return of organization exempt from income tax · 2012. 6. 11. · 300043 this form 8868, see form...

20

~11

OMS No. 1545-0047

+Open to Public';.' Inspection' .

Return of Organization Exempt From Income TaxForm 990Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung

Department of the Treasury benefit trust or private foundation)Internal Revenue Service ~ The organization may have to use a copy of this return to satisfy state reporting requirements.

A For the 2011 calendar year or tax year beginning 2011 and ending, , , ,B Check if applicable:

C Name of organization THE MICHAEL J. FOX FOUNDATION 0 Employer identification number

~FOR PARKINSON'S RESEARCH 13-4141945

X Address Doing Business Asf-- change

I--Name change Number and street (or P.O. box if mail is not delivered to street address) IRoom/suite E Telephone numberInitial return GRAND CENTRAL STATION, P. O. BOX 4777 (212) 509-0995I--Terminated City or town, state or country, and ZiP + 4

f--Amended NEW YORK, NY 10163-4777 G Gross receipts $ 67,216,814.f-- returnApplication F Name and address of principai officer: TODD SHERER H(a) Is this agroup return for Byes aNOI-- pending affiliates?GRAND CENTRAL STATION P 0 4777 NEW YORK, NY 10163-47 H(b) Are all affiliates included? Yes No

I Tax-exempt status: IX 1501(C)(3) I 1501(C) ( ) ..... (insert no.) I I 4947(a)(1) or I 1527 If "No," attach alist. (see instructions)J Website: ~ WWW • MICHAELJFOX. ORG H(c) Group exemption number ~mmof organization: IX ICorporation 1 ITnust 1 IAssociation 1 IOther ~ 1L Year of formation: 20001 M State of legal domicile: DE

• • Summary

1 Briefly describe the organization's mission or most significant activities:THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S-RESE:'AR-Clf-I-S--6fI5TcATEI5-io-------------

ell ---------------------------------------------------------------------------------------'-' ENSURING THE DEVELOPMENT OF BETTER TREATMENTS, AND ULTIMATELY A CURE,c::Ol

E FO'R-PARK-ItTS-OtT's--r5'fsEASE-THRO'tiGfC'A-N--AGRESSIVELY-Fl5iJD-EI5-RESEARC:H-AGEtTD-A:-------------Q)

Ch;dt~;~~-~-c:J~th;~~;~;ti~;~;~~ti;u~dit;~~;~~~;~;~;~~d~~~~~fu~~2~10~~~~~~~;;;----------------> 20Cl~ 3 Number of voting members of the governing body (Part VI, line 1a) 3 28.

J. FOX FOUNDATION 13-4141945Form 990 (;::.:20:...:1~1!...) .....:...:Pa~g!::e..=.2

Im]D Statement of Program Service Accomplishments____.,-C_h_e_c_k_i_f_S_c_he_d_u_le_O_co_n_t_a_in_s_a_re_s_p_o_ns_e_to_an_y_q_u_e_s_ti_on_in_t_h_is_P_a_rt_II_1_'_'__'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_'_CL1 Briefly describe the organization's mission:

THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH IS DEDICATEDTO ENSURING THE DEVELOPMENT OF BETTER TREATMENTS, AND ULTIMATELY ACURE, FOR PARKINSON'S DISEASE THROUGH AN AGRESSIVELY FUNDED RESEARCHAGENDA.

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 programservices? ........................................................

DYes ~No

DYes ~NoIf "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 byexpenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(aWI) trusts are required to report the amount ofgrants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

4a (Code: ) (Expenses $ 59,753,896, includinggrantsof$ 53,857,613. )(Revenue$ _TO FUND RESEARCH FOCUSED ON DEVELOPING A CURE FOR PARKINSON'SDISEASE.

4b (Code: ) (Expenses $ including grants of $ _

4c (Code: ) (Expenses $ including grants of $ _

4d Other program services (Describe in Schedule 0.)(Expenses $ including grants of $ ) (Revenue $

) (Revenue $ _

) (Revenue $ _

4e Total program service expenses ~ 59, 753, 896 .JSA

1E1020 1.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043

Form 990 (2011)PAGE 2

Form 8868(Rev. January 2012)

Application for Extension of Time! To/rile anExempt Organization Return OMS No. 1545-1709

Department of the TreasuryInternal Revenue Service ~ File a separate application for each return.

• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box . . . . . . . . . . . . . . . . . ~ X• If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form).

Do not complete Parlll unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.

............~

13-4141945

Social security number (SSN)

InIrxl

GRAND CENTRAL STATION,

Number, street, and room or suite no. If a P.O. box, see instructions.

City, town or post office, state, and ZIP code. For a foreign address, see instructions.

NEW YORK, NY 10163-4777

Enter the Return code for the return that this application is for (file a separate application for each return)

Type orprintFile by thedue date forfiling yourreturn. Seeinstructions.

Electronic filing (e-fiIe). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months fora corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, InformationReturn for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (seeinstructions). For more details on the electronic filing of this form, visit www.irs.govlefile and click on e-file for Charities &Nonprofits.

1m] Automatic 3-Month Extension of Time. Only submit original (no copii:ls needed).A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete

Part I only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ DAll other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of timeto file income tax returns. Enter filer's identifying number, see instructions

Name of exempt organization or other filer, see instructions. Employer identification number (EIN) orTHE MICHAEL J. FOX FOUNDATION

FOR PARKINSON'S RESEARCH

Application Return Application ReturnIs For Code Is For Code

Form 990 01 Form 990-T (corporation) 07Form 990-BL 02 Form 1041-A 08

Form 990-EZ 01 Form 4720 09Form 990-PF 04 Form 5227 10

Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 11

Form 990-T (trust other than above) 06 Form 8870 12

• The books are in the care of ~ % STEPHEN GRUBB - MJFF

Telephone No. ~ 212 509-0995 FAX No. ~ 212._5_0_9-_1_0_2_2 _

• If the organization does not have an office or place of business in the United States, check this box. . ~ D• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is

for the whole group, check this box ~ 0 . If it is for part of the group, check this box. . . ~ ~nd attacha list with the names and EINs of all members the extension is for.

_________, 20, and ending

1 I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension oftimeuntil 08/15 ,20~, to file the exempt organization return for the organization named above. The extension is

for the organization's return for:

~ rxl calendar year 20~ or~D tax year beginning ' 20

2 If the tax year entered in line 1 is for less than 12 months, check reason: 0 Initial return D Final returno Change in accounting period

PAGE 1

Form 8868 (Rev. 1-2012)

300043

thiS Form 8868, see Form 8453-EO and Form 8879-EO for

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits. See instructions. 3a $

b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and

estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b $

c Balance due. Subtract line 3b from: line 3a. Include your payment with this form, if required, by using EFTPS

(Electronic Federal Tax Payment System). See instructions. 3c $

Caution. If you are going to make an electrOnic fund withdrawal with

payment instructions.For Privacy Act and Paperwork Reduction Act Notice, see Instructions.JSA

1F8054 4.000FTX33R L161 5/3/2012 11:28:17 AM V 11-4.3

THE J. FOX FOUNDATION 13-4141945Form 990 (2011) Page 3

I:mm Checklist of Required SchedulesYes No

X

X

11a X

11 b X

11c X

11 d X

11e X

11f X

12a X

12b X

13 X

14a X

14b X

15 X

16 X

17 X

18 X

19 X

20a X

20bForm 990 (2011)

PAGE 3300043

1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes,"complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1-1:"-I-_X+ __

2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . . . . . . .. i-=2=--f--_X-l-__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. . . . . . . . . . . . . . . . . . . . . . . . . . 3i-==--l---!--

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 1/. • • • • • • • • • • . . . . . • • • •• 1-4:..-.t_-+_X_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 11/ • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •• i---=5-+_-+-_

6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donorshave the right to provide advice on the distribution or investment of amounts in such funds or accounts? If"Yes," complete Schedule 0, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. i---=6'--l_-+_X_

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 SchE~dule 0, Part 1/. • • • • • . •. 1--7=--l-_f--X_

8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,"complete Schedule 0, Part 11/ • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •• 1-8=--l-_f--X_

9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in PartX; or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,"complete Schedule 0, Part N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1-9=--l-_I-X_

10 Did the organization, directly or through a related organization, hold assets in temporarily restrictedendowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule 0, Part V . . . . .. 10

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 0, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .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 0, Part VII .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 0, Part VII/ .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 0, Part IX .. . . . . . . . . . . . . . . . . . . . . . . .e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule 0, Part Xf 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 X .

12 a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"complete Schedule 0, Parts XI, XI/, and XII/. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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, XII, and XIII is optional ••

13 Is the organization a school described in section 170(b)(1 )(A)(ii)? If "Yes," completH Schedule E .14 a Did the organization maintain an office, employees, or agents outside of the United States? .

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 aggregateforeign investments valued at $1 00,000 or more? If "Yes," complete Schedule F, Parts I and N .

15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to anyorganization or entity located outside the United States? If "Yes," complete Schedule F, Parts 1/ and N .

16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of a!~gregategrants or assistanceto individuals located outside the United States? If "Yes," complete Schedule F, Parts 11/ and N .

17 Did the organization report a total of more than $1 5, 000 of expenses for professional fundraising serviceson Part IX, colum n (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I (see instructions) . . . . . . . . ..

18 Did the organization report more than $15,000 total of fundraising event gross income and contributions onPart VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part 1/ • • • • • • • . • . . . . . • • • • • • •••••••

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 11/ • • • • • • • • • • • • • • • • • • • • • • • • • ••••••••••••

20 a Did the organization operate one or more hospital facilities? If "Yes, " complete Schedule H .b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? .

JSA

1E10211.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5

THE J. FOX FOUNDATION 13-4141945

28b X

28c X

29 X

30 X

31 X

32 X

33 X

34 X

35a X

35b X

36 X

37 X

38 X

Form 990 (2011)

Form 990 (2011) Page 4

ImD Checklist of Required Schedules (continued)Yes No

21 Did the organization report more than $5,000 of grants and other assistance to any government or organizationin the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and 1/. • • • • • • • • •• 21 X

22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States

on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . .. 22 X23 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 compensatedemployees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 23 X

24 a 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 24bthrough 24d and complete Schedule K. If "No," go to line 2 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a X

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? f-=2=-4:.:b,-!-_+__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? . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . f-=2=-4.:..:c,-!-_+__d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? . . . . . . 1-"2=-4.:..:d"-t-_-+-__

25 a Section 501 (c)(3) and 501 (c)(4) organizations. Did the organization engage in an excess benefit transactionwith a disqualified person during the year? If "Yes," complete Schedule L, Part I 25a X

b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prioryear, 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 X

26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, ordisqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part 1/. 26 X

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% controlledentity orfamily member of any of these persons? If "Yes," complete Schedule L, Part III . . . . . . . . . . . . . .. 27 X

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 Xb A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete

Schedule L, Part N. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .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 N .29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified

conservation contributions? If "Yes," complete Schedule M .31 Did the organization liquidate, terminate, or dissolve and cease operations? It "Yes," complete Schedule N,

Part I .32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"

complete Schedule N, Part 1/. • • • • • • • • • • • . • . . . . . . . ••••••••..•••••••••••••••••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 .34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Parts 1/, III,

IV, and V; line 1 .35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? .

b 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 .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. . . . . . . . . .. . . . . . . . .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 VI ..............................................•........••.

38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and19? Note. All Form 990 filers are required to complete Schedule O .

JSA

1E1030 1.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 4

THE J. FOX FOUNDATION 13-4141945

3a X3b X

4a X

5a X5b X5c

6a X

6b

1a1b

13c

10b

13b

10a

300043

1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable .b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

c Did the organization comply with backup withholding rules for reportable payments to vendors andreportable gaming (gambling) winnings to prize winners? .

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and TaxStatements, filed for the calendar year ending with or within the year covered by this return . 2a 78

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). . . . .

3a Did the organization have unrelated business gross income of $1,000 or more during the year? .b If "Yes," has it filed a Form 990-T for this year? If "No, " provide an explanation in Schedule O. . . . . . . . . . . . .

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authorityover, a financial account in a foreign country (such as a bank account, securities account, or other financial

account)? .b If "Yes," enter the name of the foreign country: ~ ~~!:!~!?!: _

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? .

b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?c If "Yes" to line 5a or 5b, did the organization file Form 8886-T? .

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did theorganization solicit any contributions that were not tax deductible? .

b If "Yes," did the organization include with every solicitation an express statement that such contributions or

gifts were not tax deductible? .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? . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . I---'--=-t---t---b If "Yes," did the organization notify the donor of the value of the goods or services provided? J---=-':::'-'-J--J--c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was

required to file Form 8282? , .d If "Yes," indicate the number of Forms 8282 filed during the year L-'-7-=d:.....L +e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? .f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . 1---'-..i2....t---t---

h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?

8 Sponsoring organizations maintaining donor advised funds and seetion 509(a)(3) supportingorganizations. Did the supporting organization, or a donor advised fund maintained by a sponsoringorganization, have excess business holdings at any time during the year? " . . . . . . . .

9 Sponsoring organizations maintaining donor advised funds.

a Did the organization make any taxable distributions under section 4966? .... , ..b Did the organization make a distribution to a donor, donor advisor, or related person? .

10 Section 501(c)(7) organizations. Enter:a Initiation fees and capital contributions included on Part VIII, line 12 , ..b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

11 Section 501(c)(12) organizations. Enter:

a Gross income from members or shareholders , 1-1=-1:..:a=+- _b Gross income from other sources (Do not net amounts due or paid to other sources

against amounts due or received from them.) , L1=-1:..:b:...L _12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

b If "Yes," enter the amount of tax-exempt interest received or accrued during the year L1:..:2::..:b:...L _

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.

b Enter the amount of reserves the organization is required to maintain by the states in whichthe organization is licensed to issue qualified health plans .

c Enter the amount of reserves on hand .14a Did the organization receive any payments for indoor tanning services during the tax year? . . J..-:..:::..:::.-l----t---

b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule 0 .

Form 990 (2011) Page 5Im!If~s;:t;::a7te~m=-=e-:::n7ts:-;::;R:-:-e-:::g-:-ar--d7;'i--ng::-;O~t';""h-er--;;:IR;:-;S::-;:F:;ili:-n-g-s-a-n"""':d:-:T=-a-x-C=-o-m-p'7.li:-a-n-ce-----=--=-----------~~

Check if Schedule 0 contains a response to any question in this Part V.

JSA1E1040 1.000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5

Form 990 (2011) THE(/fHAEL J. FOX FOUNDATION Ie ) 13-4141945 Page 6I.imI.BI ~o~ernance, Ma~agemer(, and Disclosure For.each "Ye~" respons"rc/'b lines 2 through 7b below, and for a

No response to Ime Ba, Bb, or 1Db below, descnbe the cJrcumstances, processes or changes in ScheduleO. See instructions. '

~=-=~-=-";C_h-;e:;c-:k-::-if::-:-::S:::c:-;-he=d-::u:-I;:;e;-:O:-::;-c_o_n_ta_i-.-ns-;;-;;a:-r_e_s.:....p_o_ns_e_to-;-a...;ny:.....:,q_ue_s_t_io_n_in_th_is.:.-P..:,a.:...:rt_V;.;I_._._.__._._._._._._._._._._._._.:......:... ....:._._.....:.......:..... ..:,._.:......:...":"_--10-Section A Governing Body and Management

Yes No

X

1a Enter the number of voting members of the governing body at the end of the tax year. If there are. . . . .. 1a 28material differences in voting rights among members of the governing body, or if the governing bodydelegated 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 272 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 X3 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? 1---'3::"-l-_+-X__4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . t--4'--t--_+-X__S Did the organization become aware during the year of a significant diversion of the organization's assets? . I--'S::..-t-_teX:-::-_6 Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1---'6:e-t--_+-X__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? r--=-7.=:a-t-_-t-X__b Are any governance decisions of the organization reserved to (or subject to approval by) members,

stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . .... r--=-7=b-t-_-t-X__8 Did the organization contemporaneously document the meetings held or written actions undertaken during

the year by the following:a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8a Xb Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . .. 8b X

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached atthe organization's mailing address? If "Yes," provide the names and addresses in Schedule 0 . . . . . . . . . . .. 9

Section B. Policies (This Section B requests information about policies not required bv the Internal Revenue Code.)

10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . ..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? ..11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? .

b Describe in Schedule 0 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 .

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could giverise to conflicts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"describe in Schedule 0 how this was done . . . . . . . . . . . . . . . . . . . . .

13 Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . .14 Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . .1S 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 .b Other officers or key employees of the organization .

If "Yes" to line 15a or 15b, describe the process in Schedule 0 (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? .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 theorganization's exempt status with respect to such arrangements? .

Yes No

10a X

10b11a X

12a X

12b X

12c X

13 X

14 X

1Sa X

1Sb X

16a X

16b

Section C. Disclosure

Form 990 (2011)

PAGE 630004310:10:50 AM V 11-4.5

17 List the states with which a copy of this Form 990 is required to be filed ..-_ATTACHMENT-_l _18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 (c)(3)s only)

available for public ins~tion. Indicate how you made these available. Check all that apply.D Own website LJ Another's website [K] Upon request

19 Describe in Schedule 0 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, physical address, and telephone number of the person who possesses the books and records of the

organization:"-% STEPHEN GRUBB MJFF GRAND CENTRAL STATION P.O. BOX 4777 NEW YORK, NY 10 (212)509-0995JSA

1E10421.000 FTX33R L161 5/16/2012

Form 990 (2011) THE CHAEL J. FOX FOUNDATION 13-4141945 Page 7Iil!DII Compensation of Officers; '"",(rectors, Trustees, Key Employees, IHighdst Compensated Employees, and

Independent Contractors

Check if Schedule 0 contains a response to any question 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 theorganization's tax year.

• List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amountof compensation. Enter -0- in columns (0), (E), and (F) if no compensation was paid.

• List all of the organization's current key employees, if any. See instructions for definition of "key employee."• 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 theorganization and any related organizations.

• List all of the organization's former officers, key employees, and highest compensated employees who received more than$100,000 of reportable com pensation from the organization and any related organizations.

• List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of theorganization, 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; highestcompensated employees; and former such persons.

D Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.(A) (B) (C) (D) (E) (F)

Name and Title Average Position Reportable Reportable Estimatedhours per (do not check more than one compensation compensation from amount of

week box, unless person is both an from related other(describe

officer and a director/trustee) the organizations compensationhours for organization (W-2/1099-MISC) from therelated 0- 3' a A m:r: " (W-2/1099-MISC) organizationorganizations ~9: m 3 cO' 0~ ~ '< 3 and relatedin Schedule ~.5: ~ " m "O::T0)

" c g~ 3 ~~ ~ organizations

o~"0 re g:J 0

~ - ~ '

813-4141945J. FOX FOUNDATIONTHE

Form 990 (2011)","''' Page. . Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) (8) (C) (D) (E) (F)Name and title Average Position Reportable Reportable Estimated

hours per (do not check more than one compensation compensation from amount ofweek box, unless person is both an from related other

(describe officer and a director/trustee) the organizations com pensationhours for o ::J ::J 0 ;:>; 2

THE J. FOX FOUNDATION 13-4141945Form 990 (20;,..;1;,..;1*-)-::7:":=-=-T~~:-::-:::::-~=_::_:_=_::;:___;_-__;_;____=:___:----_:_:_:_:__;_-:_=_-----------::-:::~--:----------.::P~ag;!;;e~8• . Section A. Officers, Directors, Trustees, Key Employees, and Hiahest Compensated Employees (continued)

(A) (8) (C) (0) (E) (F)

Name and title Average Position Reportable Reportable Estimatedhours per (do not check more than one compensation compensation from amount of

week box, unless person is both an from related otherofficer and a director/trustee)(describe the organizations compensation

hours for 0" " 0 A (1):r: ""Tl from the;;. S, ~ ::B ~ -5 cg: °3~ organization (W-2/1099-MISC)

related iii· ~ g g (1) 15(1) (W-2/1099-MISC) organizationorganizations 8- ~ 0" ., ~ C6 le. ~ and relatedin Schedule ., __ ~ 0 CD 8 organizations

2 C6 ~0) f/l 2 CD CD

CD CJ) ::JCD CD Ul

(1) IIICDCl.

x 0 0 0

X 0 0 0

X 0 0 0

X 276,684. 0 7,350.

X 388,89l. 0 24,653.

X 279,12l. 0 22,236.

X 474,377. 0 28,402.

X 230,026. 0 13,709.

X 167,951. 0 11,847.

X 135,104. 0 14,069.

X 176,149. 0 19,90l.

p..

~

~

1b Sub-totalc Total from continuation sheets to Part VII, Section Ad Total (add lines 1b and 1c) .

36) BRIAN K. FISKE---------------------------------

DIRECTOR, RESEARCH PROGRAMS 40.00

35) HOLLY BARKHYMER---------------------------------

VP, MARKETING & COMMUNICATION 40.00

34) SHEILA KELLY---------------------------------

DEPUTY DIRECTOR, ADVANCEMENT 40.00

33) SOHINI CHOWDHURY---------------------------------

VP, RESEARCH PARTNERSHIPS 40.00

32) DEBORAH W. BROOKS---------------------------------

CO- FOUNDER 40 • 00

31) JOANNE MARTZ---------------------------------

CHIEF FINAN AND ADMIN OFFICER 40.00

26) LILY SAFRA---------------------------------

MEMBER 2.00

30) TODD SHERER---------------------------------

CEO 40.00

29) KATHERINE H. HOOD---------------------------------

FORMER CEO 40.00

28) GEORGE WHELEN---------------------------------

MEMBER 2.00

27) CURTIS SCHENKER---------------------------------

MEMBER 2.00

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 ofreportable compensation from the organization p.. 17

Yes No

3 Did the organization list any former officer, director, or trustee, key employee, or highest compensatedemployee on line 1a? If "Yes," complete Schedule J for such individual .

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from theorganization and related organizations greater than $150,000? If "Yes," complete Schedule J for suchindividual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individualfor services rendered to the organization? If "Yes," complete Schedule J for such person .

Section B. Independent Contractors1 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 taxyear.

(A)Name and business address

(8)Description of services

(C)Compensation

2 Total number of independent contractors (including but not lim ited to those listed above) who receivedmore than $100,000 in compensation from the organization ~

JSA1E10552.000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043

Form 990 (2011)PAGE 9

J. FOX FOUNDATION 13-41419458Form 990 (2011) '" Page.. Section A. Officers, Directors, Trustees, Kev Emplovees, and Hi~hest Compensated Emplovees (continued)

(A) (6) (C) (D) (E) (F)Name and title Average Position Reportable Reportable Estimated

hours per (do not check more than one compensation compensation from amount ofweek box, unless person is both an from related other

(describe officer and a director/trustee) the organizations com pensalionhours for o :::l :::l 0 A CDI ." from the

~9: ::B CD 3 -0~ 8in Schedule 0_ :::l 1)~~ e!. organizations2 '< 3CD

0) en 2 CD "0m CDen :::lCD m en

CD 0>mc.

37) MARK A. FRASIER---------------------------------

DIRECTOR, RESEARCH PROGRAMS 40.00 X 168,750. 0 5,063.38) ALISON URKOWITZ---------------------------------

DIRECTOR, RESEARCH OPERATIONS 40.00 X 136,340. 0 10,898.39) LAXMI WORDHAM----cHIEF-6IGITAL-OFFICER-------- 40.00 X 130,912. 0 17,962.---------------------------------

---------------------------------

---------------------------------

---------------------------------

---------------------------------

---------------------------------

---------------------------------

---------------------------------

1 b Sub-total ~c Total from continuation sheets to Part VII, Section A ~d Total (add lines 1b and 1c) . ~

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 ofreportable compensation from the organization ~ 17

3 Did the organization list any former officer, director, 'or trustee, key employee, or highest compensatedemployee on line 1a? If "Yes," complete Schedule J for such individual .

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from theorganization and related organizations greater than $150, OOO? If "Yes," complete Schedule J for suchindividual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individualfor services rendered to the organization? If "Yes," complete Schedule J for such person ..

Section B. Independent Contractors

1 Complete this table for your five highest compensated Independent contractors that received more than $100,000 ofcompensation from the organization. Report compensation for the calendar year ending with or within the organization's taxyear.

(A)Name and business address

(6)Description of services

(C)Compensation

2 Total number of independent contractors (including but not lim ited to those listed above) who receivedmore than $100,000 in compensation from the organization ~

JSA1E10552,000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043

Form 990 (2011)PAGE 10

(0)Revenue

excluded from taxunder sections

512,513,or514

Form 990 (2011)

13-4141945

(C)Unrelatedbusinessrevenue

(A)Total revenue

.~

.. ,~

.. ,~

... . ~

. ~ I--__--=:..:"-C:-c..::..:...

.~

900099

Business Code

. ~

~HAEL J. FOX FOUNDATION

131,715.

1,206,983.

1,338,698.

Investment income (including dividends, interest, and

other similar amounts), , . . . . . . . , , . , , , . ~I-----=-=:..:....::..::.::..+--------t-------+---'-:::::.!-:::'::":::':'

Income from investment of tax-exempt bond proceeds ~I-------:::..t---------l--------+-------

Royalties i-'-'-•....:...:.::':-:':.....:...-'--'--'-r--'-':.....:...-'--'--'-•..!~=-(i) Real (ii) Personal

All other program service revenue • • • • .Total. Add lines 2a-2f •. , •.......

efg

d

C

Business Code

Federated campaigns .

b Membership dues j-'1..::b'-t _

c Fundraising events . . 1--'1:..;:c'-t__-'-_-'-_'--

d Related organizations . r 1:..;:d"--t__"":"':'::...:..c.:....:..:..::-:...e Government grants (contributions). 1--'1:..;:e'-t _

f All other contributions, gifts, grants,

and similar amounts not included above ,---,1:.:.f--l__""':""':...::c::-'..-.:..::-:...

g Noncash contributions included in lines 1a-1I: $ _h Total. Add lines 1a-1f ......•••..

4

5

2a

b

3

b

Miscellaneous Revenue

cd All other revenue . , • . . . .

e Total. Add lines 11 a-11d ...

12 Total revenue. See instructions

11a MISCELLANEOUS REVENUE

7 a Gross amount from sales ofassets other than inventory

b Less: cost or other basis

and sales expenses

C Gain or (loss) . , , .. ,

d Net gain or (loss) ....

8a Gross income from fundraising

events (not including $ 4,651,256.

of contributions reported on line 1c).

See' Part IV, line 18 •••. , . . . . .. a 1-__7:...:9~5.!.-,.::..48::..:4:.::.

b Less: direct expenses. . • • • • • • .• b L.-__7....:9....:5.:.-,_48_4_.

C Net income or (loss) from fundraising events

9a Gross income from gaming activities.

See Part IV, line 19 . . . . . . , . . .. a 1- _

b Less: direct expenses . • • . . . . . .. b L.- -----,

C Net income or (loss) from gaming activities.

10a Gross sales of inventory, lessreturns and allowances . . . . . . . .. a 1--' 5_3..:..,_o_16_.

b Less: cost of goods sold . , . . . . . .. b '--__.-.:3::..:0...:.,.::..9..:..74.:.::.

c Net income or loss from sales of invento

6a Gross rents. , , , , ,

b Less: rental expenses .

C Rental income or (loss)

d Net rental income or (loss). [--'-.~.::-._.'---',.::-'.:.....:....--"-r'--'-'-,.''::-'c'::-'.:.....:....--'•...!~=-(i) Securities (ii) Other

C1l::lc:~C1lc::C1l()

.~

C1l(/)

ECllC,o...0.

Form 990 (2011) THE!Statement of Revenue

JSA1E10511.000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 11

, ,Check if Schedule 0 contains a response to any question in this Part IX . . I I

Do not include amounts reported on lines 6b, (A) (B) (e) (D)7b, Bb, 9b, and 10b ofPart VII/. Total expenses Prog ram service Management and Fundraisingexpenses general expenses expenses1 Grants and other assistance to governments and

organizations in the United States. See Part IV. line 21 36,887,394. 36,887,394.

2 Grants and other assistance to individuals inthe United States. See Part IV, line 22. 0

3 Grants and other assistance to governments,organizations, and individuals outside theUnited States. See Part IV, lines 15 and 16. 16,970,219. 16,970,219.

4 Benefits paid to or for members. 0

5 Compensation of current officers, directors,trustees, and key employees 1,925,247. 958,546. 299,531. 667,170.

6 Compensation not included above, to disqualifiedpersons (as defined under section 4958(f)(1)) andpersons described in section 4958(c)(3)(B) . 0

7 Other salaries and wages. 3,871,227. 1,927,415. 602,288. 1,341,524.

8 Pension plan accruals and contributions (include section401 (k) and 403(b) employer contributions). 158,318. 72,655. 28,785. 56,878.

