2026-07-14T09:39:51-05:00 2025-12-31 161092347 MENGEL METZGER BARR & CO LLP 370 WOODCLIFF DRIVE SUITE 2A FAIRPORT NY 14450 990 2025-01-01 270425383 PLUTA CANCER CENTER FOUNDATION INC PLUT 5854860631 125 RED CREEK DRIVE 205B ROCHESTER NY 14623 DAWN AM STEVER PRESIDENT AND CEO 5854860631 2026-07-07 1 SARAH CANNON P03327634 5854231860 2026-07-07 2025 2025-03-06 01:10:19Z DAWN AM STEVER 125 RED CREEK DRIVE 205B ROCHESTER NY 14623 4019283 0 X PLUTACANCERFOUNDATION.ORG X 2009 NY PLUTA CANCER FOUNDATION MAKES SURE NO PATIENT FACES THEIR CANCER JOURNEY ALONE BY PROVIDING FINANCIAL ASSISTANCE TO PATIENTS, FUNDING CLINICAL PROGRAMS WITH A NEAR-TERM IMPACT ON PATIENT CARE, AND OFFERING EVIDENCE-BASED SUPPORTIVE SERVICES THROUGH PLUTA INTEGRATIVE ONCOLOGY & WELLNESS CENTER AT NO COST TO PATIENTS. 13 10 6 45 0 0 1188228 1777638 0 0 1881783 461556 -246918 -225223 2823093 2013971 4110935 374696 0 0 443337 520393 0 0 415111 984366 842832 5538638 1737921 -2715545 276050 9346062 9694577 2191053 1654056 7155009 8040521 PLUTA CANCER FOUNDATION MAKES SURE NO PATIENT FACES THEIR CANCER JOURNEY ALONE BY PROVIDING FINANCIAL ASSISTANCE, FUNDING CLINICAL PROGRAMS WITH A NEAR-TERM IMPACT ON PATIENT CARE, AND OFFERING EVIDENCE-BASED INTEGRATIVE ONCOLOGY SERVICES AT NO COST TO PATIENTS. 0 0 197806 197806 PLUTA CANCER FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO FAMILIES WHO ARE FACING ECONOMIC HARDSHIP DUE TO THEIR CANCER DIAGNOSIS. THIS ASSISTANCE IS GENERALLY PROVIDED FOR TRANSPORTATION, UTILITIES, AND HOUSING, SO PATIENTS CAN FOCUS ON THEIR TREATMENT. 513541 0 PLUTA CANCER FOUNDATION PROVIDES THE FUNDING FOR PLUTA INTEGRATIVE ONCOLOGY & WELLNESS CENTER (IOWC). THESE EVIDENCE-BASED SERVICES ARE RECOMMENDED ALONGSIDE CONVENTIONAL CANCER TREATMENT TO IMPROVE SYMPTOMS AND HELP PATIENTS COMPLETE THEIR TREATMENT CYCLE. IOWC SERVICES ARE AVAILABLE TO ANY PATIENT BEING TREATED AT UNIVERSITY OF ROCHESTER'S WILMOT CANCER INSTITUTE AT NO CHARGE. 375080 176890 PLUTA CANCER FOUNDATION PROVIDES SUPPORTIVE PROGRAMS TO PATIENTS DURING THEIR TREATMENT. THESE INCLUDE COMFORT BAGS ON THE FIRST DAY OF RADIATION OR CHEMOTHERAPY, FLEECE PONCHOS, THANKSGIVING MEALS AND HOLIDAY GIFTS. THE FOUNDATION ALSO SUPPORTS PLUTA CANCER CENTER WITH STAFF ENGAGEMENT AND MORALE ACTIVITIES, FUNDING FOR PROFESSIONAL DEVELOPMENT, AND SPECIALIZED EQUIPMENT. 1086427 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 38 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X DAWN AM STEVER PRESIDENT AND CEO 5854860631 125 RED CREEK DRIVE 205B ROCHESTER NY 14623 RONALD A PLUTA CHAIR OF THE BOARD 1.00 1.00 X X 0 0 0 BARBARA PLUTA RANDALL VICE CHAIR OF THE BOARD 1.00 1.00 X X 0 0 0 STEVE MCCLUSKI TREASURER 1.00 1.00 X X 0 0 0 MICHAEL GOONAN SECRETARY 1.00 1.00 X X 0 0 0 SCOTT BURDETT BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES DEGUZMAN BOARD MEMBER 1.00 X 0 0 0 DOUGLAS EMBLIDGE BOARD MEMBER 1.00 X 0 0 0 ROBERT MAVES BOARD MEMBER 1.00 X 0 0 0 MICHAEL PARKES BOARD MEMBER 1.00 X 0 0 0 MARY PLUTA BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIAM STRASSBURG BOARD MEMBER 1.00 X 0 0 0 GERALD VAN STRYDONCK BOARD MEMBER 1.00 X 0 0 0 DIANA NOLE BOARD MEMBER - JOINED DURING YEAR 1.00 X 0 0 0 DAWN STEVER PRESIDENT & CEO 40.00 X 201500 0 5122 201500 0 5122 1 0 1 0 WEGMANS EVENT SERVICES 200 WEGMANS MARKET ST ROCHESTER NY 14624 EVENT SERVICES FOR FUNDRAISING EVENT 117468 1 13676 716738 1047224 79247 1777638 239007 239007 1850533 1627984 222549 222549 222549 152105 716738 377328 -225223 -225223 2013971 0 0 236333 176890 176890 197806 197806 206622 41324 61987 103311 259248 66533 38683 154032 6622 2049 912 3661 12751 2180 4581 5990 35150 8229 7436 19485 460 460 49061 49061 300 300 37603 3149 34454 25994 494 24513 987 72870 18218 18218 36434 1004 1004 39711 9928 9928 19855 3195 799 799 1597 PATIENT RELATED 420034 419870 164 PAYROLL REIMBURSEMENT T 141354 141354 CREDIT CARD FEES 20610 20610 OTHER 18792 753 15188 2851 11844 11844 1737921 1086427 236383 415111 69015 302445 97696 70626 44262 7840 8954 413604 327906 125409 85698 8921618 3350183 5699375 151554 105964 9346062 9694577 111401 77797 1921970 1464445 157682 111814 2191053 1654056 X 6794748 7750418 360261 290103 7155009 8040521 9346062 9694577 276050 609462 0 X X 0 1 X 1 0 X 1001658 1087566 1212222 1188228 1777638 6267312 1001658 1087566 1212222 1188228 1777638 6267312 387306 5880006 180801 190964 207310 211084 239007 1029166 7296478 0.80590 0.83210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 251578 183471 68107 162026 144435 17591 85698 ISHARES CORE S&P 500 ETF 2373317 F ISHARES CORE S&P MIDCAP 510840 F VANGUARD FTSE DEVELOPED MKT 588155 F VANGUARD TOTAL BOND MKT ETF 1270671 F ISHARES CORE S&P SMALL-CAP ETF 956392 F 5699375 LEASE LIABILITIES 111814 111814 X 3022701 609462 21940 377328 1008730 2013971 0 2013971 2137189 21940 377328 399268 1737921 0 1737921 PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NON-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION FILES FORM 990 TAX RETURNS IN THE VARIOUS JURISDICTIONS. THE FOUNDATION'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE FOUNDATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING SPECIAL EVENTS 377,328. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING SPECIAL EVENTS 377,328. EMERALD BALL 703272 581472 121800 79247 55144 62323 700 131848 FASHION SHOW 108671 93930 14741 2408 10946 17595 1 56900 41336 15564 10050 5515 1552 868843 716738 152105 79247 67602 78784 700 150995 377328 -225223 1 UNIVERSITY OF ROCHESTER 910 GENESEE STREET ROCHESTER NY 14611 160743209 501C3 0 42476 FMV DISCOUNT ON $4M PLEDGE PLUTA COMPREHENSIVE BREAST CARE PROGRAM AND ENDOWED FUND UNIVERSITY OF ROCHESTER 910 GENESEE STREET ROCHESTER NY 14611 160743209 501C3 0 134414 COST RADIATION ONCOLOGY EQUIPMENT ADDITIONAL RADIATION ONCOLOGY EQUIPMENT FOR CENTER 2 0 FINANCIAL ASSISTANCE TO FAMILIES IMPACTED BY CANCER 161 197806 PART I, LINE 2: WHEN APPLYING TO THE PATIENT NEEDS FUND, PATIENTS MUST SUBMIT A LETTER FROM THEIR PLUTA CANCER CENTER PROVIDER VERIFYING THAT THEY ARE IN ACTIVE TREATMENT AS DEFINED BY THE FOUNDATION. PATIENTS ALSO SUBMIT DOCUMENTATION OF THEIR NEED (UTILITY, RENT, CAR PAYMENT, ETC.) TO THE FOUNDATION, WHICH PAYS THOSE VENDORS DIRECTLY. X X 0 0 0 0 0 0 0 0 0 DAWN STEVER PRESIDENT & CEO 200000 0 0 0 1500 0 5122 0 0 0 206622 0 0 0 PART I, LINE 3 EXECUTIVE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS DURING THE ANNUAL BUDGET PROCESS. X ITEMS FOR SILENT AUCTION 31 54247 FMV X EVENT SERVICES FOR FUNDRAISING EVENT 1 25000 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MEMBERS ON THE BOARD ARE RELATED. MARY PLUTA AND RON PLUTA ARE HUSBAND AND WIFE. BARBARA PLUTA RANDALL AND RON PLUTA ARE SISTER AND BROTHER. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 IN DETAIL. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS DURING THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS A COPY OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AT ITS OFFICE. THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE SELECTION OF THE AUDITORS AND OVERSEES THE AUDIT PROCESS. UNIVERSITY OF ROCHESTER 910 GENESEE STREET ROCHESTER NY 14611 160743209 PROVISION OF HIGHER EDUCATION NY 501(C)(3) LINE 2 N/A 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 UNIVERSITY OF ROCHESTER B 134414 CASH UNIVERSITY OF ROCHESTER C 19200 CASH UNIVERSITY OF ROCHESTER K 72881 CASH UNIVERSITY OF ROCHESTER P 141354 CASH