76
2012 IRS Form 990 The LIVESTRONG Foundation
2012
IRS Form 990
The LIVESTRONG Foundation
Overview Public Review of IRS Form 990
Recently the LIVESTRONG Foundation filed its annual tax return, Form 990, with the Internal Revenue Service. We view this annual tax filing as a two-‐pronged opportunity to share important information with our constituents and supporters:
1. We fulfill an important compliance obligation required by all non-‐profits. 2. We have an opportunity to provide fully transparent information about the Foundation’s activities.
We take both of these opportunities seriously and we believe a public charity has a responsibility to conduct its business in an open and fully transparent manner, and we openly share our tax filings with the public and our engaged group of supporters. Fulfill an Important Compliance Obligation By submitting financial, operational and governance information each year, we provide both federal agencies and the general public with standardized information that allows them an inside look at the operations of the Foundation.
With millions of non-‐profit organizations and public charities around the country, it is important to have a way to routinely and systematically review information about the operations and activities of tax-‐exempt organizations operating in this country. This annual filing helps both oversight agencies and the general public access routine financial, operational and governance information that can be used to evaluate both the efficiency/effectiveness and financial operations of tax exempt organizations and charities they follow and support.
Provide Fully Transparent Information about the Foundation’s Activities Another valuable benefit is the opportunity to share additional information with the general public about the internal operations and financial activities of the Foundation. Our 2012 Annual Form 990 is posted to our website for your review and inspection. While it may not make for fun or easy reading, we have provided some highlights we think are important for you to note:
• The Foundation raised $48.2 million in 2012. The details of this are reflected on page 4 of Schedule D. This
compares favorably to the $48.8 million raised in 2011. The details of taxable revenues (by source) are also detailed and can be found on Page 9.
• The Foundation spent $38.2 million in 2012 (page 10); a $6.5 million increase in over the prior year. The detailed listing of our expenditures can be found on page 10, but here are some of the major increases in our program spending for the year:
- $1,500,000 Grant to Californians for a Cure in support of the California Cancer Research Act - $900,000 Investment in Electronic Health Information Exchange with the University of Pennsylvania - $440,000 Young Adult Survivorship Study with the Fred Hutchison Cancer Center - $329,000 Research Support for LIVESTRONG at School Initiatives - $165,000 Research Study with Yale University – LIVESTRONG at the YMCA - $150,000 Cancer Support Community – Cancer Navigation Activities - $365,000 Miscellaneous Programs and Cooperative Agreements for Cancer Initiatives
• The Foundation has 103 employees, but paid 119 separate employees during the 2012 calendar year (Page 1).
• The Foundation is fortunate to have a large number of volunteers (1,630) to help in many capacities (Page 1).
• We have an opportunity to share both our mission and our key program service accomplishments (This would normally be found on page 2, but our accomplishments are many – the full list of these can be found on Schedule O, Page 1).
• Want to know more about our compliance activities? Review Part V, page 5.
• Want to know more about our Governing Board and Policies? Review our disclosures and information in Sections A and B on Page 6.
• On Pages 7 and 8 we provide information about our board, our officers, employees and independent contractors who perform services for the Foundation.
• On Page 10, we provide the details supporting our 2012 expenditures where 83.6% of each dollar spent, is devoted directly to cancer programs and initiatives.
• On Schedule A, we performed the financial calculations required of all public charities. This schedule shows that more than 86% of our revenues come directly from the support we receive from the general public.
• For those interested in our Government Relations work, Schedule C shows that we spent a little over $1.6 million in this area. The vast majority of this ($1.5 million) was spent with Californians for a Cure in support of the California Cancer Research Act (CCRA) supporting a statewide increase in tobacco taxes. The remainder was spent on cancer research and prevention policy efforts in Texas; encouraging legislators to address cancer within US global health policy; and specific work on domestic policy issues that impact people living with cancer.
• For those who are investment minded, Schedule D shows the details.
• A listing of our grant recipients can be found on Schedule I. This represents many of our tremendous program partners that help us serve our cancer constituents. Note on page 2, our $1.5 million investment with Californians for a Cure, an initiative to increase the tobacco tax and fund tobacco related education initiatives.
• We also get requests for more details about several expenses so we are providing more detailed information in this tax filing. Important to note that this is not required, but we feel it is important information for the public to have. Here is where you can find more detail:
- Legal Fees – Schedule O, page 11 - Professional and Other Service Fees – Schedule O, Page 11 - Advertising and Promotion Expenses – Schedule O, page 13 - Travel Expenses – Schedule O, Page 15
We’re happy to share the LIVESTRONG Foundation’s information with you and hope you will let us know if you have any questions. Greg D. Lee, CPA LIVESTRONG Chief Financial Officer [email protected] @LivestrongCFO
Checkifself-employed
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Check ifapplicable:
AddresschangeNamechangeInitialreturn
Termin-atedAmendedreturn Gross receipts $
Applica-tionpending
232001 12-10-12
Beginning of Current Year
Paid
Preparer
Use Only
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lungbenefit trust or private foundation)
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning and ending
B C D Employer identification number
E
G
H(a)
H(b)
H(c)
F Yes No
Yes No
I
J
K
Website: |
L M
1
2
3
4
5
6
7
3
4
5
6
7a
7b
a
b
Ac
tivi
tie
s &
Go
vern
an
ce
Prior Year Current Year
8
9
10
11
12
13
14
15
16
17
18
19
Re
ven
ue
a
b
Ex
pe
ns
es
End of Year
20
21
22
Sign
Here
Yes No
For Paperwork Reduction Act Notice, see the separate instructions.
|
(or P.O. box if mail is not delivered to street address) Room/suite
Are all affiliates included?
)501(c)(3) 501(c) ( (insert no.) 4947(a)(1) or 527
|Corporation Trust Association OtherForm of organization: Year of formation: State of legal domicile:
|
|
Net
Ass
ets
orFu
nd B
alan
ces
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer Date
Type or print name and title
Date PTINPrint/Type preparer's name Preparer's signature
Firm's name Firm's EIN
Firm's address
Phone no.
Form
The organization may have to use a copy of this return to satisfy state reporting requirements.
Name of organization
Doing Business As
Number and street Telephone number
City, town, or post office, state, and ZIP code
Is this a group return
for affiliates?Name and address of principal officer:
If "No," attach a list. (see instructions)
Group exemption number |
Tax-exempt status:
Briefly describe the organization's mission or most significant activities:
Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
Number of voting members of the governing body (Part VI, line 1a)
Number of independent voting members of the governing body (Part VI, line 1b)
Total number of individuals employed in calendar year 2012 (Part V, line 2a)
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Total number of volunteers (estimate if necessary)
Total unrelated business revenue from Part VIII, column (C), line 12
Net unrelated business taxable income from Form 990-T, line 34
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
����������������������
Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~
Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) ���
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
~~~~~~~~~~~
~~~~~~~~~~~~~
~~~
Professional fundraising fees (Part IX, column (A), line 11e)
Total fundraising expenses (Part IX, column (D), line 25)
~~~~~~~~~~~~~~
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 18 from line 12
~~~~~~~~~~~~~
~~~~~~~
����������������
Total assets (Part X, line 16)
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~
��������������
May the IRS discuss this return with the preparer shown above? (see instructions) ���������������������
LHA Form (2012)
Part I Summary
Signature BlockPart II
990
Return of Organization Exempt From Income Tax990 2012
§
==
999
THE LIVESTRONG FOUNDATIONX 74-2806618
2201 EAST 6TH STREET 512-236-882043,319,121.
AUSTIN, TX 78702DOUG ULMAN X
SAME AS C ABOVEX
WWW.LIVESTRONG.ORGX 1997 TX
THE FOUNDATION PROVIDES A BROADMENU OF MISSION-RELATED PROGRAMS CENTERED ON THE CANCER COMMMUNITY.
1616
1191630
0.0.
24,676,505. 22,683,806.78,864. 22,195.
2,024,820. 2,176,322.20,058,743. 13,195,345.46,838,932. 38,077,668.5,210,262. 9,647,000.
0. 0.8,505,675. 9,678,365.
7,237. 240,739.4,800,259.
17,962,327. 18,643,914.31,685,501. 38,210,018.15,153,431. -132,350.
109,548,516. 111,877,489.6,174,599. 5,229,578.
103,373,917. 106,647,911.
GREG D. LEE, CFO
SEAN HOLCOMB P01249221MAXWELL LOCKE & RITTER LLP 74-2900215401 CONGRESS AVENUE, SUITE 1100AUSTIN, TX 78701-9682 512-370-3200
X
SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT CONTINUATION
7/19/13
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Expenses $ including grants of $ Revenue $
23200212-10-12
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e Total program service expenses
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part III �����������������������������
Briefly describe the organization's mission:
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.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
( ) ( ) ( )
( ) ( ) ( )
( ) ( ) ( )
Other program services (Describe in Schedule O.)
( ) ( )
Form (2012)
2Statement of Program Service AccomplishmentsPart III
990
J
THE LIVESTRONG FOUNDATION 74-2806618
X
THE LIVESTRONG FOUNDATION ("THE FOUNDATION") PROVIDES A BROAD MENU OFMISSION-RELATED PROGRAMS CENTERED ON THE CANCER COMMUNITY. THESEINCLUDE GRANTS FOR SURVIVORSHIP RESEARCH; GRANTS TO COMMUNITYPROGRAMS; DELIVERY OF CANCER SURVIVORSHIP EDUCATION; INFORMATION,
X
X
31,932,539. 9,647,000. 12,696,631.THE FOUNDATION CONTINUES TO PROVIDE AN EXPANDED MENU OF MISSION-RELATEDPROGRAMS. THESE INCLUDE GRANTS FOR CANCER SURVIVORSHIP RESEARCH;GRANTS TO COMMUNITY PROGRAMS; DELIVERY OF CANCER SURVIVORSHIPEDUCATION, INFORMATION, AND REFERRAL AND SUPPORT SERVICES; AND GRANTSTO SURVIVORSHIP CENTERS AT ACADEMIC MEDICAL INSTITUTIONS. THEFOUNDATION IS COMMITTED TO ENSURING THAT EACH AND EVERY INDIVIDUALAFFECTED BY CANCER HAS THE OPPORTUNITY TO ACHIEVE THE HIGHEST QUALITYOF LIFE POSSIBLE.
SEE CONTINUATION ON SCHEDULE O.
31,932,539.
23200312-10-12
Yes No
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
20a
20b
a
b
a
b
If "Yes," complete Schedule ASchedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part IIIf "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IXIf "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part XIf "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optionalIf "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I
If "Yes," complete Schedule G, Part IIIf "Yes,"
complete Schedule G, Part IIIIf "Yes," complete Schedule H
Form 990 (2012) Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasi-endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
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.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Did the organization report an amount for other liabilities in Part X, line 25?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
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)?
Did the organization obtain separate, independent audited financial statements for the tax year?
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year?
~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States?
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals
located outside the United States?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
Did the organization operate one or more hospital facilities?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ����������
Form (2012)
3Part IV Checklist of Required Schedules
990
THE LIVESTRONG FOUNDATION 74-2806618
XX
X
X
X
X
X
X
X
X
X
X
X
XX
X
X
XXX
X
X
X
X
X
XX
23200412-10-12
Yes No
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
21
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3) and 501(c)(4) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note.
(continued)
If "Yes," complete Schedule I, Parts I and II
If "Yes," complete Schedule I, Parts I and III
If "Yes," completeSchedule J
If "Yes," answer lines 24b through 24d and completeSchedule K. If "No", go to line 25
If "Yes," complete Schedule L, Part I
If "Yes," completeSchedule L, Part I
If "Yes," complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part IIf "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part IIf "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2012) Page
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the
United States on Part IX, column (A), line 1? ~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit transaction with a
disqualified person during the year?
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified
person outstanding as of the end of the organization's tax year?
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 current or former officer, director, trustee, or key employee? ~~~~~~~~~~~
A family member of a current or former officer, director, trustee, or key employee?
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?
~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O �������������������������������
Form (2012)
4Part IV Checklist of Required Schedules
990
THE LIVESTRONG FOUNDATION 74-2806618
X
X
X
X
X
X
X
X
XX
XX
X
X
X
X
XX
X
X
X
23200512-10-12
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations.
Yes No
1
2
3
4
5
6
7
a
b
c
1a
1b
1c
a
b
2a
Note.
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note.
a
b
c
a
b
13a
13b
13c
14a
14b
e-file
If "No," provide an explanation in Schedule O
If "No," provide an explanation in Schedule O
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?
Did the supporting
organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Form (2012)
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part V �����������������������������
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? �������������������������������������������
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
If the sum of lines 1a and 2a is greater than 250, you may be required to (see instructions)
~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~
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.
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
~~~~~~~~~~~~
~~~~~~~~~
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
~~~~~~~~~~~~~~~
����������������������������������������������������
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year ������
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
����������
5Part V Statements Regarding Other IRS Filings and Tax Compliance
990
J
THE LIVESTRONG FOUNDATION 74-2806618
2310
X
119X
X
X
XX
X
XX
X
XX
X
X
23200612-10-12
Yes No
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" responseto line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
If "Yes," provide the names and addresses in Schedule O(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describein Schedule O how this was done
(explain in Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2012)
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part VI �����������������������������
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included in line 1a, above, who are independent
~~~~~~
~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? �����������������
Did the organization have local chapters, branches, or affiliates?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
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?
The organization's CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exempt status with respect to such arrangements? ������������������������������������
List the states with which a copy of this Form 990 is required to be filed
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 inspection. Indicate how you made these available. Check all that apply.
Own website Another's website Upon request Other
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: |
6Part VI Governance, Management, and Disclosure
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
J
THE LIVESTRONG FOUNDATION 74-2806618
X
16
16
X
XX
XX
X
X
XX
X
X
X
XX
XXX
XX
X
AL,AK,AZ,AR,CA,CO,CT,FL,GA,IL,KY,ME
X X
GREG D. LEE, CPA - 512-279-83802201 EAST 6TH ST, AUSTIN, TX 78702
SEE SCHEDULE O FOR FULL LIST OF STATES
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
empl
oyee
Form
er
(do not check more than onebox, unless person is both anofficer and a director/trustee)
232007 12-10-12
current
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A) (B) (C) (D) (E) (F)
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received reportablecompensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part VII�����������������������������
¥ List all of the organization's officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.Enter -0- in columns (D), (E), and (F) if no compensation was paid.
¥ List all of the organization's key employees, if any. See instructions for definition of "key employee."¥
.
¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations.
