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H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC (EIN 59-3238636)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-01
IRS object ID
202341219349302714
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-01T16:04:55-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15955 TG LEE BLVD STE 200AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593238636EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H LEE MOFFITT CANCER CENTER & RESEARCHBusinessNameLine1Txt
Business Name Line2INSTITUTE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHLEEBusinessNameControlTxt
Phone8137454673PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112902 MAGNOLIA DRIVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYVETTE TREMONTIPersonNm
Person TitleEVP/CFAOPersonTitleTxt
Phone8137457862PhoneNum
Signature2023-04-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstYVETTEPersonFirstNm
Person LastTREMONTIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELE N MELCHIORPreparerPersonNm
PTINP00488037PTIN
Phone4074815100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARIA MULLERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112902 MAGNOLIA DRIVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33612ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$131,470,133GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MOFFITT.ORG/GIVEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO RAISE, MAINTAIN AND HOLD FUNDS FOR THE BENEFIT OF H. LEE MOFFITT CC&RI, INC. AND ITS SUBS.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee43TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI-$20,978TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,888,234PYContributionsGrantsAmt
CY Contributions Grants$45,435,303CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$5,696,079PYInvestmentIncomeAmt
CY Investment Income-$4,813,788CYInvestmentIncomeAmt
PY Other Revenue-$179,642PYOtherRevenueAmt
CY Other Revenue-$10,374CYOtherRevenueAmt
PY Total Revenue$23,012,513PYTotalRevenueAmt
CY Total Revenue$40,611,141CYTotalRevenueAmt
PY Grants And Similar Paid$13,626,869PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,306,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,464,048PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,876,793CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$305,847PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$345,323CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,069,166CYTotalFundraisingExpenseAmt
PY Other Expenses$1,887,228PYOtherExpensesAmt
CY Other Expenses$2,533,825CYOtherExpensesAmt
PY Total Expenses$20,283,992PYTotalExpensesAmt
CY Total Expenses$28,061,941CYTotalExpensesAmt
PY Revenues Less Expenses$2,728,521PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,549,200CYRevenuesLessExpensesAmt
Total Assets BOY$188,563,792TotalAssetsBOYAmt
Total Assets EOY$205,001,241TotalAssetsEOYAmt
Total Liabilities BOY$4,406,135TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,549,147TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$184,157,657NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$194,452,094NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PRIMARY EXEMPT PURPOSE OF H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. IS TO RAISE, MAINTAIN AND HOLD FUNDS WHICH ARE PRIMARILY USED FOR THE BENEFIT OF H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES IN ACCORDANCE WITH RESTRICTIONS, IF ANY, IMPOSED BY DONORS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$20,921,550ExpenseAmt
Grant$20,306,000GrantAmt
DescTHE MOFFITT CANCER CENTER FOUNDATION WAS FOUNDED IN 1994 WITH THE SOLE PURPOSE OF SUPPORTING RESEARCH, PATIENT CARE AND EDUCATION AT H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE. IT IS A TAX-EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS AUTHORIZED TO ACCEPT CHARITABLE GIFTS ON BEHALF OF H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE. ALL CONTRIBUTIONS ARE TAX DEDUCTIBLE WITHIN THE LIMITS SET BY LAW.PHILANTHROPY IS CRITICAL TO THE MOFFITT MISSION - TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER - AND PHILANTHROPIC DONATIONS ARE DISSEMINATED ACROSS A WIDE SPECTRUM OF MOFFITT PROGRAMS AND SERVICES.MOFFITT FOUNDATION SOLICITS AND WELCOMES FINANCIAL GIFTS FROM DONORS WHO WISH TO SUPPORT THE WORK OF THE CANCER CENTER. CHARITABLE GIFTS PROVIDE AN IMPORTANT SOURCE OF FUNDING FOR MOFFITT'S EFFORTS IN TREATING AND CURING CANCER. DONORS MAY RESTRICT THEIR GIFTS FOR USE IN A SPECIFIC AREA OF CANCER RESEARCH, PATIENT CARE OR COMMUNITY EDUCATION. GIFTS ALSO MAY BE DIRECTED FOR USE IN AN AREA OF GREATEST NEED.THE MONEY RAISED BY THE FOUNDATION IS DISTRIBUTED FOR SUCH THINGS ASTHE