2025-03-06T14:24:14-06:00 2024-09-30 872525370 CITRIN COOPERMAN ADVISORS LLC 100 JERICHO QUADRANGLE SUITE 342 JERICHO NY 11753 990 2023-10-01 112785757 THE SASS-ARENA FOUNDATION FOR MEDICAL RESEARCH INC(FKA SASS FDN FOR MED RES) SASS 5163657277 55 W46TH STREET 28-FLR NEW YORK NY 10036 MARTIN D SASS CHAIRMAN 5163657277 2025-02-28 1 0 AMANDA ADAMS P00748038 5169313100 2025-02-28 2023 2025-03-06 01:10:19Z X MARTIN D SASS 55 W46TH STREET 28-FLR NEW YORK NY 10036 371085 0 X WWW.SASSFOUNDATION.ORG X 1985 NY TO PROMOTE BETTER UNDERSTANDING OF CANCER & RELATED LIFE THREATENING DISEASES. TO EDUCATE ON THE THERAPIES & TREATEMENTS & TO FUND RESEARCH AIMED AT COMBATING THESE DISEASES. 3 3 1 0 0 0 300294 269912 0 0 8029 11861 -53064 -84482 255259 197291 31000 31000 0 0 133643 97937 0 0 51023 47837 39102 212480 168039 42779 29252 395536 493397 0 1000 395536 492397 TO PROMOTE A BETTER UNDERSTANDING OF CANCER AND RELATED LIFE THREATENING DISEASES, TO EDUCATE PHYSICIANS AND THE PUBLIC ON THE THERAPIES AND TREATMENTS, AND TO FUND RESEARCH AIMED AT COMBATING THESE DISEASES. 0 0 43142 31000 THE FOUNDATION SPONSORS FELLOWSHIPS AND PROVIDES GRANTS TO FUNDRESEARCH ON CANCER AND RELATED DISEASES. 8962 THE FOUNDATION HOSTS TWO ANNUAL BREAST/OVARIAN CANCER AWARENESS DAYS. THERE IS NO COST TO ATTEND THESE EVENTS AS ALL EXPENSES ARE PAID FOR BY THE ORGANIZATION. THE EVENTS ARE DEDICATED TO INFORM AND SUPPORT ALL WHO HAVE BEEN OR WILL BE AFFECTED BY BREAST AND OVARIAN CANCERS.VARIOUS SESSIONS WERE GIVEN BY PHYSICIANS AND OTHER EXPERTS IN THEIR FIELD IN ORDER TO EDUCATE THE ATTENDEES REGARDING PREVENTION, TREATMENT, SURGERY AND RECOVERY. 52104 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 NY X JONATHAN CHEN 2127302000 55 W46TH STREET 28-FLR NEW YORK NY 10036 X FRANCIS P ARENA PRESIDENT & CO-FOUNDER 1.00 0.00 X X 0 0 0 MARTIN D SASS CHAIRMAN & CO-FOUNDER 1.00 0.00 X 0 0 0 BARBARA R SASS CHAIRWOMAN, CO-FOUNDER, TR 1.00 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 163033 106879 269912 11861 11861 89312 163033 173794 -84482 -84482 197291 0 0 -72621 31000 31000 87111 17422 26133 43556 10826 2165 3248 5413 23000 23000 8120 8120 3176 3176 697 697 4109 820 1235 2054 168039 52104 64912 51023 24232 3044 164672 222436 9250 0 196882 267917 500 0 395536 493397 0 1000 0 1000 X 308381 405242 87155 87155 395536 492397 395536 493397 29252 67609 0 X X 0 1 X 1 0 X 17418 107157 402485 300294 269912 1097266 17418 107157 402485 300294 269912 1097266 129841 967425 22056 9499 11531 8029 11861 62976 1160242 0.83380 0.73110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 289900 67609 25000 92609 197291 0 197291 193039 25000 25000 168039 0 168039 PART X, LINE 2: U.S. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAX AUTHORITY, BASED ON THE TECHNICAL MERITS OF THE TAX POSITION, AND THEN RECOGNIZING THE TAX BENEFIT THAT IS MORE LIKELY THAN NOT TO BE REALIZED. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE IN THE CURRENT REPORTING PERIOD. MANAGEMENT BELIEVES ANY SUCH POSITIONS WOULD BE IMMATERIAL TO THE OVERALL FINANCIAL STATEMENTS. GOLF 105968 71020 34948 22020 36094 9172 GALA 146377 92013 54364 9719 50000 14500 32289 252345 163033 89312 31739 86094 14500 41461 173794 -84482 1 FOUNDATION FOR PRIMARY IMMUNODEFICIENCY DISEASES 2 GENEVE NEWPORT BEACH CA 92660 271702928 501(C)(3) 25000 0 TO SUPPORT THE SILVER LEVEL SPONSORSHIP FOR THE IMMUNODEFIENCY FOUNDATION GALA 1 0 PART I, LINE 2: REQUESTS FOR GRANT APPLICATIONS ARE SENT ONLY TO KNOWN INSTITUTIONS ENGAGING IN CANCER RESEARCH EFFORTS. APPLICATIONS ARE REVIEWED BY THE MEDICAL BOARD AND, IF THE BOARD CONSIDERS IT NECESSARY, AN EXPERT IS CONSULTED FOR FURTHER REVIEW OF PROPOSALS. IN ADVANCE OF A GRANT'S PAYMENT, ALL GRANT DETAILS ARE FORMALLY APPROVED BY THE BOARD OF DIRECTORS. AWARD LETTERS ARE SENT TO THE ORGANIZATION RECEIVING FUNDS; EACH LETTER SPECIFICALLY STATES THE FUNDING/EXPENDITURE POLICY IN EFFECT (E.G. NO OVERHEAD IS EVER ALLOWED TO BE CHARGED TO A GRANT). THE FOUNDATION REQUIRES PROGRESS REPORTS AND FINANCIAL REPORTS TO BE SUBMITTED FOR MEDICAL BOARD AND EXECUTIVE BOARD REVIEW. FORM 990, PART VI, SECTION A, LINE 2 MARTIN D. SASS AND BARBARA R. SASS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY IS ONLY MADE UP OF THREE INDIVIDUALS AND THEREFORE THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE PREPARED FORM 990 AND THE AUDITED FINANCIAL STATEMENTS AND RESOLVES ANY QUESTIONS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C AT BOARD MEETINGS, ANY NEW UNDERTAKING OR EVENT THAT MAY RESULT IN A CONFLICT OF INTEREST IS DISCUSSED AND CONSIDERED. THE BOARD DETERMINES WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE SASS FOUNDATION. THE CONCERN OF THE BOARD IS THE WELFARE OF THE SASS FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDIT COMMITTEE - PART XII, LINE 2C THE GOVERNING BODY IS ONLY MADE UP OF THREE INDIVIDUALS AND THEREFORE THERE ARE NO COMMITTEES.