2023-03-21T12:57:47-05:00 2020-12-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2020-01-01 204127495 EXPECT MIRACLES FOUNDATION EXPE 6173919235 89 SOUTH STREET SUITE 701 BOSTON MA 02111 FRANK STRAUSS PRESIDENT 6173919235 2023-03-17 1 FRANK STRAUSS XXX-XX-XXXX JOSEPH M GISO CPA MST P00030126 7819143400 2023-03-17 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z X FRANK STRAUSS 89 SOUTH STREET SUITE 701 BOSTON MA 02111 3233921 0 X WWW.EXPECTMIRACLESFOUNDATION.ORG X 2007 MA TO RALLY THE FINANCIAL SERVICES INDUSTRY AND BEYOND TO INVEST IN LIFE-SAVING CANCER RESEARCH. 36 36 10 175 0 0 2411882 3043334 0 0 6216 7996 349619 -410226 2767717 2641104 1756688 1551990 0 0 700049 915243 0 0 428494 259234 278117 2715971 2745350 51746 -104246 940943 879191 234073 261734 706870 617457 X TO RALLY 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. 0 0 800000 800000 0 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. 300000 300000 0 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. 451990 451990 0 SAMFUND GRANTS - CANCER ISN'T FREE, ESPECIALLY IF YOU'RE A YOUNG ADULT JUST STARTING OUT YOUR LIFE. THAT IS WHY WE ARE PROUD TO PROVIDE FINANCIAL ASSISTANCE TO YOUNG ADULT CANCER SURVIVORS TO HELP WITH EVERYDAY LIVING EXPENSES, LIKE RENT, GROCERIES, AND MEDICAL BILLS. OUR SAMFUND GRANTS ACT AS A LIFELINE FOR YOUNG ADULTS WHO ARE EXTREMELY VULNERABLE TO THE FINANCIAL TOXICITY CAUSED BY A CANCER DIAGNOSIS. 295623 0 0 OTHER CANCER RESEARCH ORGANIZATIONS 295623 0 0 1847613 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 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 6 0 1 10 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA CA NY NJ X X FRANK HEAVEY 9787604352 89 SOUTH ST SUITE 701 BOSTON MA 02111 FRANK STRAUSS PRESIDENT 2.00 X X 0 0 0 GARY ENOS VICE PRESIDENT/DIRECTOR 2.00 X X 0 0 0 STEVEN BANDROWCZAK VICE PRESIDENT/DIRECTOR 2.00 X X 0 0 0 HARVEY ROSEN TREASURER/DIRECTOR 2.00 X X 0 0 0 CHRISTINE GILL CLERK/DIRECTOR 2.00 X X 0 0 0 ED ADDVENSKY DIRECTOR 2.00 X 0 0 0 BRANDON ANDERSON DIRECTOR 2.00 X 0 0 0 TOM BAGLEY DIRECTOR 2.00 X 0 0 0 ANDREW BEASLEY DIRECTOR 2.00 X 0 0 0 SANDY BOLTON DIRECTOR 2.00 X 0 0 0 SCOTT BRADY DIRECTOR 2.00 X 0 0 0 KEITH BROWN DIRECTOR 2.00 X 0 0 0 STEPHEN CLARKE DIRECTOR 2.00 X 0 0 0 MICHAEL COLLINS DIRECTOR 2.00 X 0 0 0 STEVE DEANGELIS DIRECTOR 2.00 X 0 0 0 JEFF DUCKWORTH DIRECTOR 2.00 X 0 0 0 ROBERT EATON DIRECTOR 2.00 X 0 0 0 TERENCE FAHERTY DIRECTOR 2.00 X 0 0 0 SCOTT FITZGERALD DIRECTOR 2.00 X 0 0 0 MARGARET FLYNN-MARTIN DIRECTOR 2.00 X 0 0 0 LEX FRIEDMAN DIRECTOR 2.00 X 0 0 0 KAELA GIBBONS DIRECTOR 2.00 X 0 0 0 MARK HECKERT DIRECTOR 2.00 X 0 0 0 BEN HUNEKE DIRECTOR 2.00 X 0 0 0 SHARON KARSTON DIRECTOR 2.00 X 0 0 0 MIKE KEENAN DIRECTOR 2.00 X 0 0 0 KEVIN MACNEIL DIRECTOR 2.00 X 0 0 0 DAVID MARTOCCI DIRECTOR 2.00 X 0 0 0 MICHAEL MCKEIGUE DIRECTOR 2.00 X 0 0 0 TODD MOYER DIRECTOR 2.00 X 0 0 0 JOHN PAVESE DIRECTOR 2.00 X 0 0 0 STEVE PERAZZOLI DIRECTOR 2.00 X 0 0 0 LEAH RITCHIE DIRECTOR 2.00 X 0 0 0 BRIAN SHLISSEL DIRECTOR 2.00 X 0 0 0 TRACI SIMPSON DIRECTOR 2.00 X 0 0 0 IRENE SPERIDAKOS DIRECTOR 2.00 X 0 0 0 FRANK HEAVEY EXECUTIVE DIRECTOR 40.00 X 264996 0 27877 SAMANTHA WATSON MANAGING DIRECTOR OF STEWARDSHIP 40.00 X 128008 0 3600 393004 0 31477 1 0 1 0 0 1938293 102212 1002829 127630 3043334 7996 7996 182591 1938293 592817 -410226 -410226 2641104 0 0 -402230 1551990 1551990 264996 85594 56709 122693 516374 166789 110504 239081 31933 10314 6834 14785 43835 14158 9381 20296 58105 18768 12434 26903 506 