¥ List all of the organization's that received, in the capacity as a former director or trustee of the organization,more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
PositionName and Title Average hours per
week (list any
hours forrelated
organizationsbelowline)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Form (2012)
7Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
THE LIVESTRONG FOUNDATION 74-2806618
(1) SANJAY GUPTA, M.D. 1.00DIRECTOR X 0. 0. 0.(2) CANDICE AARON 1.00DIRECTOR X 0. 0. 0.(3) MITCHELL STOLLER 1.00DIRECTOR X 0. 0. 0.(4) MICHAEL SHERWIN 1.00DIRECTOR X 0. 0. 0.(5) MARK MCKINNON 1.00DIRECTOR X 0. 0. 0.(6) JEREMIAH ROBINS 1.00DIRECTOR X 0. 0. 0.(7) JULIAN DAY 1.00DIRECTOR X 0. 0. 0.(8) JOSEPH C. ARAGONA 1.00DIRECTOR X 0. 0. 0.(9) JEFFREY C. GARVEY 1.00DIRECTOR X 0. 0. 0.(10) J. DENNIS CAVNER 1.00DIRECTOR X 0. 0. 0.(11) E. LEE WALKER 1.00DIRECTOR X 0. 0. 0.(12) HAROLD FREEMAN, M.D. 1.00DIRECTOR X 0. 0. 0.(13) DAVID JOHNSON, M.D. 1.00DIRECTOR X 0. 0. 0.(14) CRAIG NICHOLS, M.D. 1.00DIRECTOR X 0. 0. 0.(15) BLAINE P. ROLLINS 1.00DIRECTOR X 0. 0. 0.(16) AMELIE G. RAMIREZ, PHD 1.00DIRECTOR X 0. 0. 0.(17) LANCE ARMSTRONG 1.00DIRECTOR X 0. 0. 0.
Form
er
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Hig
hest
com
pens
ated
empl
oyee
Key
empl
oyee
(do not check more than onebox, unless person is both anofficer and a director/trustee)
23200812-10-12
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B) (C)(A) (D) (E) (F)
1b
c
d
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A) (B) (C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page Form 990 (2012)
PositionAverage hours per
week(list any
hours forrelated
organizationsbelowline)
Name and title Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
~~~~~~~~ |
���������������������� |
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization |
Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization? ������������������������
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization |
Form (2012)
8Part VII
990
THE LIVESTRONG FOUNDATION 74-2806618
(18) NAVDEEP S. SOOCH 1.00DIRECTOR X 0. 0. 0.(19) DOUGLAS E. ULMAN 40.00PRESIDENT/CEO X 424,521. 0. 27,998.(20) MONA R. PATEL 40.00LEGAL X 142,075. 0. 10,712.(21) JOHN A. MILLER 40.00EVP - OPERATIONS X 217,706. 0. 16,436.(22) KATHERINE A. MCLANE 40.00VP COMMUNICATIONS X 142,323. 0. 14,611.(23) GREG D. LEE 40.00EVP - FINANCE/CFO X 237,616. 0. 24,967.(24) MORGAN L. BINSWANGER 40.00EVP - GOVT RELATIONS/EXTER X 253,826. 0. 5,304.(25) NICHOLAS DENBY 40.00VP DEVELOPMENT X 140,326. 0. 22,372.(26) RONALD A. KOLENIC 40.00MAJOR GIFTS OFFICER X 127,162. 0. 15,259.
1,685,555. 0. 137,659.512,954. 0. 38,397.
2,198,509. 0. 176,056.
20
X
X
X
BULLY PULPIT INTERACTIVE, LLC, 1750 KSTREET, STE 450, WASHINGTON, DC 20006
DIGITAL MARKETINGAND STRATEGY 2,086,872.
GINNY'S PRINTINGPO BOX 143924, AUSTIN, TX 78714 PRINTING SERVICES 1,525,407.PATIENT ADVOCATE FOUNDATION421 BUTLER FARM RD, HAMTON, VA 23666
PATIENT MEDIATION &ARBITRATION SERVICES 919,199.
AMPLIFIER, 800 INTERCHANGE BLVD, SUITE102,, AUSTIN, TX 78721
FULFILLMENT &STORAGE SERVICES 580,003.
CUSTOMIZED NEWSPAPER ADVERTISING319 EAST 5TH STREET,, DES MOINES, IA 50309 ADVERTISING SERVICES 560,194.
30SEE PART VII, SECTION A CONTINUATION SHEETS
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
23220107-25-12
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours
per week
(list anyhours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
THE LIVESTRONG FOUNDATION 74-2806618
(27) JAKOB W. FRANZEN 40.00DIRECTOR - PEOPLE AND ORGANIZATION D X 129,172. 0. 4,862.(28) CLAIRE NEAL 40.00VP GLOBAL STRATEGY X 129,325. 0. 14,073.(29) DAVID LOFYE 40.00VP GOVERNMENT RELATIONS X 129,465. 0. 9,820.(30) LOYCE L. PACE 40.00HEALTH POLICY DIRECTOR X 124,992. 0. 9,642.
512,954. 38,397.
Noncash contributions included in lines 1a-1f: $
23200912-10-12
Total revenue.
(A) (B) (C) (D)
1 a
b
c
d
e
f
g
h
1
1
1
1
1
1
a
b
c
d
e
f
Co
ntr
ibu
tio
ns
, G
ifts
, G
ran
tsa
nd
Oth
er
Sim
ila
r A
mo
un
ts
Total.
a
b
c
d
e
f
g
2
Pro
gra
m S
erv
ice
Re
ven
ue
Total.
3
4
5
6 a
b
c
d
a
b
c
d
7
a
b
c
8
a
b
9 a
b
c
a
b
10 a
b
c
a
b
11 a
b
c
d
e Total.
Oth
er
Re
ven
ue
12
Revenue excludedfrom tax undersections 512,513, or 514
All other contributions, gifts, grants, and
similar amounts not included above
See instructions.
Form (2012)
Page Form 990 (2012)
Check if Schedule O contains a response to any question in this Part VIII ���������������������������
Total revenue Related orexempt function
revenue
Unrelatedbusinessrevenue
Federated campaigns
Membership dues
~~~~~~
~~~~~~~~
Fundraising events
Related organizations
~~~~~~~~
~~~~~~
Government grants (contributions)
~~
Add lines 1a-1f ����������������� |
Business Code
All other program service revenue ~~~~~
Add lines 2a-2f ����������������� |
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~ |
|
Royalties ����������������������� |
(i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~~~
~~~
~~
�������������� |
Gross amount from sales of
assets other than inventory
(i) Securities (ii) Other
Less: cost or other basis
and sales expenses
Gain or (loss)
~~~
~~~~~~~
Net gain or (loss) ������������������� |
Gross income from fundraising events (not
including $ of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~~
Less: direct expenses~~~~~~~~~~
Net income or (loss) from fundraising events ����� |
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~~
������ |
Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~~
������ |
Miscellaneous Revenue Business Code
All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d ~~~~~~~~~~~~~~~ |
|�������������
9Part VIII Statement of Revenue
990
THE LIVESTRONG FOUNDATION 74-2806618
4,595,388.
411,165.
17,677,253.265,485.
22,683,806.
EVENT REVENUE 900099 702,068. 702,068.EVENT INCENTIVES 900099 -679,873. -679,873.
22,195.
2,176,961. 2,176,961.
445,606.
446,245.-639.
-639. -639.
4,595,388.
3,819,830.3,298,921.
520,909. 520,909.
3,735,572.1,496,287.
2,239,285. 2,239,285.
LICENSE FEES 900099 10,311,943. 10,311,943.GRANT CANCELLATIONS 900099 99,269. 99,269.OTHER REVENUE 900099 23,939. 23,939.
10,435,151.38,077,668. 12,696,631. 0. 2,697,231.
Check here if following SOP 98-2 (ASC 958-720)
232010 12-10-12
Total functional expenses.
Joint costs.
(A) (B) (C) (D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to governments and
organizations in the United States. See Part IV, line 21
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part IX ��������������������������
Total expenses Program serviceexpenses
Management andgeneral expenses
Fundraisingexpenses
Grants and other assistance to individuals in
the United States. See Part IV, line 22 ~~~
Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part IV, lines 15 and 16 ~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
~~
All other expenses
|
Form (2012)
Do not include amounts reported on lines 6b,7b, 8b, 9b, and 10b of Part VIII.
10Part IX Statement of Functional Expenses
990
THE LIVESTRONG FOUNDATION 74-2806618
X
9,097,114. 9,097,114.
549,886. 549,886.
1,680,792. 1,246,249. 115,992. 318,551.
6,568,787. 4,868,287. 454,040. 1,246,460.
166,963. 125,953. 10,823. 30,187.715,623. 530,432. 49,336. 135,855.546,200. 407,194. 33,590. 105,416.
962,974. 848,353. 43,617. 71,004.69,199. 60,963. 3,134. 5,102.164,475. 144,898. 7,450. 12,127.240,739. 240,739.
9,922. 5,172. 708. 4,042.
5,537,423. 4,680,367. 275,056. 582,000.4,008,253. 3,242,041. 100,002. 666,210.2,262,620. 1,571,735. 156,451. 534,434.1,227,669. 771,392. 225,203. 231,074.
317,637. 208,372. 16,922. 92,343.1,618,717. 1,313,357. 48,294. 257,066.
1,154,681. 696,724. 76,824. 381,133.135. 70. 10. 55.
708,033. 489,331. 53,680. 165,022.113,538. 73,730. 6,474. 33,334.
MERCHANDISE GIVEAWAY 1,511,249. 1,428,239. 12,301. 70,709.PUBLIC AWARENESS 803,254. 801,733. 127. 1,394.MEMBERSHIP DUES 162,661. 120,808. 10,746. 31,107.SPECIAL EVENT EXPENSE -3,298,921. -2,444,880. -245,196. -608,845.
1,310,395. 1,095,019. 21,636. 193,740.38,210,018. 31,932,539. 1,477,220. 4,800,259.
X 186,475. 0. 7,347. 179,128.
23201112-10-12
(A) (B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10b
As
se
ts
Total assets.
Lia
bil
itie
s
Total liabilities.
Organizations that follow SFAS 117 (ASC 958), check here and
complete lines 27 through 29, and lines 33 and 34.
27
28
29
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30
31
32
33
34
Ne
t A
ss
ets
or
Fu
nd
Ba
lan
ce
s
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part X ������������������������������
Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary
employees' beneficiary organizations (see instr). Complete Part II of Sch L ~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 34) ����������
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons.
Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties ~~~~~~
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X of
Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25 ������������������
|
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
|
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances ����������������
Form (2012)
11Balance SheetPart X
990
THE LIVESTRONG FOUNDATION 74-2806618
38,349,878. 38,514,471.5,028,162. 3,982,686.7,970,960. 5,424,744.
1,799,010. 2,259,901.1,160,633. 1,167,706.
15,315,656.3,458,409. 11,925,088. 11,857,247.
42,750,381. 47,913,925.
564,404. 756,809.
109,548,516. 111,877,489.2,664,092. 1,760,837.2,605,206. 2,231,821.905,301. 1,236,920.
6,174,599. 5,229,578.X
88,826,995. 86,967,295.4,706,791. 8,376,417.9,840,131. 11,304,199.
103,373,917. 106,647,911.109,548,516. 111,877,489.
23201212-10-12
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Yes No
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2012) Page
Check if Schedule O contains a response to any question in this Part XI �����������������������������
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
~~~~~~~~~~~~~~~~~~~
�����������������������������������������������
Check if Schedule O contains a response to any question in this Part XII�����������������������������
Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule O and describe any steps taken to undergo such audits ����������������
Form (2012)
12Part XI Reconciliation of Net Assets
Part XII Financial Statements and Reporting
990
THE LIVESTRONG FOUNDATION 74-2806618
38,077,668.38,210,018.-132,350.
103,373,917.3,406,344.
0.
106,647,911.
X
X
X
X
X
X
X
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23202112-04-12
(iii)
(see instructions)
(iv) (i)
(v)
(i)
(vi)
(i)
(i) (ii) (vii)
(Form 990 or 990-EZ)
Complete 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.
Open to PublicInspection
Name of the organization Employer identification number
1
2
3
4
5
6
7
8
9
10
11
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 509(a)(2).
section 509(a)(4).
section 509(a)(3).
a b c d
e
f
g
h
(i)
(ii)
(iii)
Yes No
11g(i)
11g(ii)
11g(iii)
Yes No Yes No Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Schedule A (Form 990 or 990-EZ) 2012
Type of organization (described on lines 1-9 above or IRC section
)
Is the organizationin col. listed in yourgoverning document?
Did you notify theorganization in col.
of your support?
Is theorganization in col.
organized in theU.S.?
Name of supportedorganization
EIN Amount of monetarysupport
(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.)
A church, convention of churches, or association of churches described in
A school described in (Attach Schedule E.)
A hospital or a cooperative hospital service organization described in
A medical research organization operated in conjunction with a hospital described in Enter the hospital's name,
city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
(Complete Part II.)
A federal, state, or local government or governmental unit described in
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
(Complete Part II.)
A community trust described in (Complete Part II.)
An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.
See (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See
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 Check the box that
describes the type of supporting organization and complete lines 11e through 11h.
Type I Type II Type III - Functionally integrated Type III - Non-functionally integrated
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 section 509(a)(1) or section 509(a)(2).
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
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
A family member of a person described in (i) above?
A 35% controlled entity of a person described in (i) or (ii) above?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
Provide the following information about the supported organization(s).
LHA
SCHEDULE A
Part I Reason for Public Charity Status
Public Charity Status and Public Support 2012
THE LIVESTRONG FOUNDATION 74-2806618
X
Subtract line 5 from line 4.
23202212-04-12
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in) |
2
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
Total.
6 Public support.
(a) (b) (c) (d) (e) (f)
7
8
9
10
11
12
13
Total support.
12
First five years.
stop here
14
15
14
15
16
17
18
a
b
a
b
33 1/3% support test - 2012.
stop here.
33 1/3% support test - 2011.
stop here.
10% -facts-and-circumstances test - 2012.
stop here.
10% -facts-and-circumstances test - 2011.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2012
|
Add lines 7 through 10
Schedule A (Form 990 or 990-EZ) 2012 Page
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization
fails to qualify under the tests listed below, please complete Part III.)
2008 2009 2010 2011 2012 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 3 ~~~
The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f) ~~~~~~~~~~~~
2008 2009 2010 2011 2012 Total
Amounts from line 4 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties
and income from similar sources ~
Net income from unrelated business
activities, whether or not the
business is regularly carried on ~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part IV.) ~~~~
Gross receipts from related activities, etc. (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~
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 ��������������������������������������������� |
~~~~~~~~~~~~Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
Public support percentage from 2011 Schedule A, Part II, line 14
%
%~~~~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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 Explain in Part IV how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~ |
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 Explain in Part IV how the
organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~ |
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ��� |
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
THE LIVESTRONG FOUNDATION 74-2806618
31,620,519. 40,996,742. 30,338,946. 24,676,504. 22,683,806. 150,316,517.
31,620,519. 40,996,742. 30,338,946. 24,676,504. 22,683,806. 150,316,517.
7,514,586.142,801,931.
31,620,519. 40,996,742. 30,338,946. 24,676,504. 22,683,806. 150,316,517.
417,422. 505,023. 1,613,081. 2,027,562. 2,176,961. 6,740,049.
30,001. 268,236. 1,082,587. 2,933,096. 3,819,830. 8,133,750.165,190,316.
41,087,134.
86.4592.18
X
(Subtract line 7c from line 6.)
Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
(Add lines 9, 10c, 11, and 12.)
232023 12-04-12
Calendar year (or fiscal year beginning in) |
Calendar year (or fiscal year beginning in) |
Total support.
3
(a) (b) (c) (d) (e) (f)
1
2
3
4
5
6
7
Total.
a
b
c
8 Public support
(a) (b) (c) (d) (e) (f)
9
10a
b
c11
12
13
14 First five years.
stop here
15
16
15
16
17
18
19
20
2012
2011
17
18
a
b
33 1/3% support tests - 2012.
stop here.