9 Other employee benefits . 579,702. 266,035. 105,399. 208,268.

10 Payroll taxes . 372,376. 170,889. 67,704. 133,783.

11 Fees for services (non-employees):

a Management 0

b Legal 129,174. 32,490. 18,129. 78,555.

c Accounting 185,100. 185,100.

d Lobbying 0

e Professional fund raising services. See Part IV, line 17 60,000. 60,000.

f Investment management fees 0

9 Other 623,748. 527,702. 96,046.

12 Advertising and promotion . 116,271. 53,258. 63,013.

13 Office expenses 664,437. 238,538. 47,715. 378,184.

14 Information technology. 268,823. 134,094. 25,552. 109,177.

15 Royalties. 0

16 Occupancy 573,023. 294,422. 87,642. 190,959.

17 Travel. 353,760. 120,204. 13,672. 219,884.

18 Payments of travel or entertainment expensesfor any federal, state, or local public officials 0

19 Conferences, conventions, and meetings 944,626. 944,626.

20 Interest 50,916. 50,916.

21 Payments to affiliates 0

22 Depreciation, depletion, and amortization. 135,640. 71,188. 18,230. 46,222.

23 Insurance 60,178. 48,722. 3,513 . 7,943.

24 Other expenses. Itemize expenses not coveredabove (List miscellaneous expenses in line 24e. Ifline 24e amount exceeds 10% of line 25, column(A) amount, list line 24e expenses on Schedule 0.)

a ~~~QJ]__CARj)__&_13_R_O_K_EJ~hG..E_X~~S_ 212,400. 268. 15,922. 196,210.b Q~liE_~_S_P_E_CJ.?>-.k_E.Y_E_N_T_S__EEP_E}i.~~ 187,701. 187,701.

c Q.Q1i.~T_I_O_N_J?_R_O_CJ:_S_SLN_G__________ 92,986. 92,986.

d Li~I3AT}!.O_N__R_U_NPJ:~_XE_E_S_________ 150,872. 150,872.

e All other expenses _________________ 64,843. 35,231. 9,612. 20,000.

25 Total functional expenses. Add lines 1 throuqh 24e 65,638,981. 59,753,896. 1,579,710. 4,305,375.

26 Joint costs. Complete this line only if theorganization reported in column (B) joint costsfrom a combined educational campaign andfundraising solicitation. Check here ~ D iffollowing SOP 98-2 (ASC 958-720). 0

Form 990 (2011) THE;.FHAEL J. FOX FOUNDATION 13-4141945 Page 10Im!3 Statement of Functional Efi'>l:!/nsesSection 501 (c)(3) and 501 (c)(4) organizations must complete all columns. All other organizations must complete column (A) but are notrequired to complete columns (B) (C) and (D)

JSA1E10521.000

Form 990 (2011)

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 12

13-4141945J. FOX FOUNDATIONForm 990 (2011) '\/) .,...,,/, Page 11.. Balance Sheet

(A) (8)Beginning of year End of year

1 Cash - non-interest-bearing 1,724. 1 104.........2 Savings and temporary cash investments. 47,584,33l. 2 80,371,17l.3 Pledges and grants receivable, net . . , . 28,467,039. 3 12,027,926.4 Accounts receivable, net ( 4 0.........5 Receivables from current and former officers, directors, trustees, key

employees, and highest compensated employees. Complete Part II ofSchedule L ( 5 0

6 Receivables' t'rcirri other' disqualified' pe'rsons' (as 'defined und'er section'4958(f)(1 )), persons described in section 4958(c)(3)(B), and contributingemployers and sponsoring organizations of section 501 (c)(9) voluntary

(l/j em ployees' beneficiary organizations (see instructions) 6 0- 7 Notes and loans receivable, net ' . . . . . . . . . . . ( 0(]) 7l/j .........................l/j 8 Inventories for sale or use 22,872. 8 17,847.« ............................

9 Prepaid expenses and deferred charges ..... . . . . . . 310,926. 9 303,256.. ........10a Land, buildings, and equipment: cost or

other basis. Complete Part VI of Schedule D 10a 1,673,002.

b Less: accumulated depreciation. , , ....... 10b 1,019,579. 337,060. 10c 653,423.11 Investments - publicly traded securities 1,467,886. 11 1,339,815......12 Investments - other securities. See Part IV, line 11 . ( 12 013 Investments - program-related. See Part IV, line 11 ( 13 0..14 Intangible assets, ......... , ...................... ( 14 015 Other assets. See Part IV, line 11 . . . . . . . . . . . .... 33,061. 15 828,698.16 Total assets. Add lines 1 throuah 15 (must eaualline 34) . 78,224,899. 16 95,542,240.17 Accounts payable and accrued expenses. 1,542,594. 17 1,590,225.

18 Grants payable, . . . . . . 53,453,069. 18 56,245,52l.

19 Deferred revenue ..... ( 19 14,898,70l.20 Tax-exempt bond liabilities ( 20 0

l/j 21 Escrow or custodial account liability. Complete Part IV of Schedule D C 21 0

~ 22 Payables to current and former officers, directors, trustees, key:is employees, highest compensated employees, and disqualified persons.tU:.:J Complete Part II of Schedule L ( 22 0...................

23 Secured mortgages and notes payable to unrelated third parties .... ( 23 0

24 Unsecured notes and loans payable to unrelated third parties. . . . .. 1,000,196. 24 1,000,196.

25 Other liabilities (including federal income tax, payables to related thirdparties, and other liabilities not included on lines 17-24). Complete Part Xof Schedule D ................................. 640,866. 25 685,752.

26 Total liabilities. Add lines 17 through 25 ................... 56,636,725. 26 74,420,395.

l/j

Organizations that follow SFAS 117, check here ~ I.2U and complete(]) lines 27 through 29, and lines 33 and 34,()

4,179,853. 5,774,290.c 27 Unrestricted net assets 27tU ......(ij 28 Temporarily restricted net assets ................. , . , , . 17,408,32l. 28 15,347,555.co"t:l 29 Permanently restricted net assets .... , . . . . . . . . . . . . . . . . . ( 29 0c

0::l Organizations that do not follow SFAS 117, check here ~ andu."- complete lines 30 through 34.0l/j 30 Capital stock or trust principal, or current funds . . .. , , .. , . , ... 30-(])l/j 31 Paid-in or capital surplus, or land, building, or equipment fund 31l/j .......« 32 Retained earnings, endowment, accumulated income, or other funds 32iii

....z 33 Total net assets or fund balances ....... 21,588,174. 33 21,121,845.

34 Total liabilities and net assets/fund balances .................. 78,224,899. 34 95,542,240.

Form 990 (2011)

JSA1E10531.000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 13

13-4141945J. FOX FOUNDATIONTHE

Form 990 (2011) Page 12IimlEDr~-;:;R;-e-c-o-n-C-;;il~ia-;t:-io-n-of';"';';N;-e7"t-;;A-s-s-et:-s-------------------------------:::.~....=..:::.

Check if Schedule 0 contains a response to any question in this Part XI 0 0 0 0 0 •• 0 0 0 0 • 0 0 0 0 ••• 0 0 0 0 [R]

on

1 Total revenue (must equal Part VIII, column (A), line 12) . o 0 · ...... 1 65,183,373.2 Total expenses (must equal Part IX, column (A), line 25) 0 o 0 · ...... 2 65,638,981.3 Revenue less expenses. Subtract line 2 from line 1 o 0 0 o 0 o • 3 -455,608.· ......4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 0 0 0 •• 0 0 0 4 21,588,174.

5 Other changes in net assets or fund balances (explain in Schedule 0) .................. 5 -10,72l.6 Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33,

column (B)) 0 o 0 ............... . ............................. 621,121,845.

I.mEilI Fmanclal Statements and ReportingCheck if Schedule 0 contains a response to any question in this Part XII

o Accrual D Other _a prior year or checked "Other," explain in

2b X

2c X

1 Accounting method used to prepare the Form 990: D CashIf the organization changed its method of accounting fromSchedule O.

2a Were the organization's financial statements compiled or reviewed by an independent accountant? 0 0 0 ••• 0

b Were the organization's financial statements audited by an independent accountant? 0 0 0 0 0 0 0 0 0 0 0 •• 0 0 0c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight

of the audit, review, or com pilation of its financial statements and selection of an independent accountant? 0 0 0 0If the organization changed either its oversight process or selection process during the tax year, explain in

Schedule O.d If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were

issued on a separate basis, consolidated basis, or both:D Separate basis 0 Consolidated basis D Both consolidated and separate basis

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? 0 0 0 0 • 0 0 ••••• 0 ••• 0 ••• 0 ••• 0 0 0 0 0 0 ••• 0 0 0b 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 0 and describe any steps taken to undergo such audits

2a

3a

3b

Yes No

X

X

Form 990 (2011)

JSA

1E10541.000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 14

SCHEDULE A(Form 990 or 990-EZ)

Department of the TreasuryInternal Revenue Service

p~or~c Charity Status and Public SGpportComplete if the organization is a section 501(c)(3) organization or a section

4947(a)(1) nonexempt charitable trust.

~ Attach to Form 990 or Form 990-EZ. ~ See separate instructions.

OMS No. 1545-0047

~11Open to Public

Inspection

Yes No11g(i)11g(ii)11g(iii)

Schedule A (Form 990 or 990-EZ) 2011For Paperwork Reduction Act Notice, see the Instructions forForm 990 or 990-EZ.

Name of the organization THE MICHAEL J. FOX FOUNDATION Employer identification numberFOR PARKINSON'S RESEARCH 13-4141945

Im'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 ~ A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

3 A hospital or a cooperative hospital service organization described in section '170(b)(1)(A)(iii).

4 A medical research organization operated in conj unction with a hospital described in section 170(b)(1 )(A)(iii). Enter thehospital's name, city, and state:

5 D An organization operated for th~-b;n~fit;f-~-;;;lleg~-o~-u~iv~~sitY~~~~d-~~-o-p~~8t~dbY-a-g;v-e~;:;-~~;:;-t;I~;:;-itd~;~rib~di~section 170(b)(1 )(A)(iv). (Complete Part II.)

6 D A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).7 0 An organization that normally receives a substantial part of its support from a governmental unit or from the general public

described in section 170(b)(1)(A)(vi). (Complete Part II.)

8 D A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)9 D An organization that normally receives: (1) more than 331/3 % of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 331/3% of its

support from gross investment income and unrelated business taxable income (less section 511 tax) from businessesacquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

10 D An organization organized and operated exclusively to test for public safety. See section 509(a)(4).11 D An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the

purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section509(a)(3). Check the box that describes the type of supporting organization and complete lines 1113 through 11 h.

a D Type I b D Type II c D Type III - Functionally integrated d D Type III - Othere D By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified

persons other than foundation managers and other than one or more publicly supported organizations described in section509(a)(1) or section 509(a)(2).

f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting

organization, check this box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D9 Since August 17, 2006, has the organization accepted any gift or contribution from any of the

following persons?

(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)and (iii) below, the governing body of the supported organization?

(ii) A family member of a person described in (i) above? .(iii) A 35% controlled entity of a person described in (i) or (ii) above? .

h Provide the following information about the supported organization(s)(i) Name of supported (ii)EIN (iii) Type of organization (iv) Is the (v) Did you notify (Vi) 15 the (vii) Amount of

organization (described on lines 1-9 organ ization in the organization organization in supportabove or IRe section col. (i) listed in in col. (i) of col. (i) organized(see instructions)) your governing your support? in the U.S.?document?

Yes No Yes No Yes No

(A)

(8)

(C)

(D)

(E)

Total

JSA

1E1210 1.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 15

THE \CHAEL J. FOX FOUNDATION 13-4141945Schedule A (Form 990 or 990-EZ) 2011 P 2Im:II age•. Support Sche~ule for Organizations De~cribed in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)

(Complete only If y~u ~heck~d the bo~ on line 5, 7, or 8 of Part I or if the organization failed to qualify underPart III. If the organization falls to qualify under the tests listed below, please complete Part III.)

Section A. Public Su ortCalendar year (or fiscal year beginning in) P- (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total

1 Gifts, grants, contributions, andmembership fees received. (Do notindu~a~~n~u~gffi~a1•..... ~~37~,_7~0~O,~4~5~6i·~_4~2~,~07~7~,~8~67~.~~5~1~,2~5~9~,5~7~7~.~~57~,~1~25~,~3~8~4.~~6~4~,9~7~0~,~81~8~.~~2~53~,~1~3~4,~1~0~2.

2 Tax revenues levied for theorganization's benefit and either paid~~expendedon~sbeha~..••... ~~~~~~~~~~~~~~~~__~~~~~~~~~~~~~~~~~~

253,134,102.51,259,577.

102,332,670.

150,801,432.

(a) 2007 (b) 2008 (c) 2009 (d)2010 (e) 2011 (f) Total

37,700,456. 42,077,867. 51,259,577. 57,125,384. 64,970,818. 253,134,102.

764,390. 744,930. 157,415. 232,554. 42,326. 1,941,615.

Calendar year (or fiscal year beginning in) P-

7 Amoun~fiomli~4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~8 Gross income from interest, dividends,

payments received on securities loans,rents, royalties and income from similarwuro~•..............•• ~~~~~~~~~~~~~~~~~~+~~=~~~~~~~~~~==~~

3 The value of services or facilitiesfurnished by a governmental unit to theo~an~ationwitho~cha~e....•.. ~~~~~~~~~~~~~~~~__~~~~~~~~~~~~~~~~~~

4 Total. Add lines 1 through 3. . . . . . . 37,700,456. 42,077,867.

5 The portion of total contributions byeach person (other than agovernmental unit or publiclysupported organization) included online 1 that exceeds 2% of the amountshown on line 11, column (f)•......

6 Public su ort. Subtract line 5 from line 4.

Section B. Total Su ort

9 Net income from unrelated businessactivities, whether or not the business~~ul~y~~~on ~~~~~~~~~~~+~~~~_+~~~~~~~~~~~~~~~~_

113,703.

255,189,420.

34,177.15,213 .25,682.117.

10 Other income. Do not include gain orloss from the sale of capital assets(Explain in Part IV.) •••••••••.•

Total support. Add lines 7 through 10 ..

Gross receipts from related activities, etc. (see instructions) ...•.•..•.•••.

First five years. If the Form 990 is for the organization's first, second, third, fourth, .or. f.ift.h. taox. year as a section 5. 0.1 (.C).(3~ 0organization, check this box and stop here ....•..•.•.••••...... ....

111213

Section C. Computation of Public Support Percentage14 Public support percentage for 2011 (line 6, column (f) divided by line 11, column (f» UiI 59.09 %15 Public support percentage from 2010 Schedule A, Part 1I,line 14 [1i] 64.81 %16a 331/3% support test - 2011. If the organization did not check the box on line '13, and line 14 is 331/3 % or more, check

this box and stop here. The organization qualifies as a publicly supported organization P- [K]b 331/3 % support test - 2010. If the organization did not check a box on line 13 or 16a, and line 15 is 331/3 % or more,

check this box and stop here. The organization qualifies as a publicly supported organization P- D17a 10%-facts-and-circumstances test - 2011. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is

10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain inPart IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported

organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P- Db 10%-facts-and-circumstances test - 2010. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line

15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.Explain in Part IV how the organzation meets the "facts-and-circumstances" test. The organization qualifies as a publicly

supported organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... p- D18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see

instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . p- DSchedule A (Form 990 or 990·EZ) 2011

JSA

1E1220 1.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 16

THE ~HAEL J. FOX FOUNDATION 13-4141945

_ (F~:::;~:9~:~:~~le for or~;~;zationsDescribed in Section 509(a)(2) Page 3(Complete ?nl~ If yo~ checke? the box on line 9 of Part lor if the organization failed to qualify under Part II.If the organization falls to qualify under the tests listed below, please complete Part II.)

S f A P br S rteClon u IC UPPOCalendar year (or fiscal year beginning in) ~ (a) 2007 (b) 2008 (c) 2009 (d)2010 (e)2011 (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 disqualifiedpersons that exceed the greater of $5,000or 1% of the amount on line 13 for the year

c Add lines 7a and 7b.8 Public support (Subtract line 7c from

line6.) .

Section B. Total Su ort

.~ D.

:8t1--------o-'-'~'--17 Investment income percentage for 2011 (line 10c, column (f) divided by line 13, column (f» •......•18 Investment income percentage from 2010 Schedule A, Part III, line 17 .......•••........19a 331/3% support tests - 2011. If the organization did not check the box on line 14, and line 15 is more than 331/3%, and line

17 is not more than 33113 %, check this box and stop here. The organization qualifies as a publicly supported organization ~ Db 331/3% support tests - 2010. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3%, and

line 18 is not more than 331/3 %, check this box and stop here. The organization qualifies as a publicly supported organization ~

20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ~

Calendar year (or fisc~ year beginning in) ~~~(a~)_2_0_07~~~~(~b)~2_0_0~8~~~~(c~)~2~0~0~9~_~~(~d~)2~0~1~0~~~~(e~)~2~0~1~1~~~~(f)~T=ot=a~1~

9 Amounts from line 6. . . . . .•...•10a Gross income from interest, dividends,

payments received on securities loans,rents, royalties and income from similar

wuro~.............•... ~ + ~------~-----+-----~~----~b Unrelated business taxable income (less

section 511 taxes) from businesses

acquired after June 30, 1975 .•.•..

c Add lines 1Oa and 10b ......... r------+------+------f-------1------j------11 Net income from unrelated business

activities not included in line 10b,whether or not the business is regularlycarried on .........•.•... f-------+-----~-------~-----+-----~~----~

12 Other income. Do not include gain or

loss from the sale of capital assets

(Ex~~ninPartW) . . ••.... r-~~~~~~~~~~~~~~~~-~~~~~~~~~~~~r_~~~~-13 Total support. (Add lines 9, 10c, 11,

and 12.) .......•••...... L- -'- -'--- .-'- -'-- -----"- _

14 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. . • • . . . . . . . • • • . . . . . . . • . . . . . . . . . . . .

Section C. Computation of Public Support Percentage

1:...:5_...;.P...:U:,:b...:li.=.C..:;S.;;;U:;.pp:;..0;.;.r.=.t::.p.=.er...:c:,:e...:nt.:,:a;.;;:g..:;e...;.f;...;or;.;.2;.;.0.;;;1:,:1...;..=.(l...:in;.;e;.;.;8:,:,.=.c;.;.0.=.1u.:....m...:n.:.....:.:(f...:)...:d.;.:.iv.;;id...:e;;.d...;.b.=.y..:.,lin...:e--:...13...:,_C;..0...:lu...;m...:n..:.,(...:f)_).:..... ....:...-;.....;.....:._..:.....:--:.......:...-;.....;....;;....:.....:...;.[ill156 .......:.:%:..-~ 6 Public support percentage from 2010 Schedule A, Part III, line 15. . . . . . • . . . ~ %

Section D. Computation of Investment Income Percentage

JSA1E12211.000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043Schedule A (Form 990 or 990-EZ) 2011

PAGE 17

13-4141945J. FOX FOUNDATIONTHESchedule A (Form 990 or 990-EZ) 2011 Page 4

IimDI!J Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (Seeinstructions).

JSA

1E12252.000 5FTX33R L161 5/16/2012 10:10:50 AM V 11-4. 300043

Schedule A (Form 990 or 990-EZ) 2011

PAGE 18

Schedule B(Form 990, 990-EZ,or 990-PF)Department of the TreasuryInternal Revenue Service

Schedule of Contributors~ Attach to Form 990, Form 990-EZ, or Form 990-PF.

OMS No. 1545-0047

~11Name of the organization

THE MICHAEL J. FOX FOUNDATIONFOR PARKINSON'S RESEARCH

Organization type (check one):

Employer identification number

13-4141945

Filers of:

Form 990 or 990-EZ

Section:

o 501(c)(3 ) (enter number) organization

Form 990-PF

D 4947(a)(1) nonexempt charitable trust not treated as a private foundationD 527 political organizationD 501(c)(3) exempt private foundationD 4947(a)(1) nonexempt charitable trust treated as a private foundationD 501 (c)(3) taxable private foundation

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

D For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money orproperty) from anyone contributor. Complete Parts I and II.

Special Rules

o For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulationsunder sections 509(a)(1) and 170(b)(1 )(A)(vi) and received from anyone contributor, during the year, a contribution ofthe greater of(1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (Ii) Form 990-EZ, line 1.

Complete Parts I and II.

D For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from anyone contributor,during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary,or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.

D For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from anyone contributor,during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions didnot total to more than $1,000. If this box is checked, enter here the total contributions that were received during theyear for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Ruleapplies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or

more during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ $---------

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 onPart I, line 2, of its Form 990-PF, 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. Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

JSA

1E12511.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 19


13-4141945

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Nameoforganization THE MICHAEL J. FOX FOUNDATIONFOR PARKINSON'S RESEARCH

1m] Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

PAGE 20

Schedule B (Form 990, 990 EZ, or 990 PF) (2011)

300043

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

1Person

~- - -- ------------------------------------------

Payroll

------------------------------------------ $ _____ ~2~~~~~~~~~ Noncash(Complete Part II if there is

------------------------------------------ a noncash contribution.)

(a) (b) (c) (d)No. Name, address, and ZIP + 4 Total cc)ntributions Type of contribution

2Person

~- - -- ------------------------------------------

Payroll

------------------------------------------ $------~~~~~~~~~~ Noncash(Complete Part II if there is



3Person B- - -- ------------------------------------------ Payroll------------------------------------------ $------~~~~~~~~~~ Noncash

(Complete Part II if there is------------------------------------------ a noncash contribution.)


4Person

~- - -- ------------------------------------------

Payroll

----------------------- $------~~~~~~~~~~ Noncash-------------------(Complete Part II if there is



5------------------- Person

~- - -- -----------------------

Payroll

$------~~~~~~~~~~ Noncash------------------------------------------(Complete Part II if there is



6--- Person

~- - -- ---------------------------------------

Payroll$ ______ ~~~22~~~~~ Noncash------------------------------------------

(Complete Part II if there is


- -JSA1E12531.000

FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Name of organization THE MICHAEL J. FOX FOUNDATIONFOR PARKINSON'S RESEARCH


13-4141945

Page 3

ImII Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.(a) No.

(b)(c)

(d)from FMV (or estimate)Part I Description of noncash property given (see instructions)

Date received

---

$

(a) No.(b)

(c)(d)from FMV (or estimate)

Part I Description of noncash property given {see instructions)Date received

---

$

(a) No.(b)

(c)(d)from FMV (or estimate)

Part I Description of noncash property given (see instructions)Date received

---

$

(a) No.(b)

(c)(d)

from IFMV (or estimate)Description of noncash property given Date received

Part I (see instructions)

---

$

(a) No.(b)

(c)(d)

from IFMV (or estimate)Description of noncash property given Date received


---

$

(a) No.(b)

(c)(d)

fromDescription of noncash property given

FMV (or estimate)Date received


---

$

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA

1E12541.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5 300043 PAGE 21

Schedule B (Form 990, 990 EZ, or 990 PF) (201

300043

Schedule B (Form 990, 990·EZ, or 990·PF) (2011) Page 4Name of organization THE MICHAEL J :""ciQX FOUNDATION Employer identification number

FOR PARKINSON'S RESEARCH 13-4141945

(a) No.from (b) Purpose of gift (c) Use of gift (d) Description of how gift is heldPart I

---

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Helationship of transferor to transferee

(a) No.(c) Use of gift (d) Description of how gift is heldfrom (b) Purpose of gift

Part I

---


Transferee's name, address, and ZIP + 4 Helationship of transferor to transferee

(a) No.(c) Use of gift (d) Description of how gift is heldfrom (b) Purpose of gift

Part I

---


Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No.(b) Purpose of gift (c) Use of gift (d) Description of how gift is heldfrom

Part I

---


Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

. . 1

ImIII Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizationsthat total more than $1,000 for the year. 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.) ~ $ _Use duplicate copies of Part III if additional space is needed

JSA

1E12551.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5

~Complete if the organization answered "Yes," Ito Form 990,Department of the Treasury Part IV, line 6, 7,8,9,10, 11a, 11b, 11c, 11d, 11e, '11f, 12a, or 12b.Internal Revenue Service ~ Attach to Form 990. ~ See separate instructions.

SCHEDULE D(Form 990) pplemental Financial StatE!ments

OMS No. 1545-0047

~11Open to PublicInspection

, ,(a) Donor advised funds (b) Funds and other accounts

1 Total number at end of year .......2 Aggregate contributions to (during year)3 Aggregate grants from (during year) .4 Aggregate value at end of year. ...

Name of the organization THE MICHAEL J. FOX FOUNDATION Employer identification numberFOR PARKINSON'S RESEARCH 13-41419451m! Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the

organization answered "Yes" to Form 990 Part IV line 6

5

6

Old the organization inform all donors and donor advisors in writing that the assets held in donor advisedfunds are the organization's property, subject to the organization's exclusive legal control? . . . . . . . . . .. DYes D NoDid the organization inform all grantees, donors, and donor advisors in writing that !)rant funds can be usedonly for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purposeconferrin im ermissible rivate benefit? DYes D No

Conservation Easements. Com lete if the or anization answered "Yes" to Form 990, Part IV, line 7.1

2

PDrose(s) of conservation easements held by the organization (check all that apply).

Preser~ation of land for ~ublic use (e.g., recreation or education) D Preservation of an historically important land areaProtection of natural habitat D Preservation of a certified historic structure

Preservation of open spaceComplete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservationeasement on the last day of the tax year.

Held at the End of the Tax Year

2c2b2aa Total number of conservation easements .

b Total acreage restricted by conservation easements . . . . . . . . . . . .c Number of conservation easements on a certified historic structure included in (a).d Number of conservation easements included in (c) acquired after 8/17/06, and not on a

historic structure listed in the National Register. . . . . . . . . . . . . . . . . . . . . . .. L-"2""d'-L _Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during thetax year ~ _

Number of states where property subject to conservation easement is located ~ __. _Does the organization have a written policy regarding the periodic monitoring, inspection, handling ofviolations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . DYes D NoStaff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year

~ -----------------Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year

~ $ -----------------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)? , DYes D NoIn Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, andbalance 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.Organizations Maintaining Collections of Art, HistoricalTreasures, or Other Similar Assets.Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

9

8

7

6

4

5

3

PAGE 23

Schedule D (Form 990) 2011

~ $ -------------~$

300043

1a If the organization ~Iected, as permitted under 9FAS 116 (ASC 958), n~t to r~p~)!'t in its rev~nue statement a.nd balance sheetworks of art, histOrical treasures, or other Similar assets held for public exhibition, educa~lon, or re.search In furtherance ofpublic service, provide, in Part XIV, the text of the footnote to its financial statements that descnbes these Items.

b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheetworks of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, provide the following amounts relating to these items:(i) Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . , ~ $-------------(ii) Assets included in Form 990, Part X . , ~ $-------------

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 Revenues included in Form 990, Part VIII, line 1 .b Assets included in Form 990, Part X .

For Paperwork Reduction Act Notice, see the Instructions for Form 990.JSA

1E12681.000FTX33R L161 5/16/2012 10:10:50 AM V 11-4.5

13-4141945J. FOX FOUNDATIONTHESchedule D (Form 990) 2011 Page 2

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

No

----------------------------------

Loan or exchange programsOther:8

3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of itscollection items (check all that apply):

a § Public exhibitionb Scholarly research

e Preservation for future generations

4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in PartXIV.

5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similarassets to be sold to raise funds rather than to be maintained as part of the organization's collection? . . . . Yes

ImD Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to 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 notincluded on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes D No

b If "Yes," explain the arrangement in Part XIV and complete the following table:

Amount

'Ie'Id'Ie'If

UYes UNo,.. Endowment Funds. Complete if the orqanization answered "Yes" to Form 990, Part IV, line 10.

(a) Current year (b) Prior year (e) Two years back (d) Three years back (e) Four years back1a Beginning of year balance ...

b Contributions . . . . . . . . ..e Net investment earnings, gains,

and losses ............d Grants or scholarships .....e Other expenditures for facilities

and programs. . . . . .f Administrative expenses

9 End of year balance. ..

e Beginning balance . . . . ..d Additions during the year ..e Distributions during the year.f Ending balance . . . . . . . .

2a Did the organization include an amount on Form 990, Part X, line 21?b If "Yes" explain the arrangement in Part XIV

Yes No3a(i)3a(ii)3b

Schedule D (Form 990) 2011

2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as.a Board designated or quasi-endowment ~ %b Permanent endowment ~ %---------e Temporarily restricted endowment ~ %

The percentages in 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:(i) unrelated organizations .(ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R?4 D scr'be in Part XIV the intended uses of the organization's endowment fundse I.. Land, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of property (a) Cost or other basis (b) Cost or other basis (e) Accumulated (d) Book

return of organization exempt from income tax · 2012. 6. 11. · 300043 this form 8868, see form...

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