2025-10-15T12:52:16-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-01-01 061504413 THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC MULT 2032290464 383 MAIN AVENUE 7TH FL NORWALK CT 06851 MICHAEL ANDREINI PRESIDENT & CEO 2032290464 2025-10-15 1 1 MELISSA MODELSON P01603524 2033232400 2025-10-14 2024 2025-03-06 01:10:19Z X MICHAEL ANDREINI 383 MAIN AVENUE 7TH FL NORWALK CT 06851 128814115 0 X WWW.THEMMRF.ORG X 1998 CT SEE SCHEDULE O 17 17 72 195 0 0 30976388 24100727 1281492 2261716 1692518 2238351 192 500620 33950590 29101414 8051387 6080876 0 0 11521963 11390435 0 0 5380126 22317479 18133026 41890829 35604337 -7940239 -6502923 80227632 66397148 23942208 16374755 56285424 50022393 X SEE SCHEDULE O 0 0 7012440 725000 2261716 THE MMRC IS A NETWORK OF 14 LEADING CANCER CENTERS AND ADDRESSES THREE CRITICAL AREAS OF UNMET NEEDS: HIGH-RISK SMOLDERING MYELOMA, HIGH-RISK UPFRONT TREATMENT FOR SYMPTOMATIC MULTIPLE MYELOMA, AND RELAPSED/REFRACTORY TREATMENT AFTER ANTI-CD38 AND BCMA-DIRECTED THERAPIES.IN 2024, THE MMRF LAUNCHED THE HORIZON CLINICAL TRIALS PROGRAM THROUGH THE MMRC, BEGINNING IN PATIENTS WITH RELAPSED AND REFRACTORY MYELOMA TO OPTIMIZE THE USE OF CURRENTLY AVAILABLE AND NEW TREATMENTS, WITH THE GOAL OF MAXIMIZING EFFICACY WHILE MINIMIZING SIDE EFFECTS. IN NOVEMBER, THE FIRST PATIENT WAS ENROLLED IN THE FIRST ARM OF THE HORIZON CLINICAL TRIALS PROGRAM, HORIZON ONE, WHICH WILL ASSESS DOSING APPROACHES WITH TECVAYLI (TECLISTAMAB). THIS FIRST ARM IS DESIGNED TO DETERMINE WHETHER THIS TREATMENT CAN BE GIVEN LESS FREQUENTLY OR EVEN STOPPED ENTIRELY. THE HORIZON CLINICAL TRIALS PROGRAM USES AN ADAPTIVE PLATFORM DESIGN, WHICH MAKES IT POSSIBLE TO TEST MULTIPLE THERAPIES AT THE SAME TIME, TO DETERMINE THE BEST COMBINATION, SEQUENCE, AND DURATION OF TREATMENT TO IMPROVE PATIENT OUTCOMES. WITH THIS DESIGN AND MULTI-INSTITUTIONAL COOPERATION, HORIZON IS UNIQUELY POSITIONED TO ADDRESS RESEARCH QUESTIONS THAT OTHER TYPES OF TRIALS ARE NOT EQUIPPED TO INVESTIGATE. 5400000 0 0 THE MAC PROGRAM PROVIDES $21 MILLION OVER 3 YEARS TO CREATE MULTICENTER TRANSLATIONAL RESEARCH TEAMS ACROSS GLOBAL MEDICAL CENTERS. EACH OF THESE THREE-YEAR MULTICENTER TRANSLATIONAL PROJECTS AIM TO FOSTER COLLABORATION AND ADVANCE COMPELLING HYPOTHESES THAT ARE READY FOR RAPID TESTING IN CLINICAL TRIALS, A CRITICAL STEP IN THE MMRF'S URGENT PURSUIT OF A CURE FOR EACH AND EVERY MYELOMA PATIENT. THE GRANTS ARE FOCUSED ON TWO CRITICAL AREAS OF UNMET NEED: OPTIMIZING FIRST-LINE THERAPY FOR NEWLY DIAGNOSED HIGH-RISK MULTIPLE MYELOMA AND IMPROVING IDENTIFICATION OF HIGH-RISK SMOLDERING MULTIPLE MYELOMA (HR SMM), AN EARLY, ASYMPTOMATIC STAGE THAT CAN PROCEED TO ACTIVE MULTIPLE MYELOMA. IN 2024 THE COLLABORATING CENTERS CONTINUED TO MAKE POSITIVE PROGRESS, SHOWING THAT POOLING RESOURCES AND SAMPLES ACROSS A NETWORK OF INSTITUTIONS DRAMATICALLY IMPROVES THE ABILITY TO DRIVE MEANINGFUL RESULTS. 1069290 0 0 THE IMMUNE ATLAS PROGRAM IS A COLLABORATION BETWEEN THE MMRF AND FIVE LEADING ACADEMIC MEDICAL CENTERS. THE MMRF CONTINUED TO BUILD OUT THE MMRF IMMUNE ATLAS INITIATIVE (THE "ATLAS"), AN IMMUNE PROFILING AND ANALYTICS PLATFORM USING DATA AND SAMPLES FROM THE COMMPASS STUDY TO GENERATE DATA ON THE ROLE OF PATIENT IMMUNITY IN MYELOMA DISEASE BIOLOGY AND RESPONSE TO THERAPY, AND TO SUPPORT AND SPEED EFFORTS TO MAKE IMMUNOTHERAPY MORE PRECISE FOR MYELOMA PATIENTS. THE ATLAS DESCRIBES THE IMMUNE LANDSCAPE IN MYELOMA AND HOW IT CHANGES THROUGHOUT THE COURSE OF THE DISEASE AND TREATMENT. THIS EFFORT IS A CRITICAL FIRST STEP TO ESTABLISH GUIDELINES AND ALIGNMENT ON HOW IMMUNE DATA IS PRODUCED, PRIORITIZED, AGGREGATED, AND SHARED. AT SCALE, IT HAS THE POTENTIAL TO IDENTIFY NEW IMMUNOLOGIC FACTORS PREDICTIVE OF PATIENT RESPONSE OR RELAPSE TO THERAPY, TO IDENTIFY NEW IMMUNE TARGETS FOR DRUG DEVELOPMENT AND, EVENTUALLY, ENABLE CLINICIANS TO CUSTOMIZE TREATMENTS AND THERAPIES BASED ON AN INDIVIDUAL'S IMMUNE SYSTEM. IN SEPTEMBER 2024, THE MMRF PRESENTED DATA FROM THE ATLAS AT THE 21ST INTERNATIONAL MYELOMA SOCIETY ANNUAL MEETING IN RIO DE JANEIRO, BRAZIL, WHICH REINFORCED THE VALUE OF THE MMRF'S INTEGRATED CLINICAL AND TRANSLATIONAL CAPABILITIES 15539754 5355876 500620 BEYOND THE PROGRAM EXPENSES OUTLINED ABOVE, THE MMRF ALSO SUPPORTS A RANGE OF STRATEGIC INITIATIVES ALIGNED WITH ITS BROADER MISSION. THIS INCLUDES A ROBUST PORTFOLIO OF CUTTING-EDGE BASIC SCIENCE RESEARCH AIMED AT IDENTIFYING NEW THERAPEUTIC TARGETS THROUGH GENOMICS AND PROTEOMICS; VALIDATION STUDIES TO EXPLORE PROMISING COMPOUNDS AND TREATMENT COMBINATIONS; AND INNOVATIVE CLINICAL TRIALS FOCUSED ON NOVEL AND COMBINATION THERAPIES.FOUNDED BY PATIENTS, THE MMRF IS DEEPLY COMMITTED TO THOSE IMPACTED BY MULTIPLE MYELOMAPATIENTS, FAMILIES, PHYSICIANS, RESEARCHERS, AND INVESTORS. AT THE SAME TIME, THE MMRF DISTINGUISHES ITSELF THROUGH ITS BOLD AND COLLABORATIVE APPROACH. WE GENERATE, ANALYZE, AND SHARE THE LARGEST, MOST COMPREHENSIVE SET OF HIGH-QUALITY MYELOMA DATA, MAKING IT PUBLICLY AVAILABLE TO ACCELERATE PROGRESS. BY BRINGING TOGETHER THE RIGHT PEOPLE, PROGRAMS, AND TECHNOLOGIES, THE MMRF IS DRIVING THE RAPID DISCOVERY OF CURES FOR EACH AND EVERY PATIENT. 15539754 5355876 500620 29021484 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 58 0 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA IL KS KY MD MA MI MN MS NH NJ NY NC OR PA RI SC TN VA WI WV X X X JOANNE PUGLIA 2036520207 383 MAIN AVENUE 7TH FLOOR NORWALK CT 06851 KATHY GIUSTI FOUNDER & DIRECTOR 2.00 X 0 0 0 THOMAS CONHEENEY CHAIRMAN 2.00 X X 0 0 0 GERALD MCDOUGALL VICE CHAIRMAN 2.00 X X 0 0 0 KENNETH ANDERSON MD DIRECTOR 2.00 X 0 0 0 KAREN ANDREWS DIRECTOR 2.00 X 0 0 0 RODNEY GILMORE DIRECTOR 2.00 X 0 0 0 DAVID LUCCHINO DIRECTOR 2.00 X 0 0 0 LORI TAUBER-MARCUS DIRECTOR 2.00 X 0 0 0 HUGH MARTIN DIRECTOR 2.00 X 0 0 0 SUSAN MARVIN DIRECTOR 2.00 X 0 0 0 WILLIAM MCKIERNAN DIRECTOR 2.00 X 0 0 0 MICHAEL MORTIMER DIRECTOR 2.00 X 0 0 0 DAVID PARKINSON MD DIRECTOR 2.00 X 0 0 0 MARIE PINIZZOTTO MD DIRECTOR 2.00 X 0 0 0 ADRIAN ROSENKRANZ DIRECTOR 2.00 X 0 0 0 STEVE SHAK MD DIRECTOR 2.00 X 0 0 0 KIMBERLY WHITE DIRECTOR 2.00 X 0 0 0 MICHAEL ANDREINI PRESIDENT & CEO 40.00 X 466042 0 26280 ROBERT MIANI TREASURER & CFO, THRU JUNE 2024 40.00 X 328624 0 13291 KAREN DIETZ SECRETARY, CAO & GENERAL COUNSEL 40.00 X 259764 0 37953 ALAN HEITNER TREASURER & CFO, AS OF OCT. 2024 40.00 X 46379 0 1852 ANNE QUINN YOUNG CHIEF MISSION OFFICER 40.00 X 335322 0 18535 GEORGE MULLIGAN CHIEF SCIENTIFIC OFFICER 40.00 X 342276 0 45540 CHRISTOPHER WILLIAMS VP OF ALLIANCE MANAGEMENT 40.00 X 218145 0 36828 HEARN CHO CHIEF MEDICAL OFFICER 32.00 X 204200 0 8168 STEPHANIE OESTREICH MANAGING DIRECTOR, MIF 40.00 X 337767 0 26864 KATIE WOZNIAK VP OF CLINICAL RESEARCH 40.00 X 218889 0 37919 GREG RUBENSTEIN VP OF MARKETING 40.00 X 210723 0 39864 JOANNE PUGLIA SR DIRECTOR FINANCE, CONTROLLER 40.00 X 197545 0 9187 MARK HAMILTON ASSOCIATE DIRECTOR, RESEARCH 40.00 X 244473 0 12496 BRIAN HOCHBERG PRINCIPAL GIFT OFFICER 40.00 X 177081 0 35811 HEATHER STEIGER SR DIRECTOR DIGITAL MARKETING 40.00 X 175571 0 24207 3762801 0 374795 42 0 1 0 REDMEDED LLC 5 GREAT VALLEY PARKWAY SUITE 221 MALVERN PA 19355 CONTINUING MEDICAL EDUCATION 2533563 ICON GOVERNMENT AND PUBLIC HEALTH SOLUTI 731 ARBOR WAY BLUE BELL PA 19422 BIOTECHNOLOGY RESEARCH 2023811 RELEVATE HEALTH GROUP LLC 8044 MONTGOMERY ROAD SUITE 700-738 CINCINNATI OH 45236 MARKETING CONSULTANT 1153072 EVEREST CLINICAL RESEARCH CORPORATION 100 SOMERSET CORPORATE BOUELVARD BRIDGEWATER NJ 08807 BIOTECHNOLOGY RESEARCH 979936 SEVEN BRIDGES 529 MAIN STREET SUITE 6610 CHARLESTOWN MA 02129 BIOTECHNOLOGY RESEARCH 935961 41 96720 24004007 416902 24100727 RESEARCH & CLINICAL TRIALS 541610 2261716 2261716 2261716 1580287 1580287 500620 500620 100370765 99712701 658064 658064 658064 29101414 2762336 0 2238351 X 5330876 5330876 750000 750000 3006652 2340984 244851 420817 6725017 4377694 650872 1696451 218687 140736 22923 55028 711707 475173 70211 166323 728372 501058 67553 159761 273600 248248 1995 23357 332090 301319 2421 28350 55750 50585 406 4759 4690446 3637126 95118 958202 1674634 1364548 12210 297876 1445254 974505 2751 467998 1378532 1250798 10051 117683 207168 187972 1510 17686 616552 396185 10768 209599 724594 365 724229 446265 420250 7900 18115 162738 147659 1187 13892 CLINICAL TRIAL/RESEARCH 6125403 6125403 35604337 29021484 1202727 5380126 X 299362 149251 0 150111 1373960 2850860 3484634 6236082 3195258 4254361 3739397 1327848 715352 487968 4356947 2318052 2637698 2038895 48157559 28979841 16363985 19702733 559789 518560 80227632 66397148 19417597 11501089 980000 2407188 2808555 1974951 736056 491527 23942208 16374755 X 53786450 46293816 2498974 3728577 56285424 50022393 80227632 66397148 X -6502923 780274 -540382 X X 0 1 X 1 0 X 25012712 37089868 42022114 30976388 24100727 159201809 25012712 37089868 42022114 30976388 24100727 159201809 20091247 139110562 426629 100955 679638 1696550 1580287 4484059 6000 6000 163691868 12043119 0.84980 0.85090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 6,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 407630 245059 162571 3949317 2072993 1876324 2038895 ABCURO, INC. 1411251 F INDAPTA THERAPEUTICS 2613069 F FORTIS THERAPEUTIC 500000 F CYTOIMMUNE THERAPEUTICS 1999995 F TRIUMVIRA IMMUNOLOGICS 1077471 F TELO THERAPEUTICS 1141333 F LUMINARY THERAPEUTICS 1000000 F KAHR MEDICAL LTD. 2666667 F NECTIN THERAPEUTICS 999995 F REVERB THERAPEUTICS 1499993 F OPNA BIO 1042959 F DYNAMIC CELL THERAPIES 750000 F ENVISAGENICS 2000000 F NAMMI 500000 F TRIO 500000 F 19702733 OPERATING LEASE LIABILITY 491527 491527 X 29489004 780274 1105640 1885914 27603090 1498324 1498324 29101414 35211653 1105640 1105640 34106013 1498324 1498324 35604337 PART X, LINE 2: THE MMRF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE MMRF HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES RECLASSED TO PART IX 1,498,324. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES RECLASSED TO PART IX 1,498,324. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 750000 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 1042959 NORTH AMERICA 0 0 INVESTMENTS 999995 0 0 0 0 0 0 2792954 0 2792954 EUROPE (INCLUDING ICELAND & GREENLAND) MAC GRANT 750000 WIRE 0 1 0 1 0 1 0 0 0 PART I, LINE 2: MMRF RECEIVES PROGRESS REPORTS ON HOW THE GRANTED FUNDS ARE USED. MMRF CONDUCTS A REVIEW PROCESS, DURING WHICH THE INVESTIGATOR'S PROGRESS REPORT IS REVIEWED BY OUTSIDE REVIEWERS TO ENSURE THAT THE APPROPRIATE PROGRESS WAS MADE ON THE STUDY. ONCE THE RESEARCH EMPLOYEE ASSIGNED TO GRANT COORDINATION RECEIVES NOTIFICATION FROM THE REVIEWERS APPROPRIATE PROGRESS WAS MADE AND THE FINDINGS SUPPORT CONTINUES STUDY, HE/SHE PRESENTS THE PROGRESS AND FINDINGS TO AN APPROVAL COMMITTEE FOR A FUNDING RELEASE. SCHEDULE F, PART IV, LINE 1: THE ORGANIZATION IS REQUIRED TO FILE FORM 926 AS IT MEETS THE APPLICABLE FILING REQUIREMENT THRESHOLDS. SCHEDULE F, PART IV, LINE 3: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 AS DOES NOT MEET THE APPLICABLE FILING REQUIREMENT THRESHOLDS OR OWNERSHIP AMOUNT. 1 BARBARA ANN KARMANOS CANCER HOSPITAL 4100 JOHN R STREET DETROIT MI 48201 201649466 501(C)(3) 25000 0 SITE INVESTMENT GRANT BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVENUE BOSTON MA 02215 042103881 501(C)(3) 860550 0 SITE INVESTMENT GRANT, IMMUNOTHERAPY CITY OF HOPE 1500 EAST DUARTE ROAD MEDICAL OFFICE BLD 3RD FLOOR DURATE CA 91010 953435919 501(C)(3) 105000 0 SITE INVESTMENT GRANT, FELLOW, IMMUNOTHERAPY DANA FARBER CANCER INSTITUTE 44 BINEY ST BOSTON MA 02115 042263040 501(C)(3) 1000000 0 SITE INVESTMENT GRANT, PREVENTION EMORY UNIVERSITY 1365 CLIFTON RD BLDG C ATLANTA GA 30322 580566256 501(C)(3) 563000 0 SITE INVESTMENT GRANT, IMMUNOTHERAPY HACKENSACK UNIVERSITY MEDICAL CENTER 360 ESSEX CENTER SUITE 302 HACKENSACK NJ 07601 221487576 501(C)(3) 25000 0 SITE INVESTMENT GRANT ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE PO BOX 1075 NEW YORK NY 10029 136171197 501(C)(3) 1900000 0 SITE INVESTMENT GRANT, IMMUNOTHERAPY, MYELOMA ACCELERATOR CHALLENGE GRANT INDIANA UNIVERSITY 400 E 7TH STREET POPLARS 501 BLOOMINGTON IN 47405 356001673 501(C)(3) 7500 0 FELLOW MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 131924236 501(C)(3) 25000 0 SITE INVESTMENT GRANT OHIO STATE UNIVERSITY RESEARCH FOUNDATION B321 STARLING LOVING HALL 320 WEST 10TH AVENUE COLUMBUS OH 43210 316401599 501(C)(3) 30000 0 FELLOW THE UNIVERSITY OF CHICAGO 5841 S MARYLAND AVENUE MC 2115 CHICAGO IL 60637 362177139 STATE OF ILLINOIS 25000 0 SITE INVESTMENT GRANT UNIVERSITY OF TEXAS- SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BOULEVARD DALLAS TX 75390 756002868 STATE OF TEXAS 60000 0 FELLOW WASHINGTON UNIVERSITY IN ST LOUIS 660 E EUCLID AVENUE ST LOUIS