33 1/3% support tests - 2011.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2012
Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990 or 990-EZ) 2012 Page
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part II.)
2008 2009 2010 2011 2012 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Gross receipts from admissions,merchandise sold or services per-formed, or facilities furnished inany activity that is related to theorganization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513 ~~~~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
~~~ Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b ~~~~~~~
2008 2009 2010 2011 2012 Total
Amounts from line 6 ~~~~~~~Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources ~
~~~~
Add lines 10a and 10b ~~~~~~Net income from unrelated businessactivities not included in line 10b, whether or not the business is regularly carried on ~~~~~~~Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part IV.) ~~~~
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 ���������������������������������������������������� |
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
Public support percentage from 2011 Schedule A, Part III, line 15
~~~~~~~~~~~~ %
%��������������������
Investment income percentage for (line 10c, column (f) divided by line 13, column (f))
Investment income percentage from Schedule A, Part III, line 17
~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~ |
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization~~~~ |
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions �������� |
Part III Support Schedule for Organizations Described in Section 509(a)(2)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
22345112-21-12
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
(Form 990, 990-EZ,or 990-PF) | Attach to Form 990, Form 990-EZ, or Form 990-PF.
Name of the organization Employer identification number
Organization type
Filers of: Section:
not
General Rule Special Rule.
Note.
General Rule
Special Rules
(1) (2)
General Rule
Caution.
must
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.
exclusively
exclusively exclusively
(check one):
Form 990 or 990-EZ 501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one
contributor. Complete Parts I and II.
For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections
509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2%
of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
total contributions of more than $1,000 for use for religious, charitable, scientific, literary, or educational purposes, or
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
contributions for use for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000.
If this box is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Do not complete any of the parts unless the applies to this organization because it received nonexclusively
religious, charitable, etc., contributions of $5,000 or more during the year ~~~~~~~~~~~~~~~~~ | $
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 answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on Part 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).
LHA
Schedule B Schedule of Contributors
2012
THE LIVESTRONG FOUNDATION 74-2806618
X 3
X
223452 12-21-12
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Page
(see instructions). Use duplicate copies of Part I if additional space is needed.
$
(Complete Part II if thereis a noncash contribution.)
$
(Complete Part II if thereis a noncash contribution.)
$
(Complete Part II if thereis a noncash contribution.)
$
(Complete Part II if thereis a noncash contribution.)
$
(Complete Part II if thereis a noncash contribution.)
$
(Complete Part II if thereis a noncash contribution.)
2
Part I Contributors
THE LIVESTRONG FOUNDATION 74-2806618
1 MOVEMBER X
1518 ABBOTT KINNEY BLVD. 4,563,944.
VENICE, CA 90291
2 RADIOSHACK X
300 RADIOSHACK CIRCLE 3,182,885.
FORT WORTH, TX 76102
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23204101-07-13
(Form 990 or 990-EZ)For Organizations Exempt From Income Tax Under section 501(c) and section 527
Open to PublicInspection
Complete if the organization is described below. Attach to Form 990 or Form 990-EZ.
| See separate instructions.
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Employer identification number
1
2
3
1
2
3
4
Yes No
a
b
Yes No
1
2
3
4
5
Form 1120-POL Yes No
(a) (b) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2012
¥ Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
¥ Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
¥ Section 527 organizations: Complete Part I-A only.
¥ Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
¥ Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
¥ Section 501(c)(4), (5), or (6) organizations: Complete Part III.Name of organization
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
Political expenditures
Volunteer hours
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organization managers under section 4955
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~ $
~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~
Was a correction made?
If "Yes," describe in Part IV.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount directly expended by the filing organization for section 527 exempt function activities
Enter the amount of the filing organization's funds contributed to other organizations for section 527
exempt function activities
~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
Did the filing organization file for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization
made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political
contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). If additional space is needed, provide information in Part IV.
Name Address EIN Amount paid fromfiling organization's
funds. If none, enter -0-.
Amount of politicalcontributions received and
promptly and directlydelivered to a separatepolitical organization.
If none, enter -0-.
LHA
SCHEDULE C
Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization.
Part I-B Complete if the organization is exempt under section 501(c)(3).
Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3).
Political Campaign and Lobbying Activities2012
J J
J
JJ
J
J
J
THE LIVESTRONG FOUNDATION 74-2806618
23204201-07-13
If the amount on line 1e, column (a) or (b) is:
2
A
B
Limits on Lobbying Expenditures(The term "expenditures" means amounts paid or incurred.)
(a) (b)
1a
b
c
d
e
f
The lobbying nontaxable amount is:
g
h
i
j
Yes No
4-Year Averaging Period Under Section 501(h)(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
(a) (b) (c) (d) (e)
2a
b
c
d
e
f
Schedule C (Form 990 or 990-EZ) 2012
Schedule C (Form 990 or 990-EZ) 2012 Page
Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
Check if the filing organization checked box A and "limited control" provisions apply.
Filingorganization's
totals
Affiliated grouptotals
Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
~~~~~~~~~~
~~~~~~~~~~~
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both columns.
~~~~~~~~~~~~~~~~~~~~
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17,000,000
20% of the amount on line 1e.
$100,000 plus 15% of the excess over $500,000.
$175,000 plus 10% of the excess over $1,000,000.
$225,000 plus 5% of the excess over $1,500,000.
$1,000,000.
Grassroots nontaxable amount (enter 25% of line 1f)
Subtract line 1g from line 1a. If zero or less, enter -0-
Subtract line 1f from line 1c. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
reporting section 4911 tax for this year? ��������������������������������������
Calendar year (or fiscal year beginning in)
2009 2010 2011 2012 Total
Lobbying nontaxable amount
Lobbying ceiling amount
(150% of line 2a, column(e))
Total lobbying expenditures
Grassroots nontaxable amount
Grassroots ceiling amount
(150% of line 2d, column (e))
Grassroots lobbying expenditures
Part II-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
J
J
THE LIVESTRONG FOUNDATION 74-2806618
1,000,000. 1,000,000. 1,000,000. 3,000,000.
4,500,000.
124,466. 82,828. 219,151. 426,445.
250,000. 250,000. 250,000. 750,000.
1,125,000.
55,049. 22,604. 49,272. 126,925.
23204301-07-13
3
(a) (b)
Yes No Amount
1
a
b
c
d
e
f
g
h
i
j
a
b
c
d
2
Yes No
1
2
3
1
2
3
1
2
3
4
5
(do not include amounts of political
expenses for which the section 527(f) tax was paid).
1
2a
2b
2c
3
4
5
a
b
c
Schedule C (Form 990 or 990-EZ) 2012
For each "Yes," response to lines 1a through 1i below, provide in Part IV a detailed descriptionof the lobbying activity.
Schedule C (Form 990 or 990-EZ) 2012 Page
During the year, did the filing organization attempt to influence foreign, national, state or
local legislation, including any attempt to influence public opinion on a legislative matter
or referendum, through the use of:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
~~~~~~
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
If "Yes," enter the amount of any tax incurred under section 4912
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
~~~~~~~~~~~~~~~~
~~~
������
Were substantially all (90% or more) dues received nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Did the organization agree to carry over lobbying and political expenditures from the prior year?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
���������
Dues, assessments and similar amounts from members
Section 162(e) nondeductible lobbying and political expenditures
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Current year
Carryover from last year
Total
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political
expenditure next year?
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Taxable amount of lobbying and political expenditures (see instructions) ���������������������
Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, line 2;
and Part II-B, line 1. Also, complete this part for any additional information.
Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768(election under section 501(h)).
Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, isanswered "Yes."
Part IV Supplemental Information
THE LIVESTRONG FOUNDATION 74-2806618
XX
XX 918.X 1,019.X 1,500,000.X 161,605.X 3,755.X 13,996.
1,681,293.X
PART II-B, LINE 1, LOBBYING ACTIVITIES:
A. VOLUNTEERS
THE LIVESTRONG FOUNDATION ENGAGED GRASSROOTS ADVOCATE VOLUNTEERS IN
SUPPORT OF OUR PUBLIC POLICY PRIORITIES THROUGH PARTICIPATION IN
LEGISLATIVE FLY-INS AND ADVOCACY TRAININGS.
23204401-07-13
4
Schedule C (Form 990 or 990-EZ) 2012
(continued)Schedule C (Form 990 or 990-EZ) 2012 Page
Part IV Supplemental Information
THE LIVESTRONG FOUNDATION 74-2806618
B. PAID STAFF OR MANAGEMENT (INCLUDE COMPENSATION IN EXPENSES REPORTED
ON LINES 1C THROUGH 1I)
THE LIVESTRONG FOUNDATION EMPLOYED TWO FULL-TIME GOVERNMENT RELATIONS
PROFESSIONALS AND OTHER STAFF MEMBERS PARTICIPATED IN LOBBYING
ACTIVITIES PERIODICALLY.
D. MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC
THE LIVESTRONG FOUNDATION PERIODICALLY SENT LETTERS AND ELECTRONIC
COMMUNICATIONS TO MEMBERS, LEGISLATORS AND THE PUBLIC IN SUPPORT OF, OR
IN OPPOSITION TO, LEGISLATION THAT IMPACTED PEOPLE AFFECTED BY CANCER.
THESE POLICY AREAS INCLUDED HEALTH CARE REFORM, FEDERAL FUNDING FOR
CANCER PROGRAMS AND THE CALIFORNIA CANCER RESEARCH ACT (PROPOSITION 29)
BALLOT INITIATIVE CAMPAIGN IN CALIFORNIA.
E. PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS
THE LIVESTRONG FOUNDATION PERIODICALLY RELEASED STATEMENTS IN THE MEDIA
REGARDING THE ORGANIZATION'S PUBLIC POLICY PRIORITIES. THESE POLICY
AREAS INCLUDED HEALTH CARE REFORM, FEDERAL FUNDING FOR CANCER PROGRAMS
AND THE CALIFORNIA CANCER RESEARCH ACT (PROPOSITION 29) BALLOT
INITIATIVE CAMPAIGN IN CALIFORNIA.
F. GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES
THE LIVESTRONG FOUNDATION MADE A DONATION IN THE FORM OF A $1.5 MILLION
GRANT TO SUPPORT THE CALIFORNIA CANCER RESEARCH ACT (PROPOSITION 29)
BALLOT INITIATIVE CAMPAIGN IN CALIFORNIA.
G. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS,
OR A LEGISLATIVE BODY
23204401-07-13
4
Schedule C (Form 990 or 990-EZ) 2012
(continued)Schedule C (Form 990 or 990-EZ) 2012 Page
Part IV Supplemental Information
THE LIVESTRONG FOUNDATION 74-2806618
THE LIVESTRONG FOUNDATION'S GOVERNMENT RELATIONS TEAM HAD DIRECT
CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS AND
LEGISLATIVE BODIES REGARDING PUBLIC POLICY ISSUES IMPACTING PEOPLE
AFFECTED BY CANCER. PRIORITY AREAS INCLUDED U.S. GLOBAL HEALTH
FUNDING, FEDERAL AND STATE CANCER RESEARCH AND PROGRAMS AND HEALTH CARE
REFORM.
H. RALLIES, DEMONSTRATIONS, SEMINARS, CONVENTIONS, SPEECHES, LECTURES,
OR ANY OTHER MEANS
THE LIVESTRONG FOUNDATION SENT VOLUNTEER ADVOCATES TO THE ONE VOICE
AGAINST CANCER LOBBY DAY EVENT IN WASHINGTON, D.C. THE CALIFORNIA
CANCER RESEARCH ACT (PROPOSITION 29) BALLOT INITIATIVE CAMPAIGN HELD A
NUMBER OF RALLIES AND EVENTS ACROSS THE STATE IN SUPPORT OF THE
INITIATIVE.
I. OTHER ACTIVITIES
THE LIVESTRONG FOUNDATION ENGAGED IN MISCELLANEOUS STRATEGIC MEETINGS
IN SUPPORT OF LEGISLATIVE INITIATIVES.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23205112-10-12
Held at the End of the Tax Year
(Form 990) | Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
| Attach to Form 990. | See separate instructions.Open to PublicInspection
Name of the organization Employer identification number
(a) (b)
1
2
3
4
5
6
Yes No
Yes No
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
Yes No
Yes No
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2012
Complete if the
organization answered "Yes" to Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year
Aggregate contributions to (during year)
Aggregate grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
~~~~~~~~~~~~~
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?~~~~~~~~~~~~~~~~~~
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit? ��������������������������������������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of an historically important land area
Preservation of a certified historic structure
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
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 of
violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~
Staff 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)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,
the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
Revenues included in Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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:
Revenues included in Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
LHA
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part II Conservation Easements.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D Supplemental Financial Statements 2012
THE LIVESTRONG FOUNDATION 74-2806618
23205212-10-12
3
4
5
a
b
c
d
e
Yes No
1
2
a
b
c
d
e
f
a
b
Yes No
1c
1d
1e
1f
Yes No
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
Yes No
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2012
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10(c).)
Two years back Three years back Four years back
Schedule D (Form 990) 2012 Page
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange programs
Other
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection? ������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 9, orreported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII
~~~~~~~~~~~~~~~~~~~~~~~~~
�������������
Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
Current year Prior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Temporarily restricted endowment
The percentages in lines 2a, 2b, and 2c should equal 100%.
| %
| %
| %
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations
related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
~~~~~~~~~~~~~~~~~~~~~~
See Form 990, Part X, line 10.
Description of property Cost or otherbasis (investment)
Cost or otherbasis (other)
Accumulateddepreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
��������������������
Add lines 1a through 1e. |������������
2Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV Escrow and Custodial Arrangements.
Part V Endowment Funds.
Part VI Land, Buildings, and Equipment.
THE LIVESTRONG FOUNDATION 74-2806618
33,736,333. 29,663,696. 26,316,513.438,071. 4,351,898. 545,035.
3,564,293. -291,648. 2,809,031.
-5,349. -12,387. 6,883.
37,744,046. 33,736,333. 29,663,696.
70.0529.95
XX
2,039,211. 2,039,211.9,192,746. 1,123,464. 8,069,282.
4,083,699. 2,334,945. 1,748,754.
11,857,247.
(including name of security)
23205312-10-12
Total.
Total.
(a) (b) (c)
(a) (b) (c)
(a) (b)
Total.
(a) (b) 1.
Total.
2.
Schedule D (Form 990) 2012
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2012 Page
See Form 990, Part X, line 12.
Book value Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
Financial derivatives
Closely-held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Description of investment typeSee Form 990, Part X, line 13.
Book value Method of valuation: Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
See Form 990, Part X, line 15.
Description Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
���������������������������� |
See Form 990, Part X, line 25.
Description of liability Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
Federal income taxes
����� |
FIN 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's
liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ������
3Part VII Investments - Other Securities.
Part VIII Investments - Program Related.
Part IX Other Assets.
Part X Other Liabilities.
THE LIVESTRONG FOUNDATION 74-2806618
LIMITED PARTNERSHIPS 1,725,614. END-OF-YEAR MARKET VALUETIFF MULTI-ASSET FUND 42,212,078. END-OF-YEAR MARKET VALUETIFF SHORT-TERM FUND 3,976,233. END-OF-YEAR MARKET VALUE
47,913,925.
23205412-10-12
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d 2e
32e 1
1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2012
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2012 Page
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line :
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
�����������������
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line :
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
����������������
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part
X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
4Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Part XIII Supplemental Information
THE LIVESTRONG FOUNDATION 74-2806618
46,901,539.
3,406,344.3,387,100.
3,298,921.10,092,365.36,809,174.
1,268,494.1,268,494.
38,077,668.
43,627,545.
3,387,100.
3,298,921.6,686,021.
36,941,524.
1,268,494.1,268,494.
38,210,018.
PART V, LINE 4: ENDOWMENT FUNDS AT THE FOUNDATION ARE FOR THE GENERAL
PURPOSES OF THE FOUNDATION AND MAY PROVIDE SUPPORT FOR A SPECIFIC
EDUCATIONAL PROGRAM, ASSIST A SPECIFIC NATIONAL ADVOCACY PROGRAM, FUND A
PARTICULAR TYPE OF GRANT OR PURPOSE AS MUTUALLY AGREED UPON WITH THE
DONOR.
PART XI, LINE 2D - OTHER ADJUSTMENTS:
SPECIAL EVENT EXPENSE OFFSET AGAINST REVENUE FOR FORM 990, 3,298,921.
23205512-10-12
5
Schedule D (Form 990) 2012
(continued)Schedule D (Form 990) 2012 Page Part XIII Supplemental Information
THE LIVESTRONG FOUNDATION 74-2806618
PART VIII, BUT SEPARATELY REPORTED FOR AUDITED FINANCIAL STATEMENTS
PART XI, LINE 4B - OTHER ADJUSTMENTS:
EXPENSES FOR BENEFITS TO DONORS 1,169,225.
GRANT CANCELLATIONS 99,269.
TOTAL TO SCHEDULE D, PART XI, LINE 4B 1,268,494.
PART XII, LINE 2D - OTHER ADJUSTMENTS:
SPECIAL EVENT EXPENSE OFFSET AGAINST REVENUE FOR FORM 990, 3,298,921.
PART VIII, BUT SEPARATELY REPORTED FOR AUDITED FINANCIAL STATEMENTS
PART XII, LINE 4B - OTHER ADJUSTMENTS:
EXPENSES FOR BENEFITS TO DONORS 1,169,225.
GRANT CANCELLATIONS 99,269.
TOTAL TO SCHEDULE D, PART XII, LINE 4B 1,268,494.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23207112-10-12
| Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.
Open to Public Inspection
| Attach to Form 990. | See separate instructions.
Employer identification number
1
2
3
For grantmakers.
Yes No
For grantmakers.
(a) (b) (c) (d) (e) (f)
3 a
b
c Totals
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2012
Name of the organization
Complete if the organization answered "Yes"
to Form 990, Part IV, line 14b.
Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ~~
Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
Region Number ofoffices
in the region
Number ofemployees,agents, andindependentcontractors
in region
Activities conducted in region(by type) (e.g., fundraising, program
services, investments, grants torecipients located in the region)
If activity listed in (d)is a program service,
describe specific typeof service(s) in region
Totalexpenditures
for andinvestments
in region
Sub-total ~~~~~~
Total from continuation
sheets to Part I ~~~
(add lines 3a
and 3b) ������
LHA
(Form 990)
Part I General Information on Activities Outside the United States.
SCHEDULE F Statement of Activities Outside the United States 2012
THE LIVESTRONG FOUNDATION 74-2806618
X
EUROPE (INCLUDING GRANTS TO RECIPIENTSICELAND & GREENLAND) 0 0 LOCATED IN REGION MEETING SPONSORSHIP 212,200.
GRANTS TO RECIPIENTSNORTH AMERICA 0 0 LOCATED IN REGION CONFERENCE SUPPORT 26,184.
GRANTS TO RECIPIENTSSUB-SAHARAN AFRICA 0 0 LOCATED IN REGION CONFERENCE SUPPORT 7,500.
EAST ASIA AND THE GRANTS TO RECIPIENTSPACIFIC 0 0 LOCATED IN REGION CO-OPERATIVE AGREEMENT 299,002.
CENTRAL AMERICA AND GRANTS TO RECIPIENTSTHE CARIBBEAN 0 0 LOCATED IN REGION MEETING SPONSORSHIP 5,000.
0 0 549,886.
0 0 0.
0 0 549,886.
23207212-10-12
2
Part II Grants and Other Assistance to Organizations or Entities Outside the United States.
(a) (b)
(c) (d) (e) (f) (g) (h) (i) 1
2
3
Schedule F (Form 990) 2012
IRS code section
and EIN (if applicable)
Schedule F (Form 990) 2012 Page
Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any
recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
Name of organization RegionPurpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount ofnon-cash
assistance
Descriptionof non-cashassistance
Method ofvaluation (book, FMV,
appraisal, other)
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ~~~~~~~~~~~~~~~~~~~~~~~ |
Enter total number of other organizations or entities ��������������������������������������������� |
THE LIVESTRONG FOUNDATION 74-2806618
CENTRAL AMERICAAND THE CARIBBEAN MEETING SPONSORSHIP 5,000.CHECK 0.
TUTORIAL SESSIONNORTH AMERICA SPONSORSHIP 5,000.CHECK 0.
NORTH AMERICA MEETING SPONSORSHIP 7,200.CHECK 0.
SUB-SAHARANAFRICA MEETING SPONSORSHIP 7,500.WIRE 0.
INT'L PSYCO-ONCOLOGYEAST ASIA AND THE SOCIETY-COSA CONSUMERPACIFIC FORUM 10,000.CHECK 0.
EUROPE (INCLUDINGICELAND &GREENLAND) - MEETING SPONSORSHIP 10,000.WIRE 0.
NORTH AMERICA MEETING SPONSORSHIP 10,484.CHECK 0.COOP. AGREEMENT
EUROPE (INCLUDING NON-COMMUNICABLEICELAND & DISEASE ALLIANCE 2NDGREENLAND) - PMT 20,000.WIRE 0.
130
23218205-01-12
2
Part II
(a)
Continuation of Grants and Other Assistance to Organizations or Entities Outside the United States.
(b) (c)
(d) (e) (f) (g) (h) (i) 1 IRS code section
and EIN (if applicable)
Schedule F (Form 990) Page
Name of organization
(Schedule F (Form 990), Part II, line 1)
RegionPurpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount ofnon-cash
assistance
Descriptionof non-cashassistance
Method ofvaluation (book, FMV,
appraisal, other)
THE LIVESTRONG FOUNDATION 74-2806618
EAST ASIA AND THE CO-OP AGREEMENT PEPPACIFIC JAPAN 21,000.WIRE 0.
EUROPE (INCLUDINGICELAND &GREENLAND) - MEETING SPONSORSHIP 30,000.WIRE 0.
EAST ASIA AND THE SURVIVOR EMPOW.PACIFIC RECEPTION COST 32,002.WIRE 0.
EAST ASIA AND THE COOP. AGREEMENT PEPPACIFIC JAPAN 36,000.WIRE 0.
EAST ASIA AND THE JAPAN RELIEF GRANTPACIFIC AWARD 50,000.WIRE 0.
EAST ASIA AND THE JAPAN RELIEF GRANTPACIFIC AWARD 50,000.WIRE 0.
EAST ASIA AND THE JAPAN RELIEF GRANTPACIFIC AWARD 50,000.WIRE 0.
EAST ASIA AND THE JAPAN RELIEF GRANTPACIFIC AWARD 50,000.WIRE 0.
EUROPE (INCLUDING CO-OP AGREEMENTICELAND & NON-COMMUNICABLEGREENLAND) - DISEASE ALLIANCE 65,000.WIRE 0.
23218205-01-12
2
Part II
(a)
Continuation of Grants and Other Assistance to Organizations or Entities Outside the United States.
(b) (c)
(d) (e) (f) (g) (h) (i) 1 IRS code section
and EIN (if applicable)
Schedule F (Form 990) Page
Name of organization
(Schedule F (Form 990), Part II, line 1)
RegionPurpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount ofnon-cash
assistance
Descriptionof non-cashassistance
Method ofvaluation (book, FMV,
appraisal, other)
THE LIVESTRONG FOUNDATION 74-2806618
EUROPE (INCLUDINGICELAND & EXPANDING GLOBALGREENLAND) - ACCESS CO-OP 87,200.CHECK 0.
23207312-10-12
3
Part III Grants and Other Assistance to Individuals Outside the United States.
(c) (d) (e) (f) (g) (h) (a) (b)
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012 Page
Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
Number ofrecipients
Amount ofcash grant
Manner ofcash disbursement
Amount ofnon-cash
assistance
Description ofnon-cash assistance
Method ofvaluation
(book, FMV,appraisal, other)
Type of grant or assistance Region
THE LIVESTRONG FOUNDATION 74-2806618
23207412-10-12
4
1
2
3
4
5
6
Schedule F (Form 990) 2012
If "Yes," theorganization may be required to file Form 926, Return by a U.S. Transferor of Property to a ForeignCorporation (see Instructions for Form 926)
If "Yes," the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts andReceipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust Witha U.S. Owner (see Instructions for Forms 3520 and 3520-A)
If "Yes,"the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect ToCertain Foreign Corporations. (see Instructions for Form 5471)
If "Yes," the organization may be required to file Form 8621,Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund.(see Instructions for Form 8621)
If "Yes,"the organization may be required to file Form 8865, Return of U.S. Persons With Respect To CertainForeign Partnerships. (see Instructions for Form 8865)
If"Yes," the organization may be required to file Form 5713, International Boycott Report. (see Instructionsfor Form 5713)
Schedule F (Form 990) 2012 Page
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an interest in a foreign trust during the tax year?
[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[ Yes No
Did the organization have an ownership interest in a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign partnership during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have any operations in or related to any boycotting countries during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Part IV Foreign Forms
THE LIVESTRONG FOUNDATION 74-2806618
X
X
X
X
X
X
232075 12-10-12
5
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012 Page
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method;
amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column
(c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information.
Part V Supplemental Information
THE LIVESTRONG FOUNDATION 74-2806618
SCHEDULE F, PART I, LINE 2: THE ORGANIZATIONS ARE REQUIRED BY LEGAL
AGREEMENT TO USE THE FUNDS ONLY FOR THE PURPOSES STATED WITHIN THE
INCORPORATED PROPOSAL, AND ALSO MUST SUBMIT A NARRATIVE AND FINANCIAL
REPORT ON USE OF FUNDS UPON COMPLETION OF GRANT TERM. GRANTS GIVEN FOR
MEETING STIPENDS OR CONFERENCE SUPPORT DO NOT REQUIRE A FINAL FINANCIAL
REPORT.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Didfundraiser
have custodyor control of
contributions?
23208101-07-13
Schedule G (Form 990 or 990-EZ) 2012
(Form 990 or 990-EZ)
Open To PublicInspection
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
| Attach to Form 990 or Form 990-EZ. | See separate instructions.Employer identification number
1
a
b
c
d
a
b
e
f
g
2
Yes No
(i) (ii)
(iii) (iv)
(v)
(i)
(vi)
Yes No
Total
3
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Name of the organization
Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ filers are notrequired to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or
key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
Name and address of individualor entity (fundraiser)
ActivityGross receipts
from activity
Amount paidto (or retained by)
fundraiserlisted in col.
Amount paidto (or retained by)
organization
�������������������������������������� |
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registrationor licensing.
LHA
SCHEDULE G
Fundraising Activities. Part I
Supplemental Information RegardingFundraising or Gaming Activities 2012
THE LIVESTRONG FOUNDATION 74-2806618
X XX X
XX
X
CONVIO, INC - 11501 DOMAINDRIVE, STE. 200, AUSTIN, TX FUNDRAISING COUNSEL X 8,645,674. 216,142. 8,429,532.OMP, INC - 1133 19TH STREETNW, STE. 300, WASHINGTON, DC FUNDRAISING COUNSEL X 300,397. 25,459. 274,938.
8,946,071. 241,601. 8,704,470.
AL,AK,AZ,AR,CA,CO,CT,FL,GA,IL,KS,KY,ME,MD,MA,MI,MN,MS,NH,NJ,NM,NY,NC,ND,OHOK,OR,PA,RI,SC,TN,UT,VA,WA,WV,WI
SEE PART IV FOR CONTINUATIONS
232082 01-07-13
2
(d)
(a)
(c)
(a) (b) (c)
1
2
3
4
5
6
7
8
9
10
11
(a) (b)
(c) (d)
(a) (c)
1
2
3
4
5
6
7
8
Yes Yes Yes
No No No
9
10
a
b
Yes No
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2012
Pull tabs/instantbingo/progressive bingo
Schedule G (Form 990 or 990-EZ) 2012 Page Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000
of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Total events
(add col. through
col. )
Re
ven
ue
Event #1 Event #2 Other events
(event type) (event type) (total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)
Dir
ec
t E
xpe
nse
s
����
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs ~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses ~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Combine line 3, column (d), and line 10
~~~~~~~~~~~~~~~~~~~~~~~~ | ( )
������������������������� |Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.
Re
ven
ue Bingo Other gaming
Total gaming (addcol. through col. )
Dir
ec
t E
xpe
nse
s
Gross revenue ��������������
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
����������
% % %
Volunteer labor ~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d)
Net gaming income summary. Combine line 1, column d, and line 7
~~~~~~~~~~~~~~~~~~~~~~~~ | ( )
��������������������� |
Enter the state(s) in which the organization operates gaming activities:
Is the organization licensed to operate gaming activities in each of these states?
If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year?
If "Yes," explain:
~~~~~~~~~
Part II Fundraising Events.
Part III Gaming.
THE LIVESTRONG FOUNDATION 74-2806618
NONELIVESTRONGCHALLENGE
15TH ANNIVGALA
6,733,090. 1,682,128. 8,415,218.
4,380,610. 214,778. 4,595,388.
2,352,480. 1,467,350. 3,819,830.
141,846. 93,541. 235,387.
40,271. 15,600. 55,871.
264,452. 273,317. 537,769.
17,494. 6,161. 23,655.1,876,486. 569,753. 2,446,239.
3,298,921.520,909.
232083 01-07-13
3
11
12
13
14
15
Yes No
Yes No
a
b
13a
13b
Yes Noa
b
c
16
17
a
b
Yes No
Supplemental Information.
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012 Page
Does the organization operate gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed
to administer charitable gaming?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity operated in:
The organization's facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name |
Address |
Does the organization have a contract with a third party from whom the organization receives gaming revenue?
If "Yes," enter the amount of gaming revenue received by the organization |
~~~~~~
$ and the amount
of gaming revenue retained by the third party | $ .
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officer Employee Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization's own exempt activities during the tax year | $
Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III,
lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Part IV
THE LIVESTRONG FOUNDATION 74-2806618
SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:
(I) NAME OF FUNDRAISER: CONVIO, INC
(I) ADDRESS OF FUNDRAISER: 11501 DOMAIN DRIVE, STE. 200, AUSTIN, TX 78758
(I) NAME OF FUNDRAISER: OMP, INC
(I) ADDRESS OF FUNDRAISER:
1133 19TH STREET NW, STE. 300, WASHINGTON, DC 20036
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
23210112-18-12
Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States
SCHEDULE I(Form 990)
Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.
| Attach to Form 990.
Open to PublicInspection
Employer identification number
General Information on Grants and AssistancePart I
1
2
Yes No
Part II Grants and Other Assistance to Governments and Organizations in the United States.
(f) 1 (a) (b) (c) (d) (e) (g) (h)
2
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2012)
Name of the organization
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
criteria used to award the grants or assistance? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any
recipient that received more than $5,000. Part II can be duplicated if additional space is needed.Method of
valuation (book,FMV, appraisal,
other)
Name and address of organizationor government
EIN IRC sectionif applicable
Amount ofcash grant
Amount ofnon-cash
assistance
Description ofnon-cash assistance
Purpose of grantor assistance
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
�������������������������������������������������� |
LHA
2012
THE LIVESTRONG FOUNDATION 74-2806618
X
ABRAMSON CANCER CENTER, UNIVERSITYOF PENNSYLVANIA - 3400 CIVICCENTER BLVD, 3RD FLOOR WEST -PHILADELPHIA, PA 19104 23-1352685 501(C)(3) 450,000. 0. COOPERATIVE AGREEMENT
ADVOCATE LUTHERAN GENERAL HOSPITAL1775 DEMSPTER STREET E205 COMMUNITY IMPACT PROJECTPARK RIDGE, IL 60068 36-3297360 501(C)(3) 15,000. 0. GRANT
AMERICAN CANCER SOCIETY250 WILLIAMS STREETATLANTA, GA 30303 13-1788491 501(C)(3) 18,000. 0. CONFERENCE SUPPORTAMERICAN CANCER SOCIETY HIGHPLAINS DIVISION, INC. - 1701STONEHALLOW DRIVE - AUSTIN, TX78758 74-1185665 501(C)(3) 10,000. 0. COOPERATIVE AGREEMENT
AMERICAN PSYCHOSOCIAL ONCOLOGYSOCIETY - 154 HANSEN ROAD, STE.201 - CHARLOTTESVILLE, VA 22911 04-3720121 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
ASSOCIATION OF ONCOLOGY SOCIALWORK - 100 N 20TH ST 4TH FL -PHILADELPHIA, PA 19103 13-3736895 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
97.1.
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
ASSOCIATION OF PEDIATRIC ONCOLOGYNURSES - 4700 WEST LAKE AVE. -GLENVIEW, IL 60025 23-7446224 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
ATHLETES FOR HOPE3 BETHESDA METRO,SUITE 450BETHESDA, MD 20814 20-4773044 501(C)(3) 50,000. 0. COOPERATIVE AGREEMENT
AUSTIN COMMUNITY FOUNDATION4315 GUADALUPE ST., STE. 300AUSTIN, TX 78705 74-1934031 501(C)(3) 50,000. 0. COOPERATIVE AGREEMENTBANNER GOOD SAMARITAN MEDICALCENTER - 1111 E. MCDOWELL RD.,DEPT OF PALLIATIVE MEDICINE, WEST COMMUNITY IMPACT PROJECT- PHOENIX, AZ 85006 94-2545356 501(C)(3) 10,000. 0. GRANT
BATON ROUGE GENERAL MEDICAL CENTER3600 FLORIDA BLVD. COMMUNITY IMPACT PROJECTBATON ROUGE, LA 70806 72-1025017 501(C)(3) 15,000. 0. GRANT
BAYLOR MEDICAL CENTER AT GARLAND2300 MARIE CURIE COMMUNITY IMPACT PROJECTGARLAND, TX 75042 75-1037591 501(C)(3) 10,000. 0. GRANT
BILLING'S CLINIC801 N. 29TH STREET COMMUNITY IMPACT PROJECTBILLINGS, MT 59101 81-0407289 501(C)(3) 15,000. 0. GRANT
BROWARD HEALTH - BROWARD GENERALMEDICAL CENTER - 303 S.E. 17TH COMMUNITY IMPACT PROJECTSTREET - FORT LAUDERDALE, FL 33316 59-6012065 501(C)(3) 15,000. 0. GRANT
CALIFORNIANS FOR A CURE555 CAPITOL MALL,STE 1425SACRAMENTO, CA 95814 27-1386533 501(C)(4) 1,500,000. 0. CCRA GRANT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
CAMP KESEM915 ASH STREET COMMUNITY IMPACT PROJECTWINNETKA, IL 60093 51-0454157 501(C)(3) 20,000. 0. GRANT
CAMPAIGN FOR TABACCO-FREE KIDS1400 EYE STREET NW, SUITE 1200WASHINGTON, DC 20005 52-1969967 501(C)(3) 100,000. 0. COOPERATIVE AGREEMENT
CANCER SUPPORT COMMUNITY1050 17TH STREET N.W. SUITE 500WASHINGTON, DC 20036 95-4163931 501(C)(3) 50,000. 0. COOPERATIVE AGREEMENT
C-CHANGE1776 EYE ST NW, STE 900WASHINGTON, DC 20006 16-1641769 501(C)(3) 200,000. 0. COOPERATIVE AGREEMENT
CENTER FOR PRACTICAL BIOETHICS,INC - 1111 MAIN STREET, STE 500 -KANSAS CITY, MO 64105 48-0985815 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
CENTRA HEALTH, INC.1701 THOMSON DR., COMMUNITY IMPACT PROJECTLYNCHBURG, VA 24501 54-0715569 501(C)(3) 10,000. 0. GRANT
CHILDRENS CANCER FUND OF NEWMEXICO - 112 14TH STREET S.W. - COMMUNITY IMPACT PROJECTALBUQUERQUE, NM 87102 23-7116828 501(C)(3) 15,000. 0. GRANT
CHILDREN'S HOSPITAL & RESEARCHCENTER - OAKLAND - 747 52ND STREET COMMUNITY IMPACT PROJECT- OAKLAND, CA 94609 94-1657474 501(C)(3) 15,000. 0. GRANT
CHILDREN'S MEDICAL CENTERFOUNDATION - 5555 N LAMAR, SUITEE-119 - AUSTIN, TX 78754 20-0468031 501(C)(3) 155,555. 0. COOPERATIVE AGREEMENT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
COASTAL AREA HEALTH EDUCATIONCENTER - P.O. BOX 2 - LA MARQUE, SURVIVORSHIP CARETX 77568 76-0417449 501(C)(3) 64,000. 0. PARTNERSHIP
CONQUER CANCER FOUNDATION2318 MILL ROAD, SUITE 800ALEXANDRIA, VA 22314 31-1667995 501(C)(3) 30,000. 0. COOPERATIVE AGREEMENT
DANA FARBER CANCER INSTITUTE10 BROOKLINE PLACE WEST, 6TH FLOORBROOKLINE, MA 02445 04-2263040 501(C)(3) 227,150. 0. SURVIVORSHIP CENTER GRANT
DUKE UNIVERSITYDUMC BOX 2606,203 RESEARCH DR.,ROOMDURHAM, NC 27710 56-0532129 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
FAITH IN ACTION CAREGIVERSP.O. BOX 743GEORGETOWN, TX 78627 20-3414707 501(C)(3) 67,000. 0. TRANSPORATION PILOT GRANT
FAMILIAS EN ACCION2710 NE 14TH AVEPORTLAND, OR 97212 93-1284335 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
FLOYD MEDICAL CENTER304 TURNER MCCALL BLVD. COMMUNITY IMPACT PROJECTROME, GA 30165 58-1973570 501(C)(3) 10,000. 0. GRANT
FORSYTH MEDICAL CENTER/NOVANTHEALTH - 3333 SILAS CREEK PARKWAY COMMUNITY IMPACT PROJECT- WINSTON SALEM, NC 27103 56-2120959 501(C)(3) 10,000. 0. GRANT
FOX CHASE CANCER CENTER333 COTTMAN AVE.PHILADELPHIA, PA 19111 23-2003072 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
FRED HUTCHINSON CANCER RESEARCHCENTER - 1100 FAIRVIEW AVE N,MAILSTOP J6-500 - SEATTLE, WA98109 23-7156071 501(C)(3) 835,000. 0. CONFERENCE SUPPORTH. LEE MOFFITT CANCER CENTER &RESEARCH INST. - 12902 MAGNOLIADRIVE, MRC-RESADM - TAMPA, FL33612 59-3238636 501(C)(3) 110,000. 0. COOPERATIVE AGREEMENT
HARVARD VANGUARD MEDICALASSOCIATES, INC. - 133 BROOKLINEAVE, CMO SUITE - BOSTON, MA 02215 04-3397450 501(C)(3) 96,449. 0. COOPERATIVE AGREEMENT
HEALTH RESOURCES IN ACTION, INC.95 BERKELEY STREET95 BERKELEY STREET, MA 02116 04-2229839 501(C)(3) 185,000. 0. COOPERATIVE AGREEMENT
HENNEPIN COUNTY MEDICAL CENTER701 PARK AVE., LSB 3 COMMUNITY IMPACT PROJECTMINNEAPOLIS, MN 55415 41-0845733 501(C)(3) 15,000. 0. GRANTHUNSTMAN CANCER INSTITUTE,UNIVERSITY OF UTAH - 1950 CIRCLEOF HOPE, RM 2840 - SALT LAKE CITY, COMMUNITY IMPACT PROJECTUT 84103 87-6000525 501(C)(3) 15,000. 0. GRANTI'M TOO YOUNG FOR THIS CANCERFOUNDATION, INC. - 40 WORTHSTREET, SUITE 808 - NEW YORK, NY10013 20-2027782 501(C)(3) 5,000. 0. CONFERENCE SUPPORTINTERNATIONAL SOCIETY OFBEHAVIORAL NUTRITION &PHYSICALACTIVITY - 2220 20TH ST NW #23 -WASHINGTON, DC 20009 03-0378453 501(C)(3) 8,000. 0. CONFERENCE SUPPORT
KING HUSSEIN CANCER FOUNDATION USA555 TWELFTH STREET NWWASHINGTON, DC 20004 83-0397854 501(C)(3) 25,000. 0. COOPERATIVE AGREEMENT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
LATINAS CONTRA CANCER255 NORTH MARKET ST., SUITE 175SAN JOSE, CA 95110 56-2412069 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
LEHIGH VALLEY HEALTH NETWORK2545 SCHOENERSVILLE ROAD COMMUNITY IMPACT PROJECTBETHLEHEM, PA 18017 23-1689692 501(C)(3) 15,000. 0. GRANT
LEUKEMIA & LYMPHOMA SOCIETY, INC720 S. COLORADO BLVD, SUITE 500-SDENVER, CO 80246 13-5644916 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
LEVINE CANCER INSTITUTE1025 MOREHEAD MEDICAL DR., STE. 600 COMMUNITY IMPACT PROJECTCHARLOTTE, NC 28204 56-6060481 501(C)(3) 15,000. 0. GRANT
LIVING BEYOND BREAST CANCER354 W LANCASTER AVE., STE 224HAVERFORD, PA 19401 23-2734689 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
MEDICAL CENTER OF CENTRAL GEORGIA777 HEMLOCK STREET, MSC #47 COMMUNITY IMPACT PROJECTMACON, GA 31210 58-2149128 501(C)(3) 25,000. 0. GRANT
MEMORIAL SLOAN-KETTERING CANCERCENTER - PO BOX 026338 - NEW YORK,NY 10017 13-1924236 501(C)(3) 7,150. 0. SURVIVORSHIP CENTER GRANT
MERCY HOSPITAL ST. LOUIS621 S. NEW BALLAS RD, STE. 1015B COMMUNITY IMPACT PROJECTSAINT LOUIS, MO 63141 26-2572054 501(C)(3) 10,000. 0. GRANT
MERCY MEDICAL CENTER - DES MOINES411 LAUREL STREET, SUITE 2250 COMMUNITY IMPACT PROJECTDES MOINES, IA 50314 23-7358794 501(C)(3) 10,000. 0. GRANT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
METHODIST RICHARDSON MEDICALCENTER AND CANCER CENTER - 401 W.CAMPBELL ROAD - RICHARDSON, TX COMMUNITY IMPACT PROJECT75080 75-1788520 501(C)(3) 15,000. 0. GRANT
MOFFITT CANCER CENTER AND RESEARCHINSTITUTE - 12902 MAGNOLIA DRIVE, COMMUNITY IMPACT PROJECTMCC-IHM - TAMPA, FL 33612 59-3238636 501(C)(3) 17,500. 0. GRANT
MONTEFIORE MEDICAL CENTER3544 JEROME AVE., ATTN: RONIT FALLE COMMUNITY IMPACT PROJECTBRONX, NY 10467 13-1740114 501(C)(3) 15,000. 0. GRANT
MOUNT SINAI SCHOOL OF MEDINE1 GUSTAVE L. LEVY PL., BOX 1070 COMMUNITY IMPACT PROJECTNEW YORK, NY 10029 13-6171197 501(C)(3) 205,000. 0. GRANT
NATIONAL ASSOCIATION OF CHRONICDISEASE DIRECTORS - 2872 WOODCOCKBLVD, STE 220 - ATLANTA, GA 30341 73-1328414 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
NATIONAL CANCER INSTITUTE6130 EXECUTIVE BLVD, MSC 7344ROCKVILLE, MD 20852 52-0858115 501(C)(3) 50,000. 0. COOPERATIVE AGREEMENTNATIONAL COMPREHENSIVE CANCERNETWORK FOUNDATION - 275COMMERICAL DRIVE, STE. 300 - FORTWASHINGTON, PA 19034 27-1536314 501(C)(3) 100,000. 0. COOPERATIVE AGREEMENT
NEWTON MEDICAL CENTER/ATLANTICHEALTH SYSTEM - 475 SOUTH STREET - COMMUNITY IMPACT PROJECTMORRISTOWN, NJ 07960 52-1958352 501(C)(3) 15,000. 0. GRANT
NORTHWEST COMMUNITY HOSPITAL800 W. CENTRAL ROAD COMMUNITY IMPACT PROJECTARLINGTON HEIGHTS, IL 60005 36-2340313 501(C)(3) 10,000. 0. GRANT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
ONCOLOGY NURSING SOCIETYFOUNDATION - 125 ENTERPRISE DRIVE- PITTSBURGH, PA 15275 25-1410081 501(C)(3) 8,555. 0. CONFERENCE SUPPORT
OREGON HEALTH & SCIENCE UNIVERSITY0690 SW BANCROFT ST., MC L106SPAPORTLAND, OR 97239 93-1176109 501(C)(3) 72,800. 0. COOPERATIVE AGREEMENT
PABLOVE FOUNDATION6607 WEST SUNSET BLVD.LOS ANGELES, CA 90028 26-3006100 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
PARTNERS IN HEALTH888 COMMONWEALTH AVE, 3RD FLOORBOSTON, MA 02215 04-3567502 501(C)(3) 363,335. 0. CANCER CARE IN HAITI
PATHFINDERSP.O. BOX 11799 COMMUNITY IMPACT PROJECTASPEN, CO 81612 20-1710899 501(C)(3) 321,000. 0. GRANT
PHYSICIAN ONCOLOGY EDUCATIONPROGRAM - 401 WEST 15TH STREET -AUSTIN, TX 78701 74-6073346 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
PLANNED PARENTHOOD FEDERATION OFAMERICA - 434 WEST 33RD STREET -NEW YORK, NY 10001 13-1644147 501(C)(3) 100,000. 0. PROMOTORES GRANT
PUBLIC HEALTH INSTITUTE555 12TH ST., SUITE 290OAKLAND, CA 94607 94-1646278 501(C)(3) 50,000. 0. JAPAN RELIEF GRANT
QUEEN OF THE VALLEY HOSPITAL1115 S. SUNSET AVENUE COMMUNITY IMPACT PROJECTWEST COVINA, CA 91790 95-3885523 501(C)(3) 10,000. 0. GRANT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
REGENTS OF THE UNIVERSITY OFCALIFORNIA - LOS ANGELES - BOX951432, 1125 MURPHY HALL - LOSANGELES, CA 90095 95-6006143 501(C)(3) 227,150. 0. SURVIVORSHIP CENTER GRANT
REGENTS OF THE UNIVERSITY OFCOLORADO - 130001 E 17TH PLACE, MSF434/RM C6004 - AURORA, CO 80045 84-6000555 501(C)(3) 227,150. 0. SURVIVORSHIP CENTER GRANT
RESEARCH TRIANGLE INSTITUTEP.O. BOX 900002RALIGH, NC 27675 56-0686338 501(C)(3) 328,846. 0. COOPERATIVE AGREEMENT
ROSWELL PARK ALLIANCE FOUNDATIONELM AND CALTON STREETS COMMUNITY IMPACT PROJECTBUFFALO, NY 14263 16-1391608 501(C)(3) 10,000. 0. GRANT
SAINT ALPHONSUS CANCER CARE CENTER1055 NORTH CURTIS ROAD COMMUNITY IMPACT PROJECTBOISE, ID 83706 53-0196617 501(C)(3) 10,000. 0. GRANT
SANFORD HEALTH FOUNDATION NORTH1309 W. 17TH STREET, STE. 101 COMMUNITY IMPACT PROJECTSIOUX FALLS, SD 57104 45-0398104 501(C)(3) 15,000. 0. GRANT
