2025-08-14T10:05:11-05:00 2024-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990 2023-10-01 371613621 FRIENDS OF DANA-FARBER CANCER INSTITUTE FRIE 6176323021 450 BROOKLINE AVENUE - SW120 BOSTON MA 02215 CARRIE WILSON PRESIDENT 6176323021 2025-08-08 1 0 CHRISTINE M MURRAY P00754498 7819375300 2025-08-07 2023 2025-03-06 01:10:19Z CARRIE WILSON 450 BROOKLINE AVENUE - SW120 BOSTON MA 02215 1244177 0 X WWW.DANA-FARBER.ORG/FRIENDS X 2010 MA FRIENDS OF DANA-FARBER CANCER INSTITUTE SUPPORTS THE EFFORTS OF THE DANA-FARBER CANCER INSTITUTE. 39 39 0 60 0 0 940473 1114551 0 0 52964 14306 -112728 -85604 880709 1043253 816813 887893 0 0 0 0 0 0 0 27398 14213 844211 902106 36498 141147 1354097 1574130 756794 835680 597303 738450 SEE SCHEDULE O 0 0 895668 887893 TO SUPPORT THE EXEMPT MISSION OF THE DANA-FARBER CANCER INSTITUTE THROUGH FUNDRAISING EFFORTS. 895668 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X X DAWN BELIZAIRE 6176323021 450 BROOKLINE AVE BOSTON MA 02215 GABRIELLE BARON VICE PRESIDENT 2.00 X X 0 0 0 SUZANNE BLOOMBERG DIRECTOR 1.00 X 0 0 0 SARAH BOWLER TREASURER AND CLERK 2.00 X X 0 105000 0 JEN CUNNINGHAM BUTLER DIRECTOR 1.00 X 0 0 0 JEAN CANELLOS DIRECTOR 1.00 X 0 0 0 SUZANNE CHAPMAN VICE PRESIDENT 2.00 X X 0 0 0 MELANIE CONROY DIRECTOR 1.00 X 0 0 0 KATHLEEN COOK DIRECTOR 1.00 X 0 0 0 KIM FAURIA DIRECTOR 1.00 X 0 0 0 ANITA FINK DIRECTOR 1.00 X 0 0 0 MARYBETH FINN DIRECTOR 1.00 X 0 0 0 LAUREN FREI DIRECTOR 1.00 X 0 0 0 JAYNE BENNETT FRIEDBERG DIRECTOR 1.00 X 0 0 0 SUSAN MENDOZA FRIEDMAN DIRECTOR 1.00 X 0 0 0 HEATHER GELCHION DIRECTOR 1.00 X 0 0 0 MICKI HIRSCH DIRECTOR 1.00 X 0 0 0 JANE HOLT DIRECTOR 1.00 X 0 0 0 JULIE KAE DIRECTOR 1.00 X 0 0 0 AMYE KURSON-COLLINS DIRECTOR 1.00 X 0 0 0 BARBARA LAPP DIRECTOR 1.00 X 0 0 0 HELEN LIN EXECUTIVE VICE PRESIDENT 2.00 X X 0 0 0 EILEEN MACELROY DIRECTOR 1.00 X 0 0 0 JANE MAYER DIRECTOR 1.00 X 0 0 0 JUDITH MCCAFFREY DIRECTOR 1.00 X 0 0 0 SETH ANDREA MCCOY VICE PRESIDENT 2.00 X X 0 0 0 JAMIE MONOVOUKAS DIRECTOR 1.00 X 0 0 0 MARCI NOLLER DIRECTOR 1.00 X 0 0 0 TOBEY ORESMAN DIRECTOR 1.00 X 0 0 0 JEAN PEARLSTEIN DIRECTOR 1.00 X 0 0 0 LESLIE PROWDA DIRECTOR 1.00 X 0 0 0 LUCY SANTOS VICE PRESIDENT 2.00 X X 0 0 0 ANDREA SEGEL VICE PRESIDENT 2.00 X X 0 0 0 ALEXANDRA SLOTE DIRECTOR 1.00 X 0 0 0 ELAINE ZOUZAS THIBAULT DIRECTOR 1.00 X 0 0 0 DANA GERSON UNGER DIRECTOR 1.00 X 0 0 0 CARRIE WILSON PRESIDENT 2.00 X X 0 0 0 MARILYN WOLMAN DIRECTOR 1.00 X 0 0 0 JILL PAPAGNI VICE PRESIDENT 2.00 X X 0 0 0 STACEY ARBETTER DIRECTOR 1.00 X 0 0 0 MARGARET BANE DIRECTOR 1.00 X 0 0 0 0 105000 0 0 0 0 0 0 640030 50000 424521 1114551 14306 14306 115320 640030 200924 -85604 -85604 1043253 0 0 -71298 887893 887893 PATIENT BAGS 7775 7775 PROMOTIONAL ITEMS 4551 4551 BANK FEES 1887 1887 902106 895668 6438 0 1334553 1560655 5089 13475 14455 0 1354097 1574130 734 849 756060 834831 756794 835680 X 566224 720652 31079 17798 597303 738450 1354097 1574130 141147 0 X X 0 1 X 1 0 X X X 1 DANA-FARBER CANCER INSTITUTE INC 042263040 3 1 887893 0 1 887893 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PAYABLE TO THE DANA-FARBER CANCER INSTITUTE 834831 834831 X 1600578 356401 200924 557325 1043253 0 1043253 1459431 356401 200924 557325 902106 0 902106 PART X, LINE 2: SUPPLEMENTAL INFORMATION TO PART XIII, SCHEDULE D ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBE THE THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE TAX-EXEMPT STATUS OF AN ENTITY IS CONSIDERED A TAX POSITION. AN ADDITIONAL LIABILITY FOR UNCERTAIN TAX POSITIONS (UTPS) IS RECOGNIZED AND RECORDED AS A COMPONENT OF CURRENT INCOME TAX EXPENSE FOR DIFFERENCES BETWEEN FINANCIAL AND INCOME TAX REPORTING POSITIONS, WHICH DO NOT MEET THIS THRESHOLD. ANY INTEREST AND PENALTIES RELATED TO UTPS ARE RECORDED AS A COMPONENT OF INCOME TAX EXPENSE. THE FRIENDS HAS NOT TAKEN ANY TAX POSITIONS INCLUDING ANY TAX POSITIONS THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS, WHICH WOULD HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, ON ITS FINANCIAL STATEMENTS AND THUS HAS NOT RECORDED A LIABILITY AT SEPTEMBER 30, 2024 OR 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES SCHEDULE D SUPPLEMENTAL INFORMATION DIRECT FUNDRAISING EXPENSES OF $211,024 ARE INCLUDED IN EXPENSES ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST FUNDRAISING INCOME ON FORM 990. GALA 397204 353954 43250 110708 HANDBAG 187428 164178 23250 30522 2 170718 121898 48820 59694 755350 640030 115320 200924 200924 -85604 1 DANA-FARBER CANCER INSTITUTE INC 450 BROOKLINE AVE BP 418 BOSTON MA 02215 042263040 501(C)(3) 887893 0 TO SUPPORT CANCER RESEARCH, PATIENT AND NURSING SUPPORT SERVICES, AND COMMUNITY EDUCATION EFFORTS AT THE DANA-FARBER CANCER INSTITUTE. PART I, LINE 2: THE FRIENDS OF DANA-FARBER CANCER INSTITUE HAVE AN ANNUAL GRANT MAKING PROCESS IN WHICH ALL OF THE FUNDS RAISED ARE ALLOCATED TO SPECIFIC PROJECTS AT THE DANA-FARBER CANCER INSTITUTE. THE FUNDING DECISIONS ARE MADE BY THE BOARD OF DIRECTORS AFTER A THOROUGH REVIEW OF ALL GRANT APPLICATIONS RECEIVED. THE USE OF THE FUNDS IS MONITORED THROUGHOUT THE YEAR WITH THE HELP OF DANA-FARBER CANCER INSTITUTE FINANCE DEPARTMENT AND STATUS UPDATES FROM THE AWARDEES. 0 1 0 PART I, LINE 33: THE FRIENDS OF DANA-FARBER CANCER INSTITUTE RECEIVES DONATIONS OF ART THAT ARE IN TURN CONTRIBUTED DIRECTLY TO THE DANA-FARBER CANCER INSTITUTE. THE DONATIONS OF ART HAD VALUES THAT WERE EITHER NOMINAL OR ARE NOT READILY DETERMINABLE, AND ARE THEREFORE NOT INCLUDED ON SCHEDULE M. FORM 990, PART VI, SECTION A, LINE 2 EILEEN MACELROY AND SARAH BOWLER ARE MOTHER AND DAUGHTER AND BOTH SERVE ON THE BOARD AS DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 DANA-FARBER CANCER INSTITUTE, INC., ACTING THROUGH ITS BOARD OF TRUSTEES, IS THE SOLE MEMBER OF THE FRIENDS OF DANA-FARBER CANCER INSTITUTE, INC. FORM 990, PART VI, SECTION A, LINE 7A DANA-FARBER CANCER INSTITUTE, INC., ACTING THROUGH ITS BOARD OF TRUSTEES, IS THE SOLE MEMBER OF THE FRIENDS OF DANA-FARBER CANCER INSTITUTE, INC. FORM 990, PART VI, SECTION A, LINE 7B DANA-FARBER CANCER INSTITUTE, INC., ACTING THROUGH ITS BOARD OF TRUSTEES, AS SOLE MEMBER HAS THE AUTHORITY TO ELECT THE DIRECTORS OF THE FRIENDS OF DANA-FARBER CANCER INSTITUTE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN EXTERNAL CPA FIRM AND REVIEWED BY THE TAX DEPARTMENT OF DANA-FARBER CANCER INSTITUTE. ONCE THE FORM 990 HAS BEEN THROUGH THE REVIEW PROCESS, AN ELECTRONIC MESSAGE IS SENT TO FRIENDS DIRECTORS WITH THE FORM 990 ATTACHED. THE DIRECTORS HAVE THE OPPORTUNITY TO REVIEW THE RETURN AND, IF ANY ISSUES ARISE, BRING THEM TO THE APPROPRIATE EXECUTIVE MANAGEMENT INDIVIDUALS. THE RETURN IS FILED AFTER EACH STEP IN THE REVIEW PROCESS IS COMPLETE. FORM 990, PART VI, SECTION B, LINE 12C TO THE EXTENT APPLICABLE, THE FRIENDS OF DANA-FARBER CANCER INSTITUTE ("FRIENDS") HAS ADOPTED THE CODE OF CONDUCT OF THE DANA-FARBER CANCER INSTITUTE ("DFCI") WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. MONITORING & ENFORCEMENT OF CONFLICT OF INTEREST POLICY: THE FRIENDS OF DFCI ("FRIENDS") ARE SUBJECT TO THE DANA-FARBER CANCER INSTITUTE, INC. ("DFCI OR THE "INSTITUTE") BOARD OF TRUSTEES POLICY ON CONFLICTS OF INTEREST AND CONFIDENTIALITY (THE "COI POLICY"). UNDER THE TERMS OF THE COI POLICY, FRIENDS, THROUGH DFCI'S CONFLICT-RELATED PRACTICES, MONITOR AND ENFORCE COMPLIANCE WITH THE COI POLICY BY BOARD OFFICERS AND MEMBERS ("COVERED PERSONS"). THOSE PRACTICES INCLUDE ANNUAL COLLECTION AND REVIEW OF RESPONSES TO A CONFLICT OF INTEREST QUESTIONNAIRE AND CONFIDENTIALITY STATEMENT (THE "STATEMENT") REQUIRING ALL COVERED PERSONS TO DISCLOSE INTERESTS, ROLES, AND ACTIVITIES THAT COULD GIVE RISE TO A POTENTIAL OR ACTUAL CONFLICT WITH THE INTERESTS OF FRIENDS. IF A MEMBER FAILS TO COMPLETE THE ANNUAL STATEMENT, THE CHAIR OF THE FRIENDS BOARD MAY TAKE ACTIONS TO SUSPEND THE MEMBER. THE INSTITUTE REQUIRES COVERED PERSONS OF FRIENDS TO COMPLETE THE STATEMENT UPON INITIAL APPOINTMENT TO A COVERED OFFICE AND TO UPDATE THEIR DISCLOSURES ON A CONTINUING BASIS WHENEVER A COVERED PERSON BECOMES AWARE OF A NEW OR PREVIOUSLY UNDISCLOSED INTEREST. THE OFFICE OF GENERAL COUNSEL COMPARES THE DISCLOSURES TO INSTITUTIONAL INFORMATION IN ORDER TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. THE DFCI GENERAL COUNSEL REPORTS ON ALL DISCLOSURES TO THE DFCI PRESIDENT, CHAIR OF THE DFCI BOARD AND CHAIR OF THE DFCI BOARD GOVERNANCE COMMITTEE. THE DFCI GENERAL COUNSEL WILL ALSO INFORM THE CHAIR OF THE BOARD OF FRIENDS OF DISCLOSURES RELEVANT TO THE AFFAIRS OF FRIENDS. THE BOARD OF FRIENDS IS RESPONSIBLE UNDER THE COI POLICY FOR ADDRESSING ISSUES RELATED TO CONFLICTS OF COVERED PERSONS OF FRIENDS. A PROPOSED ARRANGEMENT CREATING A CONFLICT OF INTEREST MAY BE APPROVED IF APPROPRIATE STEPS ARE TAKEN TO ENSURE THAT FRIENDS MAKES A DECISION IN AN OBJECTIVE AND FAIR MANNER CONSISTENT WITH THE HIGHEST ETHICAL AND LEGAL STANDARDS. SUCH STEPS INCLUDE RECUSAL OF THE COVERED PERSON WITH A CONFLICT OF INTEREST FROM NEGOTIATIONS OR DISCUSSIONS ON BEHALF OF FRIENDS OR THE ENTITY WITH WHICH FRIENDS IS DOING BUSINESS AND FROM BOARD OR MANAGEMENT DISCUSSIONS OF SUCH ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 NOT APPLICABLE FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC: GOVERNING DOCUMENTS: THE GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST. WE ARE REVIEWING OUR INTERNAL PROCEDURES TO DETERMINE THE BEST PROCESS TO MAKE OUR GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS PROVIDED UPON REQUEST. FINANCIAL STATEMENTS: THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. WE ARE REVIEWING OUR INTERNAL PROCEDURES TO DETERMINE THE BEST PROCESS TO MAKE OUR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN THE ENTITY'S OVERSIGHT PROCESS AND NO CHANGES IN INDEPENDENT ACCOUNTANT DURING THE FISCAL YEAR. DANA-FARBER CANCER INSTITUTE INC 450 BROOKLINE AVE BP 418 BOSTON MA 02215 042263040 CANCER CARE MA 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 DANA-FARBER CANCER INSTITUTE B 887893 CASH DANA-FARBER CANCER INSTITUTE O 325452 COST DANA-FARBER CANCER INSTITUTE N 14122 COST DANA-FARBER CANCER INSTITUTE C 50000 CASH