2023-03-10T14:22:44-06:00 2022-04-30 363963131 MANN WEITZ & ASSOCIATES LLC 111 DEER LAKE ROAD SUITE 125 DEERFIELD IL 60015 990 2021-05-01 364275754 HAROLD E EISENBERG FOUNDATION HARO 8474333050 540 FRONTAGE ROAD 2210 NORTHFIELD IL 60093 KRISTEN YOUNG EXECUTIVE DIRECTOR 8474333050 2023-03-10 1 KRISTEN YOUNG 999009999 MARCY STEINDLER P00573131 8472673400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PETER EISENBERG 540 FRONTAGE ROAD 2210 NORTHFIELD IL 60093 664043 0 X WWW.EISENBERGFOUNDATION.ORG X 1999 IL THE HAROLD E. EISENBERG FOUNDATION ADVANCES CANCER MEDICINE BY SUPPORTING CRITICAL GASTROINTESTINAL CANCER RESEARCH. IT ALSO EDUCATES AND MENTORS HIGH SCHOOL STUDENTS, COLLEGE STUDENTS AND YOUNG PROFESSIONALS ASPIRING A CAREER IN REAL ESTATE, WITH AN EMPHASIS ON CREATING OPPORTUNITIES AND RESOURCES TO INCREASE DIVERSITY, EQUITY, AND INCLUSION (DEI) WITHIN THE INDUSTRY. THE FOUNDATION IS COMMITTED TO CATAPULTING THE CAREER PATHS OF THE NEXT GENERATION BY PROVING HANDS-ON, REAL WORLD EDUCATIONAL OPPORTUNITIES, INCLUDING MENTORSHIPS, JOB FAIRS AND CAREER READINESS TRAINING.THIS TWO-PRONGED MISSION HONORS THE LEGACY OF HAROLD "HAL" EISENBERG, THE FOUNDATION'S NAMESAKE, A REAL ESTATE VISIONARY, TEACHER, LEADER AND MENTOR WHO LOST HIS LIFE AFTER A SHORT BATTLE WITH LIVER CANCER AT THE AGE OF 53. 42 42 5 525 0 0 583417 655042 53300 8473 110 47 4191 -2058 641018 661504 340000 335535 0 0 296500 204487 0 0 144574 173081 266414 809581 806436 -168563 -144932 313852 123277 45643 0 268209 123277 X THE FOUNDATION'S OBJECTIVE IS TO FUND BREAKTHROUGH GASTROINTESTINAL CANCER RESEARCH, INCLUDING CLINICAL TRIALS AND STUDIES, AT THE ROBERT H. LURIE COMPREHENSIVE CANCER CENTER AT NORTHWESTERN UNIVERSITY, AND AT OTHER MEDICAL INSTITUTIONS AS THE FOUNDATION MAY, FROM TIME TO TIME, DETERMINE. ADDITIONALLY, THE FOUNDATION SUPPORTS THE CAREERS OF STUDENTS INTERESTED IN REAL ESTATE AND YOUNG REAL ESTATE PROFESSIONALS THROUGH A VARIETY OF EDUCATION PROGRAMS AND ACADEMIC SCHOLARSHIPS. 0 0 325940 300000 GASTROINTESTINAL (GI) CANCER RESEARCH - THE ORGANIZATION FUNDS CRITICAL RESEARCH AIMED TO ADVANCE GASTROINTESTINAL CANCER MEDICINE AT THE ROBERT H. LURIE COMPREHENSIVE CANCER CENTER OF NORTHWESTERN UNIVERSITY, A NATIONAL LEADER AND TOP COMPREHENSIVE CANCER CENTER. THE FOCUS IS ON TRANSLATING INNOVATIVE RESEARCH INTO PERSONALIZED PREVENTION, DETECTION, AND TARGETED TREATMENT METHODS. THE FOUNDATION JUST COMPLETED THE LARGEST PLEDGE IN ITS HISTORY - $1.5 MILLION DOLLARS OVER FIVE YEARS.THE FIRST INSTALLMENT WAS MADE IN 2017. THIS GIFT FUNDS ALL OF THE EFFORTS MENTIONED BELOW AND ESTABLISHED THE HAROLD E. EISENBERG FOUNDATION GI CANCER ONCOSET, AN UNPRECEDENTED INITIATIVE TO DELIVER PERSONALIZED, EFFECTIVE CANCER TREATMENTS TO PATIENTS WHO CURRENTLY HAVE VERY LIMITED OPTIONS. THE FOUNDATION ACTIVELY INVESTIGATES ADDITIONAL GASTROINTESTINAL CANCER RESEARCH FUNDING OPPORTUNITIES AND WORKS TOWARD INCREASING ITS LEVEL OF SUCH SUPPORT.HAROLD E. EISENBERG FOUNDATION GI CANCER TISSUE BANK - THIS TISSUE BANK CURRENTLY STORES OVER 25,000 TUMOR SAMPLES AND IS GROWING EVERY MONTH. TISSUE BANKS ARE AT THE FOREFRONT OF CANCER MEDICINE AND HELP TO EQUIP THE LURIE CANCER CENTER AS IT BUILDS UPON ITS ENHANCED GENOMIC PROFILING AND PRECISION MEDICINE OFFERINGS. SAMPLES ALLOW RESEARCHERS TO STUDY WHAT CHARACTERIZES CANCER TISSUES SO THAT THEIR INVESTIGATIONS CAN IMPROVE CANCER PREVENTION, DETECTION, AND TREATMENT. RESEARCH SCHOLAR AWARD - THIS $50,000 AWARD, GRANTED THROUGH THE LURIE CANCER CENTER FROM FOUNDATION FUNDING, FURNISHES INGENIOUS SCIENTISTS WITH THE RESOURCES AND PROTECTED TIME NEEDED TO ASK NOVEL RESEARCH QUESTIONS AND TO EXPLORE NEW IDEAS RELATING TO GI CANCERS. THE PRESTIGIOUS AWARD RAISES THE BAR FOR SCIENTIFIC DISCOVERY. MOST RECENTLY, THE FOUNDATION AWARDED $50,000 TO RESEARCH SCHOLAR ARTHUR PRINDLE, PH.D. WHO IS USING HIS FUNDING TO INVESTIGATE ENGINEERED PROBIOTICS FOR EARLY DETECTION OF INFLAMMATION AND PREVENTION OF TUMORIGENESIS OF THE COLON.CLINICAL TRIALS/NURSE COORDINATOR - THE ORGANIZATION INVESTS IN PROFESSIONALS LIKE VICTORIA MAURER, A CLINICAL RESEARCH NURSE, TO ADVANCE RESEARCH EFFORTS AND TO COORDINATE ALL ONGOING CLINICAL TRIALS, IDENTIFY STUDY PARTICIPANTS, AND WORK WITH THESE PATIENT PARTICIPANTS ON ALL FOLLOW-UP. VICTORIA IS A VITAL RESOURCE FOR PATIENTS AND IS A MAJOR DRIVER OF THE PROGRAM'S TISSUE BANKING EFFORTS. PATIENT CARE AND OUTREACH - THE ORGANIZATION IS COMMITTED TO SUPPORTING CANCER PATIENTS. IN 2019, WE ESTABLISHED OUR CANCER CARE PACKAGES PROGRAM, WHICH PROVIDES PATIENTS WITH PRACTICAL ITEMS TO HELP EASE THE SYMPTOMS OF TREATMENT. 220764 35535 8473 REAL ESTATE EDUCATION - THE ORGANIZATION HAS DEVELOPED MULTIPLE HANDS-ON EXPERIENTIAL PROGRAMS AIMED TO GIVE STUDENTS EXPOSURE TO THE REAL WORKING WORLD OF REAL ESTATE AS WELL AS ACCESS TO AND MENTORSHIP FROM INDUSTRY LEADERS. THIS YEAR ALONE, THE FOUNDATION INVESTED OVER $75,000 IN SCHOLARSHIPS AND PROGRAMS AND IMPACTED THE LIVES OF OVER 1,000 STUDENTS FROM OVER 20 UNIVERSITIES NATIONWIDE. THESE PROGRAMS ARE DEVELOPED AND ADMINISTERED BY THE ORGANIZATION'S STAFF AND VOLUNTEERS. OVER 300 DEDICATED VOLUNTEERS PARTICIPATE IN THE EDUCATION PROGRAMS, WHICH CONSIDERABLY DECREASES THE FOUNDATION'S EXPENSES. THIS IS IMPORTANT TO NOTE WHEN REVIEWING CHARITABLE PROGRAM COSTS. THE EDUCATION PROGRAMS INCLUDE THE FOLLOWING:LEVEL - UTILIZING A THREE-PHASED APPROACH, THE LEVEL PROGRAM SEEKS TO BUILD A PIPELINE OF QUALIFIED UNDERREPRESENTED (BLACK, LATINX AND OTHERS) COMMERCIAL REAL ESTATE INDUSTRY PROFESSIONALS, BY OFFERING HANDS-ON EXPERIENCES FOR HIGH-SCHOOL STUDENTS IN UNDER-RESOURCED AREAS OF CHICAGO. LEVEL WILL LEVERAGE THE HAROLD E. EISENBERG FOUNDATION'S EXTENSIVE EDUCATIONAL PLATFORM AND A NATIONWIDE NETWORK OF COMMERCIAL REAL ESTATE INDUSTRY PROFESSIONALS TO PROVIDE PARTICIPATING STUDENTS WITH SUMMER AND SCHOOL-YEAR INTERNSHIPS, MENTORSHIPS, ACCESS TO INDUSTRY TRADE SHOWS, NETWORKING OPPORTUNITIES, REAL ESTATE COMPETITION PARTICIPATION, AND SPECIALIZED SOFTWARE TRAINING.REAL BRIGHT SUMMIT - THE REAL BRIGHT SUMMIT OFFERED STUDENTS ACROSS THE COUNTRY A VIRTUAL EDUCATIONAL EXPERIENCE TO LEARN FROM REAL ESTATE INDUSTRY LEADERS. THE PROGRAM OFFERED THE STUDENTS ACCESS TO 15 EVENTS, OVER 5 DAYS, WHICH INCLUDED CONVERSATIONS WITH INDUSTRY LEADERS, NETWORKING OPPORTUNITIES, CAREER READINESS TRAINING, SITE TOURS AND MORE. THE 2022 EVENT WELCOMED MORE THAN 400 STUDENTS FROM UNIVERSITIES ACROSS THE COUNTRY.MENTORSHIP & CAREER COUNSELING - THE ORGANIZATION'S PILLAR EDUCATION INITIATIVE, THE MENTORSHIP PROGRAM OFFERS COLLEGE STUDENTS THE OPPORTUNITY TO SPEND A FULL-DAY SHADOWING AN INDUSTRY LEADER. THE FOUNDATION AVERAGES TWO MENTORSHIP DAYS EACH WEEK AND HAS COMPLETED OVER 1,600 TOTAL DAYS. BUILDING ON THE TREMENDOUS SUCCESS OF THE MENTORSHIP PROGRAM, THE CAREER COUNSELING PROGRAM OFFERS THE OPPORTUNITY TO MEET ONE-ON-ONE FOR SHORT COUNSELING SESSIONS. REAL ESTATE CHALLENGE - THIS ANNUAL COMPETITION CHALLENGED NINE GRADUATE AND UNDERGRADUATE STUDENT TEAMS TO ACT AS INDIVIDUAL DEVELOPMENT COMPANIES BY CREATING PLANS FOR A SIGNIFICANT SITE IN THE CHICAGO AREA - JOHNNY'S ICEHOUSE. THE WINNING TEAMS (UNDERGRADUATE AND GRADUATE) WERE EACH AWARDED A $5,000 SCHOLARSHIP. APPROXIMATELY 30 VOLUNTEERS ASSISTED WITH THE COMPETITION, INCLUDING TEAM MENTORS, JUDGES AND EVENT DAY VOLUNTEERS. CAREER DAY - DURING THIS ANNUAL TWO-DAY PROGRAM, 125 STUDENTS FROM 15 UNIVERSITIES WERE GIVEN EXCLUSIVE ACCESS TO SITE TOURS, A PANEL DISCUSSION WITH RISING STARS IN THE INDUSTRY, A ROUNDTABLE LUNCH WITH EXECUTIVE LEADERS, AND A CAREER/INTERNSHIP FAIR.SCHOLAR PROGRAM - THIS PROGRAM IS A TEN-MONTH DEEP DIVE THAT PROVIDED SIX EXCEPTIONAL COLLEGE STUDENTS WITH THE OPPORTUNITY TO WORK HAND-IN-HAND WITH REAL ESTATE INNOVATORS. IT INCLUDED PARTNERING WITH A "SUPER MENTOR", MENTORSHIP AND CAREER COUNSELING SESSIONS, ACCESS TO INDUSTRY EVENTS, AND ALL-EXPENSE PAID TRIP TO ATTEND ICSC, AND A SCHOLARSHIP OF UP TO $5,000 PER STUDENT. APPROXIMATELY 25 VOLUNTEERS PARTICIPATED IN THIS PROGRAM.SCHOLARSHIPS - THE ORGANIZATION AWARDED SIX SCHOLARSHIPS TO DESERVING REAL ESTATE STUDENTS INVOLVED IN FOUNDATION EDUCATIONAL PROGRAMS, WHO ATTEND A VARIETY OF COLLEGES. THEY WERE CHOSEN BY A COMMITTEE OF VOLUNTEERS BASED ON ACADEMIC PERFORMANCE, COMMITMENT TO SERVICE, AND DEDICATION TO PURSUING A CAREER IN THE REAL ESTATE INDUSTRY. 546704 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 42 42 1 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 0 0 0 IL X KRISTEN YOUNG 8474333050 540 FRONTAGE ROAD NORTHFIELD IL 60093 ADAM MOSCHIN DIRECTOR 2.00 X 0 0 0 ALFRED KLAIRMONT DIRECTOR 2.00 X 0 0 0 ANDY STEIN DIRECTOR 2.00 X 0 0 0 BART JOHNSON DIRECTOR 2.00 X 0 0 0 BEN GREAZEL DIRECTOR 2.00 X 0 0 0 BEN WINEMAN DEVELOPMENT COMMITTEE CHAIR 2.00 X 0 0 0 CHRISTIAN WILLIAMS DIRECTOR 2.00 X 0 0 0 DAVID NEILSON ANNUAL DINNER COMMITTEE CHAIR/DIRECTOR 2.00 X 0 0 0 ELIZABETH O'BRIEN DIRECTOR 2.00 X 0 0 0 HANNA OIMOEN ASSOCIATE BOARD PRESIDENT 2.00 X 0 0 0 JENNA GOEBIG DIVERSITY,EQUITY & INCLUSION COMMITTEE CHAIR 2.00 X 0 0 0 JERRY FRANCE DIRECTOR 2.00 X 0 0 0 JOEL SIMMONS DIRECTOR 2.00 X 0 0 0 JOSIE PEACOCK DIRECTOR 2.00 X 0 0 0 JULIA KLAIRMONT DIRECTOR 2.00 X 0 0 0 KEVIN WOLFBERG DIRECTOR 2.00 X 0 0 0 LESLEY KIFERBAUM SECRETARY 2.00 X X 0 0 0 MARC JOSEPH DIRECTOR 2.00 X 0 0 0 MARLON STONE DIRECTOR 2.00 X 0 0 0 MATT LESH DIRECTOR 2.00 X 0 0 0 MICHAEL MINTZ DIRECTOR 2.00 X 0 0 0 PERRY WEINSTEIN DIRECTOR 2.00 X 0 0 0 RICHARD TRAUB DIRECTOR 2.00 X 0 0 0 ROI KIFERBAUM DIRECTOR 2.00 X 0 0 0 SAM ANKIN DEVELOPMENT CO-CHAIR/DEVELOPMENT COMMITTEE CHAIR 2.00 X 0 0 0 SAVAS ER DIRECTOR 2.00 X 0 0 0 STEVEN WEINSTOCK REAL ESTATE EDUCATION COMMITTEE CHAIR 2.00 X 0 0 0 ZACK YARNOFF DIRECTOR 2.00 X 0 0 0 NICK BARTHOLOMEW DIRECTOR 2.00 X 0 0 0 ROBERT BLACHER DIRECTOR 2.00 X 0 0 0 PETER BORZAK FIRST VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL BRANCHEAU CANCER RESEARCH COMMITTEE CHAIR 2.00 X 0 0 0 KAREN CASE DIRECTOR 2.00 X 0 0 0 TRISHA CONNOLLY DIRECTOR 2.00 X 0 0 0 BRANDON DUFF DIRECTOR 2.00 X 0 0 0 NORRIS EBER TREASURER 2.00 X X 0 0 0 PETER EISENBERG PRESIDENT 2.00 X X 0 0 0 SCOTT EISENBERG DIRECTOR 2.00 X 0 0 0 SHEILA EISENBERG DIRECTOR 2.00 X 0 0 0 STEVEN ELROD SECOND VICE PRESIDENT 2.00 X X 0 0 0 BRAD EMANUEL DIRECTOR 2.00 X 0 0 0 COLETTE ENGLISH DIXON DIRECTOR 2.00 X 0 0 0 KATIE HURLEY WALES EXECUTIVE DIRECTOR 40.00 X 61728 0 3386 MICHELLE PAULSEN EXECUTIVE DIRECTOR 40.00 X 78181 0 0 139909 0 3386 0 0 0 0 0 18565 44570 591907 655042 REAL BRIGHT SUMMIT 611600 8473 8473 8473 47 47 481 18565 2539 -2058 -2058 661504 8473 0 -2011 X 305000 305000 30535 30535 117605 74751 32175 10679 72553 39022 8263 25268 14329 8602 2992 2735 32529 32529 123271 21389 6730 95152 2731 1557 519 655 13605 4174 5938 3493 19729 1223 15564 2942 12332 7029 2343 2960 5528 1349 3489 690 4616 4616 REAL ESTATE EDUCATION 41570 41570 OTHER GRANT EXPENSES 10503 10503 806436 546704 115158 144574 313852 123217 60 4000 4000 0 0 313852 123277 1073 44570 45643 0 X 261830 116925 6379 6352 268209 123277 313852 123277 -144932 0 X X 0 1 X 1 0 X 658078 794202 689909 583417 655042 3380648 658078 794202 689909 583417 655042 3380648 252460 3128188 4 25 47 110 47 233 53320 42615 4565 2500 481 103481 3484362 632679 0.89780 0.89140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4000 4000 0 0 X 664043 2539 2539 661504 0 661504 808975 2539 2539 806436 0 806436 PART X, LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF APRIL 30, 2022, FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS NETTED AGAINST REVENUE 2,539. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS NETTED AGAINST REVENUE 2,539. DRIVE-IN MOVIE NIGHT 15462 14981 481 2350 36 350 15462 14981 481 2350 36 350 2736 -2255 1 NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60201 362167817 501(C)(3) 300000 0 MEDICAL RESEARCH GRANT 1 ACADEMIC SCHOLARSHIPS 7 30535 PART I, LINE 2: PER THE GRANT AGREEMENT, THE FOUNDATION DONATES ANNUALLY TO THE ROBERT H. LURIE COMPREHENSIVE CANCER CENTER OF NORTHWESTERN UNIVERSITY. THE $300,000 CONTRIBUTION DURING THE FISCAL YEAR ENDED APRIL 30, 2022, CONSISTED OF $50,000 TO SUPPORT THE HAROLD E. EISENBERG G.I. CANCER TISSUE BANK FUND, $50,000 TO SUPPORT THE HAROLD E. EISENBERG RESEARCH SCHOLAR AWARDS FUND, AND $200,000 TO SUPPORT THE ADVANCEMENT AND DEVELOPMENT OF NEW NOVEL CLINICAL TRIALS IN GI CANCERS, AS WELL AS CRUCIAL TRANSLATIONAL RESEARCH AND GENOMIC PROFILING ACTIVITIES. THE DIRECTOR AND ASSOCIATE DIRECTOR ARE IN CONSTANT CONTACT WITH THE FOUNDATION, AND THE CANCER CENTER PROVIDES THE FOUNDATION WITH A STEWARDSHIP REPORT. PART III: STUDENTS APPLY FOR SCHOLARSHIPS USING AN APPLICATION FORM AND SUPPLEMENTAL MATERIALS. APPLICATIONS ARE REVIEWED BY A PANEL OF FOUNDATION JUDGES, WHO PICK THE TOP CANDIDATES. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS - PETER EISENBERG, SCOTT EISENBERG, AND LESLEY KIFERBAUM ARE SIBLINGS. SHEILA EISENBERG IS THEIR MOTHER. ROI KIFERBAUM IS LESLEY KIFERBAUM'S HUSBAND. ALL OF THESE INDIVIDUALS ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE APPOINTED STEERING COMMITTEE IS GRANTED THE RIGHT TO APPROVE CERTAIN BOARD ACTIONS INCLUDING BOARD OFFICERS AND CERTAIN COMMITTEE CHAIR NOMINATIONS, THE ADOPTION OF THE BUDGET, APPOINTMENT OF THE EXECUTIVE DIRECTOR AND CHAIR OF NOMINATING COMMITTEE, EXPENDITURES OF $25,000 OR MORE THAT EXCEED A 25% BUDGET VARIANCE AND BY-LAWS AMENDMENTS AFFECTING THE STEERING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS FORM 990 AND ENSURES ALL QUESTIONS ARE ANSWERED. THE TREASURER HAS THE TAX RETURNS SIGNED AND SUBMITTED ON A TIMELY BASIS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT A BOARD OF DIRECTORS MEETING AND MUST BE SIGNED BY EACH BOARD MEMBER. ANY CONFLICTS THAT ARISE ARE REPORTED TO THE EXECUTIVE DIRECTOR OR PRESIDENT FOR RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 21,389. MANAGEMENT AND GENERAL EXPENSES 6,730. FUNDRAISING EXPENSES 95,152. TOTAL EXPENSES 123,271.