PURCHASE OF ADVANCED TECHNOLOGICAL EQUIPMENT, SUPPORT FOR RESEARCH LABORATORIES AND SUPPLIES, CANCER EDUCATION AND OUTREACH, LODGING, BIOMEDICAL LIBRARY, HEALTH DISPARITIES, SURVIVORSHIP AND INTEGRATIVE MEDICINE PROGRAMS.IN FY22, MOFFITT FOUNDATION'S THREE LARGEST FUNDRAISING EVENTS ARE ASFOLLOWS:2022 MOFFITT CANCER CENTER LUNCHEON -THE 2022 MOFFITT CANCER CENTER LUNCHEON WAS AN IN-PERSON EVENT HELD AT A PRIVATE RESIDENCE IN SARASOTA ON MARCH 10TH. THE EVENT RAISED MORE THAN $150,000 FOR MOFFITT AND WAS CHAIRED BY SARASOTA RESIDENT AND FOUNDATION BOARD MEMBER, EILEEN CURD. GUESTS AT THE LUNCHEON HEARD FROM KEYNOTE SPEAKER DR. PATRICK HWU, MOFFITT'S CEO AND DR. DANA ATAYA, DIVISION OF MOFFITT'S BREAST IMAGING CENTER. FUNDS RAISED EACH YEAR AT THE MOFFITT CANCER CENTER LUNCHEON IN SARASOTA SUPPORTS MOFFITT'S RESEARCH INNOVATION FUND. THE FUND ESTABLISHED IN 2020 PROVIDES SEED FUNDING FOR KEY INITIATIVES INCLUDING RESEARCH DEVELOPMENT STUDIES, CLINICAL TRIALS, AND TREATMENTS AT THE FOREFRONT OF THE NEXT SCIENTIFIC BREAKTHROUGH FOR OUR PATIENTS. MILES FOR MOFFITT - MILES FOR MOFFITT IS MOFFITT CANCER CENTER'S PREMIER MOVEMENT FOR RAISING FUNDS TO TOUCH LIVES AND PROPEL US TOWARD A CANCER-FREE WORLD. SINCE 2006, MOFFITT CANCER CENTER SUPPORTERS HAVE COME TOGETHER TO RAISE CRITICAL FUNDS FOR CANCER RESEARCH IN A COMMUNITY-WIDE MOVEMENT OF INSPIRATION, COURAGE, AND HOPE THAT THOUSANDS OF INDIVIDUALS AND FAMILIES LOOK FORWARD TO EVERY YEAR. THE EVENT WELCOMES EVERYONE AND BRINGS THE WHOLE COMMUNITY TOGETHER, INCLUDING FAMILIES, PATIENTS, SURVIVORS, WALKERS, WHEELCHAIR RACERS, COMPETITIVE RUNNERS, ADVOCATES, AND TAMPA BAY'S CORPORATE LEADERS AND THEIR EMPLOYEES. SINCE 2006, MILES FOR MOFFITT HAS RAISED MILLIONS OF DOLLARS TOWARD ADVANCING CANCER RESEARCH, HELPING MOFFITT SUSTAIN AND ADVANCE ITS STATUS AS ONE OF THE BEST CANCER CENTERS IN THE COUNTRY AND THE ONLY NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER IN FLORIDA.MAGNOLIA BALL EVENT - THE MAGNOLIA BALL RETURNED LIVE ON MAY 21, 2022, DRAWING A LARGE CROWD AT A NEW VENUE - THE JW MARRIOTT IN DOWNTOWN TAMPA. THE EVENT, HOSTED BY ABC ACTION NEWS' DEIAH RILEY, RAISED OVER THREE MILLION DOLLARS TO SUPPORT MOFFITT CANCER CENTER. SINCE 1994, THE MAGNOLIA BALL, THE CANCER CENTER'S SIGNATURE EVENT, HAS RAISED TENS OF MILLIONS FOR MOFFITT'S CANCER-FIGHTING EFFORTS. MOFFITT CHAMPIONS, CHRIS AND SANDI SULLIVAN CHAIRED THE EVENT. A PRIVATE CONCERT BY PAT BENETAR AND NEIL GIRALDO ENTERTAINED THE CROWD FOLLOWED BY AN 80'S THEMED AFTER-PARTY BY DJ FRESH.Desc
Total Program Service Expenses$20,921,550TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee43EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YVETTE M LYONS TREMONTIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8137457862PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112902 MAGNOLIA DRIVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33612ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ROSE BAKER REILLY
DIRECTOR & CHAIRMAN1.000.00Yes (X)Yes (X)$0$0$0
PETER T KIRKWOOD ESQ
DIRECTOR & VICE CHAIRMAN1.000.00Yes (X)Yes (X)$0$0$0
JOSEPH CABALLERO
DIRECTOR & SEC/TREAS1.002.00Yes (X)Yes (X)$0$0$0
EDWARD C DROSTE
DIRECTOR & IMMED PAST CHAIR1.001.00Yes (X)Yes (X)$0$0$0
BENJAMIN H HILL III ESQ
DIRECTOR & PAST CHAIR1.001.00Yes (X)Yes (X)$0$0$0
KIERSTEN L ALLEN
DIRECTOR1.000.00Yes (X)$0$0$0
PAUL ANDERSON
DIRECTOR1.000.00Yes (X)$0$0$0
WILLIAM BRAND
DIRECTOR1.000.00Yes (X)$0$0$0
RONALD J CAMPBELL
DIRECTOR1.000.00Yes (X)$0$0$0
PETER J CAMPO
DIRECTOR1.000.00Yes (X)$0$0$0
EILEEN SENA CURD
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT DUTKOWSKY
DIRECTOR1.000.00Yes (X)$0$0$0
S KATHERINE FRAZIER
DIRECTOR1.000.00Yes (X)$0$0$0
RICHARD GONZMART
DIRECTOR1.000.00Yes (X)$0$0$0
SHAY GRIESE
DIRECTOR1.000.00Yes (X)$0$0$0
SEAN HYER
DIRECTOR1.000.00Yes (X)$0$0$0
FREDERICK LYNCH
DIRECTOR1.000.00Yes (X)$0$0$0
THE HON H LEE MOFFITT ESQ
DIRECTOR1.002.00Yes (X)$0$0$0
JIM U MORRISON
DIRECTOR1.000.00Yes (X)$0$0$0
JIM OVERTON
DIRECTOR1.000.00Yes (X)$0$0$0
STEVEN M RANEY
DIRECTOR AS OF 2/1/221.000.00Yes (X)$0$0$0
BARBARA RYALS
DIRECTOR1.000.00Yes (X)$0$0$0
PATRICK SOBERS
DIRECTOR1.000.00Yes (X)$0$0$0
KIM SWEERS
DIRECTOR1.000.00Yes (X)$0$0$0
DONALD W WALLACE
DIRECTOR1.000.00Yes (X)$0$0$0
JULIE WOOLEY
DIRECTOR1.000.00Yes (X)$0$0$0
YVETTE M LYONS TREMONTI
EVP-CFAO & ASST TREASURER5.0052.00Yes (X)$0$986,249$198,291
L DAVID DE LA PARTE
EVP-GEN COUNSEL & ASST SEC5.0052.00Yes (X)$0$828,758$245,597
MARIA MULLER
PRES/EVP-CHIEF PHILAN OFFICER55.000.00Yes (X)$474,829$0$94,948
SARABDEEP SINGH
EVP COO AS OF 11/2/217.0048.00Yes (X)$0$355,141$14,162
MARY L COFFEEN
DIR DONOR REL & COMMUNICATIONS50.000.00$143,624$0$99,882Yes (X)
SUSAN P ST ONGE
