2025-11-03T09:16:28-06:00 2024-12-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2024-01-01 204127495 EXPECT MIRACLES FOUNDATION EXPE 6179383484 89 SOUTH STREET SUITE 701 BOSTON MA 02111 FRANK STRAUSS PRESIDENT 6179383484 2025-10-28 1 1 JOSEPH M GISO CPA MST P00030126 7819143400 2025-10-28 2024 2025-03-06 01:10:19Z FRANK STRAUSS 89 SOUTH STREET SUITE 701 BOSTON MA 02111 4425124 0 X WWW.EXPECTMIRACLESFOUNDATION.ORG X 2007 MA EXPECT MIRACLES FOUNDATION RALLIES THE FINANCIAL SERVICES INDUSTRY AND BEYOND TO INVEST IN LIFE-SAVING CANCER RESEARCH WHILE ADVANCING THE FINANCIAL AND EMOTIONAL HEALTH OF PEOPLE IMPACTED BY CANCER. WE ARE A 501(C)(3) PUBLIC CHARITY. 33 33 13 300 0 0 3842443 4120584 0 0 7822 25399 -677392 -597350 3172873 3548633 1809849 1988409 0 0 1367309 1343912 0 0 852473 297249 345975 3474407 3678296 -301534 -129663 1133707 1726119 597282 1257229 536425 468890 X EXPECT MIRACLES FOUNDATION RALLIES THE FINANCIAL SERVICES INDUSTRY AND BYEOND TO INVEST IN LIFE-SAVING CANCER RESEARCH WHILE ADVANCING THE FINANCIAL AND EMOTIONAL HEALTH OF PEOPLE IMPACTED BY CANCER. WE ARE A 501(C)(3) PUBLIC CHARITY. 0 0 1000000 1000000 DANA-FARBER CANCER INSTITUTE: EXPECT MIRACLES FOUNDATION IS A MAJOR SUPPORTER OF THE HEART OF DANA-FARBER CANCER INSTITUTE'S REVOLUTIONARY RESEARCH AND DEVELOPMENT MODEL, THE ROBERT AND RENE BELFER CENTER FOR APPLIED CANCER SCIENCE. THE BELFER CENTER ADDRESSES KEY CHALLENGES IN CANCER TREATMENTS BY LEVERAGING DFCI DISCOVERIES AND APPLYING THEM TO DRUG DISCOVERY AND DEVELOPMENT. THE BELFER CENTER IS FOCUSED ON IDENTIFYING STRATEGIES TO OVERCOME RESISTANCE TO EXISTING TREATMENTS. USING A COLLABORATIVE RESEARCH APPROACH THAT BRINGS TOGETHER RESOURCES FROM ACADEMIA AND THE BIOMEDICAL INDUSTRY, THE BELFER CENTER IS LEADING THE WAY IN TRANSLATING TODAY'S SCIENCE INTO TOMORROW'S TARGETED THERAPIES MORE QUICKLY THAN EVER, BRINGING NEW HOPE TO CANCER PATIENTS. 500000 500000 MEMORIAL SLOAN KETTERING CANCER CENTER: EXPECT MIRACLES FOUNDATION SUPPORTS THE GROUNDBREAKING RESEARCH AT MEMORIAL SLOAN KETTERING CANCER CENTER'S CENTER FOR EXPERIMENTAL THERAPEUTICS, A CRITICAL RESEARCH COLLABORATIVE WITH THE MISSION OF HASTENING THE TIME IT TAKES TO GET NEW, MORE EFFECTIVE AND LESS TOXIC THERAPIES TO CANCER PATIENTS. SPECIFICALLY, WE SUPPORT THE REVOLUTIONARY WORK OF THE HELLER LAB, LED BY DANIEL HELLER, PHD, WHICH IS FOCUSED ON UTILIZING NANOMEDICINE TO SOLVE THE PARADOX OF METASTATIC CANCER, WHICH ACCOUNTS FOR 90% OF CANCER DEATHS. 488409 488409 SAMFUND GRANTS CANCER ISN'T FREE, ESPECIALLY IF YOU'RE A YOUNG ADULT JUST STARTING OUT. THAT IS WHY WE ARE PROUD TO PROVIDE FINANCIAL ASSISTANCE TO YOUNG ADULT CANCER SURVIVORS TO HELP WITH EVERYDAY LIVING EXPENSES, LIKE RENT, MORTGAGE, CAR PAYMENTS, DENTAL, RECONSTRUCTIVE SURGERY, CONTINUING EDUCATION, AND FAMILY BUILDING EXPENSES, SUCH AS FERTILITY STORAGE, IVF, SURROGACY, AND ADOPTION. OUR SAMFUND GRANTS ACT AS A LIFELINE FOR YOUNG ADULTS WHO ARE EXTREMELY VULNERABLE TO THE FINANCIAL TOXICITY CAUSED BY A CANCER DIAGNOSIS. 351822 OTHER CANCER PATIENT AND SURVIVOR SERVICES 351822 2340231 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA NY NJ X X X FRANK HEAVEY 6179383484 89 SOUTH ST SUITE 701 BOSTON MA 02111 FRANK HEAVEY EXECUTIVE DIRECTOR 40.00 X 305001 0 28697 ANN MANION MANAGING DIRECTOR 40.00 X 170001 0 9959 FRANK STRAUSS PRESIDENT/CHAIR 2.00 X X 0 0 0 GARY ENOS VICE PRESIDENT/DIRECTOR 2.00 X X 0 0 0 JANE MANCINI CLERK/DIRECTOR 2.00 X X 0 0 0 CHRIS KOWILCIK TREASURER/DIRECTOR 2.00 X X 0 0 0 CHRISTINE CHIGOUNIS DIRECTOR 2.00 X 0 0 0 ANNE DUDUCH DIRECTOR 2.00 X 0 0 0 AMY FISHER DIRECTOR 2.00 X 0 0 0 BRIANA FISHER DIRECTOR 2.00 X 0 0 0 MICHAEL FOUTES DIRECTOR 2.00 X 0 0 0 MATT GOULET DIRECTOR 2.00 X 0 0 0 CLINT HARRIS DIRECTOR 2.00 X 0 0 0 DOMENIC IONADI DIRECTOR 2.00 X 0 0 0 JUSTIN HANSEN DIRECTOR 2.00 X 0 0 0 KEVIN JOHNSON DIRECTOR 2.00 X 0 0 0 THOM JONES DIRECTOR 2.00 X 0 0 0 AJ LEIMENSTOLL DIRECTOR 2.00 X 0 0 0 TRIP LILLY DIRECTOR 2.00 X 0 0 0 JOHN LUNNY DIRECTOR 2.00 X 0 0 0 STEVE MARGOLIS DIRECTOR 2.00 X 0 0 0 MARIE MCCARTHY DIRECTOR 2.00 X 0 0 0 ANDY MCFETRIDGE DIRECTOR 2.00 X 0 0 0 SHERRY MORELAND DIRECTOR 2.00 X 0 0 0 DAN NARBONNE DIRECTOR 2.00 X 0 0 0 KELLI O'BRIEN DIRECTOR 2.00 X 0 0 0 JON PARISI DIRECTOR 2.00 X 0 0 0 KRISTEN PICKENS DIRECTOR 2.00 X 0 0 0 BOBBIE JO PIPPIN-ARNDT DIRECTOR 2.00 X 0 0 0 LEAH RITCHIE DIRECTOR 2.00 X 0 0 0 DAVID ROSEN DIRECTOR 2.00 X 0 0 0 TRACI SIMPSON DIRECTOR 2.00 X 0 0 0 MIKE SMALL DIRECTOR 2.00 X 0 0 0 WENDY STRUTT DIRECTOR 2.00 X 0 0 0 LUCI STRAUSS-GARREN DIRECTOR 2.00 X 0 0 0 475002 0 38656 2 0 1 0 0 3070359 1050225 144738 4120584 25399 25399 279141 3070359 876491 -597350 -597350 3548633 0 0 -571951 1500000 1500000 488409 488409 333697 80087 113457 140153 806874 210526 138825 457523 26140 6836 4367 14937 62095 16115 11381 34599 115106 29373 25107 60626 512 512 101474 101474 2100 2100 23422 980 340 22102 44121 7405 11787 24929 55740 48803 6937 7803 7407 396 10069 8522 1547 CREDIT CARD FEES 65873 1215 64658 PROVISION - CREDIT 17861 17861 MISC 10119 500 3414 6205 TAXES & LICENSES 6881 6881 3678296 2340231 485592 852473 270738 83632 915 16 65393 403127 18710 153721 10549 77901 573003 608305 168960 196524 25439 202893 1133707 1726119 121695 21347 350000 750000 100000 282400 25587 203482 597282 1257229 X -477234 -455197 1013659 924087 536425 468890 1133707 1726119 -129663 62128 0 X X 0 1 X 1 0 X 3191016 3521260 4017297 3842443 4120584 18692600 3191016 3521260 4017297 3842443 4120584 18692600 18692600 7996 16521 20995 7822 25399 78733 104518 238030 241865 279141 863554 19634887 0.95200 0.96350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 639599 80433 22560 697472 574191 65408 639599 656938 -78947 3800 574191 212719 400000 56095 11876 656938 202785 16526 6592 212719 0.08700 0.91300 0 0 0 DFA GLOBAL ALLOCATION 94474 F DFA US CORE EQUITY 1 102050 F 196524 RIGHT OF USE ASSET 202893 202893 OPERATING LEASE LIABILITY 203482 203482 X 3608660 62127 62127 3546533 2100 2100 3548633 3676196 0 3676196 2100 2100 3678296 PART X, LINE 2: THE FOUNDATION HAS OBTAINED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE FOUNDATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE FOUNDATION HAD NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2024 AND 2023. DISTANCE CHALLENGE 988194 944356 43838 43838 13799 ATLANTIC COAST CLASSIC 954869 919276 35593 34710 153602 883 11838 8 1406437 1206727 199710 140223 349046 59487 69065 3349500 3070359 279141 218771 502648 60370 94702 876491 -597350 1 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 043102433 501C3 1000000 0 CHARITABLE FUNDING - CANCER RESEARCH MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 131924236 501C3 500000 0 CHARITABLE FUNDING - CANCER RESEARCH 2 SAMFUND GRANTS 359 488409 PART I, LINE 2: CANCER RESEARCH GRANTS - EACH CANCER RESEARCH GRANT RECIPIENT IS REQUIRED TO PROVIDE EMF WITH AN ANNUAL REPORT STATING ACCOMPLISHMENTS AND ONGOING PROJECT PROGRESS. THROUGHOUT THE YEAR, THE RECIPIENTS PROVIDE UPDATES. THE EXECUTIVE DIRECTOR MEETS WITH EACH RECIPIENT ANNUALLY. SAMFUND GRANTS TO YOUNG ADULT SURVIVORS - APPROVED APPLICANTS MUST PROVIDE US WITH AN INVOICE FROM A THIRD PARTY FOR THE GRANT AWARDED. PAYMENT IS MADE BY CHECK TO THE THIRD PARTY. WE ASKED THE THIRD PARTY TO PROVIDE RECEIPT OF PAYMENT, AND CONFIRM RECEIPT OF PAYMENT BY MONITORING CHECKS CLEARED IN OUR BANKING SYSTEM. 1 0 0 0 0 0 0 0 1 0 FRANK HEAVEY EXECUTIVE DIRECTOR 210001 0 95000 0 0 0 10950 0 17747 0 333698 0 0 0 ANN MANION MANAGING DIRECTOR 150001 0 20000 0 0 0 6546 0 3413 0 179960 0 0 0 PART I, LINE 7 NON-FIXED AND DISCRETIONARY BONUSES WERE PAID TO THE FOLLOWING DURING CALENDAR YEAR 2024: FRANK HEAVEY - EXECUTIVE DIRECTOR : $95,000 ANN MANION - MANAGING DIRECTOR : $20,000 THE BONUS FOR THE EXECUTIVE DIRECTOR AND MANAGING DIRECTOR ARE RECOMMENDED BY A COMMITTEE COMPOSED/OVERSEEN BY THE BOARD OF DIRECTORS. X AUCTION ITEMS 149 144738 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENTS THE TOTAL NUMBER OF EACH TYPE OF DONATION RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD'S FINANCE COMMITTEE REVIEWS THE 990. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY: ALL DIRECTORS ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT FORM CONFIRMING UNDERSTANDING OF AND COMPLIANCE WITH THE ORGANIZTION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD REVIEWS AND SET COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON ACCOMPLISHMENTS. FOR ALL OTHER EMPLOYEES, THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE DIRECTOR REVIEW AND SET COMPENSATION BASED ON REVIEWS OF EACH EMPLOYEE AND DISCUSSIONS WITH EACH EMPLOYEE'S MANAGERS. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PAGE 12, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.