DANA-FARBER INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DANA-FARBER INC (EIN 04-3102433)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-04
- IRS object ID
- 202302169349300715
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-04T14:31:01+00:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100018604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043102433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA-FARBER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 6176323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BROOKLINE AVE BP418 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laurie H Glimcher | PersonNm |
| Person Title | TRUSTEE PRESIDENT | PersonTitleTxt |
| Phone | 6176323000 | PhoneNum |
| Signature | 2023-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | RENEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Sokolowski | PreparerPersonNm |
| PTIN | P01683199 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2023-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Laurie H Glimcher | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BROOKLINE AVE BP418 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $736,987,138 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE ACTIVITIES OF DANA-FARBER, INC. ARE TO PROMOTE AND SUPPORT THE EXEMPT MISSIONS OF DANA-FARBER CANCER INSTITUTE AND TO PROVIDE INVESTMENT MANAGEMENT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $895,774 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $197,856,829 | PYInvestmentIncomeAmt |
| CY Investment Income | $109,775,024 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $197,856,829 | PYTotalRevenueAmt |
| CY Total Revenue | $109,775,024 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,248,263 | PYOtherExpensesAmt |
| CY Other Expenses | $19,432,653 | CYOtherExpensesAmt |
| PY Total Expenses | $37,248,263 | PYTotalExpensesAmt |
| CY Total Expenses | $19,432,653 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $160,608,566 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $90,342,371 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,427,985,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,249,079,462 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,427,985,539 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,249,079,462 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE ACTIVITIES OF DANA-FARBER, INC. ARE TO PROMOTE AND SUPPORT THE EXEMPT MISSIONS OF DANA-FARBER CANCER INSTITUTE AND TO PROVIDE INVESTMENT MANAGEMENT SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,432,653 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDES SUPPORT TO DANA-FARBER CANCER INSTITUTE THROUGH INVESTMENT MANAGEMENT SERVICES. | Desc |
| Total Program Service Expenses | $19,432,653 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA CHAMMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BROOKLINE AVE BP418 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN J O'CONNOR | ||||||||
| Trustee, Vice Chairman, Treasurer | 2.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSHUA BEKENSTEIN | ||||||||
| Trustee Chairman | 2.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Laurie H Glimcher MD | ||||||||
| TRUSTEE PRESIDENT | 2.0 | 48.0 | Yes (X) | Yes (X) | $0 | $3,672,655 | $321,403 | |
| Christopher Hadley | ||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Hillary Mankin-Kufe ESQ | ||||||||
| ASSISTANT SECRETARY (AS OF 12/17/21) | 2.0 | 1.0 | Yes (X) | $0 | $232,569 | $17,271 | ||
| John Ryan ESQ | ||||||||
| Assistant Secretary (END 12/17/21) | 2.0 | 48.0 | Yes (X) | $0 | $617,744 | $31,945 | ||
| Michael L Reney | ||||||||
| ASSISTANT TREASURER | 2.0 | 48.0 | Yes (X) | $0 | $835,469 | $37,481 | ||
| Monica Chandra | ||||||||
| Secretary | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Edward J Benz JR MD | ||||||||
| FORMER OFFICER | 0.0 | 50.0 | $0 | $2,163,654 | $51,485 | Yes (X) | ||
| Richard S Boskey ESQ | ||||||||