506 21515 21515 4736 4736 53174 53174 62433 62433 4445 4445 68 68 13563 13563 BAD DEBT EXPENSE 98655 98655 CREDIT CARD FEES 18228 18228 TAXES AND LICENSES 794 794 2745350 1847613 469243 428494 93674 305626 452576 268622 32250 0 89412 8424 273031 296519 940943 879191 12184 23634 68889 0 153000 238100 234073 261734 X -50623 -63483 757493 680940 706870 617457 940943 879191 -104246 14833 0 X X 0 1 X 1 0 X 1310500 774319 1248754 2411882 3043334 8788789 1310500 774319 1248754 2411882 3043334 8788789 248368 8540421 216 102 6216 7996 14530 8803319 0.97010 0.97660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202785 16526 6592 212719 197649 11067 5931 202785 1.00000 0 0 0 MUTUAL FUNDS 209679 F EXCHANGE TRADED FUNDS 86264 F CASH AND CASH EQUIVALENTS 576 C 296519 X 2655937 14833 14833 2641104 0 2641104 2745350 0 2745350 0 2745350 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE ORGANIZATION 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 ORGANIZATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION FILES FEDERAL, CALIFORNIA, NEW YORK, NEW JERSEY AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAD NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2020. ATLANTIC COAST CLASSIC 447863 446623 1240 23431 64280 35 3340 3591 EXPECT MIRACLES IN MANHATTAN 436962 341981 94981 265 147870 237 1727 11472 8 1236059 1149689 86370 155086 103465 37519 4998 35501 2120884 1938293 182591 178782 315615 37791 10065 50564 592817 -410226 1 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 043102433 501C3 800000 CASH CHARITABLE FUNDING - CANCER RESEARCH MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 131924236 501C3 300000 CASH CHARITABLE FUNDING - CANCER RESEARCH SAMFUND GRANTS 89 SOUTH ST STE 701 BOSTON MA 02111 206018710 501C3 451990 CASH CHARITABLE FUNDING - FINANCIAL ASSISTANCE 3 PART I, LINE 2: THE ORGANIZATION REQUIRES RECIPIENTS OF A SAMFUND GRANT FOR FINANCIAL ASSISTANCE TO COMPLETE A SURVEY AND PROVIDE AN INVOICE OR BILL FROM A THIRD PARTY BEFORE THE ORGANIZATION RELEASES FUNDS TO THE THIRD PARTY. THE ORGANIZATION REQUIRES RECIPIENTS OF A CANCER RESEARCH GRANT TO PROVIDE A WRITTEN UPDATE ON MILESTONES ACHIEVED ON AN ANNUAL BASIS. X 0 0 0 0 0 0 0 0 0 FRANK HEAVEY EXECUTIVE DIRECTOR 264996 0 0 0 0 0 7950 0 19927 0 292873 0 0 0 X AUCTION ITEMS 122 127630 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PAGE 1, ITEM B THE FINANCIAL STATEMENTS FOR THE CURRENT PERIOD WERE RESTATED FOR VARIOUS ITEMS WHICH AFFECTED THE PAGE 9, PART VIII, STATEMENT OF REVENUE; PAGE 10, PART IX, STATEMENT OF FUNCTIONAL EXPENSES; AND PAGE 11, PART X, BALANCE SHEET. THIS RESULTED IN CHANGES TO SCHEDULES A, D, G, AND I. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED WITH THE ASSISTANCE OF AN OUTSIDE ACCOUNTING FIRM. COPIES OF COMPLETED FORM 990 IS DISTRIBUTED TO THE BOARD'S EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST BY COMPLETING A QUESTIONNAIRE ANNUALLY. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT IS THE DUTY OF THE INDIVIDUAL TO DISCLOSE SUCH INTEREST. THIS INTEREST IS TO BE RECORDED IN THE MINUTES OF THE MEETING OF THE BOARD AND WHERE THE CONFLICT CONCERNS ANY BOARD OR COMMITTEE MEMBER, THE INDIVIDUAL(S) SHALL NOT PARTICIPATE IN ANY VOTE OR DELIBERATION ON THE MATTER. PERIODIC REVIEWS ARE CONDUCTED TO ENSURE THAT THE ORGANIZATION IS OPERATING IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD REVIEWS AND SETS 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 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.