2023-09-28T15:33:47-05:00 2022-12-31 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2022-01-01 363727715 LYNN SAGE BREAST CANCER FOUNDATION LYNN 3122522502 1500 NORTH HALSTED STREET 200 CHICAGO IL 60642 HALEE SAGE CHAIR 3122522502 2023-09-28 1 HALEE SAGE 999009999 0 SUSAN GREGGO P00595460 8472679600 2023-09-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X HALEE SAGE 1500 NORTH HALSTED STREET 200 CHICAGO IL 60642 2161062 0 X WWW.LYNNSAGE.ORG X 1985 IL TO FUND BREAST CANCER RESEARCH AND EDUCATION ACTIVITIES AT RESEARCH INSTITUTIONS IN CHICAGO. 53 53 3 73 0 0 1273370 1119930 0 0 302995 68351 552828 -25024 2129193 1163257 570790 1189740 0 0 89975 151404 0 0 133440 371974 225912 1032739 1567056 1096454 -403799 6202137 5519974 103200 300000 6098937 5219974 X THE FOUNDATION FUNDS RESEARCH AND EDUCATION TO PREVENT BREAST CANCER AND IMPROVE OUTCOMES FOR INDIVIDUALS WITH BREAST CANCER. FUNDING IS DIRECTED TO CANCER CENTERS IN CHICAGO, INCLUDING ROBERT H. LURIE COMPREHENSIVE CANCER CENTER OF NORTHWESTERN UNIVERSITY, TARGETING GLOBAL IMPACT. THE LYNN SAGE BREAST CANCER FOUNDATION'S MISSION IS TO RAISE FUNDS FOR RESEARCH AND EDUCATION TO PREVENT BREAST CANCER AND IMPROVE OUTCOMES FOR INDIVIDUALS WITH BREAST CANCER. INVESTMENTS ARE DIRECTED LOCALLY WITHIN THE CHICAGO AREA, BUT DRIVE IMPACT GLOBALLY. 0 0 1197146 1189740 THE LYNN SAGE BREAST CANCER FOUNDATION INVESTS IN MEDICAL RESEARCH TO HELP PREVENT AND TREAT BREAST CANCER, PROVIDE CRITICALLY-NEEDED MEDICAL TRAINING THROUGH GRANTS TO FELLOWS, AND PROMOTE COLLABORATION ACROSS DISCIPLINES THROUGH LYNN SAGE BREAST CANCER SYMPOSIUM. SINCE 1985 WE HAVE RAISED OVER $40 MILLION AND ARE ONE OF THE LEADING BREAST CANCER RESEARCH ORGANIZATIONS IN THE COUNTRY. 1197146 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 53 53 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X X PAM SPEER LEWIS 3122522502 1500 NORTH HALSTED STREET STE 200 CHICAGO IL 60642 MEREDITH SOREN FREESE EXEC BOARD OF DIR/CO-CHAIR 10.00 X X 0 0 0 LAURA H SAGE EXEC BOARD OF DIR - IMMEDIATE PAST CHAIR 10.00 X 0 0 0 SOFIA AHMAD JONES EXEC BOARD OF DIR/VICE CHAIR THRU 8/22 15.00 X X 0 0 0 SUSAN SILVER EXEC BOARD OF DIR/TREASURE 3.00 X X 0 0 0 KRISTIN WOLF EXEC BOARD OF DIR - SECRET 3.00 X X 0 0 0 KATE NASH MD EXECUTIVE BOARD OF DIRECT 3.00 X 0 0 0 SARAH RUDICH EXECUTIVE BOARD OF DIRECTO 3.00 X 0 0 0 BRIAN KIRK EXECUTIVE BOARD OF DIRECT 3.00 X 0 0 0 JANIKA BRENNER EXECUTIVE BOARD OF DIRECT 3.00 X 0 0 0 SYLVIA MICHAS EXECUTIVE BOARD OF DIRECT 3.00 X 0 0 0 PAUL F O'KEEFE EXECUTIVE BOARD OF DIRECT 3.00 X 0 0 0 HALEE SAGE EXECUTIVE BOARD OF DIRECT 3.00 X 0 0 0 CHARLENE LIEBER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 RONNA ISAACS-STOLMAN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 KIM FEINGOLD FULL BOARD OF DIRECTORS 1.00 X 0 0 0 LILI ANN ZISOOK FULL BOARD OF DIRECTORS 1.00 X 0 0 0 SHERI WHITKO FULL BOARD OF DIRECTORS 1.00 X 0 0 0 STEPHANIE LIEBER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 ELLEN SOREN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 NANCY GOLDING FULL BOARD OF DIRECTORS 1.00 X 0 0 0 AUDREY SELIN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 BARI ANIXTER MLODINOFF FULL BOARD OF DIRECTORS 1.00 X 0 0 0 JULIE BARRISH FULL BOARD OF DIRECTORS 1.00 X 0 0 0 TERRI LIND FULL BOARD OF DIRECTORS 1.00 X 0 0 0 DAYNA SALASCHE GOLDSTEIN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 CHLOE IFERGAN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 MEGAN GOLDISH FULL BOARD OF DIRECTORS 1.00 X 0 0 0 MOLLY BETT KOVLER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 KRISTIN KLEIN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 PENNY NEWBERRY FULL BOARD OF DIRECTORS 1.00 X 0 0 0 KENDRA SHIFFMAN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 JANIS TROSSMAN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 TOM ORDOVER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 YAEL RATNER SILVERMAN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 ZACHARY ZISOOK FULL BOARD OF DIRECTORS 1.00 X 0 0 0 LORA SCHATZ JACOBSOHN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 CETA WALTERS FULL BOARD OF DIRECTORS 1.00 X 0 0 0 KOSTA LOUKAS FULL BOARD OF DIRECTORS 1.00 X 0 0 0 BRIAN LORBER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 ALISON MITCHELL FULL BOARD OF DIRECTORS 1.00 X 0 0 0 DANIEL EYBERGEN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 LAURA GOODMAN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 YASEMIN GREEN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 EVA LASER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 ABBY LORBER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 PAVANDEEP SETHI FULL BOARD OF DIRECTORS 1.00 X 0 0 0 RACHEL SHER FULL BOARD OF DIRECTORS 1.00 X 0 0 0 JENNIFER THURSWELL FULL BOARD OF DIRECTORS 1.00 X 0 0 0 SEEMA VENKATACHALAM MALKANI FULL BOARD OF DIRECTORS 1.00 X 0 0 0 SUSAN WYDERKA FULL BOARD OF DIRECTORS 1.00 X 0 0 0 ELLEN JACOBS FULL BOARD OF DIRECTORS 1.00 X 0 0 0 ELIZABETH SCHUBERT FULL BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN BARSELLA FULL BOARD OF DIRECTORS 1.00 X 0 0 0 REBECCA RICHMAN FULL BOARD OF DIRECTORS 1.00 X 0 0 0 PAMELA SPEER LEWIS EXECUTIVE DIRECTOR 40.00 X 69180 0 3341 69180 0 3341 0 0 0 0 0 210634 909296 1600 1119930 130950 130950 896457 959056 -62599 -62599 -62599 13725 210634 38749 -25024 -25024 1163257 0 0 43327 1189740 1189740 72521 18130 54391 64782 37935 26847 3854 1811 2043 10247 4201 6046 33235 33235 25900 25900 30169 30169 57297 51701 5596 3317 1330 1987 4598 4598 9000 9000 3564 3564 4690 4690 WEBSITE 24686 7406 4937 12343 BANK AND CREDIT CARD FE 24288 5146 19142 GIFTS AND AWARDS 5143 98 5045 LICENSES, PERMITS AND F 25 25 1567056 1197146 236470 133440 773852 597279 918533 864998 20000 750 750 4288424 3854947 200453 201875 125 125 6202137 5519974 3200 100000 300000 103200 300000 X 6098937 5219974 6098937 5219974 6202137 5519974 -403799 -475164 0 X X 0 1 X 1 0 X 1391916 1282629 788099 1273370 1119930 5855944 1391916 1282629 788099 1273370 1119930 5855944 70172 5785772 40187 121250 114259 237907 130950 644553 6500497 513973 0.89010 0.90180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 700748 -475164 4075 38749 -432340 1133088 30169 30169 1163257 1579711 4075 38749 42824 1536887 30169 30169 1567056 PART X, LINE 2: THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE SCHEDULE D: PART XI, LINE 2D - SPECIAL EVENT EXPENSE PART XII, LINE 2D - SPECIAL EVENT EXPENSE TEAM LYNN SAGE 104190 104190 2527 6897 PLAY FOR THE CURE 89569 75844 13725 9958 568 18799 1 30600 30600 224359 210634 13725 12485 568 25696 38749 -25024 1 NORTHWESTERN MEMORIAL HEALTHCARE 251 E HURON STREET CHICAGO IL 60611 370960170 501(C)(3) 669780 0 GRANTS TO SUPPORT BREAST CANCER RESEARCH NORTHWESTERN MEMORIAL HEALTHCARE 251 E HURON STREET CHICAGO IL 60611 370960170 501(C)(3) 163016 0 BREAST SURGERY FELLOW NORTHWESTERN MEMORIAL HEALTHCARE 251 E HURON STREET CHICAGO IL 60611 370960170 501(C)(3) 78327 0 ONCOLOGY FELLOW UNIVERSITY OF CHICAGO 6054 SOUTH DREXEL AVENUE SUITE 300 CHICAGO IL 60637 362177139 501(C)(3) 200000 0 GRANTS TO SUPPORT BREAST CANCER RESEARCH NORTHWESTERN MEMORIAL HEALTHCARE 251 E HURON STREET CHICAGO IL 60611 370960170 501(C)(3) 78617 0 BREAST IMAGING FELLOW 5 SCHEDULE I, PART IV DURING 2003, THE FOUNDATION ENTERED INTO AN AFFILIATION AGREEMENT WITH NORTHWESTERN MEMORIAL FOUNDATION (NMF). THE PARTIES HAVE AGREED THAT NMF WILL BE THE SOLE ORGANIZATION AFFILIATE OF THE LYNN SAGE CANCER RESEARCH FOUNDATION. BOTH NORTHWESTERN MEMORIAL HOSPITAL (NMH) AND FEINBERG SCHOOL OF MEDICINE AT NORTHWESTERN UNIVERSITY WILL REAMIN AS THE FOUNDATION'S PRINCIPAL ORGANIZATIONAL BENEFICIARIES THROUGH GRANTS FROM THE FOUNDATION. ON OCCASION, THE FOUNDATION MAY PROVIDE FINANCIAL GIFTS OR OTHER ASSISTANCE TO CANCER SUPPORT ORGANIZATIONS SUCH AS Y-ME. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS INCLUDE: CHARLENE LIEBER AND STEPHANIE LIEBER ARE MOTHER/DAUGHTER ELLEN SOREN AND MEREDITH SOREN FREESE ARE MOTHER/DAUGHTER LILI ANN ZISOOK AND ZACHARY ZISOOK HAVE A FAMILY RELATIONSHIP LAURA SAGE AND HALLEE SAGE ARE SISTERS ABBIE AND BRIAN LORBER ARE MARRIED FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE DISTRIBUTED VIA E-MAIL TO ALL BOARD MEMBERS PRIOR TO BEING FILED. ALL COMMENTS OR QUESTIONS WILL BE ADDRESSED IN CONSULTATION WITH AUDITORS. FORM 990, PART VI, SECTION B, LINE 12C LYNN SAGE CANCER RESEARCH FOUNDATION REQUIRES ALL MEMBERS TO SIGN AND DISCLOSE THE CONFLICT OF INTEREST POLICY INCLUDED IN EACH MEMBERS DUES STATEMENT. LYNN SAGE CANCER RESEARCH FOUNDATION TRACKS ALL DISCLOSED CONFLICTS RECEIVED AND REVIEWS ANY POTENTIAL VIOLATORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.