| Former Officer | 0.0 | 50.0 | $0 | $799,400 | $51,348 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,321,491 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $510,933 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SILVERSMITH CAPITAL PARTNERS | |||||
| 116 HUNTINGTON AVE 15TH FLOOR | BOSTON | MA | 02116 | INVESTMENT ADVISORY | $1,356,299 |
| AUDAX | |||||
| 101 HUNTINGTON AVE 24TH | BOSTON | MA | 02199 | INVESTMENT ADVISORY | $1,343,202 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER ST 13 | BOSTON | MA | 02110 | CONSULTING FEES | $1,300,000 |
| POLARIS PARTNERS | |||||
| ONE MARINA PARK DRIVE 10TH FLOOR | BOSTON | MA | 02210 | INVESTMENT ADVISORY | $1,272,726 |
| ATLAS CAPITAL RESOURCES | |||||
| 100 NORTHFIELD STREET | GREENWICH | CT | 06830 | INVESTMENT ADVISORY | $1,224,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,430,960 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$817,106 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,248,066 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $733,556,178 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $627,212,114 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,344,064 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,344,064 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,712,880 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,631,184 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,775,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $895,774 | UnrelatedBusinessRevenueAmt |
| Exclusion | $108,879,250 | ExclusionAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,432,653 | TotalAmt |
| Program Services | $19,432,653 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,432,653 | TotalAmt |
| Program Services | $19,432,653 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,534,398 | BOYAmt |
| EOY | $443,320,797 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993,451,141 | BOYAmt |
| EOY | $1,805,758,665 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,985,539 | BOYAmt |
| EOY | $2,249,079,462 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,985,539 | BOYAmt |
| EOY | $2,249,079,462 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,985,539 | BOYAmt |
| EOY | $2,249,079,462 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,985,539 | BOYAmt |
| EOY | $2,249,079,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $90,342,371 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$384,729,885 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $294,387,514 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA-FARBER CANCER INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042263040 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $332,040,564 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $332,040,564 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 12g | FormAndLineReferenceDesc |
| Explanation | DANA-FARBER, INC. ("DFI") SUPPORTS ONLY DANA-FARBER CANCER INSTITUTE INC. ("DFCI") BY PROVIDING INVESTMENT MANAGEMENT SERVICES. THE PROVISION OF INVESTMENT MANAGEMENT SERVICES TO DFCI IS DFI'S SOLE ACTIVITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Year Balance | $0 | EndYearBalanceAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED FUNDS | $519,699,581 | F |
| HEDGE FUNDS | $517,124,628 | F |
| PRIV EQUITY VENTURE CAP FUND | $706,977,193 | F |
| NATURAL RESOURCES | $21,459,721 | F |
| REAL ESTATE FUNDS | $40,497,542 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,805,758,665 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HELD AS AGENT FOR DFCI | Desc |
| Amt | $2,249,079,462 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,249,079,462 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | INVESTMENT ASSETS HELD IN THE ENDOWMENT ARE REPORTED ON THE DANA-FARBER CANCER INSTITUTE, INC. FORM 990. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $769,947,440 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $142,987,407 |
| Sub-Saharan Africa | 0 | 0 | Investments | $21,505,216 |
