Form 990 for tax year 2022
Filed by THE RUTH K BROAD BIOMEDICAL RESEARCH FOUNDATION INC.
Totals
- Total revenue
- $698,047
- Total expenses
- $568,108
- Contributions and grants received
- $7,692
- Grants paid
- $535,602
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $568,108
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $568,108
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STEPHEN G LISBERGER
DIRECTOR
- Total calculated
- $486,066
- From this org
- $0
- From related orgs
- $448,902
- Other
- $37,164
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $412,067 related
- Bonus
- $0 + $16,335 related
- Other
- $0 + $20,500 related
- Deferred
- $0 + $37,164 related
- Nontaxable benefits
- $0 + $1,382 related
- Filer's total
- $0 + $487,448 related
-
RICHARD J O'BRIEN
DIRECTOR
- Total calculated
- $421,605
- From this org
- $0
- From related orgs
- $378,356
- Other
- $43,249
- Hours/week
- 0.1 + 43.1 related
Schedule J breakdown matched by us
- Base
- $0 + $310,835 related
- Bonus
- $0 + $47,021 related
- Other
- $0 + $20,500 related
- Deferred
- $0 + $37,164 related
- Nontaxable benefits
- $0 + $7,072 related
- Filer's total
- $0 + $422,592 related
-
JAMES MCNAMARA
DIRECTOR
- Total calculated
- $372,001
- From this org
- $0
- From related orgs
- $325,826
- Other
- $46,175
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $279,448 related
- Bonus
- $0 + $25,878 related
- Other
- $0 + $20,500 related
- Deferred
- $0 + $37,164 related
- Nontaxable benefits
- $0 + $9,863 related
- Filer's total
- $0 + $372,853 related
-
COLIN DUCKETT
DIRECTOR
- Total calculated
- $462,078
- From this org
- $0
- From related orgs
- $418,287
- Other
- $43,791
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $351,620 related
- Bonus
- $0 + $66,667 related
- Other
- $0
- Deferred
- $0 + $37,164 related
- Nontaxable benefits
- $0 + $7,719 related
- Filer's total
- $0 + $463,170 related
-
MICHAEL SHOLTZ
DIRECTOR
- Total calculated
- $320,391
- From this org
- $0
- From related orgs
- $260,079
- Other
- $60,312
- Hours/week
- 0.1 + 50.2 related
Schedule J breakdown matched by us
- Base
- $0 + $239,579 related
- Bonus
- $0
- Other
- $0 + $20,500 related
- Deferred
- $0 + $32,902 related
- Nontaxable benefits
- $0 + $28,130 related
- Filer's total
- $0 + $321,111 related
-
KAREN B BERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
DANIEL J BUSSEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH BUSSEL
DIRECTOR/VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
JOHN M BUSSEL
DIRECTOR/TREASURER
- Total calculated
- $0
- Hours/week
- 0.1
-
RUTH DZAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
CURTIS ALAN LOCKSHIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
MANUEL F UTSET MD PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
HANNAH MOSHONTZ DE LA ROCHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
HEATHER WHITSON
DIRECTOR
- Total calculated
- $281,729
- From this org
- $0
- From related orgs
- $240,704
- Other
- $41,025
- Hours/week
- 0.1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $214,559 related
- Bonus
- $0 + $26,145 related
- Other
- $0
- Deferred
- $0 + $29,375 related
- Nontaxable benefits
- $0 + $12,308 related
- Filer's total
- $0 + $282,387 related
-
RALPH SNYDERMAN
DIRECTOR/CHAIRMAN
- Total calculated
- $1,401,696
- From this org
- $0
- From related orgs
- $1,346,673
- Other
- $55,023
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,346,673 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $37,164 related
- Nontaxable benefits
- $0 + $22,254 related
- Filer's total
- $0 + $1,406,091 related
-
ERICA KITCHEN
SECRETARY
- Total calculated
- $114,527
- From this org
- $0
- From related orgs
- $85,267
- Other
- $29,260
- Hours/week
- 2 + 50 related
-
ELLEN LUKEN
PRESIDENT
- Total calculated
- $3,770
- From this org
- $0
- From related orgs
- $3,770
- Other
- $0
- Hours/week
- 0.1 + 4.5 related
-
JENNIFER GALLINA
FORMER OFFICER
- Total calculated
- $206,885
- From this org
- $0
- From related orgs
- $177,330
- Other
- $29,555
- Hours/week
- 0 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $177,330 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $20,849 related
- Nontaxable benefits
- $0 + $9,309 related
- Filer's total
- $0 + $207,488 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$410,602
GENERAL RESEARCH SUPPORT
-
$125,000
GENERAL RESEARCH SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AMER ASSOC FOR GIFTED CHILDREN - 56-1686219
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · HEALTHCARE · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · INVESTMENTS · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · EDUCATION · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
DUKE MEDICINE GLOBAL SUPP CORP- 61-1593721
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · HEALTHCARE · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
DUKE UNIV SCH OF MED RESEARCH FDN 56-2247203
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · EDUCATION · NC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · INVESTMENTS · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · INVESTMENTS · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
DUKE UNIV AFFILIATED PHYSICIANS
501(C)(3) · HEALTHCARE · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
THE CTR FOR DOCUMENTARY STUDIES
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
THE LORD FDN OF NORTH CAROLINA
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
501(C)(1) · BANKING · NC
-
501(C)(3) · SUPPORT · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
-
DUKE HEALTH INTEGRATED PRACTICE INC
501(C)(3) · HEALTHCARE · NC
Directly controlled by DUKE UNIVERSITY
-
DONALD R WATSON FOUNDATION INC
501(C)(3) · SUPPORT · NC
-
501(C)(3) · HEALTH CLINICS · NC
Directly controlled by DUKE UNIVERSITY
-
LENOX BAKER CHILDREN'S HOSPITAL FOUNDATION INC
501(C)(3) · FINANCIAL SUPPORT · NC
Directly controlled by DUKE UNIVERSITY HEALTH SYSTEM INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
BLACKWELL PARTNERS LLC - SERIES A - 20-8075455
N/A · INVESTMENTS · DE
-
CANYON BLUE INV FD 27-0186996
N/A · INVESTMENTS · DE
-
LYRICAL BLUE RL PT 27-2994514
N/A · INVESTMENTS · DE
-
LYRICAL-BLUE RGNT 45-3626577
N/A · INVESTMENTS · DE
-
SBER LUCKY STRIKE 20-3891303
N/A · REAL ESTATE · NC
-
MANGUM II LLC - 46-5135858
N/A · INVESTMENTS · NC
-
LS INVESTOR LLC 20-3891381
N/A · REAL ESTATE · NC
-
DILWEG BLUE PF LP 47-1225569
N/A · INVESTMENTS · DE
-
LYRICAL BLUE RL PT IV 47-1542108
N/A · INVESTMENTS · DE
-
STRATUS SCP II INVESTORS - C LP
N/A · INVESTMENTS · UK
-
ALTOS HYBRID D LLC - 47-3996176
N/A · INVESTMENTS · DE
-
BLACKWELL PARTNERS LLC - SERIES C - 81-1264533
N/A · INVESTMENTS · DE
-
BLACKWELL PARTNERS LLC - SERIES B
N/A · INVESTMENTS · DE
-
BLACKWELL PARTNERS LLC - SERIES D
N/A · INVESTMENTS · DE
-
BLACKWELL PARTNERS LLC - SERIES E
N/A · INVESTMENTS · DE
-
ALTOS HYBRID 2D LLC - 81-5176567
N/A · INVESTMENTS · DE
-
LYRICAL-BLUE 100 KINGSHIGHWAY PARTNERS LP
N/A · INVESTMENTS · DE
-
N/A · INVESTMENTS · DE
-
DUKE TRIANGLE ENDOSCOPY CENTER LLC
N/A · HEALTHCARE · NC
-
N/A · INVESTMENTS · DE
-
N/A · INVESTMENTS · DE
-
WELLINGTON TRUST CO NA - CTF OPP FIXED INC ALLOC II POR
N/A · INVESTMENTS · DE
-
N/A · INVESTMENTS · DE
-
STRATUS SCP III INVESTORS - GAMMA LP
N/A · INVESTMENTS · UK
-
STRATUS SCP COINVESTMENT II - FIP-M
N/A · INVESTMENTS · BR
-
N/A · INVESTMENTS · NC
-
CPF HEARTBEAT HEALTH INVES B LLC
N/A · INVESTMENTS · DE
-
N/A · INVESTMENTS · DE
-
CPF HEARTBEAT HEALTH INV A LLC
N/A · INVESTMENTS · DE
-
N/A · INVESTMENTS · DE
-
THRIVE CAPITAL PARTNERS IV SEGMENT LLC
N/A · INVESTMENTS · DE
-
N/A · INVESTMENTS · DE
-
N/A · INVESTMENTS · DE
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · REAL ESTATE · NC
-
DUKE CE (SEA) PRIVATE LIMITED
C · SUPPORT · SN
-
C · CONSULTING · IN
-
C · EDUCATION CONSULTING · UK
-
C · CONSULTING · SF
-
DUKE GLOBAL CONSULTING (KUNSHAN)
C · CONSULTING · CH
-
C · HEALTHCARE · NC
-
DUKE MEDICINE ASIA PTE LTD
C · MEDICAL RESEARCH · SN
-
C · INSURANCE · BD
-
GOTHIC INTERNATIONAL LTD
C · INVESTMENTS · CJ
-
MARATHON BLUE CAYMAN FUND
C · INVESTMENTS · CJ
-
GHI HOLDINGS MAURITIUS
C · INVESTMENTS · MP
-
GHI ERP LTD
C · INVESTMENTS · MP
-
GHI HSP LTD
C · INVESTMENTS · MP
-
GHI JBD LTD
C · INVESTMENTS · MP
-
GHI LTP LTD
C · INVESTMENTS · MP
-
MCP PRIVATE CAPITAL (FEEDER) FUND I LP
C · INVESTMENTS · LU
-
DUKE INDIA SERVICES PRIVATE LIMITED
C · MEDICAL RESEARCH · IN
-
HEALTH SYSTEM MEDICAL STRATEGIES INC
C · HEALTHCARE · NC
-
VITA BELLAVISTA CASA 84 SRL
C · REAL ESTATE · CS
-
VITA BELLAVISTA CASA DIECINUEVE SRL
C · REAL ESTATE · CS
-
DUKE GLOBAL GERMANY GMBH
C · EDUCATION · GM
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401349349307320
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