2026-05-14T14:33:21-05:00 2025-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2024-07-01 131837442 CANCER RESEARCH INSTITUTE INC CANC 2126887515 29 BROADWAY 4TH FLOOR NEW YORK NY 10006 KATHRYN BEELEY CFO 2126887515 2026-05-14 1 1 TIMOTHY SCHROEDER P01631203 2129498700 2024 2025-03-06 01:10:19Z ALICIA ZHOU PHD 29 BROADWAY 4TH FLOOR NEW YORK NY 10006 54923244 0 X WWW.CANCERRESEARCH.ORG X 1953 NY SEE ON SCHEDULE OTHE CANCER RESEARCH INSTITUTE'S ("CRI'S") MISSION IS TO CREATE A WORLD IMMUNE TO CANCER BY DRIVING SCIENTIFIC DISCOVERY, ACCELERATING COLLABORATION, AND TURNING BREAKTHROUGHS INTO LIFE-SAVING TREATMENTS. 33 33 31 130 0 0 20143304 26698175 0 907299 3783274 7801595 38060 78587 23964638 35485656 22471018 28527085 0 0 5354714 7014995 0 0 4855224 4995164 6604108 32820896 42146188 -8856258 -6660532 133734670 129632160 66904035 44752449 66830635 84879711 X SEE SCHEDULE OCRI IS A NONPROFIT ORGANIZATION DEDICATED TO ADVANCING CANCER IMMUNOTHERAPY THROUGH SCIENTIFIC DISCOVERY AND GLOBAL COLLABORATION. SINCE 1953, CRI HAS FUNDED RESEARCH THAT DEEPENS UNDERSTANDING OF THE IMMUNE SYSTEM AND ITS ROLE IN CANCER, LEADING TO BREAKTHROUGHS SUCH AS CHECKPOINT BLOCKADE AND CELL-BASED THERAPIES. THROUGH INVESTMENTS IN SCIENCE, DATA, AND THE RESEARCH COMMUNITY, CRI WORKS TO TRANSLATE DISCOVERIES INTO EFFECTIVE TREATMENTS FOR PATIENTS. 0 0 25787340 21770136 907299 RESEARCH: CAREER DEVELOPMENT AWARDS + TRANSLATIONAL INNOVATION AND CLINICAL IMPACT AWARDS - SEE SCHEDULE OCRI SUPPORTS WORLD-CLASS SCIENTISTS ACROSS CAREER STAGES TO DRIVE DISCOVERY IN CANCER IMMUNOLOGY AND IMMUNOTHERAPY. CAREER DEVELOPMENT AWARDS, INCLUDING POSTDOCTORAL FELLOWSHIPS AND THE LLOYD J. OLD STAR PROGRAM, PROVIDE FLEXIBLE, MULTI-YEAR FUNDING TO EMERGING AND ESTABLISHED INVESTIGATORS PURSUING HIGH-IMPACT, INNOVATIVE RESEARCH. AWARDS RANGE FROM APPROXIMATELY $243,000 OVER THREE YEARS FOR FELLOWSHIPS TO $1.25 MILLION OVER FIVE YEARS FOR STARS. TRANSLATIONAL INNOVATION AND CLINICAL IMPACT AWARDS, INCLUDING CLIP (CLINIC AND LABORATORY INTEGRATION PROGRAM) GRANTS (UP TO $300,000 OVER TWO YEARS) AND TECHNOLOGY IMPACT AWARDS (UP TO $300,000 OVER TWO YEARS) SUPPORT PROJECTS THAT DEEPEN UNDERSTANDING OF TUMOR-IMMUNE INTERACTIONS AND ADVANCE NEW IMMUNOTHERAPEUTIC STRATEGIES TOWARD CLINICAL APPLICATION. 4446746 4202418 CLINICAL - SEE SCHEDULE OCRI ACCELERATES THE DEVELOPMENT OF PROMISING IMMUNOTHERAPIES THROUGH EARLY-PHASE CLINICAL RESEARCH AND COLLABORATIVE TRIALS. THE CLINICAL INNOVATOR PROGRAM SUPPORTS NOVEL CLINICAL STUDIES WITH FUNDING OF UP TO $1 MILLION PER TRIAL, WHILE THE CLINICAL ACCELERATOR IS AN ACTIVELY MANAGED VENTURE PHILANTHROPY PROGRAM THAT DESIGNS AND CONDUCTS DATA-DRIVEN, MULTI-PARTNER CLINICAL STUDIES IN AREAS OF HIGH UNMET NEED. 2851974 2554531 DATA - SEE SCHEDULE OCRI ADVANCES THE USE OF DATA TO ENABLE DISCOVERY, TRANSLATION, AND CROSS-STUDY LEARNING IN IMMUNOTHERAPY RESEARCH. THROUGH SUPPORT FOR DATA RESOURCES, ANALYTIC TOOLS, AND COMMUNITY GUIDANCE, CRI SUPPORTS INITIATIVES THAT IMPROVE DATA QUALITY, STANDARDIZATION, AND INTEROPERABILITY ACROSS THE FIELD. THESE EFFORTS HELP UNLOCK INSIGHTS INTO RESPONSE AND RESISTANCE AND GUIDE MORE EFFECTIVE DEVELOPMENT OF IMMUNOTHERAPIES. 290903 PATIENT & POLICY:CRI PROVIDES EDUCATION AND ENGAGEMENT TO IMPROVE PATIENT UNDERSTANDING OF IMMUNOTHERAPY AND SUPPORT INFORMED DECISION-MAKING. THROUGH DIGITAL CONTENT, EVENTS, AND MEDIA OUTREACH, CRI REACHES PATIENTS, CAREGIVERS, AND STAKEHOLDERS WITH ACCESSIBLE SCIENTIFIC AND MEDICAL INFORMATION, INCLUDING RESOURCES IN MULTIPLE LANGUAGES. CRI ALSO CONTRIBUTES TO FIELD-BUILDING BY CONVENING STAKEHOLDERS AND SUPPORTING EFFORTS THAT IMPROVE ACCESS TO AND DELIVERY OF IMMUNOTHERAPIES. 290903 33376963 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 NY AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IA IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WI WV WY X KATHRYN BEELEY 2126887515 29 BROADWAY 4TH FL NEW YORK NY 10006 ANDREW K TSAI CHAIRMEN 3.50 X X 0 0 0 DONALD J GOGEL VICE CHAIRMEN 1.00 X X 0 0 0 ANTONIO C ALVAREZ II TRUSTEE 1.00 X 0 0 0 YACOV ARNOPOLIN TRUSTEE 5.00 X 0 0 0 EDGAR R BERNER TRUSTEE 1.00 X 0 0 0 MEGAN LEARY BETHKE TRUSTEE 1.00 X 0 0 0 PETER L BLOOM TRUSTEE 1.00 X 0 0 0 BRIAN J BRILLE TRUSTEE 1.00 X 0 0 0 GEOFFREY O COLEY TRUSTEE 1.00 X 0 0 0 SANDRA COUDERT GRAHAM TRUSTEE 1.00 X 0 0 0 ROBERT DAHL TRUSTEE 1.00 X 0 0 0 MAXWELL DAVID TRUSTEE 1.00 X 0 0 0 SEAN P FAHEY TRUSTEE (THRU 7/2024) 1.00 X 0 0 0 WILLIAM S GOLDBERG TRUSTEE 1.00 X 0 0 0 OLIVER R GRACE JR TRUSTEE 1.00 X 0 0 0 MICHAEL M KELLEN TRUSTEE 1.00 X 0 0 0 SARAH KIM TRUSTEE 1.00 X 0 0 0 FERN LAZAR TRUSTEE 1.00 X 0 0 0 MITRA LOHRASBPOUR TRUSTEE 1.00 X 0 0 0 SANDRA OZOLA TRUSTEE 1.00 X 0 0 0 THOMAS G MENDELL TRUSTEE 1.00 X 0 0 0 MICHAEL J PETRICK TRUSTEE 1.00 X 0 0 0 LIEF D ROSENBLATT TRUSTEE 1.00 X 0 0 0 ADAM J SHAPIRO TRUSTEE 1.00 X 0 0 0 ANAND SHAH TRUSTEE 1.00 X 0 0 0 FRANK V SICA TRUSTEE 1.00 X 0 0 0 JAMES A STERN TRUSTEE 1.00 X 0 0 0 ROBERT S STOLAR TRUSTEE 1.00 X 0 0 0 MICHAEL B TARGOFF TRUSTEE 1.00 X 0 0 0 DIANE TUFT TRUSTEE 1.00 X 0 0 0 LAUREN S VERONIS TRUSTEE 1.00 X 0 0 0 RONALD G WEINER TRUSTEE 1.00 X 0 0 0 JIM WEISS TRUSTEE 1.00 X 0 0 0 PETER ZHOU TRUSTEE 1.00 X 0 0 0 ALICIA ZHOU START 82024 CHIEF EXECUTIVE OFFICER 40.00 X 241026 0 0 KATHRYN BEELEY START 112024 CHIEF FINANCIAL OFFICER 40.00 X 21000 0 0 JILL O'DONNELL-TORMEY PHD FORMER CEO (THRU 8/2024) 40.00 X 674070 0 73665 ALFRED R MASSIDAS FORMER CFO (THRU 2/2025) 40.00 X 452220 0 90323 LYNNE A RAPINO CHIEF PROGRAM OFFICER 40.00 X 353253 0 90304 JAY R CAMPBELL MANAGING DIR OF CRI CLINICAL ACCELERATOR 40.00 X 311472 0 81656 RUPINDER KAUR THRU 12025 CHIEF INFORMATION OFFICER 40.00 X 295750 0 68646 SHARON S SLADE CHIEF MARKETING OFFICER 40.00 X 377547 0 53116 DEANNE T MARBACH DIRECTOR OF MAJOR GIFT 40.00 X 178417 0 56918 KASTURI SHARMA ASSISTANT DIRECTOR, DONATION PROCESSING 40.00 X 200751 0 34615 SAMIK K UPADHAYA DIRECTOR OF SCIENTIFIC AFFAIRS 40.00 X 182450 0 57290 QING HUA ZHANG THRU 12025 CONTROLLER 40.00 X 177070 0 56824 SHASELL NEGRON ASSOC DIR, PROGRAM MANAGEMENT 40.00 X 152270 0 35369 3617296 0 698726 15 0 1 0 VIEWSTREAMCOMINC 4 EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 WEB MAINTENANCE 447750 NU ADVISORY PARTNERS LLC 1634 FERNANDO DRIVE TALLAHASSEE FL 32303 RECRUITING SERVICES FOR CEO SEARCH 230323 EISNERAMPER LLP 733 THIRD AVENUE NEW YORK NY 10017 AUDIT 138010 EGON ZEHNDER INTERNATIONAL INC 520 MADISON AVE 23RD FLOOR NEW YORK NY 10022 RECRUITING SERVICES FOR CEO SEARCH 133733 PRODUKTION INC 307 7TH AVENUESUITE 1204 NEW YORK NY 10001 PRINTING AND MAILING 110484 6 569074 1786354 24342747 1243557 26698175 CLINICAL TRIALS 541700 554753 554753 SCIENTIFIC MEETING 541700 252546 252546 AMK CANCER ACCELERATOR FUND 541700 100000 100000 907299 1764382 1764382 192636 143541 49095 49095 49095 25167335 19130122 6037213 6037213 6037213 163925 1786354 163925 0 MISCELLANEOUS REVENUE 900099 29492 29492 29492 35485656 936791 0 7850690 26878957 26878957 1648128 1648128 2934280 985089 727827 1221364 2558629 858977 634649 1065003 247148 82972 61303 102873 936936 314546 232400 389990 338002 113473 83839 140690 97635 18075 78735 825 147105 147105 660747 660747 1893434 279404 801932 812098 303057 81582 10522 210953 875708 248363 100512 526833 535388 197207 128613 209568 266441 42474 127965 96002 1413504 1413504 44843 15823 10666 18354 52656 52656 SCIENTIFIC AND PATIENT 169787 169787 PRINTING & PUBLICATIONS 100848 28602 11575 60671 FILING FEE 18280 18280 24675 24675 42146188 33376963 3914001 4855224 10427229 5000309 4274302 5231436 20702699 6650054 56866 6419092 525644 601641 777901 572499 100228 205402 21955137 18681322 73774051 79217998 1918514 7624906 133734670 129632160 1043117 1907761 63844049 40889845 2016869 1954843 66904035 44752449 X 50119968 70295173 16710667 14584538 66830635 84879711 133734670 129632160 X -6660532 2486925 22189264 33419 X 0 1 X 1 0 X 32869987 28733665 31020217 20143304 26698175 139465348 32869987 28733665 31020217 20143304 26698175 139465348 12734502 126730846 274125 569941 674270 1134641 1813477 4466454 7073 37398 44471 25594 9556 54720 6019 29492 125381 144101654 0.87950 0.81290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME CONSISTS OF CREDIT CARD CASH BACK AND OTHER MISC INCOME - 2020 AMOUNT: $ 25,594. 2021 AMOUNT: $ 9,556. 2022 AMOUNT: $ 54,720. 2023 AMOUNT: $ 6,019. 2024 AMOUNT: $ 29,492. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12386643 647034 7019031 6014646 10758848 30000 1597795 12386643 9852169 23500 883179 10758848 10885794 19500 -1053125 9852169 8309311 24180 2552303 10885794 0.60590 0.39410 0 0 246989 85877 161112 530912 486622 44290 205402 PRIVATE EQUITY 38126485 F HEDGE FUNDS 12556376 F FUND OF FUNDS 28535137 F 79217998 RIGHT OF USE ASSET 1816285 DUE FROM INVESTMENT MANAGER 5039765 BENEFICIAL INTEREST IN PERPETUAL TRUST 768856 7624906 LEASE LIABILITY 1884191 SECURITY DEPOST 31541 ANNUITY PAYMENT LIABILITY 39111 1954843 X 37688153 2486925 342900 33419 2863244 34824909 660747 660747 35485656 41828341 342900 342900 41485441 660747 660747 42146188 PART V, LINE 4: CRI'S ENDOWMENT CONSISTS OF FOUR DONOR-RESTRICTED FUNDS ESTABLISHED TO SUPPORT FELLOWSHIPS AND OTHER RESEARCH PROGRAMS. DURING THE FISCAL YEAR ENDED JUNE 30, 2025, THE BOARD APPROVED THE RELEASE OF THE FULL QUASI-ENDOWMENT BALANCE FOR OPERATING PURPOSES. ACCORDINGLY, THE QUASI-ENDOWMENT BALANCE WAS $0 AS OF JUNE 30, 2025. PART X, LINE 2: CRI FOLLOWS THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR CRI, THESE PROVISIONS COULD BE APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME. BECAUSE OF CRI'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE CRI'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUST 33,419. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECCIPIENTS 600000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECCIPIENTS 529028 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECCIPIENTS 519100 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 65022888 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES INVESTMENTS 901094 EUROPE (INCLUDING ICELAND & GREENLAND) INVESTMENTS 7404878 0 0 0 0 0 0 74976988 0 74976988 EAST ASIA AND THE PACIFIC RESEARCH 300000 ACH/WIRE 0 EAST ASIA AND THE PACIFIC RESEARCH 300000 ACH/WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 300000 ACH/WIRE 0 NORTH AMERICA RESEARCH 243000 ACH/WIRE 0 NORTH AMERICA RESEARCH 243000 ACH/WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 195928 ACH/WIRE 0 NORTH AMERICA RESEARCH 33100 ACH/WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 33100 ACH/WIRE 0 0 8 1 0 0 0 1 0 PART I, LINE 2: CRI REQUIRES GRANT RECIPIENTS TO COMPLY WITH STATED TERMS AND CONDITIONS GOVERNING EACH PROGRAM, INCLUDING THE SUBMISSION OF ANNUAL PROGRESS REPORTS AND, WHERE APPLICABLE, INSTITUTION-GENERATED FINANCIAL REPORTS. DISBURSEMENT OF FUNDS IS CONTINGENT UPON ACCEPTANCE OF THESE TERMS AND TIMELY SUBMISSION OF REPORTS. PART I, LINE 3: AMOUNTS ARE REPORTED ON THE ACCRUAL BASIS. 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REQUIRES GRANT RECIPIENTS TO COMPLY WITH STATED TERMS AND CONDITIONS GOVERNING EACH PROGRAM, INCLUDING THE SUBMISSION OF ANNUAL PROGRESS REPORTS AND, WHERE APPLICABLE, INSTITUTION-GENERATED FINANCIAL REPORTS. DISBURSEMENT OF FUNDS IS CONTINGENT UPON ACCEPTANCE OF THESE TERMS AND TIMELY SUBMISSION OF REPORTS. X X X X 0 0 0 0 0 0 0 0 0 JILL O'DONNELL-TORMEY PHD FORMER CEO (THRU 8/2024) 674070 0 0 0 0 0 34500 0 39165 0 747735 0 0 0 ALFRED R MASSIDAS FORMER CFO (THRU 2/2025) 452220 0 0 0 0 0 34500 0 55823 0 542543 0 0 0 LYNNE A RAPINO CHIEF PROGRAM OFFICER 353253 0 0 0 0 0 34500 0 55804 0 443557 0 0 0 SHARON S SLADE CHIEF MARKETING OFFICER 377547 0 0 0 0 0 33000 0 20116 0 430663 0 0 0 JAY R CAMPBELL MANAGING DIR OF CRI CLINICAL ACCELER 311472 0 0 0 0 0 25833 0 55823 0 393128 0 0 0 RUPINDER KAUR THRU 12025 CHIEF INFORMATION OFFICER 295750 0 0 0 0 0 29500 0 39146 0 364396 0 0 0 ALICIA ZHOU START 82024 CHIEF EXECUTIVE OFFICER 241026 0 0 0 0 0 0 0 0 0 241026 0 0 0 SAMIK K UPADHAYA DIRECTOR OF SCIENTIFIC AFFAIRS 182450 0 0 0 0 0 18250 0 39040 0 239740 0 0 0 KASTURI SHARMA ASSISTANT DIRECTOR, DONATION PROCESS 200751 0 0 0 0 0 14738 0 19877 0 235366 0 0 0 DEANNE T MARBACH DIRECTOR OF MAJOR GIFT 178417 0 0 0 0 0 18050 0 38868 0 235335 0 0 0 QING HUA ZHANG THRU 12025 CONTROLLER 177070 0 0 0 0 0 17800 0 39024 0 233894 0 0 0 SHASELL NEGRON ASSOC DIR, PROGRAM MANAGEMENT 152270 0 0 0 0 0 15450 0 19919 0 187639 0 0 0 X 65 1243557 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, CRI AMENDED ITS BYLAWS. THE CHANGES INCLUDE CHANGES TO THE BOARD COMPOSITION AND TERMS, GOVERNANCE UPDATES, AND LEGAL AND COMPLIANCE ENHANCEMENTS. THE CHANGES WERE APPROVED BY THE BOARD DURING FISCAL-YEAR 2025 IN ACCORDANCE WITH CRI'S AMENDMENT PROCEDURES. THE UPDATED GOVERNING DOCUMENTS HAVE BEEN MADE AVAILABLE TO CRI'S OFFICERS AND TRUSTEES AND ARE MAINTAINED AT CRI'S PRINCIPAL OFFICE. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND DIRECTOR OF FINANCE WORK WITH THE AUDIT FIRM TO PREPARE THE TAX RETURNS. A DRAFT IS CIRCULATED FOR REVIEW TO F&A COMMITTEE THEN FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD AND THE ENTIRE STAFF ARE GIVEN THE CONFLICT OF INTEREST DOCUMENT. THEY ARE ASKED TO ANSWER ALL QUESTIONS AND MAKE THE NECESSARY DECLARATIONS AND THEN SIGN THE DOCUMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO IS DETERMINED BY USING COMPARABLE DATA AND IS REVIEWED BY THE BOARD OF TRUSTEES CO-CHAIRMEN. FORM 990, PART VI, SECTION C, LINE 19 AT LEAST THE THREE MOST RECENT YEARS OF FINANCIAL INFORMATION ARE POSTED ON CRI'S WEBSITE. THE GENERAL PUBLIC CAN ALSO REQUEST A COPY TO BE SENT TO THEM, AS WELL AS VIEW THEM AT OUR OFFICES AT 29 BROADWAY, 4TH FLOOR NEW YORK, NY 10006. GOVERNING DOCUMENTS ARE ONLY DISTRIBUTED INTERNALLY TO MANAGEMENT AND THE BOARD OF TRUSTEES. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 33,419.