SR DIRECTOR OF PHILANTHROPY50.000.00$219,784$0$593Yes (X)
REBECCA S NORMAN
SR DIR DEVELOPMENT SVCS50.000.00$154,985$0$33,797Yes (X)
AMANDA S HOLLIS
DIR FOUNDATION GIVING50.000.00$124,781$0$40,686Yes (X)
ELIZABETH C HOWARD
MANAGER SPECIAL EVENTS50.000.00$121,153$0$40,027Yes (X)
JOHN A KOLOSKY
FRM EXEC VP COO TO 1/4/20210.000.00$0$729,922$308,074Yes (X)
B LEE GREEN
FRM INT PRES 9/1/18-11/30/180.0055.00$0$427,288$207,338Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,239,156TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,327,358TotReportableCompRltdOrgAmt
Total Other Compensation$1,283,395TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GRENZEBACH GLIER & ASSOCIATES
200 S MICHIGAN AVE STE 2100CHICAGOIL60604CONSULTING SERVICES$186,760
WITT-KIEFFER INC
2015 SPRING ROAD STE 510OAK BROOKIL60523RECRUITMENT SERVICES$113,597
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$3,347,322FundraisingAmt
All Other Contributions$42,087,981AllOtherContributionsAmt
Noncash Contributions$2,503,146NoncashContributionsAmt
Total Contributions$45,435,303TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,286,957TotalRevenueColumnAmt
Unrelated Business Revenue-$20,978UnrelatedBusinessRevenueAmt
Exclusion$3,307,935ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$82,004,203SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$90,104,948SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$8,100,745SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$8,100,745TotalRevenueColumnAmt
Exclusion-$8,100,745ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$743,670FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,347,322ContriRptFundraisingEventAmt
Fundraising Direct Expenses$754,044FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,374TotalRevenueColumnAmt
Exclusion-$10,374ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,611,141TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$20,978UnrelatedBusinessRevenueAmt
Exclusion-$4,803,184ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,306,000TotalAmt
Program Services$20,306,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$522,843TotalAmt
Program Services$52,284ProgramServicesAmt
Management And General$130,711ManagementAndGeneralAmt
Fundraising$339,848FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,422,037TotalAmt
Program Services$299,748ProgramServicesAmt
Management And General$1,173,917ManagementAndGeneralAmt
Fundraising$1,948,372FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$166,868TotalAmt
Program Services$14,875ProgramServicesAmt
Management And General$55,305ManagementAndGeneralAmt
Fundraising$96,688FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$505,816TotalAmt
Program Services$48,241ProgramServicesAmt
Management And General$144,011ManagementAndGeneralAmt
Fundraising$313,564FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$259,229TotalAmt
Program Services$23,142ProgramServicesAmt
Management And General$85,662ManagementAndGeneralAmt
Fundraising$150,425FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$47,086TotalAmt
Management And General$31,610ManagementAndGeneralAmt
Fundraising$15,476FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,622TotalAmt
Management And General$1,622ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$345,323TotalAmt
Fundraising$345,323FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$619,248TotalAmt
Management And General$619,248ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$508,016TotalAmt
Management And General$149,924ManagementAndGeneralAmt
Fundraising$358,092FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$92,860TotalAmt
Management And General$92,321ManagementAndGeneralAmt
Fundraising$539FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$374,227TotalAmt
Program Services$111,665ProgramServicesAmt
Management And General$98,593ManagementAndGeneralAmt
Fundraising$163,969FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$241,549TotalAmt
Management And General$241,549ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$109,672TotalAmt
Management And General$109,672ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28,146TotalAmt
Management And General$3,489ManagementAndGeneralAmt
Fundraising$24,657FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$106,388TotalAmt
Management And General$106,388ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,655TotalAmt
Management And General$4,655ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ALLOCATION OF I/C EXPEN$0$65,595-$111,197$45,602
OTHER FUNDRAISING$202,888$202,888
RECRUITMENT$119,259$119,259
CATERING & FOOD$40,611$5,141$35,470

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$37,598TotalAmt
Management And General$9,345ManagementAndGeneralAmt
Fundraising$28,253FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,061,941TotalAmt
Program Services$20,921,550ProgramServicesAmt
Management And General$3,071,225ManagementAndGeneralAmt
Fundraising$4,069,166FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,800,749BOYAmt
EOY$23,525,593EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,532,869BOYAmt
EOY$10,613,758EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,933,030BOYAmt
EOY$28,257,550EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$163,221BOYAmt
EOY$173,542EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$153,781,256BOYAmt
EOY$141,254,561EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,352,667BOYAmt
EOY$1,176,237EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$188,563,792BOYAmt
EOY$205,001,241EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$342,178BOYAmt
EOY$306,503EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,063,957BOYAmt
EOY$10,242,644EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,406,135BOYAmt
EOY$10,549,147EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$85,371,864BOYAmt
EOY$74,904,316EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$98,785,793BOYAmt
EOY$119,547,778EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$184,157,657BOYAmt
EOY$194,452,094EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$188,563,792BOYAmt
EOY$205,001,241EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$12,549,200ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,917,436NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,662,673OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,960,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,727,680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,529,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,888,234CurrentTaxYearMinus1YearAmt
Current Tax Year$45,435,303CurrentTaxYearAmt
Total$138,541,849TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,960,962CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,727,680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,529,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,888,234CurrentTaxYearMinus1YearAmt
Current Tax Year$45,435,303CurrentTaxYearAmt
Total$138,541,849TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$38,176,542SubstantialContributorsTotAmt
Public Support Total170$100,365,307PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,721,067CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,437,580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,254,062CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,022,309CurrentTaxYearMinus1YearAmt
Current Tax Year$3,286,957CurrentTaxYearAmt
Total$15,721,975TotalAmt
FieldValueIRS element (for citing)
Total Support$154,263,824TotalSupportAmt
Gross Receipts Rltd Activities$1,953,146GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65060PublicSupportCY170Pct
Public Support PY1700.69530PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,937,246BeginningYearBalanceAmt
Contributions$65,978ContributionsAmt
Investment Earnings Or Losses-$1,248,877InvestmentEarningsOrLossesAmt
Other Expenditures$902,265OtherExpendituresAmt
End Year Balance$29,852,082EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,454,695BeginningYearBalanceAmt
Contributions$846,610ContributionsAmt
Investment Earnings Or Losses$5,447,004InvestmentEarningsOrLossesAmt
Other Expenditures$811,063OtherExpendituresAmt
End Year Balance$31,937,246EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,439,919BeginningYearBalanceAmt
Contributions$64,551ContributionsAmt
Investment Earnings Or Losses$954,254InvestmentEarningsOrLossesAmt
Other Expenditures$1,004,029OtherExpendituresAmt
End Year Balance$26,454,695EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,595,622BeginningYearBalanceAmt
Contributions$2,053,096ContributionsAmt
Investment Earnings Or Losses$1,737,292InvestmentEarningsOrLossesAmt
Other Expenditures$946,091OtherExpendituresAmt
End Year Balance$26,439,919EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,429,259BeginningYearBalanceAmt
Contributions$2,958,059ContributionsAmt
Investment Earnings Or Losses$1,769,780InvestmentEarningsOrLossesAmt
Other Expenditures$561,476OtherExpendituresAmt
End Year Balance$23,595,622EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.32200BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.67800PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATION$8,747,138
CHARITABLE GIFT ANNUITIES$1,495,506
FieldValueIRS element (for citing)
Total Liability$10,242,644TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:MOFFITT FOUNDATION ENDOWMENT FUNDS PROVIDE FOR CURRENT AND FUTURE FUNDING NEEDS RELATED TO THE OPERATIONS OF MOFFITT INSTITUTE.
PART X, LINE 2:H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. DID NOT HAVE ANY UNCERTAIN POSITIONS IN ITS AUDITED FINANCIAL STATEMENTS. THE ASC-740 FOOTNOTE READS AS FOLLOWS: SIGNIFICANT JUDGMENT IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THE CANCER CENTER EVALUATES ITS UNCERTAIN TAX POSITIONS ON A REGULAR BASIS. ITS EVALUATIONS ARE BASED ON A NUMBER OF FACTORS, INCLUDING CHANGES IN FACTS AND CIRCUMSTANCES, CHANGES IN TAX LAW, AND CORRESPONDENCE WITH TAX AUTHORITIES. THE CANCER CENTER ACCOUNTS FOR UNCERTAIN TAX POSITIONS BY RECOGNIZING A TAX BENEFIT OR LIABILITY AT THE LARGEST AMOUNT THAT, IN ITS JUDGMENT, IS MORE THAN 50% LIKELY TO BE REALIZED OR PAID BASED UPON TECHNICAL MERITS OF THE POSITION. THE CANCER CENTER CURRENTLY HAS NO TAX BENEFITS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RKD GROUP LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13400 WATERVIEW PARKWAYAddressLine1Txt
CityRICHARDSONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75080ZIPCd
FieldValueIRS element (for citing)
ActivityMAIL SOLICITATIONActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$29,000GrossReceiptsAmt
Retained By Contractor$54,000RetainedByContractorAmt
Net To Organization-$25,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$29,000TotalGrossReceiptsAmt
Total Retained By Contractors$54,000TotalRetainedByContractorsAmt
Total Net To Organization-$25,000TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd
Licensed StatesDCLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MAGNOLIA BALLEvent1Nm
Gross Receipts Event1$2,758,077GrossReceiptsEvent1Amt
Charitable Contri Event1$2,390,467CharitableContriEvent1Amt
Gross Revenue Event1$367,610GrossRevenueEvent1Amt
Non Cash Prizes Event1$3,593NonCashPrizesEvent1Amt
Rent Facility Costs Event1$88,381RentFacilityCostsEvent1Amt
Entertainment Event1$80,739EntertainmentEvent1Amt
Other Direct Expenses Event1$155,090OtherDirectExpensesEvent1Amt
Event2MILES FOR MOFFITTEvent2Nm
Gross Receipts Event2$1,099,407GrossReceiptsEvent2Amt
Charitable Contri Event2$739,707CharitableContriEvent2Amt
Gross Revenue Event2$359,700GrossRevenueEvent2Amt
Non Cash Prizes Event2$34,572NonCashPrizesEvent2Amt
Food And Beverage Event2$1,174FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$350,947OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$233,508GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$217,148CharitableContriOtherEventsAmt
Gross Revenue Other Events$16,360GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$561NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$30,788FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$8,199OthDirectExpnssOtherEventsAmt
Gross Receipts Total$4,090,992GrossReceiptsTotalAmt
Charitable Contributions Tot$3,347,322CharitableContributionsTotAmt
Gross Revenue Total Events$743,670GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$38,726NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$88,381RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$31,962FoodAndBeverageTotalEventsAmt
