2024-11-14T20:39:46-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990 2023-01-01 262017043 JOE ANDRUZZI FOUNDATION INC JOEA 5082610630 49 PLAIN STREET 500 NORTH ATTLEBORO MA 02760 JENNIFER ANDRUZZI PRESIDENT & CEO 5082610630 2024-11-14 1 1 EVA MRUK P00543254 7819375300 2024-11-14 2023 2024-10-15 13:58:12Z JENNIFER ANDRUZZI 49 PLAIN STREET 500 NORTH ATTLEBORO MA 02760 5070948 0 X WWW.JOEANDRUZZIFOUNDATION.ORG X 2007 MA THE FOUNDATION PROVIDES MONETARY GRANTS, NAVIGATION SERVICES, AND OUTINGS TO CANCER PATIENTS. 11 10 19 90 0 0 5193295 2729301 0 0 4129 134715 -244947 -177228 4952477 2686788 1334044 1460031 0 0 1342220 1408759 0 0 501921 442076 728976 3118340 3597766 1834137 -910978 4541842 3772744 123147 218505 4418695 3554239 THE FOUNDATION IS COMMITTED TO PROVIDING HELP, HOPE, AND A REASON TO SMILE, FOR NEW ENGLAND CANCER PATIENTS AND THEIR FAMILIES BY CONTRIBUTING FINANCIAL SUPPORT WHEN IT IS NEEDED MOST. 0 0 2876066 1460031 0 THE FOUNDATION SERVES CANCER PATIENTS OF ALL AGES THROUGHOUT NEW ENGLAND WHO ARE EXPERIENCING FINANCIAL AND EMOTIONAL HARDSHIPS. PARTNERING WITH CANCER TREATMENT FACILITIES, THE FOUNDATION IDENTIFIES AND SUPPORTS PATIENTS AND FAMILIES FACING CANCER-RELATED INCOME LOSS OR REDUCTION. THE FOUNDATION ALSO OFFERS WELLNESS INITIATIVES TO ASSIST WITH THE EMOTIONAL TOLL A CANCER DIAGNOSIS CAN CAUSE. NAVIGATION SERVICES ARE PROVIDED TO INDIVIDUALS AND FAMILIES WHO FALL OUTSIDE OF THE PARTNERING FACILITIES OR SERVING STATES. 2876066 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 8 0 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA NY X X X JENNIFER ANDRUZZI 5082610630 49 PLAIN STREET SUITE 500 NORTH ATTLEBORO MA 02760 JENNIFER ANDRUZZI PRESIDENT & CEO 40.00 X X 162767 0 38420 RONNY MOSSTON CHAIR (THRU MAR 2023) 2.00 X X 0 0 0 COLLEEN DESIMONE CHAIR AS OF MAR 2023), VICE CHAIR (THRU MAR 2023) 2.00 X X 0 0 0 KIMBERLY THOMAS SECRETARY 2.00 X X 0 0 0 BRENT CROUCH TREASURER 2.00 X X 0 0 0 MARK CUMMINGS DIRECTOR 1.00 X 0 0 0 JOE DESTEFANO DIRECTOR 2.00 X 0 0 0 ANNE FUREY DIRECTOR 1.00 X 0 0 0 DAN GILL DIRECTOR 1.00 X 0 0 0 BETH HUBER DIRECTOR 2.00 X 0 0 0 ERIC KAGAN DIRECTOR 1.00 X 0 0 0 SUSAN KAPLAN DIRECTOR (THRU MAR 2023) 1.00 X 0 0 0 TOM TURCO DIRECTOR 1.00 X 0 0 0 FAITH WEINER DIRECTOR (THRU MAR 2023) 1.00 X 0 0 0 NICOLE ANDERSON VP OF DEVELOPMENT 40.00 X 107537 0 33261 DANIELLE FISH VP OF MARKETING & COMMUNICATIONS 40.00 X 115894 0 3477 386198 0 75158 3 0 1 0 LYFT PO BOX 734714 CHICAGO IL 60673 PATIENT TRANSPORTATION 105229 1 960213 1769088 61553 2729301 57986 57986 2126297 2049568 76729 76729 76729 124425 960213 333530 -209105 -209105 27218 1062 26156 26156 REBATES 900099 5505 5505 OTHER INCOME 900099 216 216 5721 2686788 0 0 -42513 1460031 1460031 201187 150890 20119 30178 117073 117073 861106 591932 37611 231563 12277 8797 357 3123 120507 86971 4831 28705 96609 70190 4858 21561 109876 109876 7106 7106 267153 178052 12932 76169 41953 5499 3261 33193 79155 58427 4431 16297 107037 80269 9603 17165 36570 26644 1741 8185 42358 11657 175 30526 4471 1625 2347 499 5558 4049 265 1244 MISCELLANEOUS 27739 23960 266 3513 3597766 2876066 219779 501921 368261 66179 1245899 684974 1446668 1077037 401389 536021 18329 17321 125438 106522 2961 18916 1003314 1349885 55021 22411 4541842 3772744 77296 209242 45851 9263 123147 218505 X 1277724 710760 3140971 2843479 4418695 3554239 4541842 3772744 X -910978 47243 -721 X X 0 1 X 1 0 X 1408320 1625455 3292589 5291515 2729301 14347180 1408320 1625455 3292589 5291515 2729301 14347180 926490 13420690 1704 845 335 4129 57986 64999 874989 577494 567537 0 0 2020020 4941 5721 10662 16442861 0.81620 0.74620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 4,941. 2023 AMOUNT: $ 5,721. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1003314 69252 1072566 1000000 3314 1003314 0.00000 1.00000 0.00000 0 0 125438 106522 18916 18916 OPERATING LEASE LIABILITY 9263 9263 X 3063947 47243 2430 334592 384265 2679682 7106 7106 2686788 3928403 2430 335313 337743 3590660 7106 7106 3597766 PART V, LINE 4: THE ENDOWMENT FUND IS ESTABLISHED FOR GENERAL CHARITABLE PURPOSES, INCLUDING GENERAL AND ADMINISTRATIVE COSTS. PART X, LINE 2: GAAP PRESCRIBES THE THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE TAX-EXEMPT STATUS OF AN ENTITY AT THE FEDERAL AND STATE LEVEL IS CONSIDERED A TAX POSITION. AN ADDITIONAL LIABILITY FOR UNCERTAIN TAX POSITIONS (UTPS) IS RECOGNIZED AND RECORDED AS A COMPONENT OF CURRENT INCOME TAX EXPENSE FOR DIFFERENCES BETWEEN FINANCIAL AND INCOME TAX REPORTING POSITIONS WHICH DO NOT MEET THE THRESHOLD. ANY INTEREST AND PENALTIES RELATED TO UTPS ARE RECORDED AS A COMPONENT OF INCOME TAX EXPENSE. THE FOUNDATION BELIEVES IT HAS NOT TAKEN ANY TAX POSITIONS, INCLUDING ANY TAX POSITIONS THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS, WHICH WOULD HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, ON ITS FINANCIAL STATEMENTS AND THUS HAS NOT RECORDED A LIABILITY AS OF DECEMBER 31, 2023 OR 2022. THE FOUNDATION FILES INFORMATIONAL TAX RETURNS IN FEDERAL AND STATE JURISDICTIONS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2020. CURRENTLY, THERE ARE NO INCOME TAX AUDITS IN PROCESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII 334,592. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII 334,592. LOSS ON DISPOSAL OF EQUIPMENT 721. GALA 729283 661033 68250 142035 47000 55708 GOLF OUTING 314415 262290 52125 62725 4200 16512 3 40940 36890 4050 2012 700 2638 1084638 960213 124425 206772 51900 74858 333530 -209105 27218 1062 1 1.00000 27218 1062 1062 26156 MA RI CT 1 0 1 0 1.00000 JENNIFER ANDRUZZI 49 PLAIN STREET SUITE 500 NORTH ATTLEBORO MA 02760 0 JENNIFER ANDRUZZI 0 RECORDKEEPING X 0 1 FINANCIAL ASSISTANCE AND GRANTS 3801 1460031 PART I, LINE 2: ADULT AND PEDIATRIC CANCER PATIENTS AND FAMILIES APPLY TO THE FOUNDATION FOR HELP WITH VARIOUS HOUSEHOLD EXPENSES SUCH AS RENT/MORTGAGE PAYMENTS, UTILITIES, AND OTHER HOUSEHOLD EXPENSES. GRANTS WERE $800 OR LESS PER GRANTEE. IN ADDITION TO FINANCIAL ASSISTANCE FOR HOUSEHOLD EXPENSES, THIS GROUP CAN APPLY FOR GROCERY GIFT CARDS TO ACCESS HEALTHY FOODS, WHICH WERE $300 OR LESS PER GRANTEE. PEDIATRIC CANCER PATIENTS APPLY FOR PROJECT-BASED NEEDS THAT PRESENT A BARRIER TO TREATMENT FOR A PATIENT (I.E., FERTILITY PRESERVATION, DENTAL WORK, CAR REPAIRS, REQUIRED HOME IMPROVEMENT PROJECTS). GRANTS WERE $5,000 OR LESS PER GRANTEE. X X 0 0 0 0 0 0 0 0 0 JENNIFER ANDRUZZI PRESIDENT & CEO 162767 0 0 0 0 0 5233 0 33187 0 201187 0 0 0 HUNTER ANDRUZZI FAMILY MEMBER OF OFFICER: JENNIFER ANDRUZZI 23611 EMPLOYMENT 0 JOSEPH ANDRUZZI FAMILY MEMBER OF OFFICER: JENNIFER ANDRUZZI 93462 EMPLOYMENT 0 X 2536 COST X GIFT CARDS 17 45187 COST X TICKETS 8 11352 COST X FOOD AND DRINK 9 2478 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE BOARD CHAIR, BOARD TREASURER AND AN OUTSIDE FINANACE CONSULTANT THEN REVIEW THE 990 FOR ACCURACY. A FINAL VERSION WILL BE DISTRIBUTED TO BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO BOARD MEMBERS, OFFICERS AND KEY PERSONS. SUCH PERSONS HAVE A DUTY TO PROMPTLY DISCLOSE TO THE BOARD ANY POTENTIAL CONFLICTS OF INTEREST AND ALL MATERIAL FACTS. DETERMINATIONS REGARDING CONFLICT MATTERS ARE TO BE MADE BY THE BOARD OF DIRECTORS. ANY DIRECTOR, OFFICER, OR KEY PERSON INVOLVED IN SUCH MATTER MUST LEAVE THE ROOM IN WHICH DELIBERATIONS ARE CONDUCTED AND MAY NOT VOTE, ACT OR ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATIONS ON SUCH MATTER. THE EXISTENCE AND RESOLUTION OF ANY REPORTED CONFLICTS OF INTEREST ARE DOCUMENTED IN THE BOARD MINUTES. DIRECTORS, OFFICERS AND KEY PERSONS MUST SIGN AND REVIEW THE CONFLICTS OF INTEREST POLICY ANNUALLY, WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR, ALONG WITH THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL EVALUATION OF THE PRESIDENT & CEO'S COMPENSATION. THE BOARD THEN VOTES ON ANY COMPENSATION CHANGES. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES AND LAST OCCURRED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF EQUIPMENT -721.