2018-11-15T10:23:54-06:00 2017-12-31 221655803 DORFMAN ABRAMS MUSIC LLC 250 PEHLE AVE SUITE 702 SADDLE BROOK NJ 07663 990 2017-01-01 222126867 THE VALERIE FUND VALE 9737610422 2101 MILLBURN AVENUE MAPLEWOOD NJ 07040 BARRY KIRSCHNER EXECUTIVE DIRECTOR 9737610422 2018-11-14 1 ANDREW SILVERSTEIN CPA P00359249 2014039750 47.22.41.242 2018-11-14 18:47:54 ES P 2A32481B7F71095F9BD9E4DC424BA2FC7D3AC58F 72801F05FCDC4F1FB6E5A7637EBB8FB54822E0A2 2017 2019-02-21 02:37:17Z BARRY KIRSCHNER 2101 MILLBURN AVENUE MAPLEWOOD NJ 07040 7191728 0 X WWW.THEVALERIEFUND.ORG X 1976 NJ THE VALERIE FUND IS A 501(C)3 NOT FOR PROFIT ORGANIZATION ESTABLISHED ON 1976 IN MEMORY OF NINE YEAR OLD VALERIE GOLDSTEIN BY HER PARENTS, ED AND SUE. THE VALERIE FUND'S MISSION IS TO PROVIDE SUPPORT FOR THE COMPREHENSIVE HEALTH CARE OF CHILDREN WITH CANCER AND BLOOD DISORDERS. FAMILIES TURN TO THE VALERIE FUND BECAUSE OF THE UNIQUE COMBINATION OF MEDICAL CARE, COUNSELING, AND OTHER SERVICES IT PROVIDES. THE VALERIE FUND CHILDREN'S CENTERS COMPRISE THE LARGEST NETWORK OF HEALTHCARE FACILITIES FOR CHILDREN WITH CANCER AND BLOOD DISORDERS IN NEW JERSEY, AND ONE OF THE LARGEST IN THE NATION. THE SEVEN CENTERS HOST APPROXIMATELY 25,000 PATIENT VISITS EACH YEAR. 16 16 16 200 0 0 4563705 3720104 0 0 102872 182829 1154034 1232290 5820611 5135223 2584537 2808150 0 0 1044077 1023616 0 0 818954 870601 1117247 4499215 4949013 1321396 186210 10265075 10919766 222655 447012 10042420 10472754 X TO RAISE FUNDS TO SUPPORT COMPREHENSIVE HEALTH CARE FOR CHILDREN WITHCANCER AND BLOOD DISORDERS. 0 0 2803134 2424953 THE VALERIE FUND SUPPORTS PSYCHOSOCIAL PROGRAMS INCLUDING THE CHILD LIFE ACTIVITIES AND SOCIAL WORK PROGRAMS AT SEVEN HOSPITAL-BASED VALERIE FUND CENTERS IN NEW YORK & NEW JERSEY. CHILDREN AND THEIR FAMILIES VISITED THE CENTERS MORE THAN 25,000 TIMES IN 2017, ALL TO BE TREATED FOR CANCER AND OTHER BLOOD DISORDERS. THE VALERIE FUND ALSO HOSTS HOLIDAY PARTIES AT ITS CENTERS DURING THE YEAR. HOLIDAY FUNCTIONS HOSTED BY TVF DURING 2017 SERVED APPROXIMATELY 3,000 PATIENTS AND THEIR FAMILIES. 408135 CAMP HAPPY TIMESTHE VALERIE FUND OPERATES CAMP HAPPY TIMES, A FREE ONE-WEEK CAMP FOR CHILDREN WITH CANCER. CAMP HAPPY TIMES SERVES APPROXIMATELY 200 CHILDREN AND TEENAGE PATIENT LEADERS-IN-TRAINING. ADDITIONALLY, THE VALERIE FUND PROVIDES TRANSPORTATION AND FUNDING FOR APPROXIMATELY 100 CHILDREN WITH CANCER AND BLOOD DISORDERS TO ATTEND OTHER CAMP PROGRAMS DESIGNED FOR THEIR NEEDS THROUGHOUT THE YEAR. 750662 383197 ADVOCACYTHE VALERIE FUND ENGAGES IN YEAR ROUND ADVOCACY AND SUPPORT FOR THE CHILDREN TREATED WITH CANCER AND BLOOD DISORDERS. BEYOND PSYCHOSOCIAL CARE PROVIDED FOR YEAR ROUND, EACH DECEMBER CHILDREN TREATED AT EACH OF THE CENTERS ARE INVITED TO ENJOY FESTIVE HOLIDAY PARTIES WITH THEIR PARENTS AND SIBLINGS. THESE PARTIES BRING TOGETHER AS MANY AS 500 AT A TIME FOR JOYOUS HOLIDAY CELEBRATIONS WHERE PATIENTS CAN ENJOY THEIR CAREGIVERS IN AN ENTIRELY DIFFERENT SETTING. THE FUND HAS CREATED A SCHOLARSHIP PROGRAM TO PROMOTE THE CONTINUED EDUCATION AND ADVANCEMENT OF CHILDREN TREATED AT THE CENTERS. IN 2017 OVER 80 CANCER AND BLOOD DISORDER STUDENTS RECEIVED HIGHER EDUCATION SCHOLARSHIPS. THE PROGRAM PROVIDES FUNDING FOR THE PYSCHO-SOCIAL STAFF TO ATTEND NATIONAL CONFERENCES TO ENHANCE THE PSYCHOLOGICAL AND EMOTIONAL CARE OF THE CHILDREN UNDER TREATMENT AS WELL AS TO ACT YEAR ROUND IN SUPPORT OF THESE SAME PEDIATRIC PATIENTS. 3961931 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 16 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ NY FL X X X BARRY KIRSCHNER 9737610422 2101 MILLBURN AVE MAPLEWOOD NJ 07040 TARA FAVORS TRUSTEE 2.00 X 0 0 0 JANET KEATING TRUSTEE 2.00 X 0 0 0 HARRIET GREENHOLTZ TRUSTEE 2.00 X 0 0 0 DAVID NOVAK TRUSTEE 2.00 X 0 0 0 GLENN SCHIFFMAN TRUSTEE 2.00 X 0 0 0 DEBBIE SCHILLER TRUSTEE 2.00 X 0 0 0 DIANE YOUNG MD TRUSTEE 2.00 X 0 0 0 STEPHEN SQUERI TRUSTEE 2.00 X 0 0 0 NEIL YARIS TRUSTEE 2.00 X 0 0 0 MERRIE BERNSTEIN TRUSTEE 2.00 X 0 0 0 SHARON WEINTRAUB TRUSTEE 2.00 X 0 0 0 JOSEPH UVA TRUSTEE 2.00 X 0 0 0 ABBY GOLDBERG-TERM 617 TRUSTEE 2.00 X 0 0 0 TIM HARNETT-TERM 317 TRUSTEE 2.00 X 0 0 0 PETER FRIEDMAN TRUSTEE 2.00 X 0 0 0 DOMINIC DIBARI BOARD CHAIR 2.00 X X 0 0 0 JULIE RUBINSTEIN VICE CHAIR 2.00 X X 0 0 0 BRIAN FUHRO ESQ TREASURER 2.00 X X 0 0 0 BARRY KIRSCHNER EXECUTIVE DIRECTOR 40.00 X 177217 0 16702 DONALD ROBINSON DIRECTOR OF FINANCE 40.00 X 54093 0 0 BERNICE FLANDERS COMMUNICATIONS DIRECTOR 40.00 X 136864 0 4175 368174 0 20877 2 0 1 0 THE MUNSHINE GROUP 41 LAUREL DRIVE SPRINGFIELD NJ 07081 CAPITAL CAMPAIGN CONSULTING 192000 1 613435 3106669 275418 3720104 163738 163738 1414299 1395208 19091 19091 19091 1893587 613435 661297 1232290 1232290 5135223 0 0 1415119 2424953 2424953 383197 383197 248012 109431 28156 110425 621552 273981 70481 277090 90911 40655 10486 39770 63141 28237 7283 27621 19046 3093 12029 3924 217302 3992 15528 197782 233383 157146 14889 61348 29146 20431 1802 6913 18318 9166 2273 6879 OTHER PROGRAM EXPENSES 206816 206816 COMMUNICATIONS 132167 58407 1645 72115 CHILDREN'S ACTIVITIES 130427 130427 SUPPLIES 55124 44730 2000 8394 75518 67269 1556 6693 4949013 3961931 168128 818954 1097191 654527 2502985 747791 1911088 2476366 39589 67653 137810 109137 538993 262855 268655 276138 4307757 6588154 10265075 10919766 110908 382768 111747 64244 222655 447012 X 5803914 5873103 2586172 3026142 1652334 1573509 10042420 10472754 10265075 10919766 186210 261341 -17217 0 X X 0 1 X 1 0 X 1756114 4168123 3052550 4127267 3720104 16824158 1756114 4168123 3052550 4127267 3720104 16824158 456646 16367512 31442 72902 100257 102872 182829 490302 17314460 10986525 0.94530 0.97950 X 1901490 7750 316197 15000 2210437 1730576 12780 158148 14 1901490 1759615 17250 -45791 498 1730576 1650801 74708 34601 495 1759615 1626039 1821 102168 79227 1650801 0.19680 0.71190 0.09130 0 0 50000 50000 235500 124292 111208 53917 15680 38237 177813 101120 76693 21763 21763 0 276138 X 5477622 261341 98275 359616 5118006 17217 17217 5135223 5047288 98275 98275 4949013 0 4949013 PART V, LINE 4: THE ORGANIZATION ESTABLISHED THE ENDOWMENT FUND FOR BOTH SPECIFIC PURPOSES AND FOR THE GENERAL SUPPORT OF THE ORGANIZATION. PART X, LINE 2: AS OF DECEMBER 31, 2017, MANAGEMENT BELIEVES THAT BASED ON EVALUATION OF THE FUND'S TAX POSITION THAT ANY LIABILITY AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD NOT BE MATERIAL. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS TO ASSIST US IN EVALUATING THE FUND'S TAX POSITIONS. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED AS PART OF THE INCOME TAX PROVISION. INCOME TAX RETURNS ARE FILED IN THE U.S. FEDERAL JURISDICTION AND STATE JURISDICTIONS. U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2014 ARE CLOSED. X X X X X 1 THE MUNSHINE GROUP 41 LAUREL DRIVE SPRINGFIELD NJ 07081 CAPITAL CAMPAIGN 0 1013700 192000 821700 1013700 192000 821700 NJ NY FL THANKSGIVING BALL 403461 326000 77461 25408 32000 34392 8300 56383 WALK-A-THON 858117 0 858117 23463 2888 6900 101801 5 1245444 287435 958009 10640 143258 42746 0 173118 2507022 613435 1893587 36048 198721 80026 15200 331302 661297 1232290 1 VALERIE FUND CHILDREN'S CENTER - NEWARK BETH ISRAEL HOSPITAL 201 LYONS AVE NEWARK NJ 07112 222587176 501(C)(3) 847291 SUPPORT OF CHILDREN'S CENTER VALERIE FUND CHILDREN'S CENTER - ST BARNABAS MEDICAL CENTER 94 OLD SHORT HILLS RD LIVINGSTON NJ 07039 222378422 501(C)(3) 38524 SUPPORT OF CHILDREN'S CENTER VALERIE FUND CHILDREN'S CENTER - OVERLOOKMORRISTOWN HOSPITAL 33 OVERLOOK RD SUITE 211 SUMMIT NJ 07901 510194054 501(C)(3) 559068 SUPPORT OF CHILDREN'S CENTER VALERIE FUND CHILDREN'S CENTER - MONMOUTH MEDICAL CENTER 300 SECOND AVE LONG BRANCH NJ 07740 222456079 501(C)(3) 211493 SUPPORT OF CHILDREN'S CENTER VALERIE FUND CHILDREN'S CENTER - NY PRESBYTRIAN HOSPITAL 622 WEST 168TH ST NEW YORK NY 10032 743066193 501(C)(3) 190105 SUPPORT OF CHILDREN'S CENTER VALERIE FUND CHILDREN'S CENTER - CHILDHOSPOF PHILANJ SECTION OF HEMONC 100 PENN SQ EAST - 8TH FLOOR N PHILADELPHIA PA 19107 232237932 501(C)(3) 292400 SUPPORT OF CHILDREN'S CENTER VALERIE FUND CHILDREN'S CENTER - ST JOSEPH'S MEDICAL CENTER FOUNDATION 703 MAIN STREET PATERSON NJ 07503 942941245 501(C)(3) 286072 VSALINAS - 10/27/17 04:40PM INTERVIEW FORM 990I-2 7 SCHOLARSHIPS 93 383197 PART I, LINE 2: THE ORGANIZATION MONITORS GRANT FUNDS TO HOSPITAL CENTERS ON A QUARTERLY BASIS AS STATUS REPORTS ARE SENT TO THE MAIN OFFICE. FUNDS TO BE ALLOCATED TO EACH CENTER IS DETERMINED ANNUALLY DURING THE BUDGET PLANNING PROCESS WITH THE BOARD. SCHOLARSHIP APPLICATIONS ARE REVIEWED AND VOTED ON BY THE BOARD. SCHOLARSHIP RECIPIENTS ARE VALERIE FUND PEDIATRIC PATIENTS ENTERING COLLEGE. 1 X X 0 0 0 0 0 0 0 0 0 BARRY KIRSCHNER EXECUTIVE DIRECTOR 177217 0 0 0 0 0 5452 0 11250 0 193919 0 0 0 X 4 704 FAIR MARKET VALUE X 8 82818 FAIR MARKET VALUE X TOYS AND SUPPLIES 18 103465 FAIR MARKET VALUE X COSMETICS - CAMP HAPPY TIMES 1 46356 FAIR MARKET VALUE X SPORT TICKETS 6 42075 FAIR MARKET VALUE 0 0 0 1 PART I, LINE 32B: FOR ANY AUTOMOBILE DONATIONS WE LIQUIDATE THE CARS THROUGH A THIRD PARTY CALLED CARS, INC, A NATIONAL ORGANIZATION BASED OUT OF CALIFORNIA. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS ALL INFORMATION ON FORM 990 ALONG WITH OUR OUTSIDE AUDITORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MONITORS ANY ACTIVITY THAT WOULD RELATE TO CONFLICTS OF INTEREST RELATED TO VALERIE FUND MATTERS AND REPORTS BACK TO THE BOARD ON ANY INSTANCES THAT MIGHT OCCUR, ALTHOUGH THERE HAVE BEEN NO INSTANCES OF EVEN POTENTIAL CONFLICTS OF INTEREST IN THE PAST. FORM 990, PART VI, SECTION B, LINE 15A ALL COMPENSATION DECISIONS ARE MADE BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE BOARD OF TRUSTEES FOR ALL OFFICERS AND KEY EMPLOYEES. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR COMPENSATION DECISIONS RELATED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON DEMAND AND ARE POSTED ON THE ORGANIZATION'S WEBSITE. ALSO ALL DOCUMENTS ARE FILED WITH PUBLIC WEBSITES SUCH AS GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PAGE 11, PART XI, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR SELECTION OF THE INDEPENDENT AUDITORS.