Entertainment Total Events$80,739EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$514,236OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$754,044DirectExpenseSummaryEventsAmt
Net Income Summary-$10,374NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationH. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HAS WRITTEN AGREEMENTS WITH OUR PROFESSIONAL FUNDRAISERS. THESE AGREEMENTS DISTINGUISH BETWEEN FEES FOR PROFESSIONAL FUNDRAISING SERVICES AND PAYMENTS OF FUNDRAISING EXPENSES. PAYMENTS OF FUNDRAISING EXPENSES TO RKD GROUP, LLC TOTALED $0.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
H LEE MOFFITT CC&RI HOSPITAL INC
12902 MAGNOLIA DRIVETAMPAFL33612593238634501(C)(3)$1,850,225$143,060FMVEQUIPMENTPHILANTHROPIC DISTRIBUTIONS
H LEE MOFFITT CC&RI INC
12902 MAGNOLIA DRIVETAMPAFL33612592451713501(C)(3)$18,081,142$230,073FMVEQUIPMENTPHILANTHROPIC DISTRIBUTIONS
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPHILANTHROPIC DISTRIBUTIONS ARE ONLY GIVEN TO RELATED 501(C)(3) ORGANIZATIONS. THE ORGANIZATION MAY ALSO, FROM TIME TO TIME, GIVE DONATIONS OR SPONSORSHIPS TO OTHER ORGANIZATIONS THAT ALIGN WITH OUR MISSION. THE DISTRIBUTIONS FOLLOW A WRITTEN POLICY AND MUST BE IN COMPLIANCE WITH DONOR INTENT AS WELL AS THE MISSION OF THE CANCER CENTER.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (1)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
YVETTE M LYONS TREMONTI
EVP-CFAO & ASST TREASURER$0$704,596$0$183,735$0$97,918$0$165,604$0$36,035$0$1,187,888$0$0
L DAVID DE LA PARTE
EVP-GEN COUNSEL & ASST SEC$0$601,687$0$156,512$0$70,559$0$228,352$0$20,593$0$1,077,703$0$0
JOHN A KOLOSKY
FRM EXEC VP COO TO 1/4/2021$0$15,244$0$0$0$714,678$0$307,436$0$638$0$1,037,996$0$369,843
B LEE GREEN
FRM INT PRES 9/1/18-11/30/18$0$325,636$0$72,436$0$29,216$0$182,807$0$30,506$0$640,601$0$0
MARIA MULLER
PRES/EVP-CHIEF PHILAN OFFICER$373,964$0$97,237$0$3,628$0$84,858$0$13,295$0$572,982$0$0$0
SARABDEEP SINGH
EVP COO AS OF 11/2/21$0$274,032$0$40,000$0$41,109$0$273$0$15,622$0$371,036$0$0
MARY L COFFEEN
DIR DONOR REL & COMMUNICATIONS$130,222$0$11,691$0$1,711$0$87,665$0$13,286$0$244,575$0$0$0
SUSAN P ST ONGE
SR DIRECTOR OF PHILANTHROPY$201,670$0$14,898$0$3,216$0$0$0$1,902$0$221,686$0$0$0
REBECCA S NORMAN
SR DIR DEVELOPMENT SVCS$145,166$0$9,349$0$470$0$2,359$0$32,681$0$190,025$0$0$0
AMANDA S HOLLIS
DIR FOUNDATION GIVING$110,710$0$13,837$0$234$0$6,474$0$35,205$0$166,460$0$0$0
ELIZABETH C HOWARD
MANAGER SPECIAL EVENTS$107,679$0$13,274$0$200$0$9,214$0$32,229$0$162,596$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BTO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON FOUNDATION'S 2021 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2021 FROM THE PLAN: LOUIS D. DE LA PARTE - $60,765 JOHN A. KOLOSKY - $714,678 YVETTE M LYONS TREMONTI - $81,516 B. LEE GREEN - $26,115 MARIA MULLER - $0
PART I, LINE 6IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS.

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$31,821NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$2,419,298NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OTHER - AUCTION ITEMS28$51,387FMV
Yes (X)OTHER - LIVE PERFORMANCE4$600FMV
Yes (X)OTHER - GIFT CARDS2$40FMV
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBERS REPORTED ON LINES 9 AND 25 REPRESENT THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE FOUNDATION BOARD, BY RESOLUTION SHALL DESIGNATE AN EXECUTIVE COMMITTEE ON THE RECOMMENDATION OF THE CHAIR WHICH SHALL CONSIST OF NO FEWER THAN 5 MEMBERS, A MAJORITY OF WHOM SHALL BE DIRECTORS. THE CHAIR OF THE BOARD SHALL SERVE AS CHAIR AND THE VICE CHAIR OF THE BOARD SHALL SERVE AS VICE CHAIR OF THE EXECUTIVE COMMITTEE. THE POWERS AND DUTIES OF THE EXECUTIVE COMMITTEE ARE AS FOLLOWS: A) A MAJORITY OF THE MEMBERS OF THE COMMITTEE MAY DETERMINE ITS ACTION AND FIX THE TIME AND PLACE OF ITS MEETINGS. B) THE COMMITTEE SHALL REVIEW THE BOARD'S ANNUAL PERFORMANCE EVALUATION. C) THE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS OF THE BOARD EXCEPT THE POWER TO FILL VACANCIES ON THE BOARD OR ANY COMMITTEE THEREOF; AMEND EITHER THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; ADOPT A PLAN OF MERGER, CONSOLIDATION, RECAPITALIZATION, OR OTHER FORM OF REORGANIZATION; SELL, LEASE, EXCHANGE, OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; ADOPT A PLAN OF VOLUNTARY DISSOLUTION OF THE CORPORATION; OR EXERCISE ANY OTHER POWERS SPECIFICALLY RESERVED FOR THE BOARD AS A WHOLE. D) THE COMMITTEE SHALL DEVELOP AND MAINTAIN A VIABLE SHORT-RANGE AND LONG -RANGE PLAN FOR FULFILLMENT OF THE CORPORATION'S PURPOSE. E) THE COMMITTEE SHALL REVIEW AND EVALUATE THE CORPORATION'S PERFORMANCE ON MEETING ITS SHORT-RANGE AND LONG-RANGE PLANS. F) WHEN APPROPRIATE, THE COMMITTEE SHALL MEET TO PREPARE AND RECOMMEND TO THE JOINT NOMINATING COMMITTEE A SLATE OF NOMINEES FOR THE ELECTION OR RE-ELECTION OF OFFICERS OF THE CORPORATION. G) WHEN A VACANCY IN THE BOARD OCCURS, THE COMMITTEE SHALL MEET TO PREPARE AND RECOMMEND TO THE JOINT NOMINATING COMMITTEE A SLATE OF NOMINEES FOR APPOINTMENT OR REAPPOINTMENT TO THE BOARD. THE COMMITTEE SHALL CAUSE A REPORT OF ITS ACTIONS TO BE MADE TO THE BOARD AT THE BOARD'S NEXT REGULARLY SCHEDULED MEETING, WHICH SHALL BE DULY NOTED IN THE MINUTES OF THE PROCEEDINGS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON THE FOUNDATION AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. JOHN A. KOLOSKY - FOUNDATION OFFICER; MTC OFFICER LOUIS D. DE LA PARTE - FOUNDATION OFFICER; MTC OFFICER YVETTE M. LYONS TREMONTI - FOUNDATION OFFICER; MTC OFFICER LOUIS D. DE LA PARTE - FOUNDATION OFFICER; ONCOBAY DIRECTOR & OFFICER YVETTE M. LYONS TREMONTI - FOUNDATION OFFICER; ONCOBAY DIRECTOR & OFFICER
FORM 990, PART VI, SECTION A, LINE 6H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS THE SOLE MEMBER OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7AAS THE SOLE MEMBER OF THE FOUNDATION, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. SHALL HAVE THE POWER TO APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BTHE SOLE MEMBER OF THE CORPORATION SHALL HAVE THE FOLLOWING POWERS: A. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; B. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION; C. APPROVE, DISAPPROVE OR RECOMMEND THE SELECTION OF A QUALIFIED AUDIT FIRM AND THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; D. EITHER APPROVE OR DISAPPROVE THE TRANSFER, SALE, LEASE OR DISPOSITION OF ANY ASSET OF THE CORPORATION IN EXCESS OF TWO HUNDRED THOUSAND DOLLARS ($200,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00), WHETHER SAME SHALL BE IN CONNECTION WITH EITHER PUBLIC OR PRIVATE FINANCING, OR OTHERWISE; F. APPROVE OR DISAPPROVE ALL DONATIONS OR CHARITABLE CONTRIBUTIONS BY THE CORPORATION IN EXCESS OF TWENTY THOUSAND DOLLARS ($20,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING FIFTY THOUSAND DOLLARS ($50,000.00) IN THE AGGREGATE; G. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION OF THE CORPORATION'S MISSION AND PHILOSOPHY STATEMENT; H. APPROVE OR DISAPPROVE CAPITAL EXPENDITURES BY THE CORPORATION IN EXCESS OF FIVE HUNDRED THOUSAND DOLLARS ($1,000,000.00) PER EXPENDITURE OR FIVE HUNDRED THOUSAND DOLLARS ($1,00,000.00) IN THE AGGREGATE ANNUALLY. I. APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICERS OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO ELECTRONICALLY FILING FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), A COPY OF THE RETURN IS PROVIDED TO THE GOVERNING BODY, GIVING EACH BOARD MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. THE FOUNDATION'S FORM 990 IS ALSO PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. BASED ON THE REVIEW ANY SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED PRIOR TO SIGNING.
