY TO ALL BOARD MEMBERS AND RELEVANT MANAGEMENT PERSONNEL FOR THEIR REVIEW AND COMMENT. ANY REQUIRED REVISIONS ARE MADE AND THE REVISED 990 IS RESUBMITTED TO ALL BOARD MEMBERS FOR FINAL REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A CONFLICT OF INTEREST POLICY WHICH IS ANNUALLY MONITORED REQUIRING ALL TRUSTEES TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST VIA EMAIL RESPONSE TO THE EXECUTIVE DIRECTOR. THE FOUNDATION REQUIRES THAT ALL TRUSTEES, OFFICERS, KEY EMPLOYEES AND STAFF PERSONNEL PROMPTLY AND FULLY DISCLOSE ALL MATERIAL FACTS OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT MAY EXIST AT THE TIME THE TRUSTEE IS APPOINTED OR STAFF PERSONNEL IS HIRED, OR AS THEY MAY ARISE WHILE THE TRUSTEE IS SERVING ON THE BOARD OR THE STAFF PERSONNEL IS EMPLOYED BY THE FOUNDATION. SUCH DISCLOSURES INVOLVING A TRANSACTION, ARRANGEMENT OR DECISION BEING CONSIDERED BY THE BOARD ARE MADE KNOWN TO ALL TRUSTEES. THE BOARD THEN DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS WITH THE INTERESTED PARTY ABSTAINING FROM THE DECISION. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THEN THE BOARD VOTES ON THE TRANSACTION BUT WITH THE INTERESTED PARTY RECUSING HIMSELF FROM THE DISCUSSION AND VOTE ON SAID MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION HAS A COMPENSATION COMMITTEE CONSISTING OF THE CHAIRMAN/TREASURER AND VICE CHAIRMAN MANDATED BY ITS CHARTER TO REVIEW THE EXECUTIVE AND OTHER KEY EMPLOYEE PERFORMANCE APPRAISAL CONSISTENT WITH THE GOALS AND OBJECTIVES OF THE FOUNDATION. AT LEAST ONCE A YEAR, THE COMMITTEE IS MANDATED BY ITS CHARTER TO REVIEW EXECUTIVE DIRECTOR'S PERFORMANCE CONSISTENT WITH THE GOALS AND OBJECTIVES OF THE FOUNDATION AS DETERMINED BY THE BOARD OF TRUSTEES, AND TO DETERMINE AN APPROPRIATE LEVEL OF COMPENSATION IN LIGHT OF THIS PERFORMANCE REVIEW AND USING OTHER SUBSTANTIATING DATA SURVEYS ON CURRENT COMPENSATION RATES FOR SIMILAR POSITIONS IN OTHER COMPARABLE NONPROFITS IN THE NEW YORK CITY AREA. THE COMMITTEE'S DECISION IS DOCUMENTED IN A CONTEMPORANEOUSLY WRITTEN FORMAT (COMPENSATION COMMITTEE MINUTES) INDICATING THE DATE OF THE MEETING, THE MEMBERS PRESENT, AND THE COMPARABLE DATA USED TO MAKE THE DECISION. THE COMPENSATION REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR WAS LAST UNDERTAKEN IN NOVEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION BY POSTING ON THEIR WEBSITE. IN ADDITION, THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTABLE PLEDGES -16,951. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.