| North America (Canada Mexico only) | 0 | 0 | Investments | $7,888,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $942,328,340 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $942,328,340 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEA; EUROPE (INCLUDING ICELAND AND GREENLAND; NORTH AMERICA (CANADA MEXICO ONLY; SUB-SAHARAN AFRIC | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Laurie H Glimcher MD | ||||||||||||||
| TRUSTEE PRESIDENT | $0 | $1,280,223 | $0 | $212,479 | $0 | $2,179,953 | $0 | $304,525 | $0 | $16,878 | $0 | $3,994,058 | $0 | $1,191,078 |
| Edward J Benz JR MD | ||||||||||||||
| FORMER OFFICER | $0 | $376,204 | $0 | $1,000 | $0 | $1,786,450 | $0 | $33,925 | $0 | $17,560 | $0 | $2,215,139 | $0 | $818,568 |
| Richard S Boskey ESQ | ||||||||||||||
| Former Officer | $0 | $610,413 | $0 | $148,600 | $0 | $40,387 | $0 | $33,925 | $0 | $17,423 | $0 | $850,748 | $0 | $0 |
| Hillary Mankin-Kufe ESQ | ||||||||||||||
| ASSISTANT SECRETARY (AS OF 12/17/21) | $0 | $227,311 | $0 | $1,000 | $0 | $4,258 | $0 | $15,929 | $0 | $1,342 | $0 | $249,840 | $0 | $0 |
| Michael L Reney | ||||||||||||||
| ASSISTANT TREASURER | $0 | $723,987 | $0 | $60,983 | $0 | $50,499 | $0 | $33,925 | $0 | $3,556 | $0 | $872,950 | $0 | $0 |
| John Ryan ESQ | ||||||||||||||
| Assistant Secretary (END 12/17/21) | $0 | $606,869 | $0 | $0 | $0 | $10,875 | $0 | $0 | $0 | $31,945 | $0 | $649,689 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | PER DFCI AND AFFILIATES' EXECUTIVE COMPENSATION PHILOSOPHY, ANNUALLY DFCI'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DFCI PRESIDENT'S (DFI'S PRESIDENT) PERFORMANCE AND MAKES A RECOMMENDATION REGARDING COMPENSATION TO DFCI'S EXECUTIVE COMMITTEE, WHICH THEN APPROVES SUCH COMPENSATION. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE FOLLOWING INDIVIDUALS PARTICIPATE IN 457(F) PLANS ESTABLISHED BY DFCI; TAXABLE AMOUNTS ARE INCLUDED IN REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III): LAURIE H. GLIMCHER, MD 2,162,958 EDWARD J. BENZ JR., MD 1,779,950 MICHAEL L. RENEY 45,597 RICHARD S. BOSKEY, ESQ 28,155 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | PER DFCI AND AFFILIATES' EXECUTIVE COMPENSATION PHILOSOPHY, ANNUALLY DFCI'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DFCI PRESIDENT'S (DFI'S PRESIDENT) PERFORMANCE AND MAKES A RECOMMENDATION REGARDING COMPENSATION TO DFCI'S EXECUTIVE COMMITTEE, WHICH THEN APPROVES SUCH COMPENSATION. |
| Form 990, Part VI, Line 12a Line 13, and Line 14 | Written CONFLICT OF INTEREST, Whistle-blower, AND DOCUMENT RETENTION DESTRUCTION POLICIES DFI is organized to support the activities of DFCI, and DFCI maintains the required whistle-blower policy, document retention policy and conflicts-of-interest policy. Since DFCI employees perform all key functions for DFI, DFI is covered by the DFCI required policies. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | DR. LAURIE GLIMCHER, MR. MICHAEL RENEY, AND MR. JOHN RYAN WERE EMPLOYED BY DANA-FARBER CANCER INSTITUTE, INC. (DFCI), AN ENTITY OVER WHICH THE OTHER TRUSTEES OF DANA-FARBER, INC. (DFI) WERE ALSO TRUSTEES. - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | DFCI IS THE SOLE CORPORATE MEMBER OF DFI AND DFCI AS SOLE MEMBER HAS THE RIGHT TO ELECT THOSE INDIVIDUALS WHO WILL SERVE EX OFFICIO AS TRUSTEES OF DFI, TO AMEND DFI'S BYLAWS, AND OTHER CERTAIN GOVERNANCE DECISIONS RESERVED TO IT UNDER STATE LAW. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | DFCI IS THE SOLE CORPORATE MEMBER OF DFI AND DFCI AS SOLE MEMBER HAS THE RIGHT TO ELECT THOSE INDIVIDUALS WHO WILL SERVE EX OFFICIO AS TRUSTEES OF DFI, TO AMEND DFI'S BYLAWS, AND OTHER CERTAIN GOVERNANCE DECISIONS RESERVED TO IT UNDER STATE LAW. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | DFCI IS THE SOLE CORPORATE MEMBER OF DFI AND DFCI AS SOLE MEMBER HAS THE RIGHT TO ELECT THOSE INDIVIDUALS WHO WILL SERVE EX OFFICIO AS TRUSTEES OF DFI, TO AMEND DFI'S BYLAWS, AND OTHER CERTAIN GOVERNANCE DECISIONS RESERVED TO IT UNDER STATE LAW. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE DANA-FARBER CANCER INSTITUTE TAX DEPARTMENT PROVIDES ALL FINANCIAL ANALYSIS AND OTHER INFORMATION TO BE INCLUDED ON THE TAX RETURN TO ITS EXTERNAL TAX PREPARER, ERNST YOUNG LLP, WHICH PREPARES THE DRAFT RETURN. THE DRAFT RETURN IS REVIEWED BY THE DFCI TAX MANAGER, AS WELL AS THE DFCI OFFICE OF GENERAL COUNSEL AND THEN THE CHIEF FINANCIAL OFFICER APPROVES THE RETURN. A FINAL VERSION OF THE FORM IS MADE AVAILABLE TO THE BOARD BEFORE FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | DFI IS 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, DFI, THROUGH DFCI'S CONFLICT-RELATED PRACTICES, MONITORS AND ENFORCES COMPLIANCE WITH THE COI POLICY BY BOARD OFFICERS, TRUSTEES, AND KEY EMPLOYEES ("COVERED PERSONS") OF DFI. 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 DFI. IF A TRUSTEE FAILS TO COMPLETE THE ANNUAL STATEMENT, THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE DFCI BOARD MAY TAKE ACTIONS TO SUSPEND THE TRUSTEE. THE INSTITUTE REQUIRES COVERED PERSONS OF DFI 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 DFI OF DISCLOSURES RELEVANT TO THE AFFAIRS OF DFI. THE BOARD OF DFI IS RESPONSIBLE UNDER THE COI POLICY FOR ADDRESSING ISSUES RELATED TO CONFLICTS OF COVERED PERSONS OF DFI. A PROPOSED ARRANGEMENT CREATING A CONFLICT-OF-INTEREST MAY BE APPROVED IF APPROPRIATE STEPS ARE TAKEN TO ENSURE THAT DFI 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 DFI OR THE ENTITY WITH WHICH DFI IS DOING BUSINESS AND FROM BOARD OR MANAGEMENT DISCUSSIONS OF SUCH ARRANGEMENT. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS: THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. CONFLICT OF INTEREST POLICY: DFI IS SUBJECT TO THE DANA-FARBER CANCER INSTITUTE, INC. BOARD OF TRUSTEES POLICY ON CONFLICTS OF INTEREST AND CONFIDENTIALITY (THE "COI POLICY"). THE COI POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS: THE ORGANIZATION USES THE SERVICES OF DIGITAL ASSURANCE CERTIFICATION LLC (DAC) TO REPORT ANNUAL AUDITED FINANCIAL STATEMENTS AND OTHER RELEVANT ORGANIZATIONAL INFORMATION AS REQUIRED BY CERTAIN REGULATORY AND TAX LAWS. DAC IS A WEBSITE (WWW.DACBOND.COM) FREE TO THE PUBLIC THAT PUBLISHES TAX-EXEMPT BOND ISSUERS' FINANCIAL AND LEGAL DOCUMENTS SUCH AS THE AUDITED FINANCIAL STATEMENTS. FISCAL YEAR 2016 THROUGH THE LATEST ISSUE DATE OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR DANA-FARBER CANCER INSTITUTE, INC. AND DANA-FARBER, INC. CAN BE FOUND ON THE DAC WEBSITE. ANNUAL AUDITED FINANCIAL STATEMENTS FROM FISCAL YEAR 1998 THROUGH FISCAL YEAR 2015 ARE AVAILABLE UPON REQUEST |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | TRANSFER OF NET ASSETS TO DFCI - XXX-XX-XXXX; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BINNEY STREET CAPITAL FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BROOKLINE AVE BP418 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | investments | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | -$1,234,555 | TotalIncomeAmt |
| End Of Year Assets | $3,490,766 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DFI | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DANA-FARBER CANCER INSTITUTE INC | |||||||||||
| 450 BROOKLINE AVENUE | BP418 | BOSTON | MA | 02215 | 042263040 | CANCER CARE | MA | 501(c)(3) | 7 | NA | false |
| DANA-FARBER TRUST INC | |||||||||||
| 450 BROOKLINE AVENUE | BP418 | BOSTON | MA | 02215 | 300195757 | receive real estate gifts for DFCI | MA | 501(c)(3) | Type I | DFCI | Yes (true) |
| FRIENDS OF DANA-FARBER CANCER INSTITUTE | |||||||||||
| 450 BROOKLINE AVENUE | BP418 | BOSTON | MA | 02215 | 371613621 | FUNDRAISING | MA | 501(c)(3) | Type I | DFCI | Yes (true) |
| DANA-FARBER CANCER CARE NETWORK INC | |||||||||||
| 450 BROOKLINE AVENUE | BP418 | BOSTON | MA | 02215 | 465138314 | CANCER CARE | MA | 501(c)(3) | 10 | DFCI | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| dana-farber cancer institute inc | ||
| R | $332,040,564 | cash |
| dana-farber cancer institute inc | ||
| S | $156,581,944 | cash |