Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
ECOG RESEARCH & EDUCATION
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1818 MARKET STREET SUITE 3000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191033602
A Employer identification number

39-1723095
B Telephone number (see instructions)

(215) 789-3600
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$97,301,756J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 8,355,002
2 Check bullet.............
3 Interest on savings and temporary cash investments 129,827 129,827 129,827
4 Dividends and interest from securities... 243,124 243,124 243,124
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 8,802,486   8,802,486
12 Total. Add lines 1 through 11........ 17,530,439 372,951 9,175,437
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,691      
b Accounting fees (attach schedule)....... Click to see attachment 25,980      
c Other professional fees (attach schedule).... Click to see attachment 172,086      
17 Interest............... -86      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,047      
19 Depreciation (attach schedule) and depletion... Click to see attachment 18,687    
20 Occupancy.............. 203,687      
21 Travel, conferences, and meetings....... 967,926     900,764
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,966,747     18,248,046
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,361,765 0   19,148,810
25 Contributions, gifts, grants paid....... 57,500 57,500
26 Total expenses and disbursements. Add lines 24 and 25 18,419,265 0   19,206,310
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -888,826
b Net investment income (if negative, enter -0-) 372,951
c Adjusted net income (if negative, enter -0-)... 9,175,437
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 705,786 648,134 9,134,132
2 Savings and temporary cash investments......... 73,951,269 70,052,642 61,566,644
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 13,130,218 10,530,553 10,530,553
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 103,309 335,500 335,500
10a Investments—U.S. and state government obligations (attach schedule) 1,554,354 Click to see attachment2,404,781 2,404,781
b Investments—corporate stock (attach schedule)....... 9,165,308 Click to see attachment10,107,566 10,107,566
c Investments—corporate bonds (attach schedule)....... 3,356,056 Click to see attachment3,009,294 3,009,294
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet390,958
Less: accumulated depreciation (attach schedule) bullet209,311 200,334 Click to see attachment181,647 181,647
15 Other assets (describe bullet)   Click to see attachment31,639 Click to see attachment31,639
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 102,166,634 97,301,756 97,301,756
Liabilities 17 Accounts payable and accrued expenses.......... 60,592,411 59,408,794
18 Grants payable.................    
19 Deferred revenue................. 4,187,414 3,932,311
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,663  
23 Total liabilities (add lines 17 through 22)......... 64,782,488 63,341,105
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 37,384,146 33,960,651
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 37,384,146 33,960,651
30 Total liabilities and net assets/fund balances (see instructions). 102,166,634 97,301,756
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
37,384,146
2
Enter amount from Part I, line 27a .....................
2
-888,826
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
96,872
4
Add lines 1, 2, and 3 ..........................
4
36,592,192
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,631,541
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,960,651
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,184
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,184
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,308
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,308
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 124
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMANAGEMENT Telephone no.bullet (215) 789-3600

    Located atbullet1818 MARKET STREET SUITE 3000PHILADELPHIAPA ZIP+4bullet19103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PETER J O'DWYER MD PRESIDENT
    10.00     		0 0 0
    SEE ATTACHED STMT - 3400 SPRUCE ST
    PHILADELPHIA,PA19104
    ROBERT GRAY PHD DIRECTOR
    0.50     		0 0 0
    44 BINNEY STREET
    BOSTON,MA02115
    DONNA MARINUCCI SECR/TREAS
    2.00     		0 0 0
    1818 MARKET STREET
    SUITE 1100
    PHILADELPHIA,PA19103
    AL BOWEN BENSON III MD FACP DIRECTOR
    0.50     		0 0 0
    676 NORTH ST CLAIR STREET - STE 850
    CHICAGO,IL606112998
    THOMAS HABERMANN MD DIRECTOR
    0.50     		0 0 0
    MAYO BUILDING WEST 10A
    200 1ST STREET SW
    ROCHESTER,MN55905
    JOHN KIRKWOOD MD DIRECTOR
    0.50     		0 0 0
    5117 CENTRE AVENUE - SUITE 132
    PITTSBURGH,PA15213
    PRECOG LLC MANAGER
    1.00     		0 0 0
    BOARD OF MANAGERS
    1818 MARKET STREET SUITE 1100
    PHILADELPHIA,PA19103
    PETER J O'DWYER MD CHAIR
    10.00     		0 0 0
    SEE ATTACHED STMT - 3400 SPRUCE ST
    PHILADELPHIA,PA19104
    BRUCE GIANTONIO MD MANAGER
    0.50     		0 0 0
    3400 SPRUCE STREET
    12 PENN TOWER
    PHILADELPHIA,PA19104
    PJ FLYNN MANAGER
    0.50     		0 0 0
    3800 PARK NICOLLET BLVD
    ST LOUIS PARK,MN55416
    DONNA MARINUCCI MANAGER
    1.00     		0 0 0
    1818 MARKET STREET
    SUITE 1100
    PHILADELPHIA,PA19103
    JOSEPH SPARANO MD MANAGER
    0.50     		0 0 0
    1825 EASTCHESTER RD
    BRONX,NY10461
    AL BOWEN BENSON III MD FACP MANAGER
    0.50     		0 0 0
    676 N ST CLAIR SUITE 850
    CHICAGO,IL60611
    SURESH S RAMALINGAM MD MANAGER
    0.50     		0 0 0
    1365C CLIFTON ROAD
    ATLANTA,GA30322
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ALPHA ONCOLOGY INC CLINICAL TRIAL 5,878,536
    1818 MARKET ST
    PHILADELPHIA,PA19103
    COALITION OF CANCER COOPERATIVE GRO SUPPORT SERVICE 5,743,083
    1818 MARKET ST
    PHILADELPHIA,PA19103
    ECOG-ACRIN MEDICAL RESEARCH FOUNDATI CLINICAL TRIAL 1,720,954
    1818 MARKET ST
    PHILADELPHIA,PA19103
    QUALITY DATA SERVICES INC CLINICAL TRIAL 890,910
    2500 RENAISSANCE BOULEVARD STE 170
    KING OF PRUSSIA,PA19406
    PETER O'DWYER CONSULTANT 632,500
    3400 SPRUCE STREET
    PHILADELPHIA,PA19104
    Total number of others receiving over $50,000 for professional services.............bullet19
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SUBCONTRACTED RESEARCH SERVICES - THE FOUNDATION DISBURSES FUNDS RECEIVED THROUGH GRANTS, TO ASSIST THE U.S. NATIONAL CANCER INSTITUTE-SPONSORED AND APPROVED RESEARCH ACTIVITIES OF OTHER NONPROFIT ORGANIZATIONS BY CONTRACTING FOR THE PROVISION OF SERVICES TO ENABLE CANCER CLINICAL TRIALS TO BE COMPLETED MORE QUICKLY, BE PERFORMED MORE EFFICIENTLY, AND INCLUDE AN ENLARGED SCOPE OF SCIENTIFIC ACTIVITIES. 16,663,356
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,505,557
    b
    Average of monthly cash balances.......................
    1b
    71,764,325
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,079,339
    d
    Total (add lines 1a, b, and c).........................
    1d
    102,349,221
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    102,349,221
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,535,238
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    100,813,983
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,040,699
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    5,040,699
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,184
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,184
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,035,515
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    5,035,515
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    5,035,515
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 5,035,515
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 13,461,167
    b From 2017...... 21,953,152
    c From 2018...... 21,335,216
    d From 2019...... 17,604,618
    e From 2020...... 13,668,328
    f Total of lines 3a through e ........ 88,022,481
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 19,206,310
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 5,035,515
    e Remaining amount distributed out of corpus 14,170,795
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 102,193,276
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		13,461,167
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		88,732,109
    10 Analysis of line 9:
    a Excess from 2017.... 21,953,152
    b Excess from 2018.... 21,335,216
    c Excess from 2019.... 17,604,618
    d Excess from 2020.... 13,668,328
    e Excess from 2021.... 14,170,795
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DEBORAH DEAL
    1818 MARKET STREET SUITE 3000
    PHILADELPHIA,PA19103
    (215) 789-3609
    bThe form in which applications should be submitted and information and materials they should include:
    PRELIMINARY LETTER INDICATING INTEREST
    cAny submission deadlines:
    DEADLINE VARIES FROM YEAR TO YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    YOUNG INVESTIGATOR AWARD IS ONLY FOR CANCER RESEARCH AT ACADEMIC INSTITUTIONS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MASSACHUSETTS GENERAL HOSPITAL
    PO BOX 414876
    BOSTON,MA02241     		NONE   YOUNG INVESTIGATOR AWARD 25,000
    MAYO CLINIC
    PO BOX 860334
    MINNEAPOLIS,MN55486     		NONE   YOUNG INVESTIGATOR AWARD 25,000
    CHRISTINE MARIE LOVLY
    5724 KNOB ROAD
    NASHVILLE,TN37209     		NONE   YOUNG INVESTIGATOR AWARD 7,500
    Total .................................bullet 3a 57,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 129,827  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   372,951 8,802,486
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,175,437
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A PRECOG, LLC IS A LIMITED LIABILITY COMPANY WHOSE SOLE MEMBER IS THE FOUNDATION AND IT IS A "DISREGARDED ENTITY" FOR FEDERAL INCOME TAX PURPOSES. ACCORDINGLY, PRECOG'S REVENUE AND EXPENSES ARE REPORTED ON THIS RETURN AS REVENUE AND EXPENSES OF THE FOUNDATION. PRECOG'S CERTIFICATE OF FORMATION PROVIDES THAT IT IS TO BE OPERATED "EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, RESEARCH AND EDUCATION PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE." PART 1 LINE 11.A REPRESENTS SUPPORT FROM A PHARMACEUTICAL MANUFACTURER TO ENABLE PRECOG TO CONDUCT SCIENTIFIC RESEARCH, NAMELY THE DEVELOPMENT, SPONSORSHIP, AND CONDUCT OF A CLINICAL RESEARCH TRIAL OF A NEW CANCER DRUG, AN ACTIVITY THAT IS WITHIN THE SCOPE OF BOTH THE FOUNDATION'S AND PRECOG'S CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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 taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    ECOG RESEARCH & EDUCATION
    FOUNDATION INC
    Employer identification number

    39-1723095
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ECOG RESEARCH & EDUCATION
    FOUNDATION INC         		Employer identification number
    39-1723095
    Part I
    Contributors
    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
    1
    GENENTECH INC
     
    ONE DNA WAY
     
    SOUTH SAN FRANCISCO, CA94080

    		$ 364,957


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    PHARMACYCLICS INC
     
    995 E ARQUES AVENUE
     
    SUNNYVALE, CA94085

    		$ 116,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    IPSEN BIPHARMACEUTICALS INC
     
    106 ALLEN ROAD
     
    BASKING RIDGE, NJ07920

    		$ 124,131


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    19
    VERACYTEDECIPHER
     
    6000 SHORELINE COURT SUITE 300
     
    SOUTH SAN FRANCISCO, CA94080

    		$ 52,560


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ASTRAZENECA LP
     
    PO BOX 15250
     
    WILMINGTON, DE19802

    		$ 689,034


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    SUSAN G KOMEN FOR THE CURE
     
    5005 LBJ FREEWAY
    SUITE 250
    DALLAS, TX75244

    		$ 101,486


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    ECOG RESEARCH & EDUCATION
    FOUNDATION INC         		Employer identification number
    39-1723095
    Part I
    Contributors
    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
    14
    BAYER CONSUMER CARE
     
    PETER-MERIAN-STRASSE 84
    4052 BASEL
    BASEL,     SZ

    		$ 20,570


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    BRISTOL MYERS SQUIBB
     
    777 SCUDDERS MILL ROAD
     
    PLAINSBORO, NJ08536

    		$ 2,848,829


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    SYNDAX PHARMACEUTICALS INC
     
    400 TOTTEN POND ROAD
    SUITE 140
    WALTHAM, MA02451

    		$ 665,748


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    JOHNSON & JOHNSON
     
    PO BOX 16571
     
    NEW BRUNSWICK, NJ08906

    		$ 286,719


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    AMGEN INCORPORATED
     
    ONE AMGEN CENTER DRIVE
     
    THOUSAND OAKS, CA91320

    		$ 2,181,461


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    EXELIXIS INC
     
    1851 HARBOR BAY PARKWAY
     
    ALAMEDA, CA94502

    		$ 129,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    ECOG RESEARCH & EDUCATION
    FOUNDATION INC         		Employer identification number
    39-1723095
    Part I
    Contributors
    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
    16
    BEHAVORIAL DIAGNOSTICS
     
    2500 CROSSPARK ROAD
    SUITE W245
    CORALVILLE, IA52241

    		$ 127,034


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    BREAST CANCER RESEARCH FOUNDATION
     
    60 EAST 56TH STREET 8TH FLOOR
     
    NEW YORK, NY10022

    		$ 190,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    MERCK
     
    2000 GALLOPING HILL ROAD
     
    KENILWORTH, NJ07033

    		$ 193,751


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    CHECKMATE PHARMACEUTICAL
    245 MAIN STREET 2ND FLOOR
     
    CAMBRIDGE, MA02142

    		$ 53,863


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    NOVARTIS PHARMACEUTICAL CORP
     
    ONE HEALTH PLAZA
     
    EAST HANOVER, NJ07936

    		$ 161,859


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    EPIC SERVICES INC
     
    9381 JUDICIAL DRIVE
    SUITE 200
    SAN DIEGO, CA92121

    		$ 30,243


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    ECOG RESEARCH & EDUCATION
    FOUNDATION INC         		Employer identification number
    39-1723095
    Part I
    Contributors
    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
    18
    SOCIETY FOR IMMUNOTHERAPY OF CANCER
     
    555 EAST WELLS STREET SUITE 1100
     
    MILWAUKEE, WI53202

    		$ 16,852


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ECOG RESEARCH & EDUCATION
    FOUNDATION INC         		Employer identification number

    39-1723095
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ECOG RESEARCH & EDUCATION
    FOUNDATION INC         		Employer identification number

    39-1723095
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 25,980      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DEPRECIATION           18,687      

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOND MUTUAL FUNDS 2,439,782 2,439,782
    TREASURY MUTUAL FUND 569,512 569,512

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCK MUTUAL FUNDS 10,107,566 10,107,566

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    US Government Securities - End of Year Book Value:

    2,404,781
    US Government Securities - End of Year Fair Market Value:

    2,404,781
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 LandEtcSchedule2
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FIXED ASSETS 108,521 108,521    
    LEASEHOLD IMPROVEMENTS 282,437 100,790 181,647 181,647


    TY 2021 LegalFeesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 2,691      


    TY 2021 OtherAssetsSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM ECOG-ACRIN   31,639 31,639


    TY 2021 OtherDecreasesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Description Amount
    UNREALIZED CAPITAL LOSS 2,631,541


    TY 2021 OtherExpensesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK/INVESTMENT FEES 88,512      
    CONSULTANTS - CLINICAL TRIALS 4,320,775     5,021,075
    DUES & SUBSCRIPTIONS 28,759      
    GRANT AWARDS 5,621,652     5,810,844
    INSURANCE 90,136      
    MISCELLANEOUS 1,951      
    OPERATING SUPPLIES & POSTAGE 401,236     429,488
    OTHER SERVICES 198,036     97,925
    PATIENT/SITE PAYMENTS 3,180,075     4,490,535
    SUBCONTRACTORS 3,019,617     2,397,905
    TELEPHONE 15,998     274


    TY 2021 OtherIncomeSchedule2
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CONTRACT SERVICES-PRECOG, LLC 8,802,486   8,802,486


    TY 2021 OtherIncreasesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Description Amount
    REALIZED CAPITAL GAIN 96,872


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Description Beginning of Year - Book Value End of Year - Book Value
    CAPITAL LEASES 2,663  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT OTHER PROFESSIONAL FEES 172,086      


    TY 2021 TaxesSchedule
    Name:
    ECOG RESEARCH & EDUCATION
     
    FOUNDATION INC
    EIN:
    39-1723095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX EXPENSE 4,047