SOCIETY OF GENERAL INTERNALMEDICINE - 1500 KING STREET, STE303 - ALEXANDRIA, VA 22314 23-2532466 501(C)(3) 10,000. 0. CONFERENCE SUPPORT
SHARP METROPOLITAN MEDICAL CAMPUS7901 FROST STREET COMMUNITY IMPACT PROJECTSAN DIEGO, CA 92123 95-3492461 501(C)(3) 15,000. 0. GRANT
SOCIETY OF SURGICAL ONCOLOGY444 EAST 68TH STREETNEW YORK, NY 10065 13-6161070 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
ST. JOHN HOSPITAL & MEDICAL CENTER28000 DEQUINDRE COMMUNITY IMPACT PROJECTWARREN, MI 48092 13-1740126 501(C)(3) 10,000. 0. GRANT
ST. VINCENT CANCER CENTER8550 NAAB ROAD, STE 201 COMMUNITY IMPACT PROJECTINDIANAPOLIS, IN 46260 35-0869066 501(C)(3) 15,000. 0. GRANT
STONY BROOK UNIVERSITY HOSPITALNICHOLS RD. HOSPITAL LEVEL 1 RM 793 COMMUNITY IMPACT PROJECTSTONY BROOK, NY 11794 11-3243405 501(C)(3) 10,000. 0. GRANT
SWAN FOR LIFE CANCER FOUNDATION1901 STAR BATT DRIVE COMMUNITY IMPACT PROJECTROCHESTER, MI 48309 26-3989312 501(C)(3) 15,000. 0. GRANTTHE BOARD OF TRUSTEES OF THEUNIVERSITY OF ARKANSAS - 4301 WESTMARKHAM - SLOT 508 - LITTLE ROCK, COMMUNITY IMPACT PROJECTAR 72205 71-6046242 501(C)(3) 10,000. 0. GRANTTHE CHILDREN'S HOSPITAL OFPHILADELPHIA FOUNDATION - 34THSTREET & CIVIC CENTER BLVD - COMMUNITY IMPACT PROJECTPHILADELPHIA, PA 19104 23-2237932 501(C)(3) 25,000. 0. GRANT
THE CREATIVE CENTER AT UNIVERSITYSETTLEMENT - 273 BOWERY - NEW COMMUNITY IMPACT PROJECTYORK, NY 10002 11-3204305 501(C)(3) 99,000. 0. GRANT
THE QUEEN'S MEDICAL CENTER1301 PUNCHBOWL STREET COMMUNITY IMPACT PROJECTHONOLULU, HI 96813 99-0073524 501(C)(3) 15,000. 0. GRANT
THE TRUSTEES OF THE UNIVERSITY OFPENNSYLVANIA - P.O. BOX 785541 -PHILADELPHIA, PA 19178 23-1352685 501(C)(3) 227,150. 0. SURVIVORSHIP CENTER GRANT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
TRUMAN MEDICAL CENTER HOSPITALHILL - 2301 HOLMES STREET - KANSAS COMMUNITY IMPACT PROJECTCITY, MO 64108 43-1194064 501(C)(3) 10,000. 0. GRANT
UNIVERSITY OF FLORIDA2124 NE WALDO RD, STE 1154GAINESVILLE, FL 32609 59-6002052 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
UNIVERSITY OF HOUSTON110H SOCIAL WORK BLDGHOUSTON, TX 77204 74-6001399 501(C)(3) 50,000. 0. CONFERENCE SUPPORT
UNIVERSITY OF MINNESOTA MEDICALCENTER - FAIRVIEW - 2344 ENERGY COMMUNITY IMPACT PROJECTPARK DRIVE - ST. PAUL, MN 55108 41-0991680 501(C)(3) 10,000. 0. GRANTUNIVERSITY OF NORTH CAROLINA,CHAPLE HILL - 104 AIRPORT DRIVESTE #2200 CB - CHAPEL HILL, NC CENTERS OF EXCELLENCE27599 23-7138921 501(C)(3) 227,150. 0. NETWORK STUDY
UNIVERSITY OF WISCONSIN21 N PARK STREET, SUITE 6401 INT'L PAIN POLICYMADISON, WI 53715 39-6006492 501(C)(3) 225,359. 0. FELLOWSHIP
UT HEALTH SCIENCE CENTER AT SANANTONIO - 7703 FLOYD CURL DR. MC7828 - SAN ANTONIO, TX 78229 74-6000203 501(C)(3) 85,245. 0. CONFERENCE SUPPORT
UT MD ANDERSON CANCER CENTER1515 HOLCOMBE BLVD UNIT 1381HOUSTON, TX 77030 74-6000203 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
YALE UNIVERSITY47 COLLEGE ST, STE 203NEW HAVEN, CT 06510 06-0646973 501(C)(3) 165,000. 0. COOPERATIVE AGREEMENT
23224105-01-12
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
THE LIVESTRONG FOUNDATION 74-2806618
YMCA OF THE USA101 NORTH WACKER DR COMMUNITY IMPACT PROJECTCHICAGO, IL 60606 36-3258696 501(C)(3) 316,850. 0. GRANT
YOUNG SURVIVAL COALITION61 BROADWAY, SUITE 2235NEW YORK, NY 10006 13-4057685 501(C)(3) 5,000. 0. CONFERENCE SUPPORT
232102 12-18-12
2Part III Grants and Other Assistance to Individuals in the United States.
(e) (a) (b) (c) (d) (f)
Part IV Supplemental Information.
Schedule I (Form 990) (2012)
Schedule I (Form 990) (2012) Page Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
Method of valuation(book, FMV, appraisal, other)
Type of grant or assistance Number ofrecipients
Amount ofcash grant
Amount of non-cash assistance
Description of non-cash assistance
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
THE LIVESTRONG FOUNDATION 74-2806618
SCHEDULE I, PART I, LINE 2: THE ORGANIZATIONS ARE REQUIRED BY LEGAL
AGREEMENT TO USE THE FUNDS ONLY FOR THE PURPOSES STATED WITHIN THE
INCORPORATED PROPOSAL, AND ALSO MUST SUBMIT A NARRATIVE AND FINANCIAL
REPORT ON USE OF FUNDS UPON COMPLETION OF GRANT TERM.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23211112-10-12
For certain Officers, Directors, Trustees, Key Employees, and HighestCompensated Employees
Complete if the organization answered "Yes" to Form 990,Part IV, line 23. Open to Public
InspectionAttach to Form 990. See separate instructions.Employer identification number
Yes No
1a
b
1b
2
2
3
4
a
b
c
4a
4b
4c
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
5
5a
5b
6a
6b
7
8
9
a
b
6
a
b
7
8
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2012
|
| |Name of the organization
Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990,
Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Travel for companions
Housing allowance or residence for personal use
Payments for business use of personal residence
Tax indemnification and gross-up payments
Discretionary spending account
Health or social club dues or initiation fees
Personal services (e.g., maid, chauffeur, chef)
If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain~~~~~~~~~~~
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ~~~~~~~~~~~~~~~~~~~~~
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
Receive a severance payment or change-of-control payment?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
Participate in, or receive payment from, an equity-based compensation arrangement?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
The organization?
Any related organization?
If "Yes" to line 5a or 5b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
The organization?
Any related organization?
If "Yes" to line 6a or 6b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments
not described in lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)? ���������������������������������������������
LHA
SCHEDULE J(Form 990)
Part I Questions Regarding Compensation
Compensation Information
2012
THE LIVESTRONG FOUNDATION 74-2806618
X XX XX X
XX
X
XX
XX
X
X
23211212-12-12
2
Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note.
(B) (C) (D) (E) (F)
(i) (ii) (iii) (A)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012 Page
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).Do not list any individuals that are not listed on Form 990, Part VII.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
Breakdown of W-2 and/or 1099-MISC compensation Retirement andother deferredcompensation
Nontaxablebenefits
Total of columns(B)(i)-(D)
Compensationreported as deferred
in prior Form 990Basecompensation
Bonus &incentive
compensation
Otherreportable
compensation
Name and Title
THE LIVESTRONG FOUNDATION 74-2806618
(1) DOUGLAS E. ULMAN 294,128. 67,981. 62,412. 11,735. 16,263. 452,519. 0.PRESIDENT/CEO 0. 0. 0. 0. 0. 0. 0.(2) MONA R. PATEL 141,863. 0. 212. 5,850. 4,862. 152,787. 0.LEGAL 0. 0. 0. 0. 0. 0. 0.(3) JOHN A. MILLER 169,836. 47,587. 283. 7,080. 9,356. 234,142. 0.EVP - OPERATIONS 0. 0. 0. 0. 0. 0. 0.(4) KATHERINE A. MCLANE 127,829. 14,301. 193. 5,202. 9,409. 156,934. 0.VP COMMUNICATIONS 0. 0. 0. 0. 0. 0. 0.(5) GREG D. LEE 194,895. 27,110. 15,611. 8,056. 16,911. 262,583. 0.EVP - FINANCE/CFO 0. 0. 0. 0. 0. 0. 0.(6) MORGAN L. BINSWANGER 205,888. 47,587. 351. 0. 5,304. 259,130. 0.EVP - GOVT RELATIONS/EXTER 0. 0. 0. 0. 0. 0. 0.(7) NICHOLAS DENBY 126,676. 13,448. 202. 5,333. 17,039. 162,698. 0.VP DEVELOPMENT 0. 0. 0. 0. 0. 0. 0.
23211312-10-12
3
Part III Supplemental Information
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012 Page
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for anyadditional information.
THE LIVESTRONG FOUNDATION 74-2806618
PART I, LINE 4B: DOUGLAS ULMAN HAS A 457(F) DEFERRED COMPENSATION PLAN.
IN 2012, $45,000 OF COMPENSATION WAS DEFERRED UNDER THE PLAN.
PART I, LINE 7: ALL STAFF WERE ELIGIBLE FOR PARTICIPATION IN A
PERFORMANCE INCENTIVE PLAN, WHEREBY THEY WERE ELIGIBLE TO EARN A BONUS IF
THEY ACHIEVED SPECIFIC PERFORMANCE OBJECTIVES.
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
23214112-20-12
Complete if the organizations answered "Yes" on Form
990, Part IV, lines 29 or 30. Open to PublicInspectionAttach to Form 990.
Employer identification number
(a) (b) (c) (d)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
29
Yes No
30
31
32
33
a
b
30a
31
32a
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) (2012)
Name of the organization
Check ifapplicable
Number ofcontributions or
items contributed
Noncash contributionamounts reported on
Form 990, Part VIII, line 1g
Method of determiningnoncash contribution amounts
Art - Works of art
Art - Historical treasures
Art - Fractional interests
~~~~~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~
Books and publications
Clothing and household goods
~~~~~~~~~~
~~~~~~
Cars and other vehicles
Boats and planes
Intellectual property
~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~
Securities - Publicly traded
Securities - Closely held stock
~~~~~~~~
~~~~~~~
Securities - Partnership, LLC, or
trust interests
Securities - Miscellaneous
~~~~~~~~~~~~~~
~~~~~~~~
Qualified conservation contribution -
Historic structures
Qualified conservation contribution - Other
~~~~~~~~~~~~
~
Real estate - Residential
Real estate - Commercial
Real estate - Other
~~~~~~~~~
~~~~~~~~~
~~~~~~~~~~~~
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~~~~~~~
Historical artifacts
Scientific specimens
Archeological artifacts
~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~
Other ( )
Other ( )
Other ( )
Other ( )
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ~~~~
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for
at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for
the entire holding period? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe the arrangement in Part II.
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? ~~~~~~
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," describe in Part II.
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
LHA
SCHEDULE M(Form 990)
Part I Types of Property
Noncash Contributions2012J
J
JJJJ
THE LIVESTRONG FOUNDATION 74-2806618
X 8 4,477. FAIR MARKET VALUE
X 25 128,048. FAIR MARKET VALUE
CYCLING ITEMS X 14 46,825. FAIR MARKET VALUEMISC ITEMS X 12 35,272. FAIR MARKET VALUEAPPAREL X 20 35,000. FAIR MARKET VALUEFLOWERS X 4 15,862. FAIR MARKET VALUE
0
X
X
X
232142 12-20-12
2
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012) Page
Complete this part to provide the information required by Part I, lines 30b, 32b, and 33, and whetherthe organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both.Also complete this part for any additional information.
Part II Supplemental Information.
THE LIVESTRONG FOUNDATION 74-2806618
SCHEDULE M, LINE 32B: ALL DONATED VEHICLES ARE SOLD BY INSURANCE AUTO
AUCTIONS.
Schedule 0 (Form 990 or 990-EZ) (2012)
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012 Open to Public
Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74-2806618
Form 990, Part I, Line 1, Description of Organization Mission:
The LIVESTRONG Foundation provides a broad menu of mission‐related programs centered on the cancer community.
These include grants for survivorship research; grants to community programs; delivery of cancer survivorship
education; information, referral and support services; and grants to survivorship centers at academic medical
institutions. The Foundation is committed to ensuring that each and every individual affected by cancer has the
opportunity to achieve the highest quality of life possible.
Form 990, Part III, Line 1, Description of Organization Mission:
The LIVESTRONG Foundation (“The Foundation”) provides a broad menu of mission‐related programs centered on the cancer community. These include grants for survivorship research; grants to community programs; delivery of cancer survivorship education; information, referral and support services; and grants to survivorship centers at academic medical institutions. The Foundation is committed to ensuring that each and every individual affected by cancer has the opportunity to achieve the highest quality of life possible. Form 990, Part III, Line 4a, Program Service Accomplishments:
Mission
The Foundation works tirelessly to ensure that the issues affecting cancer survivorship are addressed by organizations and entities around the nation so that the needs of the approximately 12 million cancer survivors in the United States are met. The Programs Department funds a wide range of initiatives across the country in partnership with leading academic, community and advocacy organizations to ensure it is fulfilling its mission.
Grants and Partnerships Research Program ‐ The opportunity to support research that is patient‐centered remains a high priority of the Foundation. While the Foundation did not formally release an original Request for Proposal and fund new research grants in 2012, it continued to monitor 14 active grants from past grant cycles that address key recommendations from the National Action Plan on Cancer Survivorship and the reports of the Adolescent and Young Adult Oncology Progress Review Group. The Foundation’s research program is unique in its position to hear and respond to the voices of people affected by cancer from several levels, whether from constituents who follow the Foundation online, to individuals who join the Foundation at public events, or from those who simply call the Foundation, looking for help and support. In 2012, the Foundation made progress with research on several fronts. The Foundation fielded the third version of the LIVESTRONG Survey to understand the experiences of all people diagnosed with cancer ‐ specifically focusing on the practical issues after cancer treatment. The survey closed on December 31, 2012, and in 2013 the Foundation will work on creating reports to share the findings. The data from this survey will be used throughout the year to directly inform the services the Foundation provides through the navigation services.
Open to Public Inspection
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 2 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Additionally, the Foundation uses survey results to advocate for continued health policy changes to support people affected by cancer across their entire cancer journey. In addition to this study, the Foundation also continued work on research studies of our navigation services and Promotores training program. LIVESTRONGTM Survivorship Center of Excellence Network ‐ The Foundation has supported the work of survivorship centers since 2000. These centers historically worked autonomously and served both pediatric and adult survivors. In 2005, the Foundation launched a new initiative to create and maintain a network of survivorship centers to foster collaboration among centers and further the impact on cancer survivorship. Only pre‐selected NCI‐designated Comprehensive Cancer Centers are invited to apply for funding and each must collaborate with community‐based hospitals. The Foundation also works with the Network Centers on collaborative research projects in the area of survivorship.
Network members:
Abramson Cancer Center, University of Pennsylvania ‐ Philadelphia, PA
Dana‐Farber Cancer Institute ‐ Boston, MA
Fred Hutchinson Cancer Research Center ‐ Seattle, WA
Memorial Sloan‐Kettering Cancer Center ‐ New York City, NY
UCLA’s Jonsson Comprehensive Cancer Center ‐ Los Angeles, CA
University of Colorado Cancer Center ‐ Denver, CO
University of North Carolina Lineberger Comprehensive Cancer Center ‐ Chapel Hill, NC
Community Program ‐ The Foundation funds initiatives that address cancer survivorship issues through the Community Program. The relationship between the Foundation and an organization funded through the Community Program begins with a grant of financial support through a competitive grant cycle, but goes on to encompass much more through technical and capacity‐building support. During 2012, the Community Program offered 90 one‐year replication awards through the Community Impact Project, and supported more than 40 cancer focused conferences.
The Foundation’s Community Impact Project offered the opportunity to replicate evidence based programs in
communities across the United States. The Foundation selected the following 4 programs for replication:
The Creative Center – Artist in Residence Program, the foundation provided grants to start art programs in 20 cancer centers and hospitals.
LIVESTRONGTM at the YMCA ‐ An evidence‐based physical activity and wellness program for people affected by cancer. In partnership with the YMCA we offered grants to 30 YMCA’s to start this program.
Center for Advanced Palliative Care – In partnership with the Joint Commission and Mt. Sinai Medical School the foundation offered 20 grants to cancer centers and hospitals interested in seeking Advanced Certification in Palliative Care.
Pillars4Life – A virtual based support program for cancer survivors facilitated by masters level social workers via online and phone support, the foundation provided 20 grants for cancer centers to offer this program in their community.
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 3 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
These 4 programs, through the Foundation’s support, will offer direct and indirect support and training to tens of thousands of survivors. Sites for replication were chosen based on an online voting process, where constituents were able to vote for more than 200 programs vying for the awards (over 453,000 votes were cast over a two‐week period). In addition to funding programs and offering grants, the Community Program also manages certain aspects of engagement within the organization and external organizations. In 2012, the Community Program engaged over 500 hospitals and cancer centers with the Foundation’s mission and resources, along with nearly 300 cancer‐focused community based organizations.
LIVESTRONG at the YMCA ‐ The Foundation and the YMCA have partnered to create LIVESTRONG at the YMCA, an evidence‐based physical activity and wellness program for people affected by cancer. The program is currently available in more than 200 communities and over 260 branches nationwide. Since initiation of the program, over 12,000 individuals have been served.
In addition to further dissemination of the LIVESTRONG at the YMCA program, the Foundation is committed to spread the program to 30 additional cities in 2013 and continuing to implement additional program opportunities for YMCA sites. These programs include the childcare program, implementation of LIVESTRONG at School within YMCA after school and summer programs and exploration into culturally‐competent strategies for a Hispanic/Latino version of LIVESTRONG at School.
Hispanic/Latino Outreach and Education ‐ In 2012, the Foundation continued to provide culturally and linguistically appropriate information to Hispanic/Latinos affected by cancer. During 2012, the Foundation served 1,542 Hispanic/Latinos through LIVESTRONG Navigation Services and disseminated over 27,000 resources designed for the Hispanic/Latino audience.
In 2012, the Foundation continued our successful outreach efforts to Hispanic/Latinos through radio, television, print and online outlets. Additionally, we created a Spanish PSA that highlights the common concerns of Hispanic/Latino cancer survivors and encouraged viewers to contact LIVESTRONG Navigation Services for support.
The Foundation continued to expand the network of LIVESTRONG certified Promotores through partnerships with local and national community‐based organizations, as well as through the Community Impact Project. In 2012, the Foundation trained 484 Promotores through in‐person trainings as well as online. 98% of the participants reported an increased confidence in their ability to serve cancer survivors in their community.
Five (5) individuals were selected to serve as LIVESTRONG Promotores Mentors. These mentors offered additional support and guidance to individuals who completed the LIVESTRONG Promotores training and also hosted LIVESTRONG presentations and trainings that increased awareness and access to our resources. The Foundation also developed and hosted over 6 webinars offering ongoing support and education to LIVESTRONG‐certified Promotores. The Foundation conducted an extensive evaluation on the impact of the work of LIVESTRONG‐trained Promotores at 3 and 6 months post training. Through this evaluation, the Foundation received feedback on how to improve the Cancer Survivorship Training Curriculum for Promotores, and due to the feedback, added a new section to the training. This new section will provide Promotores with additional support on how to apply the training material and information in their outreach efforts.
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 4 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
LIVESTRONG at School ‐ Offers a curriculum of online lessons for grades K–12 to help school professionals talk with students about cancer in a way that is age‐appropriate, inspiring and empowering. To date, the Foundation has engaged approximately 1.7 million students in the fight against cancer and has reached approximately 134,000 teachers through the partnership with Scholastic, Inc. In 2012 alone, LIVESTRONG at School reached approximately 34,000 teachers and 300,000 students. Also, at the end of 2012 the Foundation began an intensive evaluation of the LIVESTRONG at School curriculum with a partner organization, which will conclude in 2013. The Foundation’s work to support educators and students in the fight against cancer has been published in Cure, LIVESTRONG Quarterly and the Journal of Cancer Education. LIVESTRONG Young Adult Alliance ‐ Each year, nearly 70,000 young adults between the ages of 15 and 39 are diagnosed with cancer. In contrast to those younger and older, survival rates for young adults have not increased since 1975, possibly due to factors such as lack of insurance, less participation in clinical trials and delayed diagnoses.
Background In November 2006, the Foundation and the National Cancer Institute (NCI) formed the first ever public‐private partnership of its kind to address the needs of adolescents and young adults diagnosed with cancer. Together, they sponsored the AYA Oncology Progress Review Group (AYAO PRG). The AYAO PRG was comprised of oncology experts who were charged with reviewing the science to address the research and cancer care needs of adolescents and young adults. This resulted in a national agenda to improve cancer prevention, detection, diagnosis, treatment and outcomes for these patients. The report, Closing the Gap: Research and Care Imperatives for Adolescents and Young Adults with Cancer, was printed August 2006 and addressed 5 recommendations to improve survival rates and quality of life for AYAs.
The Alliance was developed simultaneously to the AYAO PRG and became the organized structure to address the recommendations of the PRG Report. The Alliance was a coalition of organizations that included universities and academic medical centers, cancer centers, community hospitals, professional societies, nonprofit and advocacy groups, and liaison members from government agencies, such as the NCI and the Centers for Disease Control and Prevention (CDC).
In response to the AYAO PRG Report, the Alliance published a 5‐year implementation plan “Closing the Gap: A Strategic Plan” (www.livestrong.org/pdfs/LAF‐YAA‐Report‐pdf) to address and accomplish the recommendations set forth. The Strategic Plan was the basis of the work performed by the Alliance, its members, NCI, and the Foundation, from November 2006 through November 2011. Moving forward Due to the tremendous growth of the AYAO movement and the significant progress made by the Alliance at the end of the 5‐year Implementation Plan, which ended in November 2011, the Alliance has created a coalition separate from the Foundation. This new alliance will continue to focus on serving AYAs diagnosed with cancer.
To help establish the new entity, the Foundation granted seed money in 2012 and hired an interim executive director to lead the charge. The Foundation expects to continue its support through the end of 2014. In addition to its support of the new alliance, the Foundation will continue to invest internally in AYAO‐related work.
The new entity, CRITICAL MASS: The Young Adult Cancer Alliance, has a mission to increase survival rates, quality of life, and ensure access to the best medical and psychosocial resources for AYAs diagnosed with cancer.
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 5 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Professional Education The LIVESTRONG Foundation collaborates with partners, including participation in planning and development of course outlines and sponsorship of continuing education courses. Since 2009, the American Society of Clinical Oncology (ASCO), Conquer Cancer Foundation, and the LIVESTRONG Foundation, utilizing partial funding from a CDC grant, have partnered to develop and offer Focus Under Forty, an education curriculum for healthcare professionals. Nine courses were launched during 2011, and two additional CME courses were added in 2012. This curriculum series is designed to build awareness of and provide training to address the challenges and unique issues involved in treating adolescent and young adults (AYAs ages 15‐39) who have been diagnosed with cancer. Courses are offered free, online through ASCO University and through free podcasts on iTunes University.
The Focus Under Forty curriculum topic areas include cancer care, supportive care, role of the primary care provider, survivorship, diagnosis, treatment, fertility preservation issues for males and females, clinical trials, melanoma, breast cancer, and Hodgkin lymphoma. During 2012, outreach expanded greatly over the prior year, with 7,438 healthcare professionals participating in at least one course of the Focus Under Forty curriculum.
During 2012, ASCO and the LIVESTRONG Foundation also offered an opportunity to four professional organizations to join the Focus Under Forty initiative as educational partners. This included collaboration in the new course content development process, identification of faculty for new courses, and outreach to their respective organizations’ membership around the curriculum series.
The educational partners for the Focus Under Forty initiative now include:
LIVESTRONG Foundation
American Society of Clinical Oncology
Conquer Cancer Foundation
American Society of Pediatric Hematology Oncology
Association of Physician Assistants in Oncology
Commission on Cancer of the American College of Surgeons
Critical Mass: The Young Adult Cancer Alliance During 2012, the LIVESTRONG Foundation offered free, accredited nursing education through collaborative sponsorships with two continuing education providers: Nurse Oncology Education Program (NOEP.org), which is affiliated with the Texas Nurses Association; and Nurse.com, a Gannett Company. Partnerships developed and offered continuing education (“CE”) opportunities around best practices for cancer care at no cost to nurses and other healthcare professionals.
At the Crossroads: Cancer in Ages 15‐39 is a 1‐contact hour accredited CE video course for nurses about the unique issues faced by AYAs with cancer. NOEP and the LIVESTRONG Foundation reaccredited and continued to offer this course recognizing that nurses, no matter the field of practice, can positively impact treatment of adolescents and young adults affected by cancer. The videos are also available on NOEP's YouTube channel for those viewers not in need of CE. During 2012, 1,850 nursing professionals took the AYA CE course for credit. Of these, 87% indicated that they were more likely to consider cancer in a differential diagnosis of an AYA after taking the course.
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 6 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Advancing Care: Cancer in Hispanic/Latino Populations is a 1‐contact hour accredited CE video course about cancer issues experienced in the Hispanic/Latino population. This course launched in July 2012, and 699 nurses completed the course by December 2012. More than 90% of the nurses indicated that they gained increased awareness of the specific needs of this population following a cancer diagnosis from this course.
During 2012, a total of 14 accredited nurse CE webinar courses (11 online live/captured webinars and 3 print courses published in Nurse.com publications) were sponsored by the LIVESTRONG Foundation and offered at no cost through Nurse.com. During this one‐year period, more than 77,000 CE tests were taken by 36,866 unique test takers. There were three initiatives focusing CE course topics around the issues of 1) Men and Cancer, and 2) Good Health in the Hispanic/Latin Community, and 3) Cancer Pain.
LIVESTRONG SmartBrief ‐ In August 2012, the LIVESTRONG Foundation partnered with SmartBrief to launch the LIVESTRONG SmartBrief, a free, weekly email newsletter designed specifically for healthcare professionals. Content focuses on emerging trends, health policy and cancer research, patient‐centered cancer care information and more. As of December 2012, 575 healthcare professionals had subscribed to this publication.
Direct Services LIVESTRONG Navigation Services ‐ LIVESTRONG Navigation Services are for anyone affected by cancer, including the person diagnosed with cancer as well as their loved ones and health care professionals. At any point in a survivor’s cancer experience, the Foundation provides free, one‐on‐one, confidential, professional support with:
Emotional and peer support.
Financial, insurance and job concerns.
Clinical trials matching.
Fertility preservation risks and options.
Learning more about cancer diagnosis and treatment options.
Connecting to local resources. In addition to direct support with cancer needs, the LIVESTRONG Cancer Navigation Center provides educational resources that help survivors cope with their diagnosis, including the offering of educational classes and discussion forums In addition, the Foundation provides information, tools and training opportunities to help healthcare provides effectively care for cancer patients. All services provided by navigation services are available in English and Spanish, Monday through Friday during regular business hours (9‐5pm CT).
Throughout 2012, over 580,000 services and tools were accessed. This includes those provided through navigation and accessed via online and print materials. A few highlights of 2012 include:
Saved clients approximately $5.9 million through negotiation of discounts, maximization of available medication programs and overturned denials from insurance companies.
Helped more than 15,100 individuals, connecting them to an average of 11 services per client
Distributed more than 169,000 Living After Cancer Treatment brochures and LIVESTRONG Guidebooks.
Served 1,233 Austin area clients
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 7 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Advocacy, Government Relations and Health Policy
LIVESTRONG Day ‐ Each year, the Foundation invites supporters to participate in LIVESTRONG Day, a one‐day initiative to unite people affected by cancer. The goal is to raise awareness for the cancer fight and to show support for people affected by cancer around the world.
In 2012, the Foundation held a campaign to create the largest one‐day demonstration of support for cancer survivors over social media. Outreach included online advertising, an email series and social media, resulting in:
107,000+ messages of support
83% of these messages on Facebook
#livestrongday trended on Twitter
Advocacy Coalitions ‐ The Foundation participates as a member of a number of cancer advocacy coalitions including the One Voice Against Cancer coalition and the Cancer Leadership Council in Washington, D.C. In addition, the Foundation is a member of The Non‐Communicable Disease Alliance (“NCD Alliance”).
Policy and Government Relations ‐ The primary focus of 2012 was establishing cancer as a priority at the global,
federal and state level. The Foundation worked with the NCD Alliance to develop a set of global targets as agreed at
the first‐ever United Nations meeting on cancer and other non‐communicable diseases (NCDs). Collective outreach
and recommendations resulted in the establishment of a global target to reduce premature mortality from cancer and
other NCDs by the year 2025. A draft global action plan also has been developed, including a number of disease‐
specific targets relevant to cancer prevention, diagnosis, treatment, and care. In addition, the Foundation encouraged
US government leadership to promote bilateral and multilateral programs that leverage existing resources to address
the global cancer burden. The Foundation, through advocacy coalitions, worked to sustain resources for federal and
state cancer programs. The Foundation also supported the California Cancer Research Act (Prop 29) – an initiative
that would have created an $800 million fund for cancer research and programs in California by increasing the state
cigarette tax by $1. In June, this state ballot measure fell 24,000 votes short of passage out of 5 million votes cast.
International Program ‐ The Foundation combines global advocacy with local action. Together with partners, the Foundation is working to:
Increase awareness of cancer as a priority among policy makers.
Improve access to care for cancer survivors around the world.
Empower people to engage in the fight against cancer.
Anti‐Stigma Initiative ‐ In 2012, the Foundation successfully concluded our pilot of the Anti‐Stigma Initiative nationally in Mexico with implementing partner, John Snow, Inc. Through a mass media campaign which shared the stories of Mexican cancer survivors, and a focused educational outreach effort in Guadalajara, Mexico City, Nezahualcoyotl, and Mérida, the initiative changed myths and misperceptions around cancer and encouraged a dialogue about the disease. Results include:
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 8 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
103 million media impressions (80 million households) per month over a three months period for TV survivor story PSAs
92 million media impressions per week for radio survivor story PSAs for 21 weeks
857,060 people were impacted by messages and materials on the Comparte tu Historia Facebook page per month over 8 months.
Trained 244 participants and 46 trainers on “Basics of Cancer Stigma and Survivorship”
Held 10 community events in one year. In particular we reached over 7,500 people through the World Cancer Day special event and created a new Guinness World Record through the human wristband.
76% exposed to the campaign said they learned something new about cancer
70% exposed to the campaign said it influenced them to talk more openly about cancer
Patient Empowerment Project (PEP) ‐ In 2012, the Foundation launched the Patient Empowerment Project (PEP) in
collaboration with American Cancer Society and Japan’s premier health policy and advocacy organization, Health and
Global Policy Institute (HGPI). PEP was designed to leverage the patient voice to bring visibility to gaps in cancer
control and raise awareness within the population of cancer patient needs and experiences. The Foundation is
providing technical assistance and training to our local partners empowering them to raise awareness among
policymakers, the general public, healthcare providers, and the media about the challenges that cancer patients face.
Local partners have launched a public campaign with the tagline “Over Cancer Together” to empower patients to become cancer control advocates and utilize their voices to engage in the policy making process.
A Patient Forum, or a multi‐stakeholder meeting addressing quality of life and survivorship issues in Japan, has been planned for December of 2013. The Forum will bring together media, NGOs, advocates, and representatives from the health sector and government to hear patient stories, and dialogue in order to build grassroots momentum around key cancer issues in the country.
The outcome of the Campaign and Patient Forum will be a comprehensive, patient‐informed national call to action which will contribute to efforts to address the burden of cancer in Japan and grow the cancer patient advocacy movement.
This marks the third country where the Foundation brings the Patient Empowerment Project in the last 3 years.
Form 990, Part VI, Section A, Line 4:
Summary
By‐Laws Amendments
2012
1. Appropriate board size. Increase from 20 to 30 the maximum number of members that may serve on the board of
directors. Section 3.01B of the bylaws was amended to increase maximum board size to 30.
2. Appropriate executive committee size. Increase from 6 to 7 the maximum number of members that may serve on
the executive committee. Section 3.02D of the bylaws was amended to increase executive committee size to
minimum of 5 (automatic election of five officers to serve for their 2 year officer terms) and maximum of 7 (two
additional “at large” members to be added annually by the full board); typos in existing bylaws referencing “interim
members” are replaced with references to “executive committee members”.
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 9 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
3. Frequency of executive committee meetings. Establish requirement for executive committee to hold a minimum of
four “in‐person” committee meetings per year. Section 3.02E of the bylaws was amended to increase the minimum
number of annual meetings to four and requires that at least two of these meetings be conducted in person;
discretion is given to the Chairman to determine whether teleconference communication is appropriate for any of the
in person meetings, and Section 4.03 has been updated to include teleconferencing as a permissible form of meeting.
4. Appropriate length and number of board terms for new board members; “grandfather” issues for existing board
members. Limit board service for directors elected after December 7, 2012 to a maximum of 3 consecutive terms of 3
years each (maximum 9 consecutive years); continue board service terms for existing directors consistent with
resolutions adopted in 2005, i.e. 4 consecutive terms of 3 years each (maximum of 12 consecutive years, and for
directors elected prior to 2005 with calculation of their 4 terms to begin as of January 1, 2005); allow additional terms
after a “break” in service of at least one year for both existing and new directors. Section 3.01B of the bylaws was
amended to make service of any board members elected on or after December 7, 2012 subject to a limit of three
consecutive three year terms with a mandatory “layoff” of at least one year thereafter before being eligible to rejoin
the board; directors elected prior to December 7, 2012 are not subject to this new provision, but remain subject to the
limit of four consecutive three year terms. Existing directors are also eligible to return to service following a
mandatory “layoff” of at least one year.
5. Engaging former board members. Create an advisory committee with the title “Director Emeritus” to be populated
by past directors no longer serving on the board as well as future board members following the end of their board
service, with activities and responsibilities to be established by time to time as directed by staff and supervised by the
executive committee. No bylaw amendment is provided to establish a category of “Director Emeritus,” which may be
accomplished at any time via board resolution. Current plan is for board to consider such a resolution upon
recommendations by staff regarding establishment, by way of a program rather than a board committee, a structure
and related activities, including appropriate membership, of a group to be designated as “emeritus” directors.
6. Appropriate length of officer terms. Officer terms remain set at two years; “at large” members of the executive
committee should be elected or renewed annually. Section 3.02D of the bylaws was amended to establish length of
terms for at large executive committee members at one year; bylaws are unchanged to continue other officer terms at
two years.
7. Indemnification. Update existing indemnification provisions to make mandatory for “governing persons” (meaning
directors and non board members of executive, audit and finance committees) to the greatest extent allowed by law
the otherwise “permissive” indemnification provisions of the current state statute. Section 6.06 of the bylaws
amended to make mandatory to the greatest extent allowed by law the permissive indemnification provisions of the
current statute. Rather than restate the statutory mechanisms for indemnification in the bylaws, the bylaws simply
make reference to the determinations, procedures and limitations as stated in applicable law.
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 10 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Form 990, Part VI, Section B, Line 11b: The LIVESTRONG Foundation Staff are responsible for compiling and preparing the financial statements that are then audited by an outside firm. Upon completion of the audit, an outside tax firm is engaged to prepare the annual form 990 tax return. Before filing, the return is reviewed in detail by the Chief Financial Officer. As a final step the return is provided to the governing body via email for their review and comment prior to filing.
Form 990, Part VI, Section B, Line 12c: Annually board members are required to disclose any interests that could give rise to conflicts. Form 990, Part VI, Section B, Line 15: The compensation of the president and all officers is reviewed and approved by the executive committee of the board of directors. Form 990, PART VI, Line 17: List of states receiving copy of form 990: AL, AK, AZ, AR, CA, CO, CT, FL, GA,IL, KY, ME, MD, MA, MI, MN, MS, KS, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI Form 990, Part VI, Section C, Line 19: Financial statements are posted and made available to the public on the organization’s website. All other governing documents and policies are available upon request.
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 11 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Form 990, Part IX, Line 11B, Detail for Legal Fees:
The Foundation incurs various types of legal fees including Government Relations
representation, general legal advice and business development fees related to Trademark
Registration, Protection, and Enforcement.
Activity Amount
Business Development:
Domestic Trademark Registrations & Maintenance $ 437,579
International Trademark Registrations & Maintenance 92,114
Business Development General ‐ Contracts 13,045
Government Relations* 331,095
Programs and General 89,141
Total $ 962,974
*The Foundation is involved in a wide variety of government relations work advancing cancer research and prevention policy efforts in Texas; encouraging legislators to address cancer within US global health policy; and specific work focusing on domestic policy issues that impact people living with cancer.
Form 990, Part IX, Line 11g, Professional Fees and Other Detail:
The Foundation incurs and spends funds on a wide variety of Professional Fees and Other Expenses related to activities,
programs and events. These consist of Contract Services, Independent Contractors, Customer Service Fees, Administrative
Fees and other related fees connected specifically with the following programs:
Activity Amount
Navigation Services $ 1,433,554
LIVESTRONG Challenge Fundraising Events 684,381
Global Empowerment Program 346,335
Marketing & Promotion Activities 292,256
Merchandise 261,095
LIVESTRONG at School 226,000
Communications General 222,334
Young Adult Alliance Transition 215,771
Brand Campaign & Programs 189,150
Survivor Support Initiative 169,950
Professional Education 166,574
Mission General 140,233
Corporate Giving 128,510
Austin LIVESTRONG Cancer Navigation Center 120,887
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 12
Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Shared Services 116,392
Survivorship Centers of Excellence 110,925
Hispanic / Latino Outreach 102,980
15th Anniversary Gala 88,375
Research & Evaluation General 70,110
Health Policy 69,000
Information Technology 67,453
Guidebook Distribution 45,292
Development Services 34,185
Training Institute 32,995
Partnered Events 32,510
Community Programs & Engagement General 25,623
Wristband Distribution 24,992
LIVESTRONG Navigation Transportation Program 20,570
President's Circle Initiative 20,000
Annual Giving 19,701
Grassroots Engagement 11,599
Educational Resource Distribution 10,304
Ride for the Roses 10,213
LIVESTRONG Assembly 10,042
Government Relations 6,971
Individual Stewardship 3,038
LIVESTRONG Leader Training Meeting 3,001
Facilities 2,020
Community Impact Program 1,119
Miscellaneous 982
Total $ 5,537,423
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 13 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Form 990, Part IX, line 12, Detail for Advertising and Promotion:
The Foundation incurs and spends funds on a wide variety of promotion, awareness
and advertising for its activities, programs and events. These consist of advertising,
audio / visual production, market research, graphic design, signage, photography
and radio / tv advertisements connected specifically with the following programs.
For convenience, we have categorized these expenses by both Activity & Type:
Activity Amount
Navigation Services $ 1,324,246
LIVESTRONG Day 511,545
LIVESTRONG Challenge Fundraising Events 467,758
Hispanic / Latino Outreach 382,261
Run Fundraising Events 226,222
Brand Partnerships & Campaign Programs 216,953
Marketing General 182,663
Grassroots Engagement 174,020
Brand Research 126,541
Communications 62,104
Global Empowerment 57,449
Professional Education 49,300
Merchandise 47,717
Educational Resources 27,168
LIVESTRONG Assembly 17,129
Ride Fundraising Events 16,771
Shared Services 16,539
REV Idea Sharing Forum 14,775
Research & Evaluation 12,619
Government Relations 10,806
Ride for the Roses 9,355
Austin LIVESTRONG Cancer Navigation Center 8,640
Community Impact Project 7,891
Triathlon Fundraising Events 7,505
Global Awareness 6,813
Survivor Support Initiative 6,330
Mission General 5,000
Development Services 5,000
Miscellaneous 3,121
LIVESTRONG at School 2,345
Global Access 1,667
Total $ 4,008,253
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 14 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Type Amount
On‐Line Advertising & Promotion $ 1,876,826
Print Advertising & Promotion 612,713
Audio / Visual Production 542,631
Public Relations 182,247
Marketing Research 169,541
Graphic Design 112,352
Advertising & Promotion General 106,027
Radio Advertising & Promotion 105,125
TV Advertising & Promotion 85,450
Signage 72,815
Photography / Framing 62,001
Copywriting 54,670
Outdoor Advertising & Promotion 20,700
Agency Production 5,000
Miscellaneous 155
Total $ 4,008,253
Schedule 0 (Form 990 or 990-EZ) (2012)
Schedule 0 (Form 990 or 990-EZ) (2012) Page 15 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Form 990, PART IX, Line 17, Detail for Travel:
The Foundation incurs travel related costs (airfare, lodging, meals & transportation)
to host a variety of cancer related programs and events.
Activity Amount
LIVESTRONG Leader Training Meeting $ 213,577
LIVESTRONG Challenge Fundraising Events 153,347
Community Programs & Engagement 111,867
Ride for the Roses 108,343
Shared Services 105,017
Community Impact Project 93,624
15th Anniversary Gala 82,024
Navigation Services 53,423
Run Fundraising Events 51,272
Survivorship Centers of Excellence 49,804
Mission General 43,193
Global Awareness 41,310
Marketing 38,128
Partnered Events Fundraising 36,881
Research & Evaluation 34,212
Health Policy 33,701
Major Giving 30,189
Grassroots Lobbying 29,588
Young Adult Alliance 28,997
Grassroots Fundraising 24,136
Meeting Sponsorships 22,723
Brand Campaign 22,094
Brand Partnerships 21,569
Communications 20,717
Grassroots Engagement 18,306
Hispanic / Latino Outreach 18,151
Global Empowerment 17,352
Development Services 13,936
Government Relations 13,394
Triathlon Fundraising Events 12,302
California Cancer Research Act 9,781
Corporate Giving 8,853
Professional Education 7,368
Development Communications 6,225
LIVESTRONG Assembly 5,171
Strategic Partnerships 5,161
Ride Fundraising Events 5,024
Merchandise 4,780
Schedule 0 (Form 990 or 990-EZ) (2012) Page 16 Name of the organization Employer identification number
THE LIVESTRONG FOUNDATION 74‐2806618
Annual Giving 4,673
Direct Lobbying 4,530
Individual Stewardship 4,437
American Society of Clinical Oncology Meeting 3,151
Austin LIVESTRONG Cancer Navigation Center 2,360
Training Institute 2,166
Legal Services 1,105
Miscellaneous 755
Total $ 1,618,717
Form 990, Part XII, Line 2C: The process of selecting an independent accountant and overseeing the audit of the financial statements has not changed from prior year. Form 990, Page 1, Block B, Name Change: Effective October 30, 2012 the foundation changed its name. Documents were formally submitted and approved by the
Texas Secretary of State (attached) changing the name of the foundation to The LIVESTRONG Foundation.