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS A PRESENTATION IS MADE TO FOUNDATION BOARD MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE CERTIFICATION VIA THE ELECTRONIC DISCLOSURE SYSTEM. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE ELECTRONIC FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15MOFFITT'S BOARD OF DIRECTORS HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE DIRECTORS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE PERFORMANCE AND COMPENSATION OF MOFFITT EXECUTIVES AND DISQUALIFIED PERSONS. THESE POSITIONS INCLUDE THE CEO, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEPARTMENT CHAIRPERSONS. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN AS NEEDED AND DOES AT ITS DISCRETION, ENGAGE OUTSIDE INDEPENDENT, OUTSIDE ADVISORS INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH EXECUTIVE, DISQUALIFIED PERSON AND INDIVIDUAL IN KEY POSITIONS. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED MOFFITT POSITION TO ITS APPROPRIATE MARKET EQUIVALENT. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF HR OPERATIONS, WHO IS NOT INCLUDED IN THE EXECUTIVE OR DISQUALIFIED PERSON CATEGORIES, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS ALONG WITH THE CONSULTANT'S COMPARABILITY DATA ARE PRESENTED TO THE JEC&BC FOR IT TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. EVERY THIRD YEAR THE INDEPENDENT CONSULTANT ANALYZES THE TOTAL EXECUTIVE COMPENSATION PROGRAM, USING THE SAME METHODOLOGY AS DESCRIBED ABOVE, THAT INCLUDES THE VALUE OF ALL BENEFITS AND PERQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE EXECUTIVES AND DISQUALIFIED PERSONS. THE PURPOSE OF THE ANALYSIS IS TO PROVIDE AN OPINION ON THE REASONABLENESS OF EACH OF THE INDIVIDUAL COMPENSATION COMPONENTS AND THE AGGREGATE COMPENSATION TOTAL. THIS MORE COMPREHENSIVE ANALYSIS IS PROVIDED TO THE JEC&BC FOR THEIR USE IN THE ANNUAL REVIEW PROCESS. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE FULL BOARD.
FORM 990, PART VI, SECTION C, LINE 19MOFFITT FOUNDATION MAKES AVAILABLE ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS TO THE PUBLIC THROUGH DAC BOND, A THIRD PARTY VENDOR'S WEBSITE AND THE MOFFITT'S WEBSITE. IN ADDITION, FORM 990 IS MADE AVAILABLE ON GUIDESTAR AS WELL AS MOFFITT'S WEBSITE. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A, LINE 1AEMPLOYEES WHO ARE LISTED ON MOFFITT FOUNDATION'S FORM 990 ARE EMPLOYEES WHOSE W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER AND RELATED ENTITY. PROCEDURES TO REPORT COMPENSATION OF EMPLOYEES ON FORM 990 PART VII AND ON SCHEDULE J ARE IN ACCORDANCE WITH IRS INSTRUCTIONS FOR EACH RESPECTIVE SECTION.
FORM 990, PART IX, LINE 24ACERTAIN MOFFITT CANCER CENTER INTERCOMPANY OVERHEAD HAS BEEN ALLOCATED FROM THE PARENT ENTITY TO THE FOUNDATION AND THOSE AMOUNTS ARE INCLUDED IN COLUMN (C) AND THEN REALLOCATED ON LINE 24A TO THE PROPER FUNCTIONAL CATEGORIES.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
FORM 990, PART XI, LINE 9CHANGES IN NET ASSETS PREDOMINANTLY RELATES TO THE CLOSE OUT OF INTERCOMPANY ACCOUNTS PAYABLE AND RECEIVABLE (DUE TO/DUE FROM) TO NET ASSETS IN THE AMOUNT OF $7,909,570 AND LOSS ON UNCOLLECTIBLE RESTRICTED PLEDGES IN THE AMOUNT OF $(1,246,897).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE HOSPITAL INC
12902 MAGNOLIA DRIVETAMPAFL33612593238634PATIENT CAREFL501(C)(3)LINE 3H LEE MOFFITT CC&RI INC0
H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC
12902 MAGNOLIA DRIVETAMPAFL33612592451713PARENT-RESEARCHFL501(C)(3)LINE 70N/A
H LEE MOFFITT CC&RI LIFETIME CANCER SCREENING CENTER INC
12902 MAGNOLIA DRIVETAMPAFL33612593238640PRACTICE MANAGEMENTFL501(C)(3)LINE 10H LEE MOFFITT CC&RI INC0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
MOFFITT TECHNOLOGIES CORPORATION
12902 MAGNOLIA DRIVETAMPAFL33612300332914TECHNOLOGY MANAGEMENTFLH LEE MOFFITT CC&RI INCC0
ONCOBAY CLINICAL INC
10902 N MCKINLEY DRIVETAMPAFL33612843412796RESEARCH AND PRODUCT DEVELOPMENTFLH LEE MOFFITT CC&RI INCC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd