Bay Area Lyme Foundation
- Assets
- $3.3m
- Revenue
- $3.4m
- Investments
- $0.0
- Employees
- 2
- Location
- Portola Valley, CA
- Founding
- 07/2012
- Data as of
- 12/2021
- EIN
- 45-3715012
Organization Overview
Bay Area Lyme Foundation is located in Portola Valley, CA. The organization was established in 2012. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Bay Area Lyme Foundation employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bay Area Lyme Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Bay Area Lyme Foundation generated $3.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $3.8m during the year ending 12/2021. While expenses have increased by 6.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Bay Area Lyme Foundation has awarded 63 individual grants totaling $8,502,530. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ACCELERATE DEVELOPMENT OF RELIABLE DIAGNOSTIC TOOLS FOR LYME DISEASE & A CURE FOR LATE STAGE LYME THRU FUNDING INNOVATIVE RESEARCH; FOSTER PREVENTION THRU EDUCATION
Describe the Organization's Program Activity:
Part 3 - Line 4a
AS AN INDEPENDENT NONPROFIT ORGANIZATION, BAY AREA LYME IS ABLE TO PARTNER WITH LEADING RESEARCHERS AND INSTITUTIONS ALL ACROSS THE COUNTRY TO SUPPORT THE MOST INNOVATIVE AND PROMISING PROJECTS IN LYME DISEASE RESEARCH, REGARDLESS OF AFFILIATION. TRUE BREAKTHROUGHS WILL OCCUR ONLY THROUGH WELL-DESIGNED RESEARCH PROJECTS AND AT BAY AREA LYME, WE HAVE A RIGOROUS SCREENING AND MONITORING PROCESS, GRANT CONTINGENCIES, AND PROJECT REPORTING, TO ENSURE THAT PROJECTS ARE EFFECTIVELY DESIGNED AND FUNDS WELL SPENT. IN 2021, BAY AREA LYME FOUNDATION FUNDED 19 GRANTS AVERAGING $153,000 PER AWARD TO VARIOUS INSTITUTIONS ACROSS THE COUNTRY. $1.6 MILLION WAS AWARDED TO PROJECTS FOCUSED ON IMPROVED DIAGNOSTICS OF LYME DISEASE AND OTHER TICK-BORNE INFECTIONS; $1.1 MILLION AWARDED TO IMPROVE THERAPIES, AND THE REMAINING GRANTS FOR ECOLOGY AND AWARENESS PROJECTS. DUKE UNIVERSITY RECEIVED A GRANT OF $576,840 TO CONTINUE THE WORK OF THE LATE DR. NEIL SPECTOR ON LYME DISEASE. THE LAB OF DR. CHARLES CHIU RECEIVED A GRANT OF $331,960 TO PURCHASE NEEDED EQUIPMENT NEEDED FOR RESEARCH WORK ON IMPROVED THERAPIES. THE 2021 EMERGING LEADER AWARDS TOTALING $350,000 WERE AWARDED TO DIAGNOSTIC PROJECTS AT ROCKEFELLER UNIVERSITY AND VIRGINIA POLYTECHNIC UNIVERSITY. BAY AREA LYME ALSO AWARDED 4 GRANTS THAT TOTAL $875,428 TO COMPANIES WHOSE PROJECTS ALIGNS WITH THE FOUNDATION'S MISSION.
BAY AREA LYME FOUNDATION'S EDUCATION AND AWARENESS PROGRAMS INCLUDE FREE TICKTECTIVE PODCASTS, SPEAKER SERIES PRESENTATIONS AND A WIDE VARIETY OF EDUCATION AND TRAINING REGARDING TICK-BITE PREVENTION. IN 2021, BAY AREA LYME ENTERED INTO A NEW AWARENESS PARTNERSHIP WITH THE AMERICAN JUNIOR GOLF ASSOCIATION (AJGA) PROVIDING IT'S YOUNG MEMBERS WITH TICK PREVENTION POUCHES THAT INCLUDED A TICK REMOVAL KEY, REPELLANT AND INFORMATION ABOUT LYME DISEASE AND OTHER TICK BORNE INFECTIONS. THIS MULTI-YEAR PARTNERSHIP IS TARGETING OVER 10,000 YOUTHS ACROSS THE COUNTRY. THE FOUNDATION HELD 2 SPEAKER SERIES EVENTS INCLUDING ONE LIVE VIDEO PRESENTATION WITH SAB MEMBER, DR. SUNJYA SCHWEIG, AND PATIENT, LIA GAERTNER, WHO DESCRIBED HER LYME EXPERIENCE WITH OVER 90 ATTENDEES. THE FINAL SPEAKER SERIES FOR 2021 WAS HELD IN SAN DIEGO WHERE ATTENDEES HEARD ASSISTANT PROFESSOR, VICTORIA BLAHO SPEAK ON THE IMMUNE RESPONSE TO INFECTIONS. DR. DAVID HANEY SPOKE ABOUT THE TRAGIC LOSS OF HIS SON, DR. SEAN HANEY, WHO DIED OF COMPLICATIONS WITH TICK-BORNE INFECTIONS. FINALLY, $175,000 WAS AWARDED TO INCREASE AWARENESS THROUGH 2 FILM PROJECTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda Giampa Executive Director/secretary | Officer | 19.39 | $242,600 |
Bonnie Crater Treasurer, Board | OfficerTrustee | 2.26 | $0 |
Laure Woods President, Board Of Director | OfficerTrustee | 2 | $0 |
Susan Strehlow Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $454,609 |
| Related organizations | $716,736 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,129,365 |
| Noncash contributions included in lines 1a–1f | $10,429 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,300,710 |
| Total Program Service Revenue | $0 |
| Investment income | $36,288 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,279 |
| Net Income from Fundraising Events | $56,400 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,398,677 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,761,464 |
| Grants and other assistance to domestic individuals. | $150,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $110,263 |
| Compensation of current officers, directors, key employees. | $44,115 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $180,788 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $7,986 |
| Payroll taxes | $21,036 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,600 |
| Fees for services: Accounting | $30,616 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $20,246 |
| Fees for services: Other | $247,188 |
| Advertising and promotion | $8,927 |
| Office expenses | $3,363 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $21,618 |
| Travel | $10,622 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $83,010 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $5,781 |
| All other expenses | $50,141 |
| Total functional expenses | $3,813,182 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $554,446 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $4,150 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $62,190 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,154,991 |
| Investments—other securities | $0 |
| Investments—program-related | $309,585 |
| Intangible assets | $0 |
| Other assets | $213,631 |
| Total assets | $3,298,993 |
| Accounts payable and accrued expenses | $105,428 |
| Grants payable | $1,806,906 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,912,334 |
| Net assets without donor restrictions | $861,812 |
| Net assets with donor restrictions | $524,847 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,298,993 |
Grants Awarded
Over the last fiscal year, Bay Area Lyme Foundation has awarded $2,756,964 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Durham, NC PURPOSE: THERAPIES AND DIAGNOSTICS | $576,840 |
AUGMENTA BIOWORKS PURPOSE: THERAPIES AND DIAGNOSTICS | $383,000 |
SAPIENT BIOANALYTICS PURPOSE: DIAGNOSTICS | $344,528 |
San Francisco, CA PURPOSE: THERAPIES | $331,960 |
New York, NY PURPOSE: DIAGNOSTICS | $250,000 |
Chapel Hill, NC PURPOSE: THERAPIES AND DIAGNOSTICS | $240,209 |
Grants Recieved
Over the last fiscal year, we have identified 22 grants that Bay Area Lyme Foundation has recieved totaling $2,241,759.
| Awarding Organization | Amount |
|---|---|
Steven & Alexandra Cohen Foundation Inc Stamford, CT PURPOSE: FIELD BUILDING | $1,106,883 |
Bay Area Lyme Major Gift Fund Portola Valley, CA PURPOSE: GENERAL OPERATING SUPPORT | $716,736 |
Richard Saltonstall Charitable Foundation Boston, MA PURPOSE: GENERAL SUPPORT | $100,000 |
Mair Family Foundation Los Gatos, CA PURPOSE: GENERAL FUND | $100,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $45,600 |
Msb Cockayne Fund Inc Nashville, TN PURPOSE: TO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY | $45,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |