2026-02-24T09:34:34-06:00 2025-06-30 135565207 KPMG LLP TWO MANHATTAN WEST 375 9TH AVENUE NEW YORK NY 10001 990 2024-07-01 311611837 MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION MARC 5167371550 504 RXR PLAZA UNIONDALE NY 11556 LINDA TANTAWI CEO 5167371550 2026-02-23 1 0 DEVIN L DUNCAN P01249521 2127589700 2024 2025-03-06 01:10:19Z LUSTGARTEN FOUNDATION LINDA TANTAWI 504 RXR PLAZA UNIONDALE NY 11556 105190515 0 X WWW.LUSTGARTEN.ORG X 1998 NY THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD.THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD, FUNDING PREEMINENT PANCREATIC CANCER RESEARCHERS, DRIVING THE PURSUIT OF BOLD AND INNOVATIVE SCIENCE TOWARD EARLIER DETECTION AND BETTER TREATMENTS TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE. THE FOUNDATION FUNDS RESEARCH WHERE CREATIVE RISKS YIELD HIGH REWARDS TO ACCELERATE AND EXPAND LIFE-SAVING TREATMENT OPTIONS. WE BELIEVE TIME IS EVERYTHING TO PATIENTS AND THEIR FAMILIES, AND THAT COMMUNITY IS POWER. LUSTGARTEN PROGRAMS AND EVENTS PROVIDE PEOPLE AFFECTED BY PANCREATIC CANCER A VOICE AND A PLACE TO CREATE HOPE, TOGETHER. THROUGH FY25, THE LUSTGARTEN FOUNDATION HAS INVESTED $301 MILLION IN PANCREATIC CANCER RESEARCH. 16 16 26 1059 0 0 21134092 34677585 0 0 1266888 2436168 348048 76957 22749028 37190710 21875654 18049864 0 0 4669479 4909781 53806 25575 3055377 4363615 4194872 30962554 27180092 -8213526 10010618 75802153 91535774 10919729 12507342 64882424 79028432 X THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD. SEE SCHEDULE O.THE LUSTGARTEN FOUNDATION IS BOLDLY LEADING THE WAY THROUGH HOPE AND INNOVATION, TURNING FEAR INTO ACTION THROUGH EDUCATION AND EMPOWERMENT, AND ADVANCING THE BEST SCIENCE TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE. THE FOUNDATION FOCUSES ON TRANSLATING OUR UNDERSTANDING OF THE UNDERLYING BIOLOGY OF PANCREATIC CANCER INTO CLINICAL APPLICATIONS TO CHANGE, EXTEND, AND ULTIMATELY SAVE PATIENTS' LIVES. IN FY25, THE FOUNDATION AWARDED $18 MILLION TO FUEL CUTTING-EDGE PANCREATIC CANCER RESEARCH, INCLUDING 10 NEW GRANTS TO RESEARCHERS AT SEVEN LEADING INSTITUTIONS. RESEARCH EFFORTS ARE CONCENTRATED ON THREE KEY PILLARS: EARLY DETECTION AND INTERCEPTION, DRUG DEVELOPMENT, AND PERSONALIZED MEDICINE. 0 0 19810727 18049864 RESEARCH PROGRAM: THE LUSTGARTEN FOUNDATION'S MISSION IS TO ADVANCE THE BEST SCIENCE TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE. 2025 MARKED THE FOUNDATION'S 27TH YEAR OF DRIVING PIONEERING PANCREATIC CANCER RESEARCH BREAKTHROUGHS, ACCELERATING PROGRESS FASTER THAN EVER BEFORE AND PROVIDING A MORE HOPEFUL FUTURE FOR ALL PATIENTS. SEE SCHEDULE O. 1235976 PUBLIC EDUCATION AND INFORMATION PROGRAM: THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD, FUNDING PREEMINENT PANCREATIC CANCER RESEARCHERS, DRIVING THE PURSUIT OF BOLD AND INNOVATIVE SCIENCE TOWARD EARLIER DETECTION AND BETTER TREATMENTS, AND TRANSFORMING PANCREATIC CANCER INTO A CURABLE DISEASE. THE FOUNDATION FUNDS RESEARCH WHERE CREATIVE RISKS YIELD HIGH REWARDS TO ACCELERATE AND EXPAND LIFE-SAVING TREATMENT OPTIONS. WE BELIEVE TIME IS EVERYTHING TO PATIENTS AND THEIR FAMILIES, AND THAT COMMUNITY IS POWER. LUSTGARTEN PROGRAMS AND EVENTS PROVIDE PEOPLE AFFECTED BY PANCREATIC CANCER A VOICE AND A PLACE TO CREATE HOPE, TOGETHER. SEE SCHEDULE O. 773834 PROFESSIONAL EDUCATION PROGRAM: PROFESSIONAL EDUCATION FOCUSED ON THE FOUNDATION'S SCIENTIFIC LEADERSHIP CONDUCTING HIGH-LEVEL MEETINGS WITH FUNDED SCIENTISTS AND DIRECTORS OF THE LABS PROGRAM SITES AND COLLABORATING ORGANIZATIONS. ADDITIONALLY, THE LUSTGARTEN FOUNDATION PROVIDED SUPPORT FOR THE AACR SPECIAL CONFERENCE IN PANCREAS CANCER RESEARCH, AACR-LUSTGARTEN FOUNDATION-MARK FOUNDATION JOINT WORKSHOP ON SOLVING THE EARLY STAGE DIAGNOSIS FOR RALCITRANT CANCERS, THE GORDON RESEARCH CONFERENCE ON PANCREATIC DISEASES, THE INTERNATIONAL WOMEN'S DAY SYMPOSIUM AT THE JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE, AND THE FOUNDATION'S SCIENTIFIC ADVISORY BOARD ANNUAL MEETING. SEE SCHEDULE O. 21820537 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X FAISAL JAWAID 5167371555 504 RXR PLAZA UNIONDALE NY 11556 ANDREW LUSTGARTEN CHAIRMAN 2.00 0.00 X X 0 0 0 ROBERT F VIZZA CHAIRMAN EMERITUS 2.00 0.00 X X 0 0 0 JENNIE FORTUNOFF SECRETARY 2.00 0.00 X X 0 0 0 PHILIP D'AMBROSIO TREASURER 2.00 0.00 X X 0 0 0 ADAM SILVER VICE CHAIRMAN 2.00 0.00 X X 0 0 0 SOMMER BAZURO PHD DIRECTOR 2.00 0.00 X 0 0 0 JOHN H COBB DIRECTOR 2.00 0.00 X 0 0 0 JESSICA LUSTGARTEN COURTEMANCHE DIRECTOR 2.00 0.00 X 0 0 0 MARCIA LUSTGARTEN DIRECTOR 2.00 0.00 X 0 0 0 SHEILA MAHONY DIRECTOR 2.00 0.00 X 0 0 0 CHARLES R SCHUELER DIRECTOR 2.00 0.00 X 0 0 0 WILLA SHALIT DIRECTOR 2.00 0.00 X 0 0 0 SCOTT PENBERTHY DIRECTOR 2.00 0.00 X 0 0 0 SELWYN VICKERS DIRECTOR 2.00 0.00 X 0 0 0 AARON KANTOFF DIRECTOR 2.00 0.00 X 0 0 0 RICHARD R BARAKAT MD MBA DIRECTOR 2.00 0.00 X 0 0 0 LINDA TANTAWI CEO 40.00 0.00 X 489273 0 39510 KERRI KAPLAN PRESIDENT 40.00 0.00 X 341967 0 40938 FAISAL JAWAID CFO 40.00 0.00 X 287237 0 41045 ANDREW RAKEMAN VP RESEARCH 40.00 0.00 X 272473 0 41720 GLEN PECK SVP TECHNOLOGY & BUSINESS INTELLIGENCE 40.00 0.00 X 268413 0 39490 JACLYN P LYMAN HEAD CLINICAL RESEARCH & DEVELOPMENT 40.00 0.00 X 258870 0 21280 STEPHANIE DERGARABEDIAN NATIONAL DIRECTOR OF DEVELOPMENT 40.00 0.00 X 179133 0 35668 SUSAN M JACOBSON DIRECTOR EXTERNAL & COMMUNITY RELATIONS 40.00 0.00 X 166081 0 20129 2263447 0 279780 14 0 1 0 FUSE FUNDRAISING GROUP LLC 12355 SUNRISE VALLEY DRIVE SUITE 24 RESTON VA 20191 DIRECT MAIL 720381 EW GROUP LLC 629 FIFTH AVENUE SUITE 300 PELHAM NY 10803 EVENT SUPPORT 232540 JC GEEVER INC 11 RIVERSIDE DRIVE 2EW NEW YORK NY 10023 DONOR DEVELOPMENT 195862 WALKER STEWART MCKEOUGH 240 CENTRAL PARK SOUTH APT 8P NEW YORK NY 10019 DONOR DEVELOPMENT 150333 WSI PAID SEARCH LTD 91 SKYWAY AVE SUITE 104 TORONTO ONTORIO CA M9W 6R5 DIGITAL ADVERTISEMENT 145750 6 5537977 29139608 392236 34677585 2202888 2202888 76957 76957 68173634 67940354 233280 233280 233280 59451 5537977 59451 0 37190710 0 0 2513125 17594187 17594187 455677 455677 1345414 458239 707627 179548 2757864 1413538 521798 822528 110764 53519 24145 33100 421261 165972 115343 139946 274478 122656 76248 75574 3102 3102 25575 25575 248375 248375 824230 424903 127238 272089 740389 222117 74039 444233 482242 192896 120561 168785 112457 44984 28115 39358 247923 61980 37189 148754 38727 15490 9683 13554 40982 16392 10246 14344 DIRECT MAIL DESIGN & PR 1149769 574885 172465 402419 BANK & CREDIT CARD FEES 291540 15970 275570 15136 15136 27180092 21820537 2304178 3055377 3900693 2507400 2663022 11366565 237956 337425 343474 178425 34912 165049 68965570 71046044 5000000 0 1113291 75802153 91535774 917651 1042406 10002078 10332743 17650 0 1114543 10919729 12507342 X 62508499 66740484 2373925 12287948 64882424 79028432 75802153 91535774 10010618 4135390 0 X 0 1 X 1 0 X 15661608 20139699 19131206 21134092 34677585 110744190 15661608 20139699 19131206 21134092 34677585 110744190 8812541 101931649 3252026 1704321 1599807 2265272 2279845 11101271 8150 160156 47396 59451 275153 122120614 0.83470 0.87950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43242 491 42751 9100 9100 0 291132 168834 122298 165049 PRIVATE CREDIT FUND 5000000 F 5000000 OPERATING LEASE LIABILITY 1114543 1114543 X 41425607 4135390 347882 4483272 36942335 248375 248375 37190710 27279599 347882 347882 26931717 248375 248375 27180092 PART X, LINE 2: THE FOUNDATION HAS RECEIVED A FINAL DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3). THE FOUNDATION IS TREATED AS A PUBLIC CHARITY AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI). THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES OVERALL (ASC 740-10), RELATING TO UNCERTAINTY IN INCOME TAXES. FOR THE FOUNDATION, ASC 740-10 IS PRIMARILY APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ATTRIBUTABLE TO CERTAIN OF ITS INVESTMENTS. ASC 740-10 ESTABLISHES A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFITS OF POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FILING TAX RETURNS. IT REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY THAN-NOT THRESHOLD ARE RECORDED AS TAX EXPENSE. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THE FOUNDATION HAS NOT IDENTIFIED OR PROVIDED FOR ANY SUCH POSITIONS. 1 NORTH AMERICA 0 0 GRANTMAKING PANCREATIC CANCER RESEARCH 60000 EUROPE 0 0 GRANTMAKING PANCREATIC CANCER RESEARCH 395677 NORTH AMERICA 0 1 PROGRAM SERVICE PANCREATIC CANCER RESEARCH 145200 0 1 0 0 0 1 600877 0 600877 NORTH AMERICA PANCREATIC CANCER RESEARCH 60000 WIRE/EFT 0 EUROPE PANCREATIC CANCER RESEARCH 340677 WIRE/EFT 0 EUROPE PANCREATIC CANCER RESEARCH 55000 WIRE/EFT 0 3 0 0 0 0 0 0 0 PART I, LINE 2: GRANT MONITORING PROCESS THE ORGANIZATION REQUIRES ALL GRANTEES TO PROVIDE DETAILED REPORTING ON THEIR RESEARCH. REPORTING INCLUDES ACCOUNTING FOR ALL FUNDS AND SHALL BE ACCOMPANIED BY ELECTRONIC COPIES OF ALL ARTICLES, IRRESPECTIVE OF WHETHER THEY WERE PUBLISHED, RESENTED OR OTHERWISE DISCLOSED, CONCERNING GRANT RESEARCH WRITTEN BY THE PRINCIPAL INVESTIGATOR. FINAL GRANT ACCOUNTING IS DUE FROM THE SPONSORING INSTITUTION AND THE INSTITUTIONS AGREE TO REFUND ANY PORTION OF THE GRANT FUNDS TO THE FOUNDATION THAT WAS NOT USED FOR THE SPECIFIED PURPOSES DESCRIBED HEREIN AND RETURN TO THE FOUNDATION ANY UNEXPENDED FUNDS WITHIN THIRTY (30) DAYS AFTER THE EXPIRATION OR TERMINATION OF THE GRANT TERM, OR AT THE FOUNDATION'S OPTION, THE FOUNDATION MAY, BY WRITTEN NOTICE, ALLOW THE SPONSORING INSTITUTION TO USE ANY REMAINING GRANT FUNDS IN FURTHERANCE OF GRANT RESEARCH IN PROGRESS AT THE TIME OF SUCH EXPIRATION. THE FOUNDATION SHALL HAVE THE RIGHT TO AUDIT THE USE OF GRANT FUNDS. PART I, LINE E, COLUMN (F): METHOD OF ACCOUNTING EXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. X X X X X 1 FUSE FUNDRAISING GROUP LLC 12355 SUNRISE VALLEY DRIVE SUITE 2 RESTON VA 20191 MAIL SOLICITATION 0 3253410 750580 2502830 MM EVENT GROUP LLC 110 WEST 40TH STREET SUITE 1403 NEW YORK NY 10018 EVENT CONSULTING 0 455174 25575 429599 3708584 776155 2932429 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VA VT WA WV WI WY ROMBO GOLF EVT 898264 898264 LI WALK 878911 878911 103 3820253 3760802 59451 42961 13751 2739 5597428 5537977 59451 42961 13751 2739 59451 0 1 JOHNS HOPKINS UNIVERSITY 1650 ORLEANS STREET BALTIMORE MD 21287 520595110 501(C)(3) 6410909 0 PANCREATIC CANCER RESEARCH COLD SPRING HARBOR LABORATORY ONE BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 112013303 501(C)(3) 1937943 0 PANCREATIC CANCER RESEARCH AMERICAN ASSOCIATION FOR CANCER RESEARCH 615 CHESTNUT STREET- 17TH FLOOR PHILADELPHIA PA 191064404 236251648 501(C)(3) 1593497 0 PANCREATIC CANCER RESEARCH MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501(C)(3) 1000000 0 PANCREATIC CANCER RESEARCH DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 042263040 501(C)(3) 1456615 0 PANCREATIC CANCER RESEARCH THE SALK INSTITUTE FOR BIOLOGICAL STUDIES 10010 NORTH TORREY PINES ROAD LA JOLLA CA 92037 952160097 501(C)(3) 1000000 0 PANCREATIC CANCER RESEARCH YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 58049 0 PANCREATIC CANCER RESEARCH MASSACHUSETTES GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 175000 0 PANCREATIC CANCER RESEARCH NYU GROSSMAN SCHOOL OF MEDICINE PO BOX 415026 BOSTON MA 02241 135562308 501(C)(3) 716827 0 PANCREATIC CANCER RESEARCH THE TRUSTEE OF THE UNIVERSITY OF PENNSYLVANIA 3400 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352685 501(C)(3) 500000 0 PANCREATIC CANCER RESEARCH THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DRIVE CHAPEL HILL NC 27599 566001393 GOV'T 150000 0 PANCREATIC CANCER RESEARCH DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 605443 0 PANCREATIC CANCER RESEARCH MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 131924236 501(C)(3) 573736 0 PANCREATIC CANCER RESEARCH HENRY FORD HEALTH SYSTEM 2799 W GRAND BLVD DETROIT MI 48202 381357020 501(C)(3) 106528 0 PANCREATIC CANCER RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 100296574 136171197 501(C)(3) 150000 0 PANCREATIC CANCER RESEARCH STANFORD UNIVERSITY SCHOOL OF MEDICINE 240 PASTEUR DRIVE PALO ALTO CA 94305 941156365 501(C)(3) 44000 0 PANCREATIC CANCER RESEARCH UNIVERSITY OF TEXAS MD ANDERSON CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 GOV'T 369998 0 PANCREATIC CANCER RESEARCH WEST VIRGINIA UNIVERSITY 886 CHESTNUT RIDGE ROAD MORGANTOWN WV 26506 556000842 GOV'T 330642 0 PANCREATIC CANCER RESEARCH STAND UP TO CANCER - ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BOULEVARD LOS ANGELES CA 90024 951644609 501(C)(3) 360000 0 PANCREATIC CANCER RESEARCH BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 55000 0 PANCREATIC CANCER RESEARCH 20 0 PART I, LINE 2: THE FOUNDATION MAKES GRANTS TO 501(C)(3) PUBLIC CHARITIES AND CERTAIN STATE UNIVERSITIES CONDUCTING PANCREATIC CANCER RESEARCH. AS PART OF THE REQUIREMENT FOR RECEIVING SUCH GRANTS, THE FOUNDATION REQUIRES PERIODIC UPDATES AND REPORTING ON SCIENTIFIC PROGRESS AND FINANCIAL EXPENDITURES. X X X 0 1 0 0 0 0 0 1 0 LINDA TANTAWI CEO 341148 0 143750 0 4375 0 13625 0 25885 0 528783 0 4375 0 KERRI KAPLAN PRESIDENT 265969 0 75998 0 0 0 4071 0 36867 0 382905 0 0 0 FAISAL JAWAID CFO 221087 0 66150 0 0 0 5740 0 35305 0 328282 0 0 0 ANDREW RAKEMAN VP RESEARCH 227323 0 45150 0 0 0 7266 0 34454 0 314193 0 0 0 GLEN PECK SVP TECHNOLOGY & BUSINESS INTELLIGEN 223013 0 45400 0 0 0 6024 0 33466 0 307903 0 0 0 JACLYN P LYMAN HEAD CLINICAL RESEARCH & DEVELOPMENT 224370 0 34500 0 0 0 5418 0 15862 0 280150 0 0 0 STEPHANIE DERGARABEDIAN NATIONAL DIRECTOR OF DEVELOPMENT 155883 0 23250 0 0 0 3958 0 31710 0 214801 0 0 0 SUSAN M JACOBSON DIRECTOR EXTERNAL & COMMUNITY RELATI 148441 0 17640 0 0 0 3826 0 16303 0 186210 0 0 0 PART I, LINE 4B: NONQUALIFIED RETIREMENT PLAN LINDA TANTAWI, CEO, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THROUGH 3/31/24. DURING THE 2024 CALENDAR YEAR, $4,375 WAS DISTRIBUTED FROM THE PLAN AND IS INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III). THIS AMOUNT HAD BEEN REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS AND IS THEREFORE ALSO INCLUDED ON SCHEDULE J, PART II, COLUMN (F). PART I, LINE 7: NONFIXED PAYMENTS IN 2024, OFFICERS AND EMPLOYEES RECEIVED NONFIXED DISCRETIONARY BONUSES AS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). X 33 392236 AVG MKT VALUE 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A RESEARCH PROGRAM $19,810,727 GRANTS $18,049,864 THE LUSTGARTEN FOUNDATION'S MISSION IS TO ADVANCE THE BEST SCIENCE TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE. 2025 MARKED THE FOUNDATION'S 27TH YEAR OF DRIVING PIONEERING PANCREATIC CANCER RESEARCH BREAKTHROUGHS, ACCELERATING PROGRESS FASTER THAN EVER BEFORE AND PROVIDING A MORE HOPEFUL FUTURE FOR ALL PATIENTS. IN 2025, THE FOUNDATION AWARDED 10 NEW GRANTS TOTALING UP TO $13.9 MILLION TO RESEARCHERS AT EIGHT LEADING INSTITUTIONS. OF THE NEW GRANTS AWARDED, 30% SUPPORT DRUG DEVELOPMENT PROJECTS; 14% SUPPORT EARLY DETECTION AND INTERCEPTION EFFORTS; AND 20% SUPPORT PERSONALIZED MEDICINE STUDIES. WITH THE ADDITION OF THESE NEW GRANTS, THE FOUNDATION NOW SUPPORTS 51 ACTIVE GRANTS ACROSS 20 INSTITUTIONS. THE CUMULATIVE TOTAL THE LUSTGARTEN FOUNDATION INVESTED IN RESEARCH THROUGH JUNE 2025 IS $301 MILLION. DURING FY25, MAJOR LUSTGARTEN-FUNDED INITIATIVES INCLUDED: - ADVANCING THE LUSTGARTEN FOUNDATION'S COMMITMENT TO FUNDING EARLY DETECTION PROJECTS, MARCIA CANTO, MD, DIRECTOR OF CLINICAL RESEARCH, DIVISION OF GASTROENTEROLOGY AT JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE WAS AWARDED A GRANT FOR HER STUDY "ARTIFICIAL INTELLIGENCE-AUGMENTED EARLY DETECTION AND PREVENTION OF PANCREATIC CANCER." FUNDING THE DEVELOPMENT AND DELIVERY OF TOOLS TO ENABLE EARLY DIAGNOSIS OF PANCREATIC CANCER, INCLUDING SCREENING IN THE GENERAL POPULATION AND APPROACHES FOR RISK ASSESSMENT, MANAGEMENT, AND INTERCEPTION IN HIGH-RISK GROUPS WILL ULTIMATELY GIVE PATIENTS AND THEIR FAMILIES MORE HELP AND MORE HOPE THAN EVER BEFORE. - LUSTGARTEN FOUNDATION-AACR CAREER DEVELOPMENT AWARDS HONORING RUTH BADER GINSBURG AND JOHN ROBERT LEWIS AWARDED TO ANUPRIYA SINGHAL, MD, PHD, MEMORIAL SLOAN KETTERING CANCER CENTER, FOR HER STUDY "INTERROGATING VULNERABILITIES OF A KRAS INHIBITOR-RESISTANT CELL STATE IN PANCREATIC CANCER, AND VINCENT BERNARD PAGAN, MD, PHD, THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER, FOR HIS STUDY "TARGETING ONCOGENIC METABOLIC ADAPTATIONS TO OVERCOME THERAPY RESISTANCE IN PANCREATIC CANCER." THE AWARDS SUPPORT TRAILBLAZING INVESTIGATORS COMMITTED TO INCREASING THE UNDERSTANDING AND TREATMENT OF PANCREATIC CANCER. THESE AWARDS SUPPORT CAREER ADVANCEMENT AND THE DEVELOPMENT OF PROMISING TALENT IN PANCREATIC CANCER RESEARCH, IN HONOR OF THE LIVES AND LEGACIES OF TWO ICONIC AMERICANS LOST TO PANCREATIC CANCER. - LUSTGARTEN EQUITY, ACCESSIBILITY, AND DIVERSITY (LEAD) PROJECT GRANT AWARDED TO NINA STEELE, PHD, UNIVERSITY OF CINCINNATI, AND HOWARD CRAWFORD, PHD, HENRY FORD PANCREATIC CANCER CENTER, FOR THEIR PROJECT "RACIAL DISPARITIES IN PANCREATIC CANCER." THIS PROJECT WILL ENABLE DRS. STEELE AND CRAWFORD TO DEVELOP TOOLS THAT WILL ALLOW RESEARCHERS TO BETTER UNDERSTAND THE COMPLEXITY AND HETEROGENEITY OF PANCREATIC CANCER. - INNOVATION AND COLLABORATION PROGRAM GRANTS AWARDED TO RONALD PARCHEM, PHD, BAYLOR COLLEGE OF MEDICINE FOR HIS STUDY, "MECHANISMS DRIVING TUMOR INNERVATION IN PANCREATIC CANCER, AND MASSIMILIANO MAZZONE, PHD, GROUP LEADER AT THE VIB-KU LEUVEN CENTER FOR CANCER BIOLOGY AND PROFESSOR IN THE DEPARTMENT OF ONCOLOGY AT KU LEUVEN FOR HIS STUDY "UNRAVELING THE ROLE OF P2Y6+ MACROPHAGES IN PDAC LIVER METASTASIS." - DR. ROBERT F. VIZZA LUSTGARTEN CLINICAL ACCELERATOR INITIATIVE (CAI) GRANTS AWARDED TO GREGORY BEATTY, MD, PHD, ASSOCIATE PROFESSOR OF MEDICINE (HEMATOLOGY-ONCOLOGY) AT THE UNIVERSITY OF PENNSYLVANIA PERELMAN SCHOOL OF MEDICINE FOR HIS STUDY "COMBINATORIAL MYELOID ACTIVATION AS IMMUNOTHERAPY FOR METASTATIC PANCREATIC CANCER," DUNG LE, MD, PROFESSOR OF ONCOLOGY AT JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE FOR HER STUDY "NC410 AND FOLFIRINOX IN COMBINATION WITH ANTI-PD-1 WITH AND WITHOUT ANTI-CTLA-4 FOR TREATMENT NAIVE METASTATIC PANCREATIC CANCER," KEVIN C. SOARES, MD, ASSISTANT ATTENDING SURGEON OF HEPATOPANCREATOBILIARY SURGERY AT MEMORIAL SLOAN KETTERING CANCER CENTER (MSK) FOR HIS STUDY "A PILOT STUDY OF NEOADJUVANT MFOLFIRINOX AND ELI-002 7P WITH OR WITHOUT ANTI-PD-1 CHECKPOINT BLOCKADE IN BORDERLINE AND RESECTABLE PANCREATIC DUCTAL ADENOCARCINOMA, AND BRIAN BOONE, MD, ASSISTANT PROFESSOR IN THE DEPARTMENT OF SURGICAL ONCOLOGY AND AN ADJUNCT ASSISTANT PROFESSOR IN THE DEPARTMENT OF MICROBIOLOGY, IMMUNOLOGY, AND CELL BIOLOGY AT WEST VIRGINIA UNIVERSITY FOR HIS STUDY "TARGETING MYELOPEROXIDASE TO ENHANCE CHEMOTHERAPY RESPONSE IN PANCREATIC ADENOCARCINOMA." THE CAI REDUCES THE TIME FROM CLINICAL TRIAL CONCEPT TO LAUNCH USING A LUSTGARTEN-DEVELOPED PROCESS BASED ON THE BEST AVAILABLE SCIENCE AND EMPLOYING INNOVATIVE BIOMARKERS. TO MAXIMIZE THE VALUE OF THE CAI STUDIES, THE LUSTGARTEN FOUNDATION CONTINUED TO DEVELOP THE LUSTGARTEN UNITED CLINICAL INFORMATION DATABASE (LUCID) TO HOUSE THE CHARACTERISTICS OF PATIENTS ACROSS STUDIES AND LINK THEM TO PATIENT OUTCOMES. BY PROVIDING A CENTRALIZED PLATFORM FOR DATA SHARING AND ANALYSIS, LUCID PROMOTES COLLABORATION BETWEEN RESEARCHERS, LEADING TO FASTER RESEARCH ADVANCEMENTS. ADDITIONALLY, LUCID WILL HELP RESEARCHERS IDENTIFY NEW TREATMENT APPROACHES AND BIOMARKERS AND UNDERSTAND DISEASE HETEROGENEITY AND PATIENT SUBGROUPS, DETERMINING WAYS TO MATCH THE RIGHT PATIENTS TO THE RIGHT TREATMENTS AND IMPROVE OUTCOMES. - THE LUSTGARTEN ADVANCING BREAKTHROUGH SCIENCE (LABS) PROGRAM, A HALLMARK OF THE FOUNDATION'S UNIQUE RESEARCH STRATEGY, HAD AN INCREDIBLY SUCCESSFUL YEAR ADVANCING RESEARCH AT ITS SIX DEDICATED LABORATORIES. OF NOTE: FROM THE LABS SITES AT DANA-FARBER CANCER INSTITUTE, LED BY BRIAN WOLPIN, MD, MPH, AND MIT, LED BY TYLER JACKS, PHD, FINDINGS PUBLISHED IN SCIENCE IDENTIFIED A PREVIOUSLY UNRECOGNIZED CLASS OF PANCREATIC CANCER RESTRICTED "CRYPTIC" ANTIGENSTARGETS DERIVED FROM NONCODING REGIONS OF THE GENOME THAT CAN BE RECOGNIZED BY T CELLS. THE STUDY SHOWED THAT MANY OF THESE ANTIGENS ARE SHARED ACROSS PATIENTS, ABSENT FROM HEALTHY TISSUE, AND CAPABLE OF DRIVING POTENT IMMUNE RESPONSES IN PRECLINICAL MODELS. BY REVEALING NEW, BROADLY APPLICABLE IMMUNE TARGETS, THIS WORK OPENS PROMISING PATHWAYS FOR DEVELOPING NEXT-GENERATION THERAPIES FOR A DISEASE THAT HAS LONG RESISTED IMMUNOTHERAPY. FROM THE LABS SITE AT COLD SPRING HARBOR LABORATORY, LED BY DAVID TUVESON, MD, PHD, LUSTGARTEN'S CHIEF SCIENTIST, FINDINGS PUBLISHED IN CANCER RESEARCH SHOWED THAT INHIBITING THE FGFR2 PROTEIN ALONE AND IN COMBINATION WITH EGFRCAN SIGNIFICANTLY DELAY OR PREVENT TUMOR FORMATION IN PRECLINICAL MODELS. BY TARGETING THE MOLECULAR SIGNALS THAT DRIVE EARLY DISEASE PROGRESSION, THIS WORK ESTABLISHES A FOUNDATION FOR INTERVENING BEFORE PANCREATIC CANCER BECOMES CLINICALLY AGGRESSIVE, OPENING THE DOOR TO PREVENTION STRATEGIES FOR HIGH-RISK INDIVIDUALS. FROM THE LABS SITE AT THE SALK INSTITUTE, LED BY REUBEN SHAW, PHD, FINDINGS PUBLISHED IN THE JOURNAL OF CLINICAL INVESTIGATION REVEALED THAT A SPECIFIC CELL-SURFACE SUGAR, HSAT, PLAYS A PROTECTIVE ROLE IN PANCREATIC CANCER-SUPPRESSING INFLAMMATION, LIMITING TUMOR SPREAD, AND CORRELATING WITH IMPROVED SURVIVAL. THE STUDY ALSO DEMONSTRATED THAT HSAT IS DETECTABLE IN PATIENT BLOOD SAMPLES, POSITIONING IT AS BOTH A PROMISING THERAPEUTIC TARGET AND A POTENTIAL BIOMARKER. BY UNCOVERING A NEW LINK BETWEEN TUMOR BIOLOGY, INFLAMMATION, AND DISEASE PROGRESSION, THIS WORK OPENS NEW AVENUES FOR EARLIER INTERVENTION AND MORE EFFECTIVE TREATMENT STRATEGIES. THE LABS PROGRAM PROVIDES LONG-TERM FUNDING TO PROMOTE THE DEVELOPMENT OF INNOVATIVE IDEAS AND SPEED THE PACE OF DISCOVERY BY INCENTIVIZING INTERDISCIPLINARY TEAM SCIENCE, INCLUDING GROUPS WITH COMPLEMENTARY EXPERTISE ACROSS THE PIPELINE FROM TARGET DISCOVERY AND VALIDATION TO PRECLINICAL DEVELOPMENT AND CLINICAL TESTING. - IN 2025, LUSTGARTEN CONTINUED OUR COLLABORATIONS WITH ORGANIZATIONS INCLUDING THE PANCREATIC CANCER COLLECTIVE, AMERICAN ASSOCIATION FOR CANCER RESEARCH, SWIM ACROSS AMERICA, BREAK THROUGH CANCER, AS WELL AS ESTABLISHED A NEW RELATIONSHIP WITH THE MARK FOUNDATION FOR CANCER RESEARCH. THROUGH THESE PARTNERSHIPS, LUSTGARTEN BRINGS FOCUS AND STRATEGY TO PANCREATIC CANCER RESEARCH AND MAXIMIZES OUR COLLECTIVE FINANCIAL INVESTMENT SO WE CAN FUND THE MOST HIGH-RISK, HIGH-REWARD SCIENCE. THIS COLLABORATIVE APPROACH YIELDED SIGNIFICANT PROGRESS THIS YEAR. LANDMARK RESULTS FROM THE PANCREATIC ADENOCARCINOMA SIGNATURE STRATIFICATION FOR TREATMENT (PASS-01) TRIAL, SUPPORTED BY THE LUSTGARTEN FOUNDATION AND STAND UP TO CANCER THROUGH THE PANCREATIC CANCER COLLECTIVE, WERE PUBLISHED IN THE JOURNAL OF CLINICAL ONCOLOGY. PASS-01, THE FIRST RANDOMIZED, HEAD-TO-HEAD COMPARISON OF THE TWO CURRENT STANDARD-OF-CARE REGIMENS FOR METASTATIC PANCREATIC CANCER, SET A NEW BAR FOR WHAT CLINICAL TRIALS CAN ACHIEVE BY PAIRING THERAPY RESPONSE DATA WITH UNPRECEDENTED MOLECULAR AND GENOMIC PROFILING OF EACH PATIENT'S TUMOR AND ESTABLISHED A SHARED, MULTI-INSTITUTIONAL FRAMEWORK FOR UNDERSTANDING PANCREATIC CANCER BIOLOGY. FORM 990, PART III, LINE 4B PUBLIC EDUCATION AND INFORMATION PROGRAM $1,235,976 THE LUSTGARTEN FOUNDATION IS THE LARGEST PRIVATE FUNDER OF PANCREATIC CANCER RESEARCH IN THE WORLD, FUNDING PREEMINENT PANCREATIC CANCER RESEARCHERS, DRIVING THE PURSUIT OF BOLD AND INNOVATIVE SCIENCE TOWARD EARLIER DETECTION AND BETTER TREATMENTS, AND TRANSFORMING PANCREATIC CANCER INTO A CURABLE DISEASE. THE FOUNDATION FUNDS RESEARCH WHERE CREATIVE RISKS YIELD HIGH REWARDS TO ACCELERATE AND EXPAND LIFE-SAVING TREATMENT OPTIONS. WE BELIEVE TIME IS EVERYTHING TO PATIENTS AND THEIR FAMILIES, AND THAT COMMUNITY IS POWER. LUSTGARTEN PROGRAMS AND EVENTS PROVIDE PEOPLE AFFECTED BY PANCREATIC CANCER A VOICE AND A PLACE TO CREATE HOPE, TOGETHER. THE LUSTGARTEN FOUNDATION CREATED, PRINTED AND DISTRIBUTED MATERIALS TO UPDATE PATIENTS, CAREGIVERS, SURVIVORS, DONORS, VOLUNTEERS, WALK AND EVENT LEADERS AND CORPORATE SPONSORS ON RESEARCH DEVELOPMENTS, FOUNDATION MILESTONES, AND WALKS/EVENTS. MATERIALS INCLUDED: - LUSTGARTENLIVE! SERIES OF RESEARCH-FOCUSED, INTERACTIVE WEBINARS - PROGRESS & PROMISE NEWSLETTER - ANNUAL REPORT - IMPACT REPORT - RESEARCH MILESTONES UPDATE - MONTHLY E-NEWSLETTER WITH VIDEO INTRODUCTION - DIRECT MAIL AND ACQUISITION MAIL PIECES - MONTHLY PANCCHATS ON TWITTER, BRINGING EXPERTS AND PATIENTS TOGETHER TO DISCUSS TOPICS PERTINENT TO THE PANCREATIC CANCER COMMUNITY - INCREASED FOCUS ON VIDEO WE ALSO CONTINUED DISTRIBUTING OUR NAVIGATING PANCREATIC CANCER: A GUIDE FOR PATIENTS & CAREGIVERS HANDBOOK, CONTAINING INFORMATION ON MANAGING A PANCREATIC CANCER DIAGNOSIS AND TREATING THE DISEASE. THE BOOK AND MANY OF THE MATERIALS NOTED ABOVE ARE ACCESSIBLE AT WWW.LUSTGARTEN.ORG. FORM 990, PART III, LINE 4C PROFESSIONAL EDUCATION PROGRAM $773,834 PROFESSIONAL EDUCATION FOCUSED ON THE FOUNDATION'S SENIOR LEADERSHIP CONDUCTING HIGH-LEVEL MEETINGS WITH FUNDED SCIENTISTS AND DIRECTORS OF THE LABS PROGRAM SITES AND COLLABORATING ORGANIZATIONS, AS WELL AS ATTENDING/PRESENTING AT SCIENTIFIC MEETINGS FOR ORGANIZATIONS INCLUDING THE AMERICAN ASSOCIATION FOR CANCER RESEARCH (AACR) AND STAND UP TO CANCER (SU2C). ADDITIONALLY, THE LUSTGARTEN FOUNDATION PROVIDED SUPPORT FOR THE AACR SPECIAL CONFERENCE IN PANCREAS CANCER RESEARCH, AACR-LUSTGARTEN FOUNDATION-MARK FOUNDATION JOINT WORKSHOP ON SOLVING THE EARLY STAGE DIAGNOSIS FOR RECALCITRANT CANCERS, THE GORDON RESEARCH CONFERENCE ON PANCREATIC DISEASES. THE INTERNATIONAL WOMEN'S DAY SYMPOSIUM AT THE JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE, AND THE PANCREAS COURSE AT COLD SPRING HARBOR LABORATORY. FORM 990, PART VI, SECTION A, LINE 2 MARCIA LUSTGARTEN, ANDREW LUSTGARTEN AND JESSICA LUSTGARTEN COURTEMANCHE - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF FINANCE OFFICER FOR ACCURACY AND REASONABLENESS PRIOR TO SUBMISSION TO THE IRS. ADDITIONALLY, A COMPLETE COPY OF THE FINAL RETURN IS PROVIDED TO ALL VOTING BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE WRITTEN POLICY REQUIRES ANNUAL DISCLOSURES BY ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY PERSONS OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE COMPLIANCE OF THE CONFLICT OF INTEREST POLICY. IN THE INSTANCE WHERE A DIRECTOR HAS A CONFLICT, THEY ARE ASKED BY THE BOARD CHAIR TO RECUSE THEMSELVES FROM DELIBERATIONS, DECISIONS AND THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS REVIEWED AND APPROVED ANNUALLY (MOST RECENTLY ON JUNE 2, 2025) BY THE FINANCE COMMITTEE OF THE BOARD. TO SUPPORT THIS PROCESS, THE COMMITTEE UTILIZES A COMPENSATION SURVEY PROVIDED BY AN INDEPENDENT HUMAN RESOURCES CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. IN ADDITION, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.