2021-03-12T10:54:32-06:00 2020-04-30 363963131 MANN WEITZ & ASSOCIATES LLC 111 DEER LAKE ROAD SUITE 125 DEERFIELD IL 60015 990 2019-05-01 364275754 HAROLD E EISENBERG FOUNDATION HARO 8474333050 540 FRONTAGE ROAD NO 2210 NORTHFIELD IL 60093 KATIE HURLEY WALES EXECUTIVE DIRECTOR 8474333050 2021-03-12 1 MARCY STEINDLER P00573131 8472673400 2019 2022-09-23 18:48:47Z PETER EISENBERG 540 FRONTAGE ROAD NO 2210 NORTHFIELD IL 60093 886716 0 X WWW.EISENBERGFOUNDATION.ORG X 1999 IL THE HAROLD E. EISENBERG FOUNDATION ADVANCES CANCER MEDICINE BY SUPPORTING CRITICAL GASTROINTESTINAL CANCER RESEARCH. IT ALSO PROVIDES UNIQUE EDUCATIONAL PROGRAMS, OPPORTUNITIES AND EXPERIENCES TO REAL ESTATE STUDENTS. THIS TWO-PRONGED MISSION HONORS THE LEGACY OF HAROLD "HAL" EISENBERG, THE FOUNDATION'S NAMESAKE, A REAL ESTATE VISIONARY, TEACHER, LEADER AND MENTOR WHO LOST HIS LIFE AFTER A SHORT BATTLE WITH LIVER CANCER AT THE AGE OF 53. 44 44 3 450 0 0 794202 689809 24873 37095 25 47 -172925 -119013 646175 607938 339448 348645 0 0 179633 192825 0 64642 203164 188477 199557 707558 805669 -61383 -197731 635532 474764 1029 37992 634503 436772 X THE FOUNDATION'S OBJECTIVE IS TO FUND GASTROINTESTINAL CANCER RESEARCH, INCLUDING CLINICAL STUDIES AND TRIALS, AT THE ROBERT H. LURIE COMPREHENSIVE CANCER CENTER AT NORTHWESTERN UNIVERSITY, AND AT OTHER MEDICAL INSTITUTIONS AS THE FOUNDATION MAY, FROM TIME TO TIME, DETERMINE. ADDITIONALLY, THE FOUNDATION SUPPORTS THE CAREERS OF STUDENTS INTERESTED IN REAL ESTATE AND YOUNG REAL ESTATE PROFESSIONALS THROUGH A VARIETY OF EDUCATION PROGRAMS AND ACADEMIC SCHOLARSHIPS. 0 0 338848 300000 GASTROINTESTINAL (GI) CANCER RESEARCH - THE ORGANIZATION FUNDS CRITICAL RESEARCH AIMED TO ADVANCE GASTROINTESTINAL CANCER MEDICINE AT THE ROBERT H. LURIE COMPREHENSIVE CANCER CENTER OF NORTHWESTERN UNIVERSITY, A NATIONAL LEADER AND TOP COMPREHENSIVE CANCER CENTER. THE FOCUS IS ON TRANSLATING INNOVATIVE RESEARCH INTO PERSONALIZED PREVENTION, DETECTION, AND TREATMENT METHODS. THE FOUNDATION MADE THE LARGEST PLEDGE IN ITS HISTORY - $1.5 MILLION DOLLARS OVER FIVE YEARS. THE FIRST INSTALLMENT WAS MADE IN 2017. THIS GIFT FUNDS ALL OF THE EFFORTS MENTIONED BELOW AND ESTABLISHED THE HAROLD E. EISENBERG FOUNDATION GI CANCER ONCOSET, AN UNPRECEDENTED INITIATIVE TO DELIVER PERSONALIZED, EFFECTIVE CANCER TREATMENTS TO PATIENTS WHO CURRENTLY HAVE VERY LIMITED OPTIONS. THE FOUNDATION ACTIVELY INVESTIGATES ADDITIONAL GASTROINTESTINAL CANCER RESEARCH FUNDING OPPORTUNITIES AND WORKS TOWARD INCREASING ITS LEVEL OF SUCH SUPPORT.HAROLD E. EISENBERG FOUNDATION GI CANCER TISSUE BANK - THIS TISSUE BANK CURRENTLY STORES OVER 25,000 TUMOR SAMPLES AND IS GROWING EVERY MONTH. TISSUE BANKS ARE AT THE FOREFRONT OF CANCER MEDICINE AND HELP TO EQUIP THE LURIE CANCER CENTER AS IT BUILDS UPON ITS ENHANCED GENOMIC PROFILING AND PRECISION MEDICINE OFFERINGS. SAMPLES ALLOW RESEARCHERS TO STUDY WHAT CHARACTERIZES CANCER TISSUES SO THAT THEIR INVESTIGATIONS CAN IMPROVE CANCER PREVENTION, DETECTION, AND TREATMENT. RESEARCH SCHOLAR AWARD - THIS $50,000 AWARD, GRANTED THROUGH THE LURIE CANCER CENTER FROM FOUNDATION FUNDING, FURNISHES INGENIOUS SCIENTISTS WITH THE RESOURCES AND PROTECTED TIME NEEDED TO ASK NOVEL RESEARCH QUESTIONS AND TO EXPLORE NEW IDEAS RELATING TO GI CANCERS. THE PRESTIGIOUS AWARD RAISES THE BAR FOR SCIENTIFIC DISCOVERY. THE RECIPIENT OF THE 2019-2020 AWARD WAS DR. SUI HUANG TO RESEARCH A NEW TREATMENT FOR LIVER CANCER.CLINICAL TRIALS/NURSE COORDINATOR - THE ORGANIZATION INVESTS IN PROFESSIONALS LIKE VICTORIA MAURER, A CLINICAL RESEARCH NURSE, TO ADVANCE RESEARCH EFFORTS AND TO COORDINATE ALL ONGOING CLINICAL TRIALS, IDENTIFY STUDY PARTICIPANTS, AND WORK WITH THESE PATIENT PARTICIPANTS ON ALL FOLLOW-UP. VICTORIA IS A VITAL RESOURCE FOR PATIENTS AND IS A MAJOR DRIVER OF THE PROGRAM'S TISSUE BANKING EFFORTS. PATIENT CARE AND OUTREACH - THE ORGANIZATION IS COMMITTED TO SUPPORTING CANCER PATIENTS. IN 2019, WE ESTABLISHED OUR CANCER CARE PACKAGES PROGRAM, WHICH PROVIDES PATIENTS WITH PRACTICAL ITEMS TO HELP EASE THE SYMPTOMS OF TREATMENT. 151038 48646 37095 REAL ESTATE EDUCATION - THE ORGANIZATION HAS DEVELOPED MULTIPLE HANDS-ON EXPERIENTIAL PROGRAMS AIMED TO GIVE STUDENTS EXPOSURE TO THE REAL WORKING WORLD OF REAL ESTATE AS WELL AS ACCESS TO AND MENTORSHIP FROM INDUSTRY LEADERS. THIS YEAR ALONE, THE FOUNDATION INVESTED OVER $60,000 IN SCHOLARSHIPS AND PROGRAMS AND IMPACTED THE LIVES OF OVER 1,000 STUDENTS FROM OVER 20 UNIVERSITIES NATIONWIDE. THESE PROGRAMS ARE DEVELOPED AND ADMINISTERED BY THE ORGANIZATION'S STAFF AND VOLUNTEERS. OVER 365 DEDICATED VOLUNTEERS PARTICIPATE IN THE EDUCATION PROGRAMS, WHICH CONSIDERABLY DECREASES THE FOUNDATION'S EXPENSES. THIS IS IMPORTANT TO NOTE WHEN REVIEWING CHARITABLE PROGRAM COSTS. THE EDUCATION PROGRAMS INCLUDE THE FOLLOWING:MENTORSHIP & CAREER COUNSELING - THE ORGANIZATION'S PILLAR EDUCATION INITIATIVE, THE MENTORSHIP PROGRAM OFFERS COLLEGE STUDENTS THE OPPORTUNITY TO SPEND A FULL-DAY SHADOWING AN INDUSTRY LEADER. THE FOUNDATION AVERAGES TWO MENTORSHIP DAYS EACH WEEK AND HAS COMPLETED OVER 1,300 TOTAL DAYS. BUILDING ON THE TREMENDOUS SUCCESS OF THE MENTORSHIP PROGRAM, THE CAREER COUNSELING PROGRAM OFFERS THE OPPORTUNITY TO MEET ONE-ON-ONE FOR SHORT COUNSELING SESSIONS. APPROXIMATELY 150 VOLUNTEER INDUSTRY LEADERS PARTICIPATED IN PROVIDING MENTORSHIP AND CAREER COUNSELING SESSIONS.CAREER DAY - DURING THIS ANNUAL TWO-DAY PROGRAM, 125 STUDENTS FROM 15 UNIVERSITIES WERE GIVEN EXCLUSIVE ACCESS TO TWO DEVELOPMENT PROJECT SITE TOURS, A "YOUNG GUNS" DINNER AND PANEL DISCUSSION WITH RISING STARS IN THE INDUSTRY, A ROUNDTABLE LUNCH WITH EXECUTIVE LEADERS, AND A CAREER/INTERNSHIP FAIR. APPROXIMATELY 55 VOLUNTEERS WERE ON HAND FOR CAREER DAY.REAL ESTATE CHALLENGE - THIS ANNUAL COMPETITION CHALLENGED NINE GRADUATE AND UNDERGRADUATE STUDENT TEAMS TO ACT AS INDIVIDUAL DEVELOPMENT COMPANIES BY CREATING PLANS FOR A SIGNIFICANT SITE IN THE CHICAGO AREA. THE WINNING TEAM WAS AWARDED A $5,000 SCHOLARSHIP. APPROXIMATELY 30 VOLUNTEERS ASSISTED WITH THE COMPETITION. SCHOLAR PROGRAM - THIS PROGRAM IS A TEN-MONTH DEEP DIVE THAT PROVIDED SIX EXCEPTIONAL COLLEGE STUDENTS WITH THE OPPORTUNITY TO WORK HAND-IN-HAND WITH REAL ESTATE INNOVATORS. IT INCLUDED PARTNERING WITH A "SUPER MENTOR", MENTORSHIP AND CAREER COUNSELING SESSIONS, ACCESS TO INDUSTRY EVENTS, FIELD TRIPS, AND A SCHOLARSHIP OF UP TO $5,000 PER STUDENT. APPROXIMATELY 25 VOLUNTEERS PARTICIPATED IN THIS PROGRAM. SCHOLARSHIPS - THE ORGANIZATION AWARDED EIGHT SCHOLARSHIPS TO DESERVING REAL ESTATE STUDENTS INVOLVED IN FOUNDATION EDUCATIONAL PROGRAMS, WHO ATTEND A VARIETY OF COLLEGES. THEY WERE CHOSEN BY A COMMITTEE OF VOLUNTEERS BASED ON ACADEMIC PERFORMANCE, COMMITMENT TO SERVICE, AND DEDICATION TO PURSUING A CAREER IN THE REAL ESTATE INDUSTRY. SPEAKERS SERIES- THIS PROGRAM OFFERS THE OPPORTUNITY TO HAVE REAL ESTATE EXPERTS WORK WITH STUDENTS OR BUSINESS PROFESSIONALS TO DISCUSS CONTEMPORARY ISSUES FACING TODAY'S REAL ESTATE WORLD. THE SPEAKER SERIES UTILIZED APPROXIMATELY 100 VOLUNTEERS.ROCK THE BOAT - THIS PROGRAM OFFERS THE OPPORTUNITY TO CONNECT STUDENTS AND ASPIRING PROFESSIONALS WITH INDUSTRY LEADERS IN REAL ESTATE AND BEYOND THROUGH NETWORKING WITH THEIR PEERS, MENTORS, AND OTHER MENTEES. 489886 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 44 44 1 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 0 0 0 IL X KATIE HURLEY-WALES 8474333050 540 FRONTAGE ROAD NORTHFIELD IL 60093 PERRY WEINSTEIN DIRECTOR 2.00 X 0 0 0 LESLEY KIFERBAUM SECRETARY 2.00 X X 0 0 0 STEVEN ELROD SECOND VICE PRESIDENT 2.00 X X 0 0 0 PETER EISENBERG PRESIDENT 2.00 X X 0 0 0 PETER BORZAK FIRST VICE PRESIDENT 2.00 X X 0 0 0 NORRIS EBER TREASURER 2.00 X X 0 0 0 ADAM MOSCHIN DIRECTOR 2.00 X 0 0 0 ALFRED KLAIRMONT DIRECTOR 2.00 X 0 0 0 ANDREW MARGOLICK DIRECTOR 2.00 X 0 0 0 ANDY STEIN DIRECTOR 2.00 X 0 0 0 BARRY MILLMAN DIRECTOR 2.00 X 0 0 0 BART JOHNSON DIRECTOR 2.00 X 0 0 0 BEN GREAZEL DIRECTOR 2.00 X 0 0 0 BEN PAOLONE DIRECTOR 2.00 X 0 0 0 BEN WINEMAN DIRECTOR 2.00 X 0 0 0 BRAD EMANUEL DIRECTOR 2.00 X 0 0 0 BRANDON DUFF DIRECTOR 2.00 X 0 0 0 CHRISTIAN WILLIAMS DIRECTOR 2.00 X 0 0 0 DAVID NEILSON DIRECTOR 2.00 X 0 0 0 EDIE KESSLER DIRECTOR 2.00 X 0 0 0 ELIZABETH O'BRIEN DIRECTOR 2.00 X 0 0 0 JAY GOLDENBERG DIRECTOR 2.00 X 0 0 0 JENNA GOEBIG DIRECTOR 2.00 X 0 0 0 JERRY FRANCE DIRECTOR 2.00 X 0 0 0 JIM KURTZWEIL DIRECTOR 2.00 X 0 0 0 JOANNE CAMPANILE DIRECTOR 2.00 X 0 0 0 JOEL SIMMONS DIRECTOR 2.00 X 0 0 0 KENNETH MARINO DIRECTOR 2.00 X 0 0 0 KEVIN WOLFBERG DIRECTOR 2.00 X 0 0 0 MARC JOSEPH DIRECTOR 2.00 X 0 0 0 MARLON STONE DIRECTOR 2.00 X 0 0 0 MATT LESH DIRECTOR 2.00 X 0 0 0 MICHEL BRANCHEAU DIRECTOR 2.00 X 0 0 0 RICHARD TRAUB DIRECTOR 2.00 X 0 0 0 ROBERT BLACHER DIRECTOR 2.00 X X 0 0 0 ROI KIFERBAUM DIRECTOR 2.00 X 0 0 0 SAM ANKIN DIRECTOR 2.00 X 0 0 0 SAVAS ER DIRECTOR 2.00 X 0 0 0 SCOTT EISENBERG DIRECTOR 2.00 X 0 0 0 SHEILA EISENBERG DIRECTOR 2.00 X 0 0 0 STEPHEN HEIDER DIRECTOR 2.00 X 0 0 0 STEVEN WEINSTOCK DIRECTOR 2.00 X 0 0 0 THERON MAY DIRECTOR 2.00 X 0 0 0 ZACH YARNOFF DIRECTOR 2.00 X 0 0 0 KATIE HURLEY WALES EXECUTIVE DIRECTOR 40.00 X 108500 0 6262 108500 0 6262 1 0 0 0 0 548893 140916 689809 STUDENT CAREER DAY 611600 25215 25215 SUMMER NETWORKING EVENT 611600 11880 11880 37095 47 47 155200 548893 278803 -123603 -123603 4565 -25 4590 4590 607938 37095 0 -118966 310000 310000 38645 38645 99744 34911 24935 39898 77951 30299 17326 30326 1896 949 189 758 13234 4863 3143 5228 22469 22469 64642 64642 22565 22565 50333 17113 13590 19630 30769 3767 15585 11417 6695 264 5117 1314 13259 4508 3580 5171 8737 1923 4766 2048 429 146 116 167 1803 1803 REAL ESTATE EDUCATION 30360 30360 OTHER GRANT EXPENSES 12138 12138 805669 489886 112619 203164 607604 472936 27499 1828 6537 6537 429 0 635532 474764 1029 792 37200 1029 37992 X 634503 430393 6379 634503 436772 635532 474764 -197731 0 X X 0 1 X 1 0 X 153831 589269 658078 794202 689909 2885289 153831 589269 658078 794202 689909 2885289 185383 2699906 1 6 4 25 47 83 52565 53320 42615 4565 153065 3038437 758126 0.88860 0.86260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6537 6537 0 0 X 886716 278778 278778 607938 0 607938 1084447 278778 278778 805669 0 805669 PART X, LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF APRIL 30, 2020, FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS AND GAMING NETTED AGAINST REVENUE 278,778. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS AND GAMING NETTED AGAINST REVENUE 278,778. X X X 1 GIVING TREE ASSOCIATES 220 N GREEN ST CHICAGO IL 60607 FUNDRAISING MGMT CONSULTING SERVICES 0 0 64642 -64642 64642 -64642 ANNUAL DINNER 463763 362363 101400 1407 14330 121380 44139 EISENOPOLY 203976 150176 53800 43620 13644 36417 3 36354 36354 3866 704093 548893 155200 1407 14330 165000 13644 84422 278803 -123603 1 NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60201 362167817 501(C)(3) 300000 MEDICAL RESEARCH GRANT 1 ACADEMIC SCHOLARSHIPS 9 38645 PART I, LINE 2: PER THE GRANT AGREEMENT, THE FOUNDATION DONATES ANNUALLY TO THE ROBERT H. LURIE COMPREHENSIVE CANCER CENTER OF NORTHWESTERN UNIVERSITY. THE $300,000 CONTRIBUTION DURING THE FISCAL YEAR ENDED APRIL 30, 2020, CONSISTED OF $50,000 TO SUPPORT THE HAROLD E. EISENBERG G.I. CANCER TISSUE BANK FUND, $50,000 TO SUPPORT THE HAROLD E. EISENBERG RESEARCH SCHOLAR AWARDS FUND, AND $200,000 TO SUPPORT THE ADVANCEMENT AND DEVELOPMENT OF NEW NOVEL CLINICAL TRIALS IN GI CANCERS, AS WELL AS CRUCIAL TRANSLATIONAL RESEARCH AND GENOMIC PROFILING ACTIVITIES. THE DIRECTOR AND ASSOCIATE DIRECTOR ARE IN CONSTANT CONTACT WITH THE FOUNDATION, AND THE CANCER CENTER PROVIDES THE FOUNDATION WITH A STEWARDSHIP REPORT. PART III: STUDENTS APPLY FOR SCHOLARSHIPS USING AN APPLICATION FORM AND SUPPLEMENTAL MATERIALS. APPLICATIONS ARE REVIEWED BY A PANEL OF FOUNDATION JUDGES, WHO PICK THE TOP CANDIDATES. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS - PETER EISENBERG, SCOTT EISENBERG, AND LESLEY KIFERBAUM ARE SIBLINGS. SHEILA EISENBERG IS THEIR MOTHER. ROI KIFERBAUM IS LESLEY KIFERBAUM'S HUSBAND. ALL OF THESE INDIVIDUALS ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE APPOINTED STEERING COMMITTEE IS GRANTED THE RIGHT TO APPROVE CERTAIN BOARD ACTIONS INCLUDING BOARD OFFICERS AND CERTAIN COMMITTEE CHAIR NOMINATIONS, THE ADOPTION OF THE BUDGET, APPOINTMENT OF THE EXECUTIVE DIRECTOR AND CHAIR OF NOMINATING COMMITTEE, EXPENDITURES OF $25,000 OR MORE THAT EXCEED A 25% BUDGET VARIANCE AND BY-LAWS AMENDMENTS AFFECTING THE STEERING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS FORM 990 AND ENSURES ALL QUESTIONS ARE ANSWERED. THE TREASURER HAS THE TAX RETURNS SIGNED AND SUBMITTED ON A TIMELY BASIS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT A BOARD OF DIRECTORS MEETING AND MUST BE SIGNED BY EACH BOARD MEMBER. ANY CONFLICTS THAT ARISE ARE REPORTED TO THE EXECUTIVE DIRECTOR OR PRESIDENT FOR RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.