2023-11-15T14:28:06-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-01-01 133905508 FOOD ALLERGY RESEARCH & EDUCATION INC FOOD 7036913179 7901 JONES BRANCH DRIVE 240 MCLEAN VA 221025303 DEBORAH MORRISON CFO 7036913179 2023-11-15 1 DEBORAH MORRISON XXX-XX-XXXX 0 AARON M FOX P01365820 2022274000 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUNG POBLETE PHD 7901 JONES BRANCH DRIVE 240 MCLEAN VA 221025303 18140103 0 X WWW.FOODALLERGY.ORG X 1996 NY FARE'S MISSION IS TO IMPROVE THE QUALITY OF LIFE AND THE HEALTH OF INDIVIDUALS WITH FOOD ALLERGIES. 9 9 73 10 0 0 11800746 11291383 131916 459981 6081 113363 8546 24837 11947289 11889564 7162852 9103680 0 0 10944399 10922522 25000 1800 2304975 6249664 6286427 24381915 26314429 -12434626 -14424865 49740343 40457141 2333017 8174680 47407326 32282461 FARE IS THE LARGEST PRIVATE FUNDER OF FOOD ALLERGY RESEARCH IN THE WORLD AND A CRITICAL FORCE WITHIN A COMPREHENSIVE LANDSCAPE OF HEALTH AND WELLNESS PARTNERS. 0 0 12128084 8884604 459981 RESEARCH: WE MAKE GRANTS AIMED AT BREAKTHROUGHS IN MEDICAL RESEARCH AND IMPROVEMENTS IN THE QUALITY OF LIFE OF INDIVIDUALS WITH FOOD ALLERGIES AND PROVIDING THEM HOPE THROUGH THE PROMISE OF NEW TREATMENTS. THIS INCLUDES BUT IS NOT LIMITED TO THE FARE CLINICAL NETWORK, THE DATA COMMONS, AND OTHER MEDICAL TRIALS AND STUDIES. 5668932 8800 SHARED AWARENESS AND OUTREACH: WE ARE FOCUSED ON ENSURING THE VOICE OF THE PATIENT IS HEARD ACROSS THE BROADER COMMUNITY WITH A DEDICATION TO DIVERSITY, EQUITY, INCLUSION AND ACCESS. WE WORK TO CREATE STANDARDS AND QUALIFICATIONS ACROSS THE PUBLIC HEALTH AND MEDICAL COMMUNITIES. OUR PROGRAMS AIM TO AMPLIFY THE VOICES OF PATIENTS WITH FOOD ALLERGIES AND TO ENGAGE IN PROMOTING LIFE, HEALTH AND HOPE FOR ALL THOSE MANAGING FOOD ALLERGIES. 3728085 210276 ADVOCACY AND EDUCATION: OUR ADVOCACY PRIORITIES ADDRESS CHALLENGING PUBLIC POLICY ISSUES FACING THE FOOD ALLERGY COMMUNITY INCLUDING REMOVING LEGISLATIVE AND REGULATORY BARRIERS TO THE DEVELOPMENT OF FOOD ALLERGY THERAPIES AND ENABLING MORE TREATMENT OPTIONS FOR THE FULL AND DIVERSE POPULATION OF FOOD ALLERGY PATIENTS. WE EDUCATE AND TRAIN THOSE WORKING IN FOOD ALLERGY AS WELL AS PROFESSIONALS SUCH AS DIETITIANS, ALLERGISTS, SCHOOL STAFF AND FOOD SERVICE PERSONNEL IN A VARIETY OF SETTINGS. 21525101 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 89 0 1 73 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI X X DEBORAH MORRISON 5717718592 7901 JONES BRANCH DRIVE 240 MCLEAN VA 221025303 SUNG-AH POBLETE PHD CEO - AS OF 5/2022 40.00 X 474974 0 19511 BRUCE ROBERTS CHIEF RESEARCH OFFICER 40.00 X 461459 0 24585 BART SNELL CHIEF FINANCIAL OFFICER - UNTIL 11/2022 40.00 X 398602 0 42962 MICHAEL TRAGER VP OF DEVELOPMENT 40.00 X 289647 0 46233 JASON LINDE VP OF ADVOCACY 40.00 X 246740 0 44360 JONATHAN CANE CREATIVE DIRECTOR - UNTIL 10/2022 40.00 X 238353 0 35738 ROBERT OLIVER EARL VP OF REGULATORY AFFAIRS 40.00 X 234284 0 10880 ELAINE GANZ BOBO VP OF COMMUNICATIONS 40.00 X 229480 0 10524 RODRIQUEZ-SWAYER DOMINIQUE CHIEF PEOPLE OFFICE 40.00 X 198093 0 30241 LISA GABLE CHIEF EXECUTIVE OFFICER - UNTIL 01/2022 40.00 X 216669 0 10973 JAMES LUTZWEILER CHIEF OPER OFFICER - UNTIL 06/2022 40.00 X 180259 0 18639 DAVID JAFFE CHAIR 1.00 X X 0 0 0 ALAN HARTMAN VICE CHAIR 1.00 X X 0 0 0 DAVID BUNNING TREASURER 1.00 X X 0 0 0 LEIGH FEUERSTEIN SECRETARY 1.00 X X 0 0 0 MILTON BROWN MD DIRECTOR 1.00 X 0 0 0 DEV GANESAN DIRECTOR 1.00 X 0 0 0 EMILY GROSSMAN DIRECTOR 1.00 X 0 0 0 MARY WEISER DIRECTOR 1.00 X 0 0 0 RAYMOND WILLIAMS DIRECTOR 1.00 X 0 0 0 3168560 0 294646 11 0 1 0 MIAMI DOLPHINS LTD 347 DON SHULA DRIVE MIAMI GARDENS FL 33056 EDUCATION AND AWARENESS 600000 MARROTT INTERNATIONAL INC 4040 CENTRAL FLORIDA PKWY ORLANDO FL 32837 HOTEL ROOMS, CATERING & AUD/VIS. 345777 MEDICAL MARKETING SOLUTIONS GROUP 82 CRESTVIEW DRIVE CLINTON NJ 08809 STR. ACTION PLANNIG SUPP. & EVENT MGMT 230579 KORN FERRY (US) 1900 AVENUE OF THE STARS SUITE 260 LOS ANGELES CA 90067 RECRUITMENT FEE 136300 LINDER GLOBAL EVENTS 2150 WISCONSIN AVE NW WASHINGTON DC 20007 EVENT MANAGEMENT 127442 5 11291383 1001763 11291383 FARECHECK PROGRAM 900099 213978 213978 RESEARCH FEES 900099 107219 107219 CONFERENCE REGISTRATIONS 900099 48664 48664 EDUCATION COURSE REGISTRATIONS 900099 45840 45840 PATIENT REGISTRATION FEES 900099 44280 44280 459981 373819 373819 5990083 5998559 251980 -8476 -251980 -260456 -260456 4282 0 4282 4282 OTHER 900099 20555 20555 20555 11889564 459981 0 138200 9054149 9054149 49531 49531 2076967 2076967 7124981 4125043 1748713 1251225 278530 166776 62873 48881 843301 567982 155330 119989 598743 396369 113660 88714 233557 106442 127115 31902 31902 1800 1800 883805 848587 31243 3975 1523926 1517763 5298 865 307695 168627 33021 106047 480920 301753 45279 133888 323675 224451 43037 56187 1128038 1041108 6672 80258 75872 75872 22775 15291 4338 3146 CLINICAL STUDIES 553169 553169 BAD DEBT 410000 410000 PUBLICATION & EDUC. 311093 311093 26314429 21525101 2484353 2304975 X 904560 606970 173674 123916 4729894 6112952 5162982 2014226 5573112 5000572 107290 111859 178707 289702 513488 430373 386727 83115 33560253 26622148 41378 222567 49740343 40457141 1283658 1091320 863986 6762408 50000 185373 270952 2333017 8174680 X 34756401 20911084 12650925 11371377 47407326 32282461 49740343 40457141 -14424865 -700000 0 X 0 1 X 1 0 X 13407459 23051255 17895742 11800746 11291383 77446585 13407459 23051255 17895742 11800746 11291383 77446585 23116920 54329665 788697 1064546 217651 5193 373819 2449906 328928 8544 82259 8546 20555 448832 80345323 2999475 0.67620 0.63090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 328,928. 2019 AMOUNT: $ 8,544. 2020 AMOUNT: $ 2,709. 2021 AMOUNT: $ 8,546. 2022 AMOUNT: $ 20,555. INSURANCE SETTLEMENT - 2020 AMOUNT: $ 79,550. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96000 105765 201765 26110864 26312629 1000000 250000 0 0 802664 1000000 1000000 1000000 3802664 5703996 170325 405794 165806 201765 943690 200666 250000 250000 250000 950666 1425999 144330 120000 96000 360330 356979 297483 59496 156509 132890 23619 83115 LEASE LIABILITY - OPERATING 270952 270952 X 11889564 0 11889564 0 11889564 26314429 0 26314429 0 26314429 PART X, LINE 2: FARE REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAX. FOR THE YEAR ENDED DECEMBER 31, 2022, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. 1 FOOD ALLERGY SCIENCE INITIATIVE 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501-C (3) 5000000 0 MEDICAL RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501-C (3) 1002971 0 MEDICAL RESEARCH THE CHILDREN'S HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 231352166 501-C (3) 650000 0 MEDICAL RESEARCH CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE MLC 7004 CINCINNATI OH 45229 310833936 501-C (3) 450643 0 MEDICAL RESEARCH THE LEYLAND STANFORD JUNIOR UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 941156365 501-C (3) 450000 0 MEDICAL RESEARCH BECKMAN COULTER INC 250 SOUTH KRAEMER BOULEVARD BREA CA 92821 951040600 206700 0 MEDICAL RESEARCH JOHNS HOPKINS UNIVERSITY 600 N WOLFE STREET BALTIMORE MD 21287 520595110 501-C (3) 200000 0 MEDICAL RESEARCH THE UNIVERSITY OF CHICAGO 5841 S MARYLAND AVENUE CHICAGO IL 60637 322177139 501-C (3) 200000 0 MEDICAL RESEARCH NATIONAL MEDICAL FELLOWSHIPS INC PO BOX 3875 NEW YORK NY 10163 010963657 154635 0 MEDICAL RESEARCH ICAHN MOUNT SINAI 1 GUSTAVE LEVY PLACE NEW YORK NY 10029 136171197 501-C (3) 100000 0 MEDICAL RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE STREET ANN ARBOR MI 48109 366006309 501-C (3) 100000 0 MEDICAL RESEARCH THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 11000 KINROSS AVENUE LOS ANGELES CA 90095 956006143 501-C (3) 100000 0 MEDICAL RESEARCH UNIVERSITY OF VIRGINIA 1001 N EMMET STREET CHARLOTTESVILLE VA 22903 546001796 501-C (3) 75000 0 MEDICAL RESEARCH ARKANSAS CHILDREN'S RESEARCH INSTITUTE 13 CHILDRENS WAY SLOT 512-13 LITTLE ROCK AR 72202 710694931 50000 0 MEDICAL RESEARCH BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501-C (3) 50000 0 MEDICAL RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501-C (3) 50000 0 MEDICAL RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES DALLAS TX 75309 756002868 501-C (3) 50000 0 MEDICAL RESEARCH GORDON RESEARCH CONFERENCES 5586 POST ROAD G02 EAST GREENWICH RI 02818 260150662 30000 0 MEDICAL RESEARCH EMORY UNIVERSITY 1599 CLIFTON ROAD ATLANTA GA 30322 580566256 501-C (3) 28773 0 MEDICAL RESEARCH TOP BOX FOODS 222 MERCHANDISE MART PLAZA 11-131 CHICAGO IL 60654 453930886 501-C (3) 28618 0 MEDICAL RESEARCH VANDERBILT UNIVERSITY MEDICAL CENTER 2200 CHILDRENS WAY NASHVILLE TN 37232 352528741 501-C (3) 25000 0 MEDICAL RESEARCH YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 20000 0 MEDICAL RESEARCH BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA HOUSTON TX 77030 741613878 501-C (3) 15000 0 PATIENT REGISTRY EMILY NOLAN LLC 370 NORTH SAINT ASAPH STREET ALEXANDRIA VA 22314 472065002 7500 0 MEDICAL RESEARCH DIVERSIFY DIETETICS INC 2451 CUMBERLAND PARKWAY SE SUITE 3861 ATLANTA GA 30339 830563351 6000 0 MEDICAL RESEARCH 18 7 EDUCATION 1 49531 PART I, LINE 2: FARE FOLLOWS A FORMAL GRANT REVIEW PROCESS. ALL GRANTEES ARE REQUIRED TO SUBMIT COMPLIANCE DOCUMENTS SUCH AS INTERIM AND ANNUAL PROJECT REPORTS AND ANNUAL FINANCIAL RECONCILIATIONS THAT DOCUMENT PROGRESS ON DELIVERABLES, ACHIEVEMENT OF MILESTONES/GOALS, USAGE OF FUNDING DISBURSED, AND STATUS OF FUNDS ON HAND. THESE COMPLIANCE DOCUMENTS ARE REVIEWED AND APPROVED BY FARE PRIOR TO ANY PROCESSING OF PAYMENTS. ADDITIONAL CLARIFICATION IS REQUESTED FROM GRANTEES AS DEEMED NECESSARY. ANY REMAINING FUNDS ALONG WITH ONGOING EXPENSES ARE TAKEN INTO CONSIDERATION PRIOR TO THE DISBURSEMENT OF FUTURE PAYMENTS. ALL SUCH DISBURSEMENTS ARE DOCUMENTED AND SUBJECT TO A MULTI-STEP APPROVAL PROCESS. X X X X 0 0 0 0 0 0 0 1 0 SUNG-AH POBLETE PHD CEO - AS OF 5/2022 374974 0 0 0 100000 0 12200 0 7311 0 494485 0 0 0 BRUCE ROBERTS CHIEF RESEARCH OFFICER 429611 0 31848 0 0 0 12200 0 12385 0 486044 0 0 0 BART SNELL CHIEF FINANCIAL OFFICER - UNTIL 11/2022 317291 0 28840 0 52471 0 12200 0 30762 0 441564 0 0 0 MICHAEL TRAGER VP OF DEVELOPMENT 263588 0 26059 0 0 0 11879 0 34354 0 335880 0 0 0 JASON LINDE VP OF ADVOCACY 232940 0 13800 0 0 0 10262 0 34098 0 291100 0 0 0 JONATHAN CANE CREATIVE DIRECTOR - UNTIL 10/2022 180221 0 12978 0 45154 0 7965 0 27773 0 274091 0 0 0 ROBERT OLIVER EARL VP OF REGULATORY AFFAIRS 225130 0 9154 0 0 0 9307 0 1573 0 245164 0 0 0 ELAINE GANZ BOBO VP OF COMMUNICATIONS 229480 0 0 0 0 0 9100 0 1424 0 240004 0 0 0 RODRIQUEZ-SWAYER DOMINIQUE CHIEF PEOPLE OFFICE 183699 0 14394 0 0 0 8057 0 22184 0 228334 0 0 0 LISA GABLE CHIEF EXECUTIVE OFFICER - UNTIL 01/2022 22661 0 181667 0 12341 0 8183 0 2790 0 227642 0 0 0 JAMES LUTZWEILER CHIEF OPER OFFICER - UNTIL 06/2022 149445 0 25600 0 5214 0 7083 0 11556 0 198898 0 0 0 PART I, LINE 7 BONUSES FOR EMPLOYEES, INCLUDING OFFICERS, ARE DISCRETIONARY. THE BOARD OF DIRECTORS DETERMINES ANY BONUS FOR THE CEO. THE CEO APPROVES ANY BONUS FOR ALL OTHER EMPLOYEES. X 11 999948 MARKET PRICE UPON REC X OTHER 1 1815 0 0 0 PART I, COLUMN (B): THE TOTAL REPRESENTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED FOR THE YEAR ENDED DECEMBER 31, 2022. FORM 990, PART VI, SECTION A, LINE 8B WRITTEN MINUTES ARE NOT MAINTAINED FOR ALL BOARD COMMITTEES, BUT DECISIONS ARE TAKEN TO THE FULL BOARD FOR APPROVAL AND ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FARE HAS A WRITTEN CONFLICT OF INTEREST POLICY. IN THE EVENT OF ANY ACTUAL OR PERCEIVED CONFLICT, THE BOARD DETERMINES WHAT ACTION IS APPROPRIATE, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 FARE'S PROCESS FOR ESTABLISHING THE FULL COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES INCLUDES THE USE OF MARKET PRICING DATA FROM A COMPENSATION SURVEY AND STUDY PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT AND/OR EXECUTIVE PLACEMENT FIRM THAT THE BOARD APPOINTED COMMITTEE REVIEWS. IN ADDITION, THE WRITTEN EMPLOYMENT CONTRACT IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 FARE'S FEDERAL FORM 990 IS AVAILABLE ON ITS WEBSITE. OTHER DOCUMENTS MAY BE MADE AVAILABLE UPON FARE'S CONSIDERATION OF THE REQUEST.