MO 63110 430653611 501(C)(3) 25000 0 SITE INVESTMENT GRANT, IMMUNOTHERAPY BE THE MATCH FOUNDATION 500 N 5TH STREET MINNEAPOLIS MN 55401 411704734 501(C)(3) 10000 0 IMMUNOTHERAPY MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 25000 0 SITE INVESTMENT GRANT, IMMUNOTHERAPY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 490 ILLINOIS STREET 4TH FLOOR SAN FRANCISCO CA 94143 946036493 501(C)(3) 60000 0 IMMUNOTHERAPY TENNESSEE ONCOLOGY PLLC 2004 HAYES STREET SUITE 800 NASHVILLE TN 37203 621647259 25000 0 SITE INVESTMENT GRANT 16 1 PART I, LINE 2: RESEARCH BUDGET APPROVAL AND OVERSIGHT PROCESS 1. INITIAL APPROVAL: O THE OVERALL RESEARCH BUDGET IS FIRST REVIEWED AND APPROVED BY THE PROGRAMMING COMMITTEE. O FOLLOWING THIS, THE BUDGET IS PRESENTED TO THE MMRF BOARD FOR FINAL APPROVAL. 2. ONGOING MONITORING: O MONTHLY RESEARCH PROGRAMMATIC MEETINGS ARE HELD WITH THE CEO AND CFO TO MONITOR PROGRESS ON THE DISTRIBUTION AND MANAGEMENT OF RESEARCH AWARDS. O THESE MEETINGS ALSO SERVE AS A FORUM TO REVIEW ANY CHANGES OR REFORECASTS TO THE BUDGET. 3. MATERIAL CHANGES: O IF A BUDGETARY CHANGE OR REFORECAST EXCEEDS $1 MILLION, IT MUST BE ESCALATED AND PRESENTED TO THE PROGRAMMING COMMITTEE FOR REVIEW AND DISCUSSION. THERE ARE TWO DISTINCT TYPES OF GRANTS BEING AWARDED: CLASSICAL RESEARCH SUPPORT GRANTS AND CLINICAL/TRANSLATIONAL SITE SUPPORT GRANTS. CLASSICAL RESEARCH GRANTS: GRANTS ARE REVIEWED BY AN EXTERNAL GROUP OF SCIENTISTS WITH THE APPROPRIATE AREAS OF EXPERTISE. SCIENTIFIC RATINGS USE THE CURRENT NIH SCORING SYSTEM OF 1-9 WITH 1 DEMONSTRATING THE HIGHEST SCIENTIFIC MERIT AND 9 BEING THE LOWEST. EACH PROPOSAL IS EVALUATED BY TWO INDEPENDENT OUTSIDE REVIEWERS AND THE SCORES ARE AVERAGED TOGETHER. MOST GRANTS CHOSEN SCORE AT LEAST A 3 OR BETTER. ONCE THE GRANTS ARE RATED EXTERNALLY, FINAL REVIEW IS DONE BY THE MMRF RESEARCH LEADERSHIP AND RECOMMENDATIONS ARE MADE TO THE CEO AND CFO TO CONFIRM THE FINAL SELECTION. AFTER EACH GRANT TYPE AWARD IS MADE, AN AWARD LETTER IS SENT TO THE RECIPIENT AND AN EMAIL IS SENT TO THE CFO NOTIFYING THEM OF THE GRANTS AWARDED AND TO PROCEED WITH MAKING THE ACCRUAL FOR THE GRANT. AFTER THE FIRST PAYMENT THE RESEARCHER SENDS IN THE REQUIRED PROGRESS REPORT TO RECEIVE REMAINING PAYMENTS. MMRF CONDUCTS A REVIEW PROCESS, DURING WHICH THE INVESTIGATOR'S PROGRESS REPORT IS REVIEWED BY OUTSIDE REVIEWERS TO ENSURE THAT THE APPROPRIATE PROGRESS WAS MADE ON THE STUDY. ONCE THE RESEARCH EMPLOYEE ASSIGNED TO GRANT COORDINATION RECEIVES NOTIFICATION FROM THE REVIEWERS THAT APPROPRIATE PROGRESS WAS MADE AND THE FINDINGS SUPPORT CONTINUES STUDY, HE/SHE PRESENTS THE PROGRESS AND FINDINGS TO AN APPROVAL COMMITTEE FOR A FUNDING RELEASE. CLINICAL/TRANSLATIONAL SITE SUPPORT GRANTS: GRANT PROPOSALS TO SUPPORT MMRF/C CLINICAL OR TRANSLATIONAL SITES ARE REVIEWED BY MMRF RESEARCH STAFF AND LEADERSHIP IN COLLABORATION WITH OUTSIDE ADVISORS. THE MMRF RESEARCH LEADERSHIP THEN MAKES RECOMMENDATIONS TO THE CEO FOR FINAL APPROVAL. AFTER EACH GRANT TYPE AWARD IS APPROVED, AN AWARD LETTER IS SENT TO THE RECIPIENT AND AN EMAIL IS SENT TO THE CFO NOTIFYING THEM OF THE GRANTS AWARDED AND TO PROCEED WITH MAKING THE ACCRUAL FOR THE GRANT. SUCH GRANTS ARE TYPICALLY RENEWED ANNUALLY OR ARE MULTI-YEAR IN NATURE. CONTINUATION/RENEWAL IS AWARDED BASED ON MILESTONES ESTABLISHED UPON INITIATION OF THE PROGRAM. A CONFLICT-OF-INTEREST POLICY IS IN PLACE AND A COMMITTEE REVIEWS ANY ISSUES THAT MIGHT ARISE WITH ANY GRANTS. X X X X 1 0 0 0 0 0 0 1 0 MICHAEL ANDREINI PRESIDENT & CEO 389870 0 75800 0 372 0 13800 0 12480 0 492322 0 0 0 GEORGE MULLIGAN CHIEF SCIENTIFIC OFFICER 300450 0 40500 0 1326 0 13800 0 31740 0 387816 0 0 0 STEPHANIE OESTREICH MANAGING DIRECTOR, MIF 298622 0 12200 0 26945 0 13540 0 13324 0 364631 0 0 0 ANNE QUINN YOUNG CHIEF MISSION OFFICER 280147 0 39000 0 16175 0 13537 0 4998 0 353857 0 0 0 ROBERT MIANI TREASURER & CFO, THRU JUNE 2024 124868 0 56400 0 147356 0 7292 0 5999 0 341915 0 0 0 KAREN DIETZ SECRETARY, CAO & GENERAL COUNSEL 207033 0 31400 0 21331 0 10920 0 27033 0 297717 0 0 0 MARK HAMILTON ASSOCIATE DIRECTOR, RESEARCH 216380 0 17000 0 11093 0 7700 0 4796 0 256969 0 0 0 KATIE WOZNIAK VP OF CLINICAL RESEARCH 199180 0 14000 0 5709 0 6892 0 31027 0 256808 0 0 0 CHRISTOPHER WILLIAMS VP OF ALLIANCE MANAGEMENT 196588 0 7500 0 14057 0 9140 0 27688 0 254973 0 0 0 GREG RUBENSTEIN VP OF MARKETING 185013 0 13500 0 12210 0 8863 0 31001 0 250587 0 0 0 BRIAN HOCHBERG PRINCIPAL GIFT OFFICER 156134 0 8000 0 12947 0 7487 0 28324 0 212892 0 0 0 HEARN CHO CHIEF MEDICAL OFFICER 175025 0 23500 0 5675 0 8168 0 0 0 212368 0 0 0 JOANNE PUGLIA SR DIRECTOR FINANCE, CONTROLLER 174170 0 13900 0 9475 0 7864 0 1323 0 206732 0 0 0 HEATHER STEIGER SR DIRECTOR DIGITAL MARKETING 159577 0 8400 0 7594 0 0 0 24207 0 199778 0 0 0 PART I, LINE 4A ROBERT MIANI, TREASURER & CFO, RECEIVED A SEVERANCE PAYMENT OF $146,800 INCLUDED IN HIS 2024 FORM W-2. PART I, LINE 7 INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2024, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. X 22 416902 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART I, LINE 1: MMRF ACCOMPLISHMENTS FOR 2024 THE MULTIPLE MYELOMA RESEARCH FOUNDATION, INC. AND ITS WHOLLY OWNED SUBSIDIARIES, THE MULTIPLE MYELOMA RESEARCH CONSORTIUM, LLC ("MMRC") AND MYELOMA INVESTMENT FUND, LLC ("MIF"), COLLECTIVELY REFERRED TO AS "THE MMRF," IS THE LARGEST NONPROFIT IN THE WORLD SOLELY FOCUSED ON ACCELERATING A CURE FOR EACH AND EVERY MULTIPLE MYELOMA PATIENT. THE MMRF DRIVES THE DEVELOPMENT AND DELIVERY OF NEXT-GENERATION THERAPIES, LEVERAGES DATA TO IDENTIFY OPTIMAL AND MORE PERSONALIZED TREATMENT APPROACHES AND EMPOWERS MYELOMA PATIENTS AND THE BROADER COMMUNITY WITH INFORMATION AND RESOURCES TO EXTEND THEIR LIVES. CENTRAL TO THE MMRF'S MISSION IS ITS COMMITMENT TO ADVANCING HEALTH EQUITY SO THAT ALL MYELOMA PATIENTS CAN BENEFIT FROM THE SCIENTIFIC AND CLINICAL ADVANCES THEY PURSUE. SINCE ITS INCORPORATION ON JANUARY 13, 1998, THE MMRF HAS COMMITTED OVER $600 MILLION FOR RESEARCH, OPENED NEARLY 100 CLINICAL TRIALS, AND HELPED BRING 15+ FDA APPROVED THERAPIES TO MARKET, WHICH HAVE TRIPLED THE LIFE EXPECTANCY OF MYELOMA PATIENTS. IN 2024 THE MMRF INVESTED $30M IN URGENT RESEARCH PROGRAMS AND SUPPORT SERVICES FOR MYELOMA PATIENTS. THROUGH THE MYELOMA INVESTMENT FUND (MIF), WE INVESTED IN FIVE EARLY-STAGE BIOTECH COMPANIES PURSUING INNOVATIVE, POTENTIALLY GAME-CHANGING TREATMENTS FOR MYELOMA. WE LAUNCHED THE GROUNDBREAKING HORIZON CLINICAL TRIALS PROGRAM, ENROLLING THE FIRST PATIENT BACK IN NOVEMBER. AS PART OF OUR COMMITMENT TO HEALTH EQUITY, WE APPOINTED A CHIEF DIVERSITY OFFICER AND INTRODUCED SEVERAL INITIATIVES AIMED AT ENSURING OUR CLINICAL STUDIES REFLECT THE REAL-WORLD U.S. MYELOMA POPULATIONWITH A GOAL OF ENROLLING AT LEAST 20% BLACK AND 15% HISPANIC PARTICIPANTS. FORM 990, PART III, LINE 1: THE MULTIPLE MYELOMA RESEARCH FOUNDATION (MMRF) IS THE LARGEST NONPROFIT IN THE WORLD SOLELY FOCUSED ON ACCELERATING ACUREFOR MULTIPLE MYELOMA PATIENT. WE DRIVE THE DEVELOPMENT AND DELIVERY OF NEXT-GENERATION THERAPIES, LEVERAGE DATA TO IDENTIFY OPTIMAL AND MORE PERSONALIZED TREATMENT APPROACHES AND EMPOWER MYELOMA PATIENTS AND THE BROADER COMMUNITY WITH INFORMATION AND RESOURCES TO EXTEND THEIR LIVES. CENTRAL TO OUR MISSION IS OUR COMMITMENT TO ADVANCING HEALTH EQUITY SO THAT ALL MYELOMA PATIENTS CAN BENEFIT FROM THE SCIENTIFIC AND CLINICAL ADVANCES WE PURSUE. SINCE OUR INCEPTION, THE MMRF HAS COMMITTED OVER $500 MILLION FOR RESEARCH, OPENED NEARLY 100 CLINICAL TRIALS, AND HELPED BRING 15+ FDA-APPROVED THERAPIES TO MARKET, WHICH HAVE TRIPLED THE LIFE EXPECTANCY OF MYELOMA PATIENTS. FORM 990, PART VI, SECTION A, LINE 2 KATHY GIUSTI, FOUNDER & FORMER CHIEF MISSION OFFICER, AND KAREN ANDREWS, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED WITH THE CEO OF THE FOUNDATION. ONCE REVIEWED WITH THE CEO, THE FORM 990 IS EMAILED TO EACH BOARD MEMBER. EACH BOARD MEMBER REVIEWS THE FORM 990 AND IF ANY QUESTIONS ARISE, THEY ARE COMMUNICATED TO THE FOUNDATION AND ADDRESSED. AFTER ALL QUESTIONS ARE ADDRESSED, THE FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ANY DIRECTOR, OFFICER, OR MEMBER OF A STANDING OR ADVISORY COMMITTEE WITH POWERS DELEGATED BY THE MMRF BOARD OF DIRECTORS WHO MAY HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST (I.E. "INTERESTED PERSON"). DUTY TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST: ANY INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST TO THE BOARD OR AUDIT COMMITTEE AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD, MEMBERS OF THE AUDIT COMMITTEE AND ALL MEMBERS OF ANY COMMITTEE CONSIDERING THE PROPOSED CONTRACT OR TRANSACTION. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR AUDIT COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR AUDIT COMMITTEE MEMBERS, AS APPLICABLE, SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: I. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR AUDIT COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE CONTRACT OR TRANSACTION THAT RESULT IN THE CONFLICT OF INTEREST. II. THE CHAIR OF THE BOARD OR CHAIRPERSON OF THE AUDIT COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR APPOINT OR ESTABLISH AN ADVISORY COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED CONTRACT OR TRANSACTION. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR THE AUDIT COMMITTEE SHALL TAKE ALL REASONABLE STEPS TO DETERMINE WHETHER THE MMRF CAN OBTAIN A MORE ADVANTAGEOUS CONTRACT OR TRANSACTION WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS CONTRACT OR TRANSACTION IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR AUDIT COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE, BUT NOT LESS THAN TWO, OF THE DISINTERESTED DIRECTORS OR MEMBERS THEREOF WHETHER THE CONTRACT OR TRANSACTION IS IN THE MMRF'S BEST INTEREST AND IS FAIR AND REASONABLE TO THE MMRF; PROVIDED, HOWEVER, IF SUCH CONTRACT OR TRANSACTION IS APPROVED BY DISINTERESTED DIRECTORS WHO DO NOT SATISFY A QUORUM OR VOTING REQUIREMENT APPLICABLE TO THE AUTHORIZATION OF THE ACTION BY REASON OF THE MMRF'S CERTIFICATE OF INCORPORATION, BYLAWS OR A PROVISION OF LAW, THE ACTION MUST BE INDEPENDENTLY APPROVED BY SUCH INTERESTED AND DISINTERESTED DIRECTORS AS SATISFY THE APPLICABLE QUORUM OR VOTING REQUIREMENT. VIOLATION OF THE CONFLICTS OF INTEREST POLICY: III. IF THE BOARD OR AUDIT COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR, OFFICER OR COMMITTEE MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE DIRECTOR, OFFICER OR COMMITTEE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR AUDIT COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD OR AUDIT COMMITTEE, AS APPLICABLE, SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 ALL SENIOR POSITIONS AND THEIR COMPENSATION ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS BENCHMARKED AGAINST OTHER 501(C)(3)'S, RESEARCH ORGANIZATIONS, THIRD PARTY COMPENSATION DATABASE AND THEN REVIEWED BY THE AUDIT AND FINANCE COMMITTEE. THE COMPENSATION APPROVAL IS DOCUMENTED IN THE MINUTES BY THE COMMITTEE. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FORM 1023 ARE MADE AVAILABLE FOR PUBLIC VIEWING UPON WRITTEN REQUEST AT MMRF'S HEADQUARTERS. FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT THE ORGANIZATION'S WEBSITE: WWW.THEMMRF.ORG THE FORM 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG, WWW.CHARITYNAVIGATOR.ORG, AND OTHER SIMILAR WEBSITES. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,393,127. MANAGEMENT AND GENERAL EXPENSES 70,877. FUNDRAISING EXPENSES 690,286. TOTAL EXPENSES 2,154,290. MEDICAL PROFESSIONALS: PROGRAM SERVICE EXPENSES 2,054,597. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 209,819. TOTAL EXPENSES 2,264,416. RECRUITING COSTS & TEMPORARY HELP: PROGRAM SERVICE EXPENSES 189,402. MANAGEMENT AND GENERAL EXPENSES 24,241. FUNDRAISING EXPENSES 58,097. TOTAL EXPENSES 271,740. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF ASSETS -693,210. GAIN ON LEASE TERMINATION 152,828. FORM 990, PART XII, LINE 2C: THE MULTIPLE MYELOMA RESEARCH FOUNDATION, INC. AUDIT/FINANCE COMMITTEE RECOMMENDS THE AUDITOR TO THE BOARD, AND THE BOARD APPOINTS THE AUDITOR. THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE POLICY FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT AUDITORS HAS NOT CHANGED SINCE LAST YEAR. MYELOMA INVESTMENT FUND LLC 383 MAIN AVENUE 5TH FLOOR NORWALK CT 06851 471162865 VENTURE PHILANTHROPY FUND DE 1301178 22403440 THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC MULTIPLE MYELOMA RESEARCH CONSORTIUM LLC 383 MAIN AVENUE 5TH FLOOR NORWALK CT 06851 471142650 FACILITATING OR SPONSORING CLINICAL TRIALS AND RELATED RESEARCH CT 7842093 1446240 THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC