Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2200 LAKE BOULEVARD NE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30319
D Employer identification number

58-1654301
E Telephone number

G Gross receipts $ 39,127,340
F Name and address of principal officer:
MARY WHEATLEY
2200 LAKE BOULEVARD NE
ATLANTA,GA30319
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.RHEUMRESEARCH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1985
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SUPPORT RESEARCH & TRAINING THAT ADVANCES THE PREVENTION, TREATMENT AND CURE OF RHEUMATIC DISEASES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 126
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,697,622 3,554,779
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,804,296 1,110,825
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,501,918 4,665,604
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,393,042 13,086,273
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,736,938    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,189,307 3,890,174
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,582,349 16,976,447
19 Revenue less expenses. Subtract line 18 from line 12....... -11,080,431 -12,310,843
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 63,133,451 50,598,038
21 Total liabilities (Part X, line 26)............. 918,896 1,888,895
22 Net assets or fund balances. Subtract line 21 from line 20..... 62,214,555 48,709,143
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE MISSION OF THE RHEUMATOLOGY RESEARCH FOUNDATION IS TO ADVANCE RESEARCH AND TRAINING TO IMPROVE THE HEALTH OF PEOPLE WITH RHEUMATIC DISEASES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 14,696,971 including grants of $ 13,086,273 ) (Revenue $ 0 )
THE FOUNDATION PROVIDES FUNDING TO HELP RECRUIT MEDICAL AND DOCTORAL STUDENTS INTO THE SUBSPECIALTY AND SUPPORTS INVESTIGATORS WORKING IN THE FIELD OF RHEUMATOLOGY. GRANTS ARE AWARDED FOR DIFFERENT TRAINING OPPORTUNITIES, FROM MEDICAL STUDENTS TO FELLOWS, BUILDING A MORE CAPABLE, ROBUST TEAM OF RHEUMATOLOGY PROFESSIONALS AROUND THE NATION. IN THE LAST FIVE YEARS, RESEARCHERS RECEIVING FOUNDATION FUNDING HAVE PUBLISHED 889 PAPERS, RECEIVED $89 MILLION IN ADDITIONAL NIH FUNDING AND GIVEN 665 PRESENTATIONS.PLEASE SEE SCHEDULE O FOR A CONTINUATION OF PROGRAM SERVICES.N THE LAST FIVE YEARS, RESEARCHERS RECEIVING FOUNDATION FUNDING HAVE PUBLISHED 889 PAPERS, RECEIVED $89 MILLION IN ADDITIONAL NIH FUNDING AND GIVEN 665 PRESENTATIONS.THE FOUNDATION HAS RECEIVED A 4-STAR RATING, THE HIGHEST OFFERED BY CHARITYNAVIGATOR, FOR EIGHT CONSECUTIVE YEARS BASED ON GOOD GOVERNANCE, SOUND FISCAL MANAGEMENT AND COMMITMENT TO ACCOUNTABILITY AND TRANSPARENCY. ON AVERAGE, 87 CENTS OF EVERY DOLLAR DONATED IS USED TO SUPPORT ITS AWARDS AND GRANTS PROGRAM. THIS STATISTIC IS BASED ON A FIVE-YEAR ROLLING AVERAGE OF PROGRAM EXPENSES VS. ADMINISTRATIVE EXPENSES. FOR THE PAST FIVE YEARS (FY 2012 - 2016), THE AVERAGE IS 86.57% OF EXPENSES TO SUPPORT PROGRAMS AND 13.43% OF EXPENSES TO SUPPORT ADMINISTRATIVE AND FUNDRAISING COSTS. THE ORGANIZATION HAS RECEIVED A 4-STAR RATING, THE HIGHEST OFFERED BY CHARITY NAVIGATOR, FOR SEVEN CONSECUTIVE YEARS BASED ON GOOD GOVERNANCE, SOUND FISCAL MANAGEMENT AND COMMITMENT TO ACCOUNTABILITY AND TRANSPARENCY. THE ORGANIZATION HAS COMMITTED OVER $143M DIRECTLY TO RESEARCH AND TRAINING SINCE IT WAS FOUNDED IN 1985.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet14,696,971
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
41
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
GA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCOLLEEN MERKEL2200 LAKE BOULEVARD NE   ATLANTA,GA30319 (404) 633-3777
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ERIC L MATTESON MD MPH......................................................................
PRESIDENT - 2015-2017
5.00
.................
14.00
X   X       0 2,250 0
(2) DAVID R KARP MD PHD......................................................................
PRESIDENT - 2013-2015
5.00
.................
 
X   X       0 61,680 0
(3) ABBY ABELSON MD......................................................................
VICE PRESIDENT - 2015-2017
5.00
.................
 
X   X       0 0 0
(4) PAULA MARCHETTA MD MBA......................................................................
TREASURER - 2015-2017
5.00
.................
14.00
X   X       0 0 0
(5) DAVID DAIKH MD PHD......................................................................
SECRETARY - 2014-2016
2.00
.................
14.00
X           0 44,500 0
(6) KATHLEEN J BOS MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 0 0
(7) TIMOTHY NIEWOLD MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 1,000 0
(8) JANE SALMON MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 0 0
(9) WILLIAM PALMER MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 3,000 0
(10) JUDITH A JAMES MD PHD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 0 0
(11) ANNE R BASS MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 0 0
(12) VIKAS MAJITHIA MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 650 0
(13) MICHAEL MARICIC MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 0 0
(14) WILLIAM ROBINSON MD PHD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 4,100 0
(15) STEPHEN RUSSELL MBA......................................................................
BOARD MEMBER
2.00
.................
 
X           0 0 0
(16) ERIC SCHNED MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 0 0
(17) MARCY B BOLSTER MD......................................................................
BOARD MEMBER
2.00
.................
 
X           0 3,750 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) S LOUIS BRIDGES III MD PHD........................................................................
BOARD MEMBER
2.00
.......................  
X           0 6,150 0
(19) PATRICIA KATZ PHD........................................................................
BOARD MEMBER
2.00
.......................  
X           0 500 0
(20) LINDA S EHRLICH-JONES PHD RN........................................................................
BOARD MEMBER
2.00
.......................  
X           0 0 0
(21) PETER CALLEGARI MD........................................................................
BOARD MEMBER
2.00
.......................  
X           0 0 0
(22) SALIL PATEL PHD........................................................................
BOARD MEMBER
2.00
.......................  
X           0 0 0
(23) SHARAD LAKHANPAL MBBS MD........................................................................
BOARD MEMBER
2.00
.......................  
X           0 49,429 0
(24) JOAN MARIE VON FELDT MD MS ED........................................................................
BOARD MEMBER
5.00
.......................15.00
X           0 65,353 0
(25) MARY WHEATLEY........................................................................
EXECUTIVE DIRECTOR
40.00
.......................  
    X       0 160,765 25,729
(26) COLLEEN MERKEL CPA........................................................................
VP, OPERATIONS & FINANCE
11.00
.......................40.00
    X       0 152,066 33,668








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 555,193 59,397
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
AMERICAN COLLEGE OF RHEUMATOLOGY

2200 LAKE BOULEVARD NE
ATLANTA,GA30319
MANAGEMENT SERVICES 2,299,645
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 500,000
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 3,054,779
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 3,554,779
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet  
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 942,916     942,916
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   34,629,645
b Less: cost or other basis and sales expenses   34,461,736
c Gain or (loss)   167,909
d Net gain or (loss).....MediumBullet 167,909     167,909
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 4,665,604 0 0 1,110,825
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 12,816,073 12,816,073
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 270,200 270,200
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ...... 2,299,645 956,297 267,244 1,076,104
b Legal ......... 9,915   9,915  
c Accounting ........... 38,270 22,962 7,654 7,654
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 102,640 69,530 33,110  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 504,324 142,180 78,768 283,376
12 Advertising and promotion ....        
13 Office expenses ....... 107,438 27,107 12,488 67,843
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 368,501 218,575 54,051 95,875
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 355,541 155,077 35,996 164,468
20 Interest ........... 20,892   20,892  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 31,535 18,921 6,307 6,307
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a BAD DEBT EXPENSE 35,150     35,150
b MISCELLANEOUS 16,323 49 16,113 161
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 16,976,447 14,696,971 542,538 1,736,938
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1 1
2 Savings and temporary cash investments ......... 5,286,208 2 3,342,504
3 Pledges and grants receivable, net ...... 14,099,952 3 7,181,942
4 Accounts receivable, net ............. 503 4 105,007
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 52,661 9 107,079
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 349,188
b Less: accumulated depreciation 10b 137,038 227,028 10c 212,150
11 Investments—publicly traded securities . 39,010,188 11 35,245,418
12 Investments—other securities. See Part IV, line 11 ..... 4,456,911 12 4,403,937
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 63,133,451 16 50,598,038
Liabilities 17 Accounts payable and accrued expenses ..... 918,896 17 388,895
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24 1,500,000
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 918,896 26 1,888,895
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 34,393,438 27 29,191,285
28 Temporarily restricted net assets ........... 24,521,032 28 16,214,941
29 Permanently restricted net assets 3,300,085 29 3,302,917
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 62,214,555 33 48,709,143
34 Total liabilities and net assets/fund balances ........ 63,133,451 34 50,598,038
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,665,604
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
16,976,447
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-12,310,843
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
62,214,555
5
Net unrealized gains (losses) on investments ...............
5
-1,641,261
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
446,693
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
48,709,143
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 18,359,528 12,959,466 12,371,657 2,697,622 3,554,779 49,943,052
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 18,359,528 12,959,466 12,371,657 2,697,622 3,554,779 49,943,052
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 25,580,900
6 Public support. Subtract line 5 from line 4. 24,362,152
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 18,359,528 12,959,466 12,371,657 2,697,622 3,554,779 49,943,052
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 858,890 975,228 972,457 1,000,568 942,916 4,750,059
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 57,523         57,523
11 Total support. Add lines 7 through 10. 54,750,634
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
44.500 %
15
15
45.350 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number
58-1654301
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 36,389,822 36,829,615 32,511,985 30,437,932 27,906,194
b Contributions ...     992,516 57,473 3,600,000
c Net investment earnings, gains, and losses -413,655 1,024,105 4,650,774 3,126,774 -64,985
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,624,177 1,463,898 1,325,660 1,110,194 1,003,277
f Administrative expenses ....          
g End of year balance ...... 34,351,990 36,389,822 36,829,615 32,511,985 30,437,932
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet85.940 %
b
Permanent endowment SchDMd Bullet9.620 %
c
Temporarily restricted endowment SchDMd Bullet4.440 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...      
b Buildings        
c Leasehold improvements        
d Equipment ...        
e Other ...   349,188 137,038 212,150
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 212,150
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives 4,403,937 F
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 4,403,937
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,023,952
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -1,641,261
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -1,641,261
3 Subtract line 2e from line 1.................. 3 4,665,213
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 391
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 391
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 4,665,604
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 16,529,364
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 16,529,364
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 391
b Other (Describe in Part XIII.) ............ 4b 446,693
c Add lines 4a and 4b..................... 4c 447,084
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 16,976,448

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF TWELVE INDIVIDUAL FUNDS ESTABLISHED TO SUPPORT THE FOUNDATION'S MISSION THROUGH PROGRAMS OF RESEARCH AND TRAINING. ENDOWMENTS INCLUDE BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, AND FUNDS DESIGNED BY THE BOARD OF DIRECTORS TO FUNCTION AS A GENERAL ENDOWMENT.
PART X, LINE 2: INCOME TAXES- THE FOUNDATION IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2016. FISCAL YEARS ENDING ON AND AFTER JUNE 30,2013 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERIES OF PRIOR YEAR GRANTS 446,693.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number
58-1654301
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) AMERICAN COLLEGE OF RHEUMATOLOGY
2200 LAKE BOULEVARD NE
ATLANTA,GA30319
58-1627547 501(C)(6) 305,416       FELLOWS FUND
(2) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE BELFER 706E
706E
BRONX,NY10461
13-1624225 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(3) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE BELFER 706E
706E
BRONX,NY10461
13-1624225 501(C)(3) 75,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD
(4) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM 206
HOUSTON,TX77030
74-1613878 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(5) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX770303411
74-1613878 501(C)(3) 15,000       RESIDENT RESEARCH PRECEPTORSHIP
(6) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215
04-2103881 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(7) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215
04-2103881 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(8) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215
04-2103881 501(C)(3) 75,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(9) BIOMEDICAL RESEARCH FOUNDATION OF COLORADO
1055 CLERMONT ST BOX 111-G
DENVER,CO80220
74-2427577 501(C)(3) 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(10) BIOMEDICAL RESEARCH FOUNDATION OF COLORADO
1055 CLERMONT ST BOX 111-G
DENVER,CO80220
74-2427577 501(C)(3) 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(11) BOSTON CHILDREN'S HOSPITAL
PO BOX 414413
BOSTON,MA022414413
04-2774441 501(C)(3) 75,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(12) BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVE
BOSTON,MA02115
04-2774441 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(13) BOSTON UNIVERSITY SCHOOL OF MEDICINE
ONE SILBER WAY EIGHTH FLOOR
BOSTON,MA02115
04-2103547 501(C)(3) 15,000       EPHRAIM P. ENGLEMAN ENDOWED RESIDENT RESEARCH PRECEPTORSHIP
(14) BRIGHAM AND WOMEN'S HOSPITAL
PO BOX 3155
BOSTON,MA022413149
04-2312909 501(C)(3) 25,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(15) BRIGHAM AND WOMEN'S HOSPITAL
PO BOX 3154
BOSTON,MA022413149
04-2312909 501(C)(3) 50,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: R BRIDGE
(16) BRIGHAM AND WOMEN'S HOSPITAL
PO BOX 3150
BOSTON,MA022413149
04-2312909 501(C)(3) 37,500       DISEASE TARGETED RESEARCH - PILOT GRANT - BASIC
(17) BRIGHAM AND WOMEN'S HOSPITAL
PO BOX 3151
BOSTON,MA022413149
04-2312909 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(18) BRIGHAM AND WOMEN'S HOSPITAL
PO BOX 3152
BOSTON,MA022413149
04-2312909 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(19) BRIGHAM AND WOMEN'S HOSPITAL
PO BOX 3153
BOSTON,MA022413149
04-2312909 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(20) BRIGHAM AND WOMEN'S HOSPITAL
PO BOX 3149
BOSTON,MA022413149
04-2312909 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (CLINICAL)
(21) BRIGHAM AND WOMEN'S HOSPITAL - RESEARCH
PO BOX 3157
BOSTON,MA022413149
04-2312909 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(22) BRIGHAM AND WOMEN'S HOSPITAL - RESEARCH
PO BOX 3160
BOSTON,MA022413149
04-2312909 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(23) BRIGHAM AND WOMEN'S HOSPITAL - RESEARCH
PO BOX 3156
BOSTON,MA022413149
04-2312909 501(C)(3) 125,000       INVESTIGATOR AWARD (CLINICAL)
(24) BRIGHAM AND WOMEN'S HOSPITAL - RESEARCH
PO BOX 3159
BOSTON,MA022413149
04-2312909 501(C)(3) 37,500       SCIENTIST DEVELOPMENT AWARD (BASIC)
(25) BRIGHAM AND WOMEN'S HOSPITAL - RESEARCH
PO BOX 3158
BOSTON,MA022413149
04-2312909 501(C)(3) 75,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(26) CHILDREN'S MERCY HOSPITAL
2401 GILHAM ROAD
KANSAS CITY,MO64113
44-0605373 501(C)(3) 100,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: R BRIDGE
(27) CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
3334 BURNET AVE MLC 4010
CINCINNATI,OH452293039
31-0833936 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(28) CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
3335 BURNET AVE MLC 4010
CINCINNATI,OH452293039
31-0833936 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(29) CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVE MLC 4010
CINCINNATI,OH452293039
31-0833936 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(30) DENVER HEALTH AND HOSPITAL AUTHORITY
777 BANNOCK ST MC4000
DENVER,CO80204
84-1343242 501(C)(3) 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(31) DUKE UNIVERSITY
2200 WEST MAIN STREET SUITE 820
DURHAM,NC27705
56-0532129 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(32) DUKE UNIVERSITY
PO BOX 602651
CHARLOTTE,NC282602651
56-0532129 501(C)(3) 55,036       SCIENTIST DEVELOPMENT AWARD (BASIC)
(33) EMORY UNIVERSITY
1599 CLIFTON RD NE 4TH FLOOR
ATLANTA,GA30322
58-0566256 501(C)(3) 50,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(34) EMORY UNIVERSITY
1599 CLIFTON RD NE 4TH FLOOR
ATLANTA,GA30322
58-0566256 501(C)(3) 54,509       CLINICIAN SCHOLAR EDUCATOR
(35) EMORY UNIVERSITY
1599 CLIFTON RD NE 4TH FLOOR
ATLANTA,GA30322
58-0566256 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(36) HEBREW SENIOR LIFE
1200 CENTRE STREET
ROSLINDALE,MA02131
04-2104298 501(C)(3) 75,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(37) HENRY M JACKSON FOUNDATION OFF OF EDU & MTGS
6720 A ROCKLEDGE DR STE 100
BETHESDA,MD20817
52-1317896 501(C)(3) 1,500       STUDENT AND RESIDENT ACR/ARHP ANNUAL MEETING SCHOLARSHIP
(38) HENRY M JACKSON FOUNDATION OFF OF EDU & MTGS
6720 A ROCKLEDGE DR STE 100
BETHESDA,MD20817
52-1317896 501(C)(3) 1,500       STUDENT AND RESIDENT ACR/ARHP ANNUAL MEETING SCHOLARSHIP
(39) HOSPITAL FOR SPECIAL SURGERY
535 E 70TH STREET
NEW YORK,NY10021
13-1624135 501(C)(3) 100,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(40) HOSPITAL FOR SPECIAL SURGERY
537 E 70TH STREET
NEW YORK,NY10021
13-1624135 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(41) HOSPITAL FOR SPECIAL SURGERY
536 E 70TH STREET
NEW YORK,NY10021
13-1624135 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(42) HOSPITAL FOR SPECIAL SURGERY
535 E 70TH STREET
NEW YORK,NY10021
13-1624135 501(C)(3) 49,999       SCIENTIST DEVELOPMENT AWARD (CLINICAL)
(43) JOHNS HOPKINS UNIVERSITY
JHU CENTRAL LOCK BOX BOA 12529
COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
52-0595110 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(44) JOHNS HOPKINS UNIVERSITY
JHU CENTRAL LOCK BOX BOA 12529
COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
52-0595110 501(C)(3) 52,500       CLINICIAN SCHOLAR EDUCATOR
(45) JOHNS HOPKINS UNIVERSITY
JHU CENTRAL LOCK BOX BOA 12529
COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
52-0595110 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(46) JOHNS HOPKINS UNIVERSITY
JHU CENTRAL LOCK BOX BOA 12529
COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
52-0595110 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(47) JOHNS HOPKINS UNIVERSITY
JHU CENTRAL LOCK BOX BOA 12529
COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
52-0595110 501(C)(3) 75,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(48) KANSAS UNIVERSITY ENDOWMENT ASSOCIATION
3901 RAINBOW BLVD MS 2026
KANSAS CITY,KS66160
48-0547734 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(49) LA JOLLA INSTITUTE FOR ALLERGY AND IMMUNOLOGY
9420 ATHENA CIRCLE
LA JOLLA,CA92037
33-0328688 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(50) LOYOLA UNIVERSITY DIVISION OF RHEUMATOLOGY
2160 SOUTH FIRST AVENUE BLDG 54
MAYWOOD,IL60153
36-1408475 501(C)(3) 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(51) MASSACHUSETTS GENERAL HOSPITAL
101 HUNTINGTON AVENUE
BOSTON,MA02199
04-1564655 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(52) MASSACHUSETTS GENERAL HOSPITAL - RESEARCH
BANK OF AMERICA NA PO BOX 414878
BOSTON,MA022414876
04-2697983 501(C)(3) 60,000       CLINICIAN SCHOLAR EDUCATOR
(53) MASSACHUSETTS GENERAL HOSPITAL - RESEARCH
BANK OF AMERICA NA PO BOX 414876
BOSTON,MA022414876
04-2697983 501(C)(3) 199,575       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(54) MASSACHUSETTS GENERAL HOSPITAL - RESEARCH
BANK OF AMERICA NA PO BOX 414877
BOSTON,MA022414876
04-2697983 501(C)(3) 25,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(55) MASSACHUSETTS GENERAL HOSPITAL - RESEARCH
BANK OF AMERICA NA PO BOX 414879
BOSTON,MA022414876
04-2697983 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(56) MAYO CLINIC
MAYO CLINIC RESEARCH PO BOX 860334
MINNEAPOLIS,MN554860334
41-6011702 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(57) MEDICAL COLLEGE OF GEORGIA
1120 15TH ST BI-5086
AUGUSTA,GA30912
58-6002053 GOVT 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(58) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUE SUITE 606 MSC808
CHARLESTON,SC29403
57-6000722 GOVT 37,500       CAREER DEVELOPMENT BRIDGE FUNDING AWARD
(59) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUE SUITE 606 MSC808
CHARLESTON,SC29403
57-6000722 GOVT 37,500       CAREER DEVELOPMENT BRIDGE FUNDING AWARD
(60) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUE SUITE 606 MSC808
CHARLESTON,SC29403
57-6000722 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(61) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUE SUITE 606 MSC808
CHARLESTON,SC29403
57-6000722 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(62) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUE SUITE 606 MSC808
CHARLESTON,SC29403
57-6000722 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(63) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUE SUITE 606 MSC808
CHARLESTON,SC29403
57-6000722 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(64) MEDSTAR WASHINGTON HOSPITAL CENTER
110 IRVING ST NW RM 6A-126
WASHINGTON,DC20010
52-1272129 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(65) MGH INSTITUTE OF HEALTH PROFESSIONS
OFFICE OF THE PROVOST 36 1ST AVENUE
AVENUE
BOSTON,MA02129
04-2868893 501(C)(3) 95,198       INVESTIGATOR AWARD (TRANSLATIONAL)
(66) NEW YORK UNIVERSITY SCHOOL OF MEDICINE
PO BOX 415028
BOSTON,MA022415026
13-5562308 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(67) NEW YORK UNIVERSITY SCHOOL OF MEDICINE
PO BOX 415027
BOSTON,MA022415026
13-5562308 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(68) NEW YORK UNIVERSITY SCHOOL OF MEDICINE
PO BOX 415025
BOSTON,MA022415026
13-5562308 501(C)(3) 87,500       INVESTIGATOR AWARD (BASIC)
(69) NEW YORK UNIVERSITY SCHOOL OF MEDICINE
PO BOX 415026
BOSTON,MA022415026
13-5562308 501(C)(3) 37,500       INVESTIGATOR AWARD (BASIC)
(70) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE 215 BK
BOSTON,MA02115
04-1679980 501(C)(3) 73,626       INVESTIGATOR AWARD (CLINICAL)
(71) NORTHWESTERN UNIVERSITY
750 N LAKE SHORE DRIVE RUBLOFF 7TH
FLOOR 215 BK
CHICAGO,IL60611
36-2167817 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(72) NORTHWESTERN UNIVERSITY
752 N LAKE SHORE DRIVE RUBLOFF 7TH
FLOOR 215 BK
CHICAGO,IL60611
36-2167817 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(73) NORTHWESTERN UNIVERSITY
751 N LAKE SHORE DRIVE RUBLOFF 7TH
FLOOR 215 BK
CHICAGO,IL60611
36-2167817 501(C)(3) 15,000       RESIDENT RESEARCH PRECEPTORSHIP
(74) NORTHWESTERN UNIVERSITY - FEINBERG SCHOOL OF MEDICINE
752 N LAKE SHORE DRIVE RUBLOFF 7TH
FLOOR 215 BK
CHICAGO,IL60611
36-2167817 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(75) NYU SCHOOL OF MEDICINE
PO BOX 415026
BOSTON,MA022415026
13-5562308 501(C)(3) 125,000       INVESTIGATOR AWARD (CLINICAL)
(76) NYU SCHOOL OF MEDICINE
PO BOX 415026
BOSTON,MA022415026
13-5562308 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(77) NYU SCHOOL OF MEDICINE
PO BOX 415026
BOSTON,MA022415026
13-5562308 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(78) OREGON HEALTH & SCIENCE UNIVERSITY 0690 SW BANCROFT ST MAILCODE
L106OPAM
PORTLAND,OR972393098
93-1176109 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(79) PALO ALTO INSTITUTE FOR RESEARCH & EDUCATION INC
3801 MIRANDA AVE PO B V-38
PALO ALTO,CA94304
77-0207331 501(C)(3) 25,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(80) PALO ALTO INSTITUTE FOR RESEARCH & EDUCATION INC
3801 MIRANDA AVE PO B V-38
PALO ALTO,CA94304
77-0207331 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(81) PORTLAND VA RESEARCH FOUNDATION
PO BOX 69539
PORTLAND,OR97239
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11000 KINROSS AVENUE SUITE 211
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95-6006143 GOVT 50,000       AMGEN FELLOWSHIP TRAINING AWARD
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0897
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9500 GILMAN DRIVE MC 0009
LA JOLLA,CA920930009
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PROVIDENCE,RI029034923
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5250 CAMPANILE DR
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STANFORD UNIVERSITY LOCKBOX PO BOX
44253
SAN FRANCISCO,CA941444253
94-1156365 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(96) STANFORD UNIVERSITY LOCKBOX
PO BOX 44253
SAN FRANCISCO,CA941444253
94-1156365 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
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CIVIC CENTER BLVD ARC 142D
PHILADELPHIA,PA19104
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CIVIC CENTER BLVD ARC 142D
PHILADELPHIA,PA19104
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FIMR/ GRANTS MGMT OFFICE 350
COMMUNITY DRIVE
MANHASSET,NY110303816
11-2673595 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
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FIMR/ GRANTS MGMT OFFICE 350
COMMUNITY DRIVE
MANHASSET,NY110303816
11-2673595 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(101) THE OHIO STATE UNIVERSITY
1960 KENNY RD
COLUMBUS,OH432101016
31-6025986 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(102) THE PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVE
HERSHEY,PA17033
24-6000376 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(103) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
1855 FOLSOM STREET SUITE 425 BOX
0897
SAN FRANCISCO,CA94143
94-6036493 GOVT 37,500       CAREER DEVELOPMENT BRIDGE FUNDING AWARD
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1855 FOLSOM STREET SUITE 425 BOX
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SAN FRANCISCO,CA94143
94-6036493 GOVT 75,000       DISEASE TARGETED RESEARCH - PILOT GRANT - TRANSLATIONAL
(105) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
1855 FOLSOM STREET SUITE 425 BOX
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SAN FRANCISCO,CA94143
94-6036493 GOVT 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
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SAN FRANCISCO,CA94143
94-6036493 GOVT 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
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94-6036493 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
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SAN FRANCISCO,CA94143
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SAN FRANCISCO,CA94143
94-6036493 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
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1855 FOLSOM STREET SUITE 425 BOX
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SAN FRANCISCO,CA94143
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BETH WENNER REF 14-PAF2734
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38-6006309 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(113) THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUE
NEW YORK,NY10065
13-1624158 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(114) THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
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29789
NEW YORK,NY100879789
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29789
NEW YORK,NY100879789
13-5598093 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
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29789
NEW YORK,NY100879789
13-5598093 501(C)(3) 198,470       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
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29789
NEW YORK,NY100879789
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29789
NEW YORK,NY100879789
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BUILDING
PHILADELPHIA,PA191046205
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AIRPORT DRIVE SUITE 2200 CB 1350
CHAPEL HILL,NC275991350
56-6001393 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
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CHAPEL HILL,NC275991350
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OFFICE OF SPONSORED RESEARCH 104
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CHAPEL HILL,NC275991350
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OFFICE OF SPONSORED RESEARCH 104
AIRPORT DRIVE SUITE 2200 CB 1350
CHAPEL HILL,NC275991350
56-6001393 GOVT 60,000       CLINICIAN SCHOLAR EDUCATOR
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OFFICE OF SPONSORED RESEARCH 104
AIRPORT DRIVE SUITE 2200 CB 1350
CHAPEL HILL,NC275991350
56-6001393 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(125) THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
OFFICE OF SPONSORED RESEARCH 104
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CHAPEL HILL,NC275991350
56-6001393 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(126) THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
PO BOX 301418
DALLAS,TX753031418
74-1761309 GOVT 75,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(127) THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD
HOUSTON,TX77030
74-6001118 GOVT 198,908       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(128) THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD
HOUSTON,TX77030
74-6001118 GOVT 124,965       INVESTIGATOR AWARD (CLINICAL)
(129) THE WARREN ALPERT MEDICAL SCHOOL AT BROWN UNIVERSITY
214 RHODE ISLAND HOSPITAL 593 EDDY
ST
PROVIDENCE,RI029034923
05-0258954 501(C)(3) 15,000       RESIDENT RESEARCH PRECEPTORSHIP
(130) THURSTON ARTHRITIS CENTER AT UNC CHAPEL HILL
3300 THURSTON BUILDING CB7280
CHAPEL HILL,NC275997280
56-6001393 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(131) TRUSTEES OF BOSTON UNIVERSITY
85 EAST NEWTON ST M921
BOSTON,MA02118
04-2103547 501(C)(3) 125,000       INVESTIGATOR AWARD (CLINICAL)
(132) TRUSTEES OF BOSTON UNIVERSITY
85 EAST NEWTON ST M921
BOSTON,MA02118
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(133) TRUSTEES OF BOSTON UNIVERSITY - BUMC
85 EAST NEWTON ST M921
BOSTON,MA02118
04-2103547 501(C)(3) 125,000       INVESTIGATOR AWARD (TRANSLATIONAL)
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OFFICE OF RESEARCH ADMINISTRATION
980 INDIANA AVENUE ROOM 2232
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35-6001673 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
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3451 WALNUT STREET P221 FRANKLIN
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PHILADELPHIA,PA191046205
23-1352685 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(136) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET P221 FRANKLIN
BUILDING
PHILADELPHIA,PA191046205
23-1352685 501(C)(3) 25,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(137) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET P221 FRANKLIN
BUILDING
PHILADELPHIA,PA191046205
23-1352685 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(138) TUFTS MEDICAL CENTER
800 WASHINGTON STREET
BOSTON,MA02111
04-3400617 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(139) TUFTS MEDICAL CENTER
800 WASHINGTON STREET
BOSTON,MA02111
04-3400617 501(C)(3) 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(140) TUFTS MEDICAL CENTER
800 WASHINGTON STREET
BOSTON,MA02111
04-3400617 501(C)(3) 5,520       RESIDENT RESEARCH PRECEPTORSHIP
(141) TUFTS MEDICAL CENTER
800 WASHINGTON STREET
BOSTON,MA02111
04-3400617 501(C)(3) 50,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(142) TULANE UNIVERSITY
1430 TULANE AVE
NEW ORLEANS,LA70112
72-0423889 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(143) UCSF CONTROLLER'S OFFICE - CONTRACTS AND GRANTS ACCOUNTING
1855 FOLSOM STREET SUITE 425 BOX
0897
SAN FRANCISCO,CA94143
94-6036493 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(144) UNIVERITY OF ROCHESTER
518 HYLAN BUILDING
ROCHESTER,NY146270140
16-0743209 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
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239 BRYANT ST 2ND FLOOR
BUFFALO,NY01422
16-1238821 501(C)(3) 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(146) UNIVERSITY AT BUFFALO PEDIATRIC ASSOCIATES
239 BRYANT ST 2ND FLOOR
BUFFALO,NY01422
16-1238821 501(C)(3) 500       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(147) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 2ND AVENUE SOUTH AB 990
BIRMINGHAM,AL352940109
63-6005396 GOVT 183,957       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(148) UNIVERSITY OF ALABAMA AT BIRMINGHAM
701 SOUTH 20TH STREET AB 990
BIRMINGHAM,AL352940109
63-6005396 GOVT 125,000       INVESTIGATOR AWARD (BASIC)
(149) UNIVERSITY OF CALIFORNIA - LOS ANGELES
11000 KINROSS AVENUE SUITE 211
LOS ANGELES,CA90095
95-6006143 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(150) UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM ST STE 425 BOX 0897
SAN FRANCISCO,CA94143
94-6036493 GOVT 99,892       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: R BRIDGE
(151) UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM ST STE 425 BOX 0897
SAN FRANCISCO,CA94143
94-6036493 GOVT 294,927       DISEASE TARGETED RESEARCH CLINICAL GRANT
(152) UNIVERSITY OF CHICAGO
5235 S HARPER COURT 4TH FLOOR
CHICAGO,IL60615
36-2177139 GOVT 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(153) UNIVERSITY OF COLORADO - DENVER
GRANTS AND CONTRACT PO BOX 910238
DENVER,CO802910238
84-6000555 GOVT 50,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(154) UNIVERSITY OF COLORADO - DENVER
GRANTS AND CONTRACT PO BOX 910238
DENVER,CO802910238
84-6000555 GOVT 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(155) UNIVERSITY OF COLORADO - DENVER
GRANTS AND CONTRACT PO BOX 910238
DENVER,CO802910238
84-6000555 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(156) UNIVERSITY OF COLORADO - DENVER
GRANTS AND CONTRACT PO BOX 910238
DENVER,CO802910238
84-6000555 GOVT 15,000       RESIDENT RESEARCH PRECEPTORSHIP
(157) UNIVERSITY OF COLORADO - DENVER
GRANTS AND CONTRACT PO BOX 910238
DENVER,CO802910238
84-6000555 GOVT 100,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(158) UNIVERSITY OF COLORADO - DENVER SCHOOL OF MEDICINE
3451 WALNUT STREET P221 FRANKLIN
BUILDING
PHILADELPHIA,PA191046205
84-6000555 GOVT 15,000       RESIDENT RESEARCH PRECEPTORSHIP
(159) UNIVERSITY OF DELAWARE
540 S COLLEGE AVE SUITE 210
NEWARK,DE19713
51-6000297 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(160) UNIVERSITY OF MARYLAND - BALTIMORE
PO BOX 41428
BALTIMORE,MD212036428
52-6002033 GOVT 50,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(161) UNIVERSITY OF MARYLAND - BALTIMORE
PO BOX 41428
BALTIMORE,MD212036428
52-6002033 GOVT 59,988       CLINICIAN SCHOLAR EDUCATOR
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55 LAKE AVENUE N
WORCESTER,MA01655
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(163) UNIVERSITY OF MICHIGAN
3003 S STATE STREET
ANN ARBOR,MI481091274
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(164) UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
2500 N STATE STREET
JACKSON,MS39216
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(165) UNIVERSITY OF NEBRASKA MEDICAL CENTER
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985100 NEBRASKA MEDICAL CENTER
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3300 DOC J THURSTON BLDG CB 7280
CHAPEL HILL,NC275997280
56-6001393 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(169) UNIVERSITY OF NORTH CAROLINA KIDNEY CENTER
7024 BURNETT-WOMACK CB7155
CHAPEL HILL,NC27599
56-1732213 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(170) UNIVERSITY OF PITTSBURGH
123 UNIVERSITY PLACE
PITTSBURGH,PA15213
25-0965591 501(C)(3) 50,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(171) UNIVERSITY OF PITTSBURGH
123 UNIVERSITY PLACE
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25-0965591 501(C)(3) 75,000       DISEASE TARGETED RESEARCH - PILOT GRANT - TRANSLATIONAL
(172) UNIVERSITY OF TEXAS HEALTH SCIENCE
PO BOX 301418
DALLAS,TX753031418
74-1761309 501(C)(3) 49,953       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: R BRIDGE
(173) UNIVERSITY OF UTAH
30 N 1900 E 41300 SOM
SALT LAKE CITY,UT84132
87-6000525 GOVT 75,000       SCIENTIST DEVELOPMENT AWARD (TRANSLATIONAL)
(174) UNIVERSITY OF VERMONT MEDICAL CENTER
111 COLCHESTER AVE MAILSTOP 130BS3
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(175) UNIVERSITY OF VERMONT MEDICAL CENTER
111 COLCHESTER AVE MAILSTOP 130BS3
BURLINGTON,VT05401
03-0219309 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(176) UNIVERSITY OF VIRGINIA
BOX 8001399 HSC DIVISION OF
RHEUMATOLOGY
CHARLOTTESVILLE,VA22908
16-9720656 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(177) UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE BOX 359472
SEATTLE,WA98195
91-6001537 GOVT 50,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
(178) UNIVERSITY OF WASHINGTON
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91-6001537 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(179) UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE BOX 359472
SEATTLE,WA98195
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(180) UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE BOX 359472
SEATTLE,WA98195
91-6001537 GOVT 100,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
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ATTN STEVE TODD DEPT 1236
DALLAS,TX75312
62-0476822 501(C)(3) 50,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: K SUPPLEMENT
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ATTN STEVE TODD DEPT 1236
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ATTN STEVE TODD DEPT 1236
DALLAS,TX75312
62-0476822 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(184) VIRGINIA COMMONWEALTH UNIVERSITY - OFFICE OF SPONSORED PROGRAMS
800 EAST LEIGH ST SUITE 3200 PO BOX
980568
RICHMOND,VA232980568
54-6001758 GOVT 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(185) WASHINGTON UNIVERSITY
700 ROSEDALE AVE CAMPUS BOX 1034
ST LOUIS,MO631121408
43-0653611 501(C)(3) 50,000       AMGEN FELLOWSHIP TRAINING AWARD
(186) WASHINGTON UNIVERSITY
700 ROSEDALE AVE CAMPUS BOX 1034
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43-0653611 501(C)(3) 100,000       CAREER DEVELOPMENT BRIDGE FUNDING AWARD: R BRIDGE
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700 ROSEDALE AVE CAMPUS BOX 1034
ST LOUIS,MO631121408
43-0653611 501(C)(3) 199,989       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(188) WASHINGTON UNIVERSITY
700 ROSEDALE AVE CAMPUS BOX 1034
ST LOUIS,MO631121408
43-0653611 501(C)(3) 125,000       INVESTIGATOR AWARD (BASIC)
(189) WASHINGTON UNIVERSITY
700 ROSEDALE AVE CAMPUS BOX 1034
ST LOUIS,MO631121408
43-0653611 501(C)(3) 1,000       MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP
(190) WASHINGTON UNIVERSITY
700 ROSEDALE AVE CAMPUS BOX 1034
ST LOUIS,MO631121408
43-0653611 501(C)(3) 49,996       SCIENTIST DEVELOPMENT AWARD (BASIC)
(191) YALE UNIVERSITY - GRANT AND CONTRACT FINANCIAL ADMINISTRATION
PO BOX 1873
NEW HAVEN,CT06508
06-0646973 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
(192) YALE UNIVERSITY
GCFA PO BOX 1873
NEW HAVEN,CT065081873
06-0646973 501(C)(3) 100,000       SCIENTIST DEVELOPMENT AWARD (BASIC)
(193) YALE UNIVERSITY SCHOOL OF MEDICINE
PO BOX 1873 6508
NEW HAVEN,CT06508
06-0646973 501(C)(3) 200,000       DISEASE TARGETED RESEARCH INNOVATIVE GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
73
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1) ACR EXCELLENCE IN INVESTIGATIVE MENTORING AWARD 1 3,000   FMV THROUGH THE ACR EXCELLENCE IN INVESTIGATIVE MENTORING AWARD, THE FOUNDATION
(2) EDMUND L. DUBOIS, MD MEMORIAL LECTURESHIP 1 750   FMV THE FOUNDATION MEMORIAL LECTURESHIPS WERE ESTABLISHED THROUGH THE GENEROSITY
(3) HEALTH PROFESSIONAL ONLINE EDUCATION GRANT 19 21,200   FMV THE PURPOSE OF THIS AWARD IS TO INCREASE THE KNOWLEDGE AND SKILLS OF RHEUMAT
(4) ACR HENCH MEMORIAL LECTURE 1 2,500   FMV THIS LECTURESHIP WAS ORIGINALLY ESTABLISHED BY THE HENCH SOCIETY AT THE MAYO
(5) MARSHALL J. SCHIFF, MD MEMORIAL FELLOW RESEARCH AWARD 2 3,000   FMV THE PURPOSE OF THE MARSHALL J. SCHIFF, MD, MEMORIAL FELLOW RESEARCH AWARD RE
(6) MEDICAL AND GRADUATE STUDENT PRECEPTORSHIP 57 152,000   FMV THIS AWARD INTRODUCES STUDENTS TO THE SPECIALTY OF RHEUMATOLOGY BY SUPPORTIN
(7) MEDICAL AND PEDIATRIC RESIDENT RESEARCH AWARD 7 5,250   FMV THIS AWARD MOTIVATES OUTSTANDING RESIDENTS TO PURSUE SUBSPECIALTY TRAINING I
(8) MEMORIAL LECTURESHIP: DR. L. EMMERSON WARD 1 2,500   FMV THE FOUNDATION MEMORIAL LECTURESHIPS WERE ESTABLISHED THROUGH THE GENEROSITY
(9) OSCAR S. GLUCK, MD MEMORIAL LECTURESHIP 1 1,500   FMV THE FOUNDATION MEMORIAL LECTURESHIPS WERE ESTABLISHED THROUGH THE GENEROSITY
(10) PAUL KLEMPERER, MD MEMORIAL LECTURESHIP 1 1,500   FMV THE FOUNDATION MEMORIAL LECTURESHIPS WERE ESTABLISHED THROUGH THE GENEROSITY
(11) PEDIATRIC RESEARCH AWARD 2 2,000   FMV THIS AWARD RECOGNIZES AND PROMOTES SCHOLARSHIP IN THE FIELD OF PEDIATRIC RHE
(12) PEDIATRIC VISITING PROFESSORSHIP 11 22,000   FMV THE PURPOSE OF THE PEDIATRIC VISITING PROFESSORSHIP AWARD IS TO PROVIDE AN E
(13) ACR PRESIDENTIAL GOLD MEDAL 1 5,000   FMV THE HIGHEST AWARD THAT THE ACR CAN BESTOW, THE PRESIDENTIAL GOLD MEDAL IS AW
(14) STUDENT ACHIEVEMENT AWARD 8 6,000   FMV THIS AWARD RECOGNIZES OUTSTANDING MEDICAL AND GRADUATE STUDENTS FOR SIGNIFIC
(15) STUDENT AND RESIDENT ACR/ARHP ANNUAL MEETING SCHOLARSHIP 28 42,000   FMV THE PURPOSE OF STUDENT AND RESIDENT ACR/ARHP ANNUAL MEETING SCHOLARSHIP IS T
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE RHEUMATOLOGY RESEARCH FOUNDATION MAINTAINS AN EXTENSIVE AWARDS AND GRANTS PORTFOLIO, WITH OVER 30 SUPPORT MECHANISMS FOR RHEUMATOLOGISTS AND RHEUMATOLOGY HEALTH PROFESSIONALS IN THE US. EACH GRANT APPLICATION CONTAINS VERY SPECIFIC ELIGIBILITY AND REVIEW CRITERIA (DETAILS REGARDING THESE REQUIREMENTS ARE AVAILABLE AT WWW.RHEUMRESEARCH.ORG. ALL APPLICATIONS UNDERGO RIGOROUS PEER REVIEW IN THEIR ASSIGNED STUDY SECTION, AND ARE SCORED AND RANKED ACCORDING TO THE REVIEW CRITERIA AND OVERALL MERIT OF THE PROPOSAL. ALL STUDY SECTION RECOMMENDATIONS ARE SENT TO THE FOUNDATION'S SCIENTIFIC ADVISORY COUNCIL FOR QUALIFICATION BEFORE BEING PRESENTED (BLINDED) TO THE FOUNDATION BOARD OF DIRECTORS FOR FINAL APPROVAL. AFTER THE AWARDS ARE MADE, ALL RECIPIENTS ARE REQUIRED TO COMPLETE FUNDING CONTRACTS WITH INSTITUTIONAL SIGN-OFF, AND MUST ALSO SUBMIT ANNUAL REPORTS ON THEIR PROGRESS, INCLUDING FINANCIAL RECONCILIATION AND ASSURANCE OF COMPLIANCE WITH FOUNDATION POLICIES (AVAILABLE ON THE WEBSITE). ALL REPORTS ARE REVIEWED BY THE FOUNDATION'S SCIENTIFIC ADVISORY COUNCIL TO ENSURE COMPLIANCE WITH PROGRAMMATIC, SCIENTIFIC, AND FISCAL AND ADMINISTRATIVE POLICES AND REQUIREMENTS. IF A RECIPIENT IS FOUND TO BE IN COMPLIANCE AND MAKING REASONABLE PROGRESS (I.E., MEETING PROJECT BENCHMARKS), THE NEXT YEAR OF FUNDING IS APPROVED FOR DISBURSEMENT. IF NOT, THE AWARD MAY BE TERMINATED. SUCH PROGRAMMATIC OVERSIGHT ALLOWS FOR EXCELLENT STEWARDSHIP OF FOUNDATION FUNDS. IN ADDITION TO REGULAR OVERSIGHT AS DESCRIBED ABOVE, PORTFOLIO REVIEWS ARE CONDUCTED EVERY FIVE YEARS TO ENSURE THAT FUNDING MECHANISMS ARE EFFECTIVELY MEETING THE FOUNDATION'S GOALS OUTLINED IN THE STRATEGIC PLAN. IN ADDITION, THE RHEUMATOLOGY RESEARCH FOUNDATION ABIDES BY THE FOLLOWING CONFLICT OF INTEREST GUIDELINES: GUIDELINES FOR AWARDING OF FOUNDATION AWARDS AND GRANTS I. THE COLLEGE WILL NOT PERMIT ANY EXTERNAL ENTITIES TO SELECT (OR INFLUENCE THE SELECTION OF) RECIPIENTS OF FOUNDATION AWARDS OR GRANTS. II. THE COLLEGE WILL APPOINT INDEPENDENT COMMITTEES TO SELECT RECIPIENTS OF FOUNDATION AWARDS OR GRANTS BASED ON PEER REVIEW OF GRANT APPLICATIONS. III. THE COLLEGE WILL NOT REQUIRE RECIPIENTS OF FOUNDATION AWARDS OR GRANTS TO MEET WITH EXTERNAL ENTITIES. IV. THE COLLEGE WILL NOT PERMIT ANY EXTERNAL ENTITY THAT SUPPORTS FOUNDATION AWARDS OR GRANTS TO REQUIRE INTELLECTUAL PROPERTY RIGHTS OR ROYALTIES ARISING OUT OF THE GRANT-FUNDED RESEARCH. V.THE COLLEGE WILL NOT PERMIT ANY EXTERNAL ENTITY THAT SUPPORTS FOUNDATION AWARDS OR GRANTS TO CONTROL OR INFLUENCE MANUSCRIPTS THAT ARISE FROM THE GRANT-FUNDED RESEARCH.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
No
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1MARY WHEATLEYEXECUTIVE DIRECTOR (i)

(ii)
0
-------------
160,573
0
-------------
0
0
-------------
192
0
-------------
15,469
0
-------------
10,260
0
-------------
186,494
0
-------------
0
2COLLEEN MERKEL CPAVP, OPERATIONS & FINANCE (i)

(ii)
0
-------------
151,514
0
-------------
0
0
-------------
552
0
-------------
14,715
0
-------------
18,953
0
-------------
185,734
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Return Reference Explanation
FORM 990, PART V, LINE 2A EXPLANATION OF FULL TIME EMPLOYEES: THE FILING ORGANIZATION HAS A MANAGEMENT CONTRACT WITH RELATED ORGANIZATION, AMERICAN COLLEGE OF RHEUMATOLOGY (ACR), UNDER WHICH ACR PROVIDES EMPLOYEES WHO PERFORM SERVICES FOR THE ORGANIZATION. THE ORGANIZATION PAYS A MANAGEMENT FEE TO ACR WHICH INCLUDES SALARIES EXPENSE FOR THE EMPLOYEES THAT PROVIDED SERVICES FOR THE YEAR. DURING THE YEAR THERE WERE APPROXIMATELY 20 FULL TIME EMPLOYEES WHO PROVIDED SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 3 THE AMERICAN COLLEGE OF RHEUMATOLOGY PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES FOR THE FOUNDATION. MANAGEMENT FEES CHARGED TO THE FOUNDATION BY THE COLLEGE AMOUNTED TO $2,299,645 FOR THE FISCAL YEAR ENDING JUNE 30, 2016 AND ARE INCLUDED IN MANAGEMENT FEES IN THE ACCOMPANYING STATEMENTS OF FUNCTIONAL EXPENSES.
FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE FOUNDATION SHALL BE NOMINATED BY THE ACR COMMITTEE ON NOMINATIONS AND APPOINTMENTS AND CONFIRMED BY THE BOARD OF DIRECTORS OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW AND COMMENT PRIOR TO FILING OF THE RETURN. THE QUESTION AND ANSWER PERIOD OF THE MEETING WAS HELD WITH ASSISTANCE FROM THE VICE PRESIDENT, OPERATIONS AND FINANCE, AND THE TAX PREPARER AND WAS DOCUMENTED IN THE MINUTES. THE EXECUTIVE DIRECTOR SIGNED THE RETURN AFTER CONSIDERING COMMENTS.
FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ANNUAL SUBMISSION OF DISCLOSURE STATEMENTS ARE ON FILE WITH LEGAL COUNSEL. ANY INDIVIDUAL WHO GIVES NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15 THE RHEUMATOLOGY RESEARCH FOUNDATION HAS A MANAGEMENT AGREEMENT WITH AMERICAN COLLEGE OF RHEUMATOLOGY. AMERICAN COLLEGE OF RHEUMATOLOGY'S POLICIES APPLY TO THE FOUNDATION. THE EXECUTIVE DIRECTOR AND DIRECTOR OF HUMAN RESOURCES USES COMPARABILITY DATA TO DEVELOP COMPENSATION RANGES AND TARGETS. THE DIRECTOR OF HUMAN RESOURCES CONTEMPORANEOUSLY DOCUMENTS AND MAINTAINS CONFIDENTIAL RECORDS OF ALL DECISIONS AFFECTING COLLEGE AND FOUNDATION EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9: RECOVERIES OF PRIOR YEAR GRANTS 446,693.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
RHEUMATOLOGY RESEARCH FOUNDATION
 
Employer identification number

58-1654301
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)AMERICAN COLLEGE OF RHEUMATOLOGY INC
2200 LAKE BOULEVARD NE

ATLANTA,GA30319
58-1627547
PROVIDES EDUCATION, RESEARCH, ADVOCACY AND PRACTICE SUPPORT IL 501(C)(6)   N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) AMERICAN COLLEGE OF RHEUMATOLOGY

M 2,299,645 CASH
(2) AMERICAN COLLEGE OF RHEUMATOLOGY

B 305,416 CASH




Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


Software ID:  
Software Version: