TY 2020 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

A For the 2020 calendar year, or tax year beginning 10-01-2020 , and ending 09-30-2021

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
Dana-Farber Cancer Institute Inc

% MELISSA CHAMMAS

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
450 Brookline Avenue BP418

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02215

D Employer identification number

04-2263040

E Telephone number

G Gross receipts $ 2,419,108,987

F Name and address of principal officer:
Laurie H Glimcher MD
450 BROOKLINE AVE
Boston,MA02215

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

www.dana-farber.org

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1951

M State of legal domicile: MA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	61
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	60
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	6,996
6	Total number of volunteers (estimate if necessary) .............	6	600
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	93,395
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	21,930

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	629,412,126	726,297,460
9	Program service revenue (Part VIII, line 2g) .........	1,310,450,921	1,571,455,891
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,119,608	260,510
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	64,222,756	119,781,469
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	2,005,205,411	2,417,795,330
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,795,934	5,380,564
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	660,439,151	714,320,194
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	2,561,617	3,975,124
b	Total fundraising expenses (Part IX, column (D), line 25) 40,626,637
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,302,561,710	1,502,166,122
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,969,358,412	2,225,842,004
19	Revenue less expenses. Subtract line 18 from line 12.......	35,846,999	191,953,326
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,905,849,954	4,549,977,055
21	Total liabilities (Part X, line 26).............	1,750,598,738	1,605,907,385
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,155,251,216	2,944,069,670

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2020)

Form 990 (2020)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: SEE SCHEDULE O

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 1,321,859,553 including grants of $ 0 ) (Revenue $ 1,571,455,891 )
	Clinical Care - SEE SCHEDULE O

4b	(Code: ) (Expenses $ 635,971,019 including grants of $ 0 ) (Revenue $ 0 )
	Research - SEE SCHEDULE O

4c	(Code: ) (Expenses $ 31,728,016 including grants of $ 5,380,564 ) (Revenue $ 0 )
	Community Benefits - SEE SCHEDULE O

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
4e	Total program service expenses1,989,558,588

Form 990 (2020)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Click to see attachment

.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Click to see attachment

.........

Yes

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V Click to see attachment

......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

......................

12a

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment

14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..... Click to see attachment

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) .... Click to see attachment

Yes

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment

Yes

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment

20a

Yes

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments

20b

Yes

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

Yes

Form 990 (2020)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a............... Click to see list of attachments

24a

Yes

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I....................... Click to see attachment

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II Click to see attachment

...........

Yes

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III Click to see attachment

.........................

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV...................... Click to see attachment

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV..... Click to see attachment

28b

A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ................. Click to see attachment

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

Yes

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ... Click to see attachment

35b

Yes

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment

Yes

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..

634

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2020)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

6,996

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

Yes

If "Yes," enter the name of the foreign country: MediumBullet

CJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

Yes

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.

Yes

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Form 990 (2020)

Page 6

Part VI

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Yes

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed MediumBullet

AL , AK , AZ , CA , CO , CT , DE , DC , FL , GA , HI , ID , IL , IN , IA , KS , KY , LA , ME , MD , MA , MI , MN , MS , MO , MT , NE , NV , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , SD , TN , TX , UT , VT , VA , WA , WV , WI , WY

Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

MELISSA CHAMMAS450 BROOKLINE AVE BP418 Boston,MA02115 (617) 632-6000

Form 990 (2020)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)					(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) Glimcher Laurie H MD...................................................................... Trustee, President and CEO	44.0 ................. 6.0	X	X				1,724,225	0	302,393
(2) Benz Edward J JR MD...................................................................... President and CEO Emeritus	50.0 ................. 0.0				X		1,133,382	0	57,427
(3) Reney Michael L...................................................................... CFO and Asst. Treasurer	46.0 ................. 4.0		X				829,041	0	43,894
(4) Hahn William MD PHD...................................................................... COO & EVP	50.0 ................. 0.0		X				799,032	0	43,460
(5) Terwilliger James...................................................................... FORMER COO & EVP	48.0 ................. 2.0				X		815,197	0	24,858
(6) Bunnell Craig A MD...................................................................... CHIEF MEDICAL OFFICER	50.0 ................. 0.0			X			776,215	0	46,443
(7) Winer Eric MD...................................................................... Chief of Div of WMNS CANCERS	50.0 ................. 0.0				X		760,184	0	54,768
(8) Soiffer Robert MD...................................................................... Chief of Hemotologic Malig.	50.0 ................. 0.0				X		722,519	0	59,949
(9) DUVAL MELANY...................................................................... SVP OF DEVELOPMENT	50.0 ................. 0.0			X			697,803	0	73,719
(10) Constantine Michael MD...................................................................... Milford Med Dir-Hematol Onc	50.0 ................. 0.0				X		700,983	0	61,137
(11) Johnson Bruce MD...................................................................... CHIEF CL RES OFF(END 9/1/21)	50.0 ................. 0.0			X			679,531	0	61,539
(12) Boskey Richard S ESQ...................................................................... ASST. SEC. & GC (END 12/14/20)	45.0 ................. 5.0		X				652,019	0	68,313
(13) Griffin James D MD...................................................................... PROFESSOR OF MEDICINE	50.0 ................. 0.0					X	642,164	0	65,398
(14) Rollins Barrett J MD PHD...................................................................... SNR ADVISOR TO PRESIDENT & CEO	50.0 ................. 0.0			X			590,875	0	60,481
(15) Megdal Maria...................................................................... SVP of Institute Operations	50.0 ................. 0.0			X			527,540	0	58,592
(16) Stone Richard M MD...................................................................... PROFESSOR OF MEDICINE	50.0 ................. 0.0					X	494,776	0	68,441
(17) Liebow Elizabeth...................................................................... CHIEF STRATEGY OFFICER	50.0 ................. 0.0					X	464,291	0	66,047

Form 990 (2020)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)				(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Memmott Drew........................................................................ SVP RESEARCH ADMINISTRATION	50.0 .......................0.0				X	464,783	0	63,038
(19) Meyerhardt Jeffrey........................................................................ CHIEF CL RES OFF(as of 9/1/21)	50.0 .......................0.0			X		428,226	0	73,601
(20) Haigis Kevin........................................................................ Chief Scientific Officer	50.0 .......................0.0			X		459,668	0	3,588
(21) Gettleman Wendy........................................................................ VP of Facilities MGMT & RE	50.0 .......................0.0			X		348,087	0	65,137
(22) Bartel Sylvia RPH MHP........................................................................ VP of Pharmacy Services	50.0 .......................0.0			X		327,046	0	64,942
(23) Ebert Benjamin MD PHD........................................................................ Chair of Medical Oncology	50.0 .......................0.0			X		200,400	0	8,311
(24) Ryan John........................................................................ Asst Sec. & GC(as of 12/14/20)	45.0 .......................5.0		X			80,838	0	2,016
(25) ALEXANDER SUSAN ESQ........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(26) Bekenstein Joshua........................................................................ Trustee & Chairman	2.0 .......................0.0	X	X			0	0	0
(27) BERGER HARVEY MD........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(28) Berkowitz Roger........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(29) Berylson Amy........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(30) Beschloss Afsaneh........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(31) Blum Betty Ann........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(32) Brock-Wilson Jane........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(33) Chandra Monica........................................................................ Trustee & Secretary	2.0 .......................0.0	X	X			0	0	0
(34) Cohen Timothy........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(35) DALEY KAREN PHD MPH RN FANN........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(36) DaSilva Kevin........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(37) Eisenson Michael........................................................................ Trustee (As of 2/3/21)	1.0 .......................0.0	X				0	0	0
(38) Fine Stephen........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(39) Forbes Moira........................................................................ Trustee (As of 2/3/21)	1.0 .......................0.0	X				0	0	0
(40) Gibson Nancy........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(41) Greenthal Jill........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(42) Gross Phillip........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(43) Hadley Christopher........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(44) Jaffe Alison........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(45) Jamieson Jane........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(46) Janower Andrew........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(47) KAPLAN ANDREW........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(48) Knez Brian........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(49) Koppel Steven........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(50) KOSTER STEPHEN ESQ........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(51) KYLE AMY ESQ........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(52) Lotane Nancy........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(53) Lubin Richard........................................................................ Trustee & Vice-Chairman	2.0 .......................0.0	X	X			0	0	0
(54) Lucas Bradley........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(55) Lucchino Lawrence........................................................................ Trustee (Term ended 2/3/21)	1.0 .......................0.0	X				0	0	0
(56) Marcus Paul........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(57) Martin Demond........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(58) MCCAIN TRACEY ESQ........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(59) McCann James........................................................................ Trustee (As of 2/3/21)	1.0 .......................0.0	X				0	0	0
(60) MEDEL ROGER MD........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(61) MILLER ERIC PHD........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(62) Norberg Joseph........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(63) O'Connor John........................................................................ TRUSTEE & Treasurer	2.0 .......................0.0	X	X			0	0	0
(64) Packman Karen Linde........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(65) Palandjian Peter........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(66) Pasquarello Theodore........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(67) Penrose Fatima........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(68) Perini Jennifer........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(69) PERLMUTTER STEVEN ESQ........................................................................ Trustee (Term Ended 5/24/21)	1.0 .......................0.0	X				0	0	0
(70) Poduska Susan........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(71) Reynolds Robert........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(72) SACHS ROBERT ESQ........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(73) Schlager Eric........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(74) Sen Laura........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(75) Stansky Robert........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(76) STRATFORD SANDRA MD MSC........................................................................ TRUSTEE	1.0 .......................0.0	X				0	0	0
(77) Stecher Esta........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(78) Sullivan Ronald........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(79) Svanberg Louise........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(80) Terrana Beth........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(81) Tocio Mary Ann........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(82) Trotsky Michael........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(83) TULI SUSHIL........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(84) Walker Jodi........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(85) Whelan Lori........................................................................ Trustee	1.0 .......................0.0	X				0	0	0
(86) Williams Frederica........................................................................ Trustee	1.0 .......................0.0	X				0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	15,318,825	0	1,497,492

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

1,673

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

Yes

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
Mass General Brigham INC, 399 Revolution Drive Ste 645 SOMERVILLE,MA02145	INFORMATION SYS	91,011,252
BRIGHAM AND WOMEN'S HOSPITAL, 399 Revolution Drive Ste 645 SOMERVILLE,MA02145	MEDICAL SERVICES	76,953,920
WALSH BROTHERS INC, 200 Commercial Street BOSTON,MA02190	BUILDING CONTRACTOR	50,485,417
Cardinal Health, 736 Cambridge Street BRIGHTON,MA02135	MEDICAL SERVICES	39,036,057
BRIGHAM AND WOMEN'S PHYSICIANS ORG, 75 Francis Street BOSTON,MA02115	MEDICAL SERVICES	15,144,180
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 524

Form 990 (2020)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a	200,807
b	Membership dues..		1b
c	Fundraising events..		1c	15,599,692
d	Related organizations		1d
e	Government grants (contributions)		1e	207,559,702

f	All other contributions, gifts, grants, and similar amounts not included above		1f	502,937,259

g	Noncash contributions included in lines 1a - 1f:$		1g	20,527,341

h Total. Add lines 1a-1f.......		726,297,460

		Business Code
2a	NET PATIENT SERVICE REVENUE	621110	1,564,202,278	1,564,202,278
b	NETWORK COLLABORATION	900099	6,388,781	6,388,781
c	LINAC	621500	864,832	864,832
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,571,455,891

3 Investment income (including dividends, interest, and othersimilar amounts) ......			120,197			120,197
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			111,088,013			111,088,013
		(ii) Personal	(i) Real
6a	Gross rents		2,207,493	6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	2,207,493	6c
d	Net rental income or (loss).......			2,207,493			2,207,493
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	140,313		7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)	140,313		7c
d	Net gain or (loss).........			140,313			140,313
8a	Gross income from fundraising events (not including $ 15,599,692of contributions reported on line 1c). See Part IV, line 18 ....
			8a	256,368
b	Less: direct expenses ...		8b	1,313,657
c	Net income or (loss) from fundraising events..			-1,057,289			-1,057,289
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	PARKING LOT REVENUE		812930	3,167,144			3,167,144
b	FOOD SERVICE REVENUE		722210	2,516,332			2,516,332
c	WCB BOUTIQUE REVENUE		446199	698,598			698,598
d	All other revenue ....			1,161,178		93,395	1,067,783
e	Total. Add lines 11a–11d ......			7,543,252
12	Total revenue. See instructions.....			2,417,795,330	1,571,455,891	93,395	119,948,584

Form 990 (2020)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	3,339,220	3,339,220
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	2,041,344	2,041,344
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	9,120,546	3,461,961	4,960,782	697,803
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	4,014,593	1,601,231	2,413,362
7	Other salaries and wages........	573,990,840	482,976,987	65,563,006	25,450,847
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	24,960,752	19,038,502	4,800,037	1,122,213
9	Other employee benefits .......	62,291,802	47,512,293	11,978,925	2,800,584
10	Payroll taxes ...........	39,941,661	30,465,004	7,680,915	1,795,742
11	Fees for services (non-employees):
a	Management ......	6,746,026	5,806,405	939,621
b	Legal .........	19,615,445	13,880,237	5,650,892	84,316
c	Accounting ...........	758,556		758,556
d	Lobbying ...........	531,835	531,835
e	Professional fundraising services. See Part IV, line 17	3,975,124			3,975,124
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	207,634,923	184,317,997	21,854,274	1,462,652
12	Advertising and promotion ....	15,468,791	12,881,187	1,110,550	1,477,054
13	Office expenses .......	30,468,988	25,407,673	4,040,102	1,021,213
14	Information technology ......	64,876,721	62,877,007	1,951,633	48,081
15	Royalties ..	0
16	Occupancy ...........	134,755,738	108,771,421	25,981,449	2,868
17	Travel ............	6,032,793	5,825,222	185,168	22,403
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	2,926,095	705,462	1,676,217	544,416
20	Interest ...........	21,410,142	21,105,656	304,486
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	97,911,944	88,003,883	9,908,061
23	Insurance ...	5,349,207	24,051	5,325,156
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PHARMACEUTICALS	724,785,630	724,785,630
b	MISCELLANEOUS	40,633,407	22,640,542	17,871,544	121,321
c	MEDICAL SUPPLIES	91,215,945	90,513,902	702,043
d	OTHER PATIENT CARE EXPENSE	31,043,936	31,043,936
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	2,225,842,004	1,989,558,588	195,656,779	40,626,637
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2020)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			132,413,899	2	152,104,020
3	Pledges and grants receivable, net ......			116,972,121	3	76,057,876
4	Accounts receivable, net .............			163,645,048	4	213,493,799
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				1,147,770	5	860,126
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			57,707,055	8	66,954,755
9	Prepaid expenses and deferred charges ......			54,445,075	9	64,357,187
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,101,809,014
b	Less: accumulated depreciation	10b	1,098,133,350	1,046,046,153	10c	1,003,675,664
11	Investments—publicly traded securities .			0	11	0
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			7,894,580	14	7,894,580
15	Other assets. See Part IV, line 11 ...........			2,325,578,253	15	2,964,579,048
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,905,849,954	16	4,549,977,055

17	Accounts payable and accrued expenses .....	328,417,243	17	305,173,992
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	509,041,424	20	501,804,498
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	74,622,792	23	72,978,317
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	838,517,279	25	725,950,578
26	Total liabilities. Add lines 17 through 25..	1,750,598,738	26	1,605,907,385

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,020,655,661	27	1,354,436,047
28	Net assets with donor restrictions ...........	1,134,595,555	28	1,589,633,623
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	2,155,251,216	32	2,944,069,670
33	Total liabilities and net assets/fund balances ........	3,905,849,954	33	4,549,977,055

Form 990 (2020)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

2,417,795,330

Total expenses (must equal Part IX, column (A), line 25) ............

2,225,842,004

Revenue less expenses. Subtract line 2 from line 1 ..............

191,953,326

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

2,155,251,216

Net unrealized gains (losses) on investments ...............

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

596,865,128

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

2,944,069,670

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?

Yes

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Yes

Form 990 (2020)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	511,844,582	561,378,936	604,363,420	629,412,126	726,297,460	3,033,296,524
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	511,844,582	561,378,936	604,363,420	629,412,126	726,297,460	3,033,296,524
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						0
6	Public support. Subtract line 5 from line 4.						3,033,296,524

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..	511,844,582	561,378,936	604,363,420	629,412,126	726,297,460	3,033,296,524
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	9,251,603	9,629,978	101,304,972	52,614,894	113,415,703	286,217,150
9	Net income from unrelated business activities, whether or not the business is regularly carried on..			88,157	126,581	93,395	308,133
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	17,212,855	23,432,437	14,052,058	14,915,439	7,706,225	77,319,014
11	Total support. Add lines 7 through 10						3,397,140,821

Gross receipts from related activities, etc. (see instructions) ..................

6,332,816,228

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

89.290 %

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

91.046 %

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization Dana-Farber Cancer Institute Inc

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization Dana-Farber Cancer Institute Inc		Employer identification number 04-2263040

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization Dana-Farber Cancer Institute Inc			Employer identification number 04-2263040
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2020

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2020

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Yes

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Yes

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Yes

310,411

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

221,424

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

531,835

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
SCHEDULE C, PART II-B	VAN SCOYOC & ASSOCIATES PROVIDED FEDERAL LEGISLATIVE CONSULTING FOR DANA-FARBER CANCER INSTITUTE, INC. (DFCI). MCDERMOTT, QUILTY & MILLER, LLP PROVIDED STATE LEGISLATIVE AND GOVERNMENT RELATIONS CONSULTING ON HEALTH INTERESTS TO DFCI. CONFERENCE OF BOSTON HOSPITALS PROVIDED STATE AND FEDERAL LOBBYING SUPPORT TO DFCI. ALLIANCE OF DEDICATED CANCER CENTERS REPRESENTS THE NATION'S TEN FREESTANDING CANCER CENTERS. WE WORK TOGETHER ON FEDERAL REGULATORY, LEGISLATIVE, AND REIMBURSEMENT ISSUES UNIQUE TO DEDICATED CANCER CENTERS. CQ ROLL CALL PROVIDES GRASSROOTS ADVOCACY SOFTWARE USED FOR EMAILS AND ACTION ALERTS ON ADVOCACY ISSUES WHICH ARE SENT TO MEMBERS OF DANA-FARBER'S LEGISLATIVE ACTION NETWORK (LAN). DFCI'S LAN ADVOCATES FOR LEGISLATION AND POLICIES THAT IMPROVE THE LIVES OF CANCER PATIENTS. DFCI IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE MASSACHUSETTS HOSPITAL ASSOCIATION, NOT-FOR-PROFIT ORGANIZATIONS THAT REPRESENT AND ADVOCATE FOR THE COLLECTIVE INTERESTS OF THEIR MEMBER HOSPITALS AND HEALTH SYSTEMS THROUGH LEADERSHIP IN PUBLIC ADVOCACY, EDUCATION, AND INFORMATION. A PORTION OF THE MEMBERSHIP DUES TO THESE ORGANIZATIONS ARE USED FOR LOBBYING ACTIVITIES. ON OCCASION, DFCI EXECUTIVE LEADERSHIP MEET WITH STATE AND FEDERAL ELECTED OFFICIALS TO ADVOCATE FOR THE PASSAGE OF LEGISLATION AND FUNDING TO ADVANCE CANCER RESEARCH AND TREATMENT, AND LEGISLATION TO SUPPORT SERVICES FOR CANCER PATIENTS AND CANCER SURVIVORS. IN ADDITION, DFCI SUBMITS LETTERS AND/OR TESTIMONY TO ELECTED OFFICIALS AND POLICY MAKERS ON THESE ISSUES.

Return Reference

Explanation

SCHEDULE C, PART II-B

VAN SCOYOC & ASSOCIATES PROVIDED FEDERAL LEGISLATIVE CONSULTING FOR DANA-FARBER CANCER INSTITUTE, INC. (DFCI). MCDERMOTT, QUILTY & MILLER, LLP PROVIDED STATE LEGISLATIVE AND GOVERNMENT RELATIONS CONSULTING ON HEALTH INTERESTS TO DFCI. CONFERENCE OF BOSTON HOSPITALS PROVIDED STATE AND FEDERAL LOBBYING SUPPORT TO DFCI. ALLIANCE OF DEDICATED CANCER CENTERS REPRESENTS THE NATION'S TEN FREESTANDING CANCER CENTERS. WE WORK TOGETHER ON FEDERAL REGULATORY, LEGISLATIVE, AND REIMBURSEMENT ISSUES UNIQUE TO DEDICATED CANCER CENTERS. CQ ROLL CALL PROVIDES GRASSROOTS ADVOCACY SOFTWARE USED FOR EMAILS AND ACTION ALERTS ON ADVOCACY ISSUES WHICH ARE SENT TO MEMBERS OF DANA-FARBER'S LEGISLATIVE ACTION NETWORK (LAN). DFCI'S LAN ADVOCATES FOR LEGISLATION AND POLICIES THAT IMPROVE THE LIVES OF CANCER PATIENTS. DFCI IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE MASSACHUSETTS HOSPITAL ASSOCIATION, NOT-FOR-PROFIT ORGANIZATIONS THAT REPRESENT AND ADVOCATE FOR THE COLLECTIVE INTERESTS OF THEIR MEMBER HOSPITALS AND HEALTH SYSTEMS THROUGH LEADERSHIP IN PUBLIC ADVOCACY, EDUCATION, AND INFORMATION. A PORTION OF THE MEMBERSHIP DUES TO THESE ORGANIZATIONS ARE USED FOR LOBBYING ACTIVITIES. ON OCCASION, DFCI EXECUTIVE LEADERSHIP MEET WITH STATE AND FEDERAL ELECTED OFFICIALS TO ADVOCATE FOR THE PASSAGE OF LEGISLATION AND FUNDING TO ADVANCE CANCER RESEARCH AND TREATMENT, AND LEGISLATION TO SUPPORT SERVICES FOR CANCER PATIENTS AND CANCER SURVIVORS. IN ADDITION, DFCI SUBMITS LETTERS AND/OR TESTIMONY TO ELECTED OFFICIALS AND POLICY MAKERS ON THESE ISSUES.

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	357,421,000	313,020,000	301,578,000	276,248,000	252,162,000
b	Contributions ...	14,528,000	21,879,000	11,140,000	12,288,000	9,815,000
c	Net investment earnings, gains, and losses	122,237,000	41,043,000	18,454,000	30,131,000	32,600,000
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	14,990,000	18,521,000	18,152,000	17,089,000	18,329,000
f	Administrative expenses ....
g	End of year balance ......	479,196,000	357,421,000	313,020,000	301,578,000	276,248,000

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

52.710 %

Term endowment SchDMd Bullet

47.290 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	7,640,445		7,640,445
b	Buildings ....	1,274,227,950	613,522,748	660,705,202
c	Leasehold improvements	322,573,680	120,735,998	201,837,682
d	Equipment ....	455,740,009	363,874,604	91,865,405
e	Other .....	41,626,930		41,626,930
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,003,675,664

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)INTEREST IN DANA-FARBER, INC.				2,427,985,539
(2)RIGHT OF USE - NET OP. LEASES				373,686,996
(3)RESEARCH RECEIVABLES				72,312,481
(4)INTEREST IN DFCCN				45,812,000
(5)MISCELLANEOUS ASSETS				44,782,032
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				2,964,579,048

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	725,950,578
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

SCHEDULE D, PART V, LINE 4

USES OF ENDOWMENT FUNDS DANA-FARBER, INC. (DFI) A RELATED ORGANIZATION OF DANA-FARBER CANCER INSTITUTE, INC. (DFCI) HOLDS THE ENDOWMENTS FOR DFCI. AS DESCRIBED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS, DFCI'S ENDOWMENTS CONSIST SOLELY OF DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR PURPOSES DIRECTLY RELATED TO DFCI'S EXEMPT MISSION AND PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NEW ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. ALL USES OF DFCI'S ENDOWMENT FUNDS ARE IN FURTHERANCE OF DFCI'S EXEMPT MISSION AND PURPOSES.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	South Asia	0	0	Program Services	SUBCONTRACTED RESEARCH	395,023
	North America	0	0	Program Services	SUBCONTRACTED RESEARCH	1,333,377
	Sub-Saharan Africa	0	0	Program Services	SUBCONTRACTED RESEARCH	177,976
	Europe (Including Iceland and Greenland)	0	0	Program Services	SUBCONTRACTED RESEARCH	2,472,413
	East Asia and the Pacific	0	0	Program Services	SUBCONTRACTED RESEARCH	1,272,237
	Middle East and North Africa	0	0	Program Services	SUBCONTRACTED RESEARCH	86,033
	South America	0	0	Program Services	SUBCONTRACTED RESEARCH	286,271
	East Asia and the Pacific	0	0	Program Services	RESEARCH AND EDUCATION	1,239,192
	South America	0	0	Program Services	RESEARCH AND EDUCATION	447,547








3a	Sub-total ....	0	0			7,710,069
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	0			7,710,069

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation

Schedule F (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)		(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
			Yes	No
	TRUESENSE MARKETING 155 COMMERCE DR FREEDOM, PA15042	Direct Mail		No	16,767,616	3,827,309	12,940,307
	Grenzebach Glier Assoc 200 SOUTH MICHIGAN AVE STE 2100 CHICAGO, IL60604	Consulting		No	0	147,815	0








Total . . . . . . . . . . . . . . . . . . . .					16,767,616	3,975,124	12,940,307

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

All States

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2020

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 WALK (event type)	(b) Event #2 RADIO-TELETHON (event type)	(c) Other events 7 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	7,144,828	3,973,402	4,737,830	15,856,060
2	Less: Contributions . . . .	7,112,243	3,973,402	4,514,047	15,599,692
3	Gross income (line 1 minus line 2) . . . . . .	32,585		223,783	256,368

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	630	22,649	1,550	24,829
7	Food and beverages . . .	414	716	1,971	3,101
8	Entertainment . . . .
9	Other direct expenses . . .	872,602	159,739	253,386	1,285,727
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				1,313,657
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-1,057,289

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2020

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	19,162,944	-11,429,284	7,733,660	0.350 %
b	Medicaid (from Worksheet 3, column a) . . . . .	109,666,403	-74,521,231	35,145,172	1.580 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	128,829,347	-85,950,515	42,878,832	1.930 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	5,347,898		5,347,898	0.240 %
f	Health professions education (from Worksheet 5) . . .	5,928,888	-847,436	5,081,452	0.230 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .	698,643,902	-563,952,257	134,691,645	6.050 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	3,059,984		3,059,984	0.140 %
j	Total. Other Benefits . .	712,980,672	-564,799,693	148,180,979	6.660 %
k	Total. Add lines 7d and 7j .	841,810,019	-650,750,208	191,059,811	8.590 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2020

Schedule H (Form 990) 2020

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing	2,307,767	2,307,767	0.120 %
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development	524,900	524,900	0.030 %
9	Other
10	Total	2,832,667	2,832,667	0.150 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

22,788

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

228

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

376,000,362

Enter Medicare allowable costs of care relating to payments on line 5.....

419,448,166

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-43,447,804

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2020

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)					Facility reporting group
1	DANA-FARBER CANCER INSTITUTE INC 450 BROOKLINE AVE BOSTON,MA02215 www.dana-farber.org MA LICENSE NO 2335	X	X	X	A

Schedule H (Form 990) 2020

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	A
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 18

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE PART V, SECTION C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE PART V, SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2020

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 150.%
and FPG family income limit for eligibility for discounted care of 300.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART V, SECTION C

The FAP application form was widely available on a website (list url):

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE PART V, SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 6

Part VFacility Information (continued)

Billing and Collections

	A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	A
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2020

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
Part V, SECTION B, Line 5	IN SEPTEMBER 2019, DANA-FARBER'S BOARD OF TRUSTEES APPROVED THE 2020-2023 CANCER-FOCUSED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION PLAN TO ENSURE THAT OUR COLLECTIVE EFFORTS HAVE THE MAXIMUM POSSIBLE IMPACT WITHIN THE INSTITUTE'S PRIORITY NEIGHBORHOODS. DANA-FARBER'S COMMUNITY BENEFITS OFFICE RETAINED HEALTH RESOURCES IN ACTION (HRIA), A NON-PROFIT PUBLIC HEALTH CONSULTANCY ORGANIZATION IN BOSTON, TO UNDERTAKE A COMPREHENSIVE ASSESSMENT OF THE HEALTH NEEDS WITHIN OUR PRIORITY COMMUNITIES, INCLUDING HOW THOSE NEEDS ARE CURRENTLY BEING ADDRESSED AND WHERE THERE ARE OPPORTUNITIES TO ADDRESS THESE NEEDS IN THE FUTURE. DANA-FARBER'S 2020-2023 CANCER CHNA BUILDS OFF OF INFORMATION GATHERED FOR BOSTON'S FIRST LARGE-SCALE COLLABORATIVE CITYWIDE COMMUNITY HEALTH NEEDS ASSESSMENT IN WHICH TARGET NEIGHBORHOODS SUCH AS DORCHESTER, ROXBURY, JAMAICA PLAIN, MISSION HILL, AND MATTAPAN WERE INVESTIGATED THOROUGHLY. THE PURPOSE OF THE CHNA IS TO ADVANCE COMMUNITY EFFORTS AND PRIORITY AREAS BY: ASSESSING CANCER BURDEN IN THE COMMUNITY AS WELL AS ACCESS TO AND AVAILABILITY OF CANCER-RELATED SERVICES; IDENTIFYING KEY AREAS OF SIGNIFICANT COMMUNITY NEED AND VULNERABLE POPULATIONS; EXAMINING THE IMPACT AND ROLE OF SOCIAL DETERMINANTS OF HEALTH; AND FACILITATING THE DEVELOPMENT OF MULTI-YEAR IMPLEMENTATION STRATEGIES TO GUIDE THE HOSPITALS' COMMUNITY HEALTH INITIATIVES AND COMMUNITY INVESTMENTS. IN ADDITION TO IDENTIFYING BROAD HEALTH ISSUES FACING RESIDENTS, THE 2019 CHNA INVESTIGATES THE FULL CONTINUUM OF CANCER CARE; IT EXPLORES DIFFERENT ASPECTS OF CARE FROM INITIAL SCREENING, TO TREATMENT, AND CULMINATES WITH CONSIDERATIONS OF SURVIVORSHIP. THE BOSTON CHNA-CHIP COLLABORATIVE IS A NEW INITIATIVE THAT WAS CREATED AND LAUNCHED BY A NUMBER OF STAKEHOLDERS-COMMUNITY ORGANIZATIONS, HEALTH CENTERS, COMMUNITY DEVELOPMENT CORPORATIONS, HOSPITALS, AND THE BOSTON PUBLIC HEALTH COMMISSION. IT AIMS TO UNDERTAKE THE FIRST LARGE-SCALE COLLABORATIVE CITYWIDE COMMUNITY HEALTH NEEDS ASSESSMENT (BOSTON CHNA) AND COMMUNITY HEALTH IMPROVEMENT PLANNING (BOSTON CHIP) PROCESS. THE GOALS OF THE BOSTON CHNA ARE TO SYSTEMATICALLY IDENTIFY THE HEALTH-RELATED NEEDS, STRENGTHS, AND RESOURCES OF COMMUNITIES TO INFORM FUTURE PLANNING, UNDERSTAND THE CURRENT HEALTH STATUS OF BOSTON OVERALL AND ITS SUB-POPULATIONS WITHIN THEIR SOCIAL CONTEXT, AND MEET REGULATORY REQUIREMENTS FOR A NUMBER OF INSTITUTIONS, ORGANIZATIONS, AND AGENCIES (E.G. IRS REQUIREMENTS FOR NON-PROFIT HOSPITALS, PHAB FOR HEALTH DEPARTMENTS). DURING THE CITYWIDE CHNA, AS A MEMBER OF THE STEERING COMMITTEE AND CO-CHAIR OF THE COMMUNITY ENGAGEMENT WORK GROUP, DANA-FARBER WORKED CLOSELY WITH MEMBERS OF THE BOSTON CHNA/CHIP COLLABORATIVE TO CONDUCT A ROBUST DATA COLLECTION AND ENGAGEMENT PROCESS FOR THE BOSTON CHNA. A CITYWIDE SURVEY WAS ADMINISTERED ONLINE AND IN-PERSON IN 7 LANGUAGES (ENGLISH, SPANISH, PORTUGUESE, HAITIAN CREOLE, CHINESE, VIETNAMESE, AND ARABIC), ENGAGING OVER 90 ORGANIZATIONS AND OVER 2,400 BOSTON RESIDENTS, WITH A FOCUS ON TARGETING HARD TO REACH POPULATIONS NOT TYPICALLY REPRESENTED. A TOTAL OF 13 FOCUS GROUPS WERE CONDUCTED WITH SPECIFIC POPULATIONS, 45 INTERVIEWS WERE HELD WITH ORGANIZATIONAL AND COMMUNITY LEADERS ACROSS VARIOUS SECTORS TO GAUGE THEIR PERCEPTIONS OF COMMUNITY NEEDS, STRENGTHS, AND OPPORTUNITIES. SECTORS REPRESENTED IN THESE INTERVIEWS INCLUDED: PUBLIC HEALTH, HEALTH CARE, HOUSING AND HOMELESSNESS, TRANSPORTATION, COMMUNITY DEVELOPMENT, FAITH, EDUCATION, PUBLIC SAFETY, ENVIRONMENTAL JUSTICE, GOVERNMENT, WORKFORCE DEVELOPMENT, SOCIAL SERVICES, FOOD INSECURITY, AND BUSINESS ORGANIZATIONAL STAFF THAT WORK WITH SPECIFIC POPULATIONS SUCH AS YOUTH, SENIORS, DISABLED, LGBTQ, AND IMMIGRANTS. DURING THE CANCER CHNA, 8 FOCUS GROUPS WERE CONDUCTED WITH ADULT CANCER PATIENTS IN ACTIVE TREATMENT, SURVIVORS, AND CAREGIVERS IN ENGLISH, SPANISH, AND CHINESE. 7 CANCER-SPECIFIC KEY INFORMANT INTERVIEWS WERE HELD WITH CANCER REPRESENTATIVES FROM ROLES RELATED TO PRIMARY CARE, PATIENT NAVIGATION AND ADVOCACY. KEY INFORMANTS REPRESENTED A NUMBER OF SECTORS INCLUDING ACADEMIC RESEARCH, HEALTH CARE, PUBLIC HEALTH, SOCIAL SERVICE, AND CITY GOVERNMENT. DISCUSSIONS EXPLORED PARTICIPANTS' PERCEPTIONS OF THEIR COMMUNITIES, PRIORITY HEALTH CONCERNS, PERCEPTIONS OF CANCER AND RELATED SERVICES ACROSS THE CANCER CONTINUUM (PREVENTION, SCREENING, TREATMENT, SURVIVORSHIP), AND SUGGESTIONS FOR FUTURE SERVICES AND RESOURCES TO ADDRESS THESE ISSUES. THE STRATEGIES AND GOALS OUTLINED IN OUR 2020-2023 CHNA IMPLEMENTATION PLAN ARE A NATURAL CONTINUATION OF THE EFFORTS IDENTIFIED IN OUR 2016-2019 PLAN AND ARE DESIGNED TO ADVANCE AND STRENGTHEN OUR EXISTING COMMUNITY-BASED INITIATIVES WHILE ALSO SEEKING TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH THROUGH COLLABORATIVE PARTNERSHIPS.
PART V, SECTION B, LINE 7A	DFCI'S COMMUNITY HEALTH NEEDS ASSESSMENT REPORT IS AVAILABLE ON THE DFCI WEBSITE. https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/chna-report-approved-9.11.19.pdf
PART V, SECTION B, LINE 10A	DFCI'S IMPLEMENTATION STRATEGY IS AVAILABLE ON THE DFCI WEBSITE. https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/chna-chip-board-approved-12.23.2019.pdf PART V, SECTION B, LINE 11 DANA-FARBER CANCER INSTITUTE ADDRESSED ALL THE NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT AND THE ACCOMPANYING IMPLEMENTATION PLAN. A FULL DESCRIPTION OF OUR PROGRAMS IS AVAILABLE ON OUR WEBSITE BOTH IN THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IN THE COMMUNITY HEALTH IMPLEMENTATION PLAN. WHILE OUR EXPERTISE AS A COMPREHENSIVE CANCER CENTER LEADS US TO FOCUS LARGELY ON REDUCING CANCER INCIDENCE AND MORTALITY AMONG MEDICALLY UNDERSERVED POPULATIONS THROUGH OUR CLINICAL COMMUNITY SCREENING AND OUTREACH PROGRAMS THAT INCLUDE MOBILE MAMMOGRAPHY AND BREAST HEALTH EDUCATION, SKIN CANCER EDUCATION AND SCREENING, HPV EDUCATION AND VACCINATION, TOBACCO CESSATION AND INCREASING AWARENESS ABOUT SURVIVORSHIP IN COMMUNITIES OF COLOR, WE RECOGNIZE THAT OUR PRIORITY NEIGHBORHOODS ARE ALSO DEALING DISPROPORTIONATELY WITH CHALLENGING SITUATIONS RELATED TO SOCIAL AND ECONOMIC FACTORS SUCH AS LIMITED EMPLOYMENT OPPORTUNITIES, SUBSTANCE ABUSE AND OPIOID ADDICTION, LOW EDUCATION LEVELS, LACK OF AFFORDABLE HOUSING, AND COMMUNITY VIOLENCE, AMONG OTHERS. WE WORK ON THESE BROADER ISSUES BY ADVOCATING AND BY PARTNERING WITH LOCAL COALITIONS AND COMMUNITY BASED ORGANIZATIONS SUCH AS BOSTON ALLIANCE FOR COMMUNITY HEALTH AND MEMBER ORGANIZATIONS.
PART V, SECTION B, LINE 16A	DFCI'S FINANCIAL ASSISTANCE POLICY IS AVAILABLE ON THE DFCI WEBSITE. HTTPS://WWW.DANA-FARBER.ORG/UPLOADEDFILES/PAGES/FOR_PATIENTS_AND_FAMILIES/ CARE_AND_TREATMENT/SUPPORT_SERVICES_AND_AMENITIES/FINANCIAL-ASSISTANCE-FUL L-POLICY.PDF PART V, SECTION B, LINE 16B DFCI'S FINANCIAL ASSISTANCE POLICY APPLICATION FORM IS AVAILABLE ON THE DFCI WEBSITE. HTTPS://WWW.DANA-FARBER.ORG/UPLOADEDFILES/PAGES/FOR_PATIENTS_AND_FAMILIES/ CARE_AND_TREATMENT/SUPPORT_SERVICES_AND_AMENITIES/FINANCIAL-ASSISTANCE-APP LICATION.PDF PART V, SECTION B, LINE 16C DFCI'S FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY IS AVAILABLE ON THE DFCI WEBSITE. HTTPS://WWW.DANA-FARBER.ORG/UPLOADEDFILES/PAGES/FOR_PATIENTS_AND_FAMILIES/ CARE_AND_TREATMENT/SUPPORT_SERVICES_AND_AMENITIES/FINANCIAL-ASSISTANCE-SUM MARY.PDF PART V, SECTION B, LINE 22 DEPENDING ON A PATIENT'S FINANCIAL SITUATION, FAP-ELIGIBLE PATIENTS WERE CHARGED BETWEEN 0% TO 30% OF BILLED CHARGES, WHICH WAS NOT MORE THAN THE AGB. IN FY21, DFCI DETERMINED AGB ON AN ANNUAL BASIS USING THE "LOOK-BACK METHOD," DESCRIBED UNDER TREASURY REGULATION SECTION 1.501(R)-5(B)(1). SPECIFICALLY, DFCI'S ANNUAL AGB PERCENTAGE WAS EQUAL TO THE SUM OF ALL GROSS CHARGES DURING THE PRIOR FISCAL YEAR DIVIDED BY CLAIMS PAID IN CONNECTION WITH THOSE CHARGES. FOR PURPOSES OF THE AGB CALCULATION, CLAIMS PAID INCLUDED CLAIMS FOR EMERGENCY AND MEDICALLY NECESSARY CARE PAID BY BOTH MEDICARE FEE-FOR-SERVICE AND ALL PRIVATE HEALTH INSURERS AS PRIMARY PAYERS, TOGETHER WITH ANY ASSOCIATED PORTIONS OF THESE CLAIMS PAID BY MEDICARE BENEFICIARIES OR INSURED INDIVIDUALS IN THE FORM OF CO-PAYMENTS, CO-INSURANCE OR DEDUCTIBLES.

Schedule H (Form 990) 2020

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?9
Name and address		Type of Facility (describe)
1	DFBWCC AT SOUTH SHORE HOSPITAL 101 COLUMBIAN STREET SOUTH WEYMOUTH,MA02190	SATELLITE
2	DFBWCC AT MILFORD REGIONAL MED CNTR 20 PROSPECT STREET MILFORD,MA01757	SATELLITE
3	DFCI - CHESTNUT HILL 300 BOYLSTON STREET NEWTON,MA02459	SATELLITE
4	DFCI - MERRIMACK VALLEY 5 BRANCH STREET METHUEN,MA01844	SATELLITE
5	DFNH ONCOLOGY-HEMATOLOGY ELLIOTT MED CENTER 40 BUTTRICK RD LONDONDERRY,NH03053	SATELLITE
6	DFCI AT ST ELIZABETH'S MEDICAL CNTR CUSHING PAVILION 736 CAMBRIDGE STR BRIGHTON,MA02135	SATELLITE
7	DFCI - LIBBEY PARK 51 PERFORMANCE DRIVE WEYMOUTH,MA02189	SATELLITE
8	DFCI - MOBILE MAMMOGRAPHY SERVICE 450 BROOKLINE AVENUE BOSTON,MA02215	SATELLITE
9	DFCI - WHITTIER STREET HEALTH CENTER 1290 Tremont Street Roxbury,MA02120	SATELLITE
10

Schedule H (Form 990) 2020

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Part I, Line 3c	IN ADDITION TO DETERMINING ELIGIBILITY FOR DISCOUNTED CARE BASED ON FAMILY INCOME, DANA-FARBER CANCER INSTITUTE, INC. (DFCI) OFFERS ASSISTANCE TO PATIENTS WHO HAVE EXCESSIVE MEDICAL BILLS (EXCEEDING 30-40% OF FAMILY INCOME). Part I, Line 6a THE COMMUNITY BENEFIT REPORT WAS COMPLETED BY DFCI AND IS ANNUALLY PROVIDED TO THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE, WHERE IT IS THEN MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE. Part I, Line 7 DFCI'S STATE COST REPORT WAS USED TO DEVELOP THE INSTITUTE'S COST TO CHARGE RATIO THAT WAS APPLIED TO CHARITY CARE CHARGES TO DETERMINE THE COST OF FINANCIAL ASSISTANCE (LINE 7A). LINE 7B REFLECTS THE SPECIFIC LOSS INCURRED FOR THE INSTITUTE'S MEDICAID ACTIVITY. THE INSTITUTE IS A PREEMINENT PROVIDER OF HEALTH TRAINING TO HEALTH PROFESSIONALS WHO DESIRE TRAINING IN THE SKILLS NECESSARY TO TREAT CANCER PATIENTS. THE INSTITUTE TRAINS PHYSICIANS, SCIENTISTS, MEDICAL STUDENTS, AND INDIVIDUALS LOOKING TO CREATE A CAREER IN THE FIELD OF CANCER. THE AMOUNT REPORTED AS HEALTH TRAINING REPRESENT COSTS IN EXCESS OF AMOUNTS REIMBURSED BY THIRD PARTY PAYERS SUCH AS TRAINING GRANT REVENUES AND DIRECT MEDICAL EDUCATION PAYMENTS FROM THE MEDICARE PROGRAM. DEPARTMENT LEADERS SUBMIT EXPENDITURES TO COMMUNITY BENEFITS ALONG WITH A DESCRIPTION OF THE SERVICES PROVIDED TO MEDICALLY UNDERSERVED POPULATIONS. LINE 7F EXPENDITURES ARE REVIEWED BY LEADERSHIP AND IN PARTNERSHIP WITH DFCI'S OFFICE OF FINANCE, THE EXPENDITURES ARE APPROVED. THE AMOUNTS ARE CAPTURED IN THREE BUCKETS - CB EXPENDITURES (ALL PROGRAMS); LEVERAGED FUNDS (THOSE FUNDS SUPPORTED IN FULL OR PART THROUGH GRANTS/DONATIONS) AND COMMUNITY SPONSORSHIPS.
Part II, Line 1	PHYSICAL IMPROVEMENTS AND HOUSING - DFCI PROVIDES A LIMITED NUMBER OF LOW-COST ROOMS THAT SERVE AS A HOME AWAY FROM HOME FOR ONCOLOGY PATIENTS AND THEIR FAMILIES WHILE THEY ARE RECEIVING TREATMENT. Part II, Line 8 WORKFORCE DEVELOPMENT - TO ENCOURAGE UNDERREPRESENTED STUDENTS OF COLOR TO EXPLORE AND PURSUE CAREERS IN HEALTH AND SCIENCE, DANA-FARBER MAINTAINS EDUCATIONAL PARTNERSHIPS WITH BOSTON AREA HIGH SCHOOLS AND COLLEGES. DURING ACADEMIC YEAR 2021, 21 STUDENTS PARTICIPATED IN A COLLEGE AND CAREER READINESS TRAINING PROGRAM. AN ADDITIONAL 54 STUDENTS WERE ENROLLED DURING THE 2021 SUMMER JOBS PROGRAM AT DANA-FARBER. ELIGIBLE STUDENTS EITHER ATTENDED OR GRADUATED FROM BOSTON PUBLIC SCHOOLS. DURING THE SUMMER PROGRAM, STUDENTS INTERNED THROUGH A HYBRID PROGRAM, SOME INTERNS SERVED DEPARTMENTS REMOTELY AND OTHERS WERE ON-SITE AT DANA-FARBER. ALL PARTICIPATED IN COLLEGE TOURS AND CAREER READINESS WORKSHOPS THAT WERE HELD VIRTUALLY. PART III, SECTION A, LINES 2 & 3 IN CALCULATING BAD DEBT EXPENSE, DFCI USES A COMBINATION OF ACTUAL BAD DEBT WRITE OFFS AND HISTORICAL BAD DEBT FACTORS IN DETERMINING WHICH CURRENT ACCOUNTS RECEIVABLE ARE NOT LIKELY TO BE COLLECTED. IN FY21, DFCI RELEASED THE ADDITIONAL RESERVE FOR SOME INTERNATIONAL ACCOUNTS THAT WERE DEEMED NOT LIKELY TO BE COLLECTED. ADDITIONALLY, DFCI DETERMINES THE AMOUNT OF BAD DEBT ATTRIBUTABLE TO INDIVIDUALS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BASED ON A HISTORICAL ESTIMATE OF THE PERCENTAGE OF PATIENTS THAT HAVE QUALIFIED FOR FINANCIAL ASSISTANCE, WHICH IS APPLIED AGAINST TOTAL BAD DEBT. PART III, SECTION A, LINE 4 CONSISTENT WITH THE INSTITUTE'S MISSION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE INSTITUTE HAS DETERMINED IT HAS PROVIDED IMPLICIT PRICE CONCESSIONS TO UNINSURED PATIENTS AND PATIENTS WITH OTHER UNINSURED BALANCES (E.G. COPAYS AND DEDUCTIBLES). THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS THE INSTITUTE EXPECTS TO COLLECT BASED ON ITS COLLECTION HISTORY WITH THOSE PATIENTS. PATIENTS WHO MEET THE INSTITUTE'S CRITERIA FOR CHARITY CARE ARE PROVIDED CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. THE INSTIUTE HAS DETERMINED THAT IT HAS PROVIDED SUFFICIENT IMPLICIT PRICE CONCESSIONS FOR THESE ACCOUNTS. PRICE CONCESSIONS, INCLUDING CHARITY CARE, ARE NOT REPORTED AS REVENUE.
PART III, SECTION B, LINE 8	THE MEDICARE COST ON LINE 6 COMES FROM THE MEDICARE COST REPORT AND IS BASED ON MEDICARE'S COST FINDING PRINCIPLES AND METHODOLOGIES. WE STRONGLY BELIEVE THAT THE ENTIRE AMOUNT OF THE SHORTFALL OF $43,447,804 SHOULD BE TREATED AS A COMMUNITY BENEFIT AS THIS REPRESENTS THE INSTITUTE'S COMMITMENT TO THE ELDERLY AND DISABLED COMMUNITY BY PROVIDING SERVICES THAT ARE NOT REIMBURSED. PART III, SECTION C, LINE 9B WITHIN DFCI'S CREDIT AND COLLECTIONS POLICY THERE ARE PROVISIONS THAT DESCRIBE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE IN ACCORDANCE WITH FEDERAL AND MASSACHUSETTS LAW.
Part V, Sections A & D	DFCI'S MAIN CAMPUS IS AT 450 BROOKLINE AVE., BOSTON, MA, 02115. DFCI'S SATELLITE LOCATIONS (BELOW) EACH OPERATE UNDER THE SAME HOSPITAL LICENSE. DANA-FARBER/BRIGHAM AND WOMEN'S CANCER CENTER AT MILFORD HOSPITAL, 20 PROSPECT STREET, MILFORD, MA 01757, DANA-FARBER/BRIGHAM AND WOMEN'S CANCER CENTER AT SOUTH SHORE HOSPITAL, 101 COLUMBIAN STREET, SOUTH WEYMOUTH, MA 02190, DANA-FARBER AT ST. ELIZABETH'S MEDICAL CENTER, 736 CAMBRIDGE STREET, CUSHING PAVILION, 5TH FLOOR, BRIGHTON, MA 02135, DANA-FARBER CANCER INSTITUTE CHESTNUT HILL, 300 BOYLSTON STREET, NEWTON, MA 02459, DANA-FARBER CANCER INSTITUTE - MERRIMACK VALLEY, 5 BRANCH STREET, METHUEN, MA 01844, DANA-FARBER CANCER INSTITUTE - LIBBEY PARK, 51 PERFORMANCE DRIVE, WEYMOUTH, MA 02189, DANA-FARBER CANCER INSTITUTE - MOBILE MAMMOGRAPHY SERVICE, 450 BROOKLINE AVENUE, BOSTON, MA 02215, DANA-FARBER CANCER INSTITUTE - WHITTIER STREET HEALTH CENTER, 1290 TREMONT STREET, ROXBURY, MA 02120. Dana-Farber/New Hampshire Oncology Hematology also operates a clinical location at 40 Buttrick Road, Suite B, Londonderry, NH.
Part VI, Line 2	DANA-FARBER CANCER INSTITUTE CONTINUOUSLY ASSESSES THE COMMUNITY NEEDS THROUGH OUR PARTICIPATION IN COMMUNITY COALITIONS, TASK FORCES, WORKING GROUPS, AND DIRECT COMMUNICATION WITH THE COMMUNITY RESIDENTS THAT SERVE ON OUR EXTERNAL ADVISORY COMMITTEE AND ON OUR PATIENT AND FAMILY ADVISORY BOARD. A FULL DESCRIPTION OF OUR COMMUNITY ENGAGEMENT PROCESS CAN BE FOUND ON OUR WEBSITE BOTH IN THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IN THE COMMUNITY HEALTH IMPLEMENTATION PLAN. Part VI, Line 3 DFCI IS COMMITTED TO OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY FOR THEIR MEDICAL SERVICES IN WHOLE OR IN PART. IN ORDER TO ACCOMPLISH THIS CHARITABLE GOAL, DFCI WIDELY PUBLICIZES ITS PATIENT FINANCIAL ASSISTANCE (PFA) POLICY WITHIN ITS FACILITIES, IN DIRECT COMMUNICATIONS WITH PATIENTS AND IN THE COMMUNITIES THAT IT SERVICES, PARTICULARLY IN THE COMMUNITIES WITH THE GREATEST UNMET HEALTH NEEDS. THE PFA POLICY, A PLAIN LANGUAGE PFA SUMMARY, AND THE PFA APPLICATION ARE POSTED ON DFCI'S WEBSITE IN ENGLISH AND SPANISH. IN ADDITION, INFORMATION ABOUT THE PFA IS PROVIDED TO ALL PATIENTS AT REGISTRATION AND/OR ADMISSION, AND IS AVAILABLE UPON REQUEST, WITHOUT CHARGE, THROUGH A DFCI FINANCIAL COUNSELOR, CUSTOMER SERVICE REPRESENTATIVE, OR BY MAIL. FOLLOWING CARE, ALL BILLING STATEMENTS SENT TO A PATIENT INDICATE HOW THE PATIENT CAN OBTAIN INFORMATION ABOUT THE PFA POLICY. IN COLLABORATION WITH DFCI'S COMMUNITY PARTNERS, INFORMATION ABOUT THE FAP IS SHARED WITH RESIDENTS OF DFCI'S PRIORITY NEIGHBORHOODS. EFFORTS TO NOTIFY COMMUNITY MEMBERS MOST LIKELY TO REQUIRE ASSISTANCE INCLUDE DISTRIBUTING PLAIN LANGUAGE SUMMARIES OF THIS POLICY TO LOCAL COMMUNITY HEALTH CENTERS AND OTHER NON-PROFIT ORGANIZATIONS. Part VI, Line 4 DFCI SERVES THE COMMUNITY OF EASTERN MASSACHUSETTS AND NEW ENGLAND, INCLUDING THE COMMUNITIES SURROUNDING ITS PRIMARY LOCATION IN BOSTON AND ITS SATELLITE LOCATIONS IN MILFORD, WEYMOUTH, BRIGHTON, NEWTON, METHUEN, AND LONDONDERRY (NH). DFCI'S COMMUNITY INCLUDES ADULTS AND CHILDREN WITH CANCER OR AT RISK OF DEVELOPING CANCER, AND THEIR FAMILIES. DFCI FOCUSES ITS COMMUNITY OUTREACH EFFORTS ON ITS PRIORITY BOSTON NEIGHBORHOODS OF ROXBURY, MISSION HILL, DORCHESTER, MATTAPAN, AND JAMAICA PLAIN (WHICH COLLECTIVELY COMPRISE 39% OF BOSTON'S OVERALL POPULATION). TWO OF BOSTON'S MOST POPULATED NEIGHBORHOODS ARE DFCI'S PRIORITY NEIGHBORHOODS - DORCHESTER WITH 122,598 RESIDENTS, FOLLOWED BY ROXBURY WITH 49,028. WHITE RESIDENTS NOW MAKE UP LESS THAN HALF OF THE CITY'S RACIAL AND ETHNIC COMPOSITION (46%). BLACK OR AFRICAN AMERICAN RESIDENTS WERE THE SECOND LARGEST RACIAL AND ETHNIC GROUP (23%), FOLLOWED BY HISPANICS (18%), AND ASIANS (9%). THERE IS SUBSTANTIAL VARIATION IN THE RACIAL AND ETHNIC DIVERSITY BY DFCI PRIORITY NEIGHBORHOOD, WITH NEARLY THREE-QUARTERS OF MATTAPAN RESIDENTS AND HALF OF ROXBURY RESIDENTS IDENTIFYING AS BLACK OR AFRICAN AMERICAN. AMONG DFCI PRIORITY NEIGHBORHOODS, ROXBURY AND JAMAICA PLAIN HAVE THE LARGEST HISPANIC POPULATIONS WITH 29% AND 24% RESPECTIVELY, WHILE MISSION HILL AND DORCHESTER HAVE THE LARGEST ASIAN POPULATIONS AMONG THE PRIORITY NEIGHBORHOODS WITH 14% AND 10% RESPECTIVELY. THE MEDIAN INCOMES OF DFCI'S PRIORITY COMMUNITIES ARE GENERALLY MUCH LOWER THAN BOSTON OVERALL, WITH ROXBURY AT A MEDIAN INCOME OF $25,254, MISSION HILL AT $35,020, AND MATTAPAN AT $42,206. MANY OF DFCI'S PRIORITY NEIGHBORHOODS, ROXBURY AND MATTAPAN, ARE MORE LIKELY TO HAVE A GREATER POPULATION AT THE LOWER END OF THE INCOME SPECTRUM. RESIDENTS IN DFCI'S PRIORITY NEIGHBORHOODS APPEAR TO EXPERIENCE HIGHER RATES OF POVERTY THAN BOSTON OVERALL. FEMALE HEADED HOUSEHOLDS ARE ESPECIALLY VULNERABLE, WITH 45% OF ROXBURY FEMALE-HEADED HOUSEHOLDS LIVING BELOW THE POVERTY LINE. DESPITE ITS STATEWIDE REACH AND SERVICES PROVIDED THROUGH OUR SATELLITE OPERATIONS IN WEYMOUTH, MILFORD, NEWTON, METHUEN, AND ALLSTON/BRIGHTON, DANA-FARBER'S PRIORITIZATION OF THESE FIVE NEIGHBORHOODS WITHIN ITS LOCAL SERVICE AREA REFLECTS A COMMITMENT TO REDUCING DISPARITIES IN CANCER CARE AND IMPROVING THE HEALTH AND WELL-BEING OF NEIGHBORHOOD RESIDENTS. THROUGH OUR COLLABORATIVE APPROACH, THE SATELLITE LOCATIONS HAVE AGREED TO LEVERAGE EACH OTHER'S CANCER CONTROL EXPERTISE TO EXPAND AND STRENGTHEN OUR PROGRAMS SUCH AS BRINGING CANCER PREVENTION EFFORTS IN SPANISH TO THE WEYMOUTH AREA. THE ALLSTON/BRIGHTON SATELLITES HAVE ALSO MUTUALLY AGREED TO CONTINUE TO WORK TOGETHER TO STRENGTHEN MAMMOGRAPHY SCREENING RATES THROUGH OUR PARTNERSHIP WITH THE LOCAL COMMUNITY HEALTH CENTER AND TO EXPLORE OTHER OPPORTUNITIES TO HAVE GREATER IMPACT ON THE HEALTH AND WELL-BEING OF LOCAL RESIDENTS. DANA-FARBER ALSO AIMS TO PRIORITIZE POPULATIONS DISPROPORTIONATELY IMPACTED BY CANCER, INCLUDING DIVERSE RACIAL AND ETHNIC POPULATIONS, INDIVIDUALS FROM LOW SOCIOECONOMIC BACKGROUNDS, AND IMMIGRANTS. BASED ON THE CHNA DATA, THE POPULATIONS ABOVE APPEAR TO HAVE DISPROPORTIONATELY HIGHER LEVELS OF DISEASE RISK AND BURDEN, WARRANTING INCREASED ATTENTION. Part VI, Line 5 DANA-FARBER'S 2020-2023 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN PROVIDE A ROBUST DESCRIPTION OF OUR COMPREHENSIVE CANCER CONTROL PROGRAMS AND SERVICES. THE REPORT ALSO PROVIDES A SUMMARY OF ACCOMPLISHMENTS FROM OUR LAST NEEDS ASSESSMENT AND SETS FORTH OUR COMMITMENT TO ADDRESSING THE NEW OPPORTUNITIES TO REDUCE THE CANCER BURDEN IN MEDICALLY UNDERSERVED COMMUNITIES IN BOSTON. THE REPORTS CAN BE FOUND USING THE FOLLOWING LINKS: COMMUNITY HEALTH NEEDS ASSESSMENT - https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/chna-report-approved-9.11.19.pdf IMPLEMENTATION PLAN - https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/chna-chip-board-approved-12.23.2019.pdf IN ADDITION, DFCI FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY THROUGH DEVOTING THE VAST MAJORITY OF ITS SURPLUS FUNDS TO INSTITUTIONAL SUPPORTED RESEARCH (135 MILLION), BY PROVIDING FINANCIAL ASSISTANCE TO PATIENTS UNABLE TO AFFORD CARE AND BY MAINTAINING A COMMUNITY BOARD. PART VI, LINE 7 DFCI FILES ITS COMMUNITY BENEFIT REPORT WITH THE STATE OF MASSACHUSETTS.

Schedule H (Form 990) 2020

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
Dana-Farber Cancer Institute Inc

Employer identification number
04-2263040

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AMERICAN CANCER SOCIETY 250 Williams St Atlanta,GA30303	13-1788491	501(c)(3)	20,000	CANCER RES AND DEVLP
(2) BOSTON PRIVATE INDUSTRY COUNCIL 2 Oliver St Boston,MA02109	04-2676661	501(c)(3)	10,000	CANCER RES AND DEVLP
(3) BOSTON PUBLIC HEALTH COMMISSION 1010 Massachusetts Ave BOSTON,MA02118	04-3316655	115	10,000	COMMUNITY SUPPORT
(4) City of Boston City Hall Plaza Boston,MA02114	04-6001380	115	1,533,623	COMMUNITY SUPPORT
(5) Friends of Dana-Farber 450 Brookline Ave Boston,MA02215	37-1613621	501(c)(3)	50,000	CANCER RES AND DEVLP
(6) HARVARD UNIVERSITY 60 Oxford Street CAMBRIDGE,MA02138	04-2103580	501(c)(3)	1,333,475	CANCER RES AND DEVLP
(7) INTERNATIONAL SOCIETY OF STEM CELL 5215 Old Orchard Rd NO 270 SKOKIE,IL60077	36-4491158	501(c)(3)	10,000	CANCER RES AND DEVLP
(8) LEUKEMIA & LYMPHOMA SOCIETY INC 1311 MAMARONECK AVE WHITE PLANES,NY10605	13-5644916	501(c)(3)	40,000	CANCER RES AND DEVLP
(9) Madison Park Development Corporation 184 Dudley St Roxbury,MA02119	23-7164223	501(c)(3)	21,250	COMMUNITY SUPPORT
(10) PROSTATE HEALTH EDUCATION NETWORK INC 500 Victory Rd 4th FL Quincy,MA02453	33-1042404	501(c)(3)	30,000	CANCER RES AND DEVLP
(11) RESEARCH AMERICA 241 18th St So NO 501 Arlington,VA22202	52-1609875	501(c)(3)	8,600	CANCER RES AND DEVLP
(12) SWIM ACROSS AMERICA INC 8508 Park Road NO 389 charlotte,NC28210	22-3248256	501(c)(3)	15,000	CANCER RES AND DEVLP
(13) UNITED WAY OF MASSACHUSETTS BAY 51 Sleeper St Boston,MA02210	04-2382233	501(c)(3)	10,000	Community Support
(14) Whittier Street Health Center 1125 TREMONT STREET ROXBURY,MA02120	04-2619517	501(c)(3)	144,270	COMMUNITY SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2020

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance
(1) Patient Assistance	645	619,159
(2) Patient Assistance	2788		1,422,185	FMV	ASST LIVING & TRAVEL
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
Schedule I, Part I, Line 2	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ALL GRANTS AND DONATIONS TO DOMESTIC ORGANIZATIONS WERE GIVEN TO 501(C)(3) ORGANIZATIONS TO FULFILL THEIR MISSIONS, OR GOVERNMENT ENTITIES. ALL GRANT FUNDS TO INDIVIDUALS WERE PROVIDED BASED ON EITHER (AND ONLY) 1) MEANS-TESTED FINANCIAL NEED, OR 2) CLINICALLY-DETERMINED IMPROVEMENT TO QUALITY-OF-LIFE.

Schedule I (Form 990) 2020

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Glimcher Laurie H MD Trustee, President and CEO	(i) (ii)	1,220,120 ------------- 0	422,902 ------------- 0	81,203 ------------- 0	285,781 ------------- 0	16,612 ------------- 0	2,026,618 ------------- 0	0 ------------- 0
2Benz Edward J JR MD President and CEO Emeritus	(i) (ii)	565,636 ------------- 0	400 ------------- 0	567,346 ------------- 0	40,140 ------------- 0	17,287 ------------- 0	1,190,809 ------------- 0	0 ------------- 0
3Reney Michael L CFO and Asst. Treasurer	(i) (ii)	685,477 ------------- 0	117,535 ------------- 0	26,029 ------------- 0	40,140 ------------- 0	3,754 ------------- 0	872,935 ------------- 0	0 ------------- 0
4Hahn William MD PHD COO & EVP	(i) (ii)	575,714 ------------- 0	210,752 ------------- 0	12,566 ------------- 0	40,140 ------------- 0	3,320 ------------- 0	842,492 ------------- 0	0 ------------- 0
5Terwilliger James FORMER COO & EVP	(i) (ii)	354,604 ------------- 0	82,716 ------------- 0	377,877 ------------- 0	0 ------------- 0	24,858 ------------- 0	840,055 ------------- 0	0 ------------- 0
6Bunnell Craig A MD CHIEF MEDICAL OFFICER	(i) (ii)	637,037 ------------- 0	115,977 ------------- 0	23,201 ------------- 0	40,140 ------------- 0	6,303 ------------- 0	822,658 ------------- 0	0 ------------- 0
7Winer Eric MD Chief of Div of WMNS CANCERS	(i) (ii)	583,287 ------------- 0	116,219 ------------- 0	60,678 ------------- 0	40,140 ------------- 0	14,628 ------------- 0	814,952 ------------- 0	0 ------------- 0
8Soiffer Robert MD Chief of Hemotologic Malig.	(i) (ii)	568,655 ------------- 0	130,478 ------------- 0	23,386 ------------- 0	40,138 ------------- 0	19,811 ------------- 0	782,468 ------------- 0	0 ------------- 0
9DUVAL MELANY SVP OF DEVELOPMENT	(i) (ii)	615,260 ------------- 0	80,122 ------------- 0	2,421 ------------- 0	56,015 ------------- 0	17,704 ------------- 0	771,522 ------------- 0	0 ------------- 0
10Constantine Michael MD Milford Med Dir-Hematol Onc	(i) (ii)	640,094 ------------- 0	35,073 ------------- 0	25,816 ------------- 0	25,890 ------------- 0	35,247 ------------- 0	762,120 ------------- 0	0 ------------- 0
11Johnson Bruce MD CHIEF CL RES OFF(END 9/1/21)	(i) (ii)	546,586 ------------- 0	104,249 ------------- 0	28,696 ------------- 0	38,623 ------------- 0	22,916 ------------- 0	741,070 ------------- 0	0 ------------- 0
12Boskey Richard S ESQ ASST. SEC. & GC (END 12/14/20)	(i) (ii)	536,204 ------------- 0	93,760 ------------- 0	22,055 ------------- 0	40,140 ------------- 0	28,173 ------------- 0	720,332 ------------- 0	0 ------------- 0
13Griffin James D MD PROFESSOR OF MEDICINE	(i) (ii)	612,057 ------------- 0	400 ------------- 0	29,707 ------------- 0	40,140 ------------- 0	25,258 ------------- 0	707,562 ------------- 0	0 ------------- 0
14Rollins Barrett J MD PHD SNR ADVISOR TO PRESIDENT & CEO	(i) (ii)	474,403 ------------- 0	101,475 ------------- 0	14,997 ------------- 0	40,140 ------------- 0	20,341 ------------- 0	651,356 ------------- 0	0 ------------- 0
15Megdal Maria SVP of Institute Operations	(i) (ii)	446,318 ------------- 0	76,080 ------------- 0	5,142 ------------- 0	40,140 ------------- 0	18,452 ------------- 0	586,132 ------------- 0	0 ------------- 0
16Stone Richard M MD PROFESSOR OF MEDICINE	(i) (ii)	438,387 ------------- 0	39,937 ------------- 0	16,452 ------------- 0	40,140 ------------- 0	28,301 ------------- 0	563,217 ------------- 0	0 ------------- 0
17Liebow Elizabeth CHIEF STRATEGY OFFICER	(i) (ii)	393,573 ------------- 0	69,200 ------------- 0	1,518 ------------- 0	37,115 ------------- 0	28,932 ------------- 0	530,338 ------------- 0	0 ------------- 0
18Memmott Drew SVP RESEARCH ADMINISTRATION	(i) (ii)	394,350 ------------- 0	68,921 ------------- 0	1,512 ------------- 0	36,936 ------------- 0	26,102 ------------- 0	527,821 ------------- 0	0 ------------- 0
19Meyerhardt Jeffrey CHIEF CL RES OFF(as of 9/1/21)	(i) (ii)	400,241 ------------- 0	20,326 ------------- 0	7,659 ------------- 0	38,215 ------------- 0	35,386 ------------- 0	501,827 ------------- 0	0 ------------- 0
20Haigis Kevin Chief Scientific Officer	(i) (ii)	377,414 ------------- 0	80,400 ------------- 0	1,854 ------------- 0	0 ------------- 0	3,588 ------------- 0	463,256 ------------- 0	0 ------------- 0
21Gettleman Wendy VP of Facilities MGMT & RE	(i) (ii)	317,523 ------------- 0	28,305 ------------- 0	2,259 ------------- 0	29,004 ------------- 0	36,133 ------------- 0	413,224 ------------- 0	0 ------------- 0
22Bartel Sylvia RPH MHP VP of Pharmacy Services	(i) (ii)	294,931 ------------- 0	28,858 ------------- 0	3,257 ------------- 0	27,023 ------------- 0	37,919 ------------- 0	391,988 ------------- 0	0 ------------- 0
23Ebert Benjamin MD PHD Chair of Medical Oncology	(i) (ii)	90,547 ------------- 0	400 ------------- 0	109,453 ------------- 0	6,379 ------------- 0	1,932 ------------- 0	208,711 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

SCHEDULE J, PART I, LINE 4A

JAMES TERWILLIGER RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $360,500. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 4B The following individuals participate in 457(f) plans established by DFCI; taxable amounts are included in reportable compensation in schedule J, Part II, column (B)(iii): GLIMCHER, LAURIE, MD 66,725 BENZ, EDWARD J. JR., MD 554,876 RENEY, MICHAEL 21,127 HAHN, WILLIAM, MD, PHD 8,456 BUNNELL, CRAIG A. MD 17,750 WINER, ERIC, MD 13,496 SOIFFER, ROBERT, MD 12,170 CONSTANTINE, MICHAEL, MD 18,490 JOHNSON, BRUCE MD 10,339 BOSKEY, RICHARD S., ESQ 9,608 GRIFFIN, JAMES D., MD 16,000 ROLLINS, BARRETT J., MD, PHD 4,776 MEGDAL, MARIA 1,875 STONE, RICHARD M., MD 1,518

SCHEDULE J, PART I, LINE 7

DURING THE YEAR, THE CEO, COO, CFO, GENERAL COUNSEL AND CERTAIN KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WERE ELIGIBLE TO RECEIVE AN INCENTIVE PAYMENT, A PORTION OF WHICH HAS A NON-FIXED PAYMENT PAYABLE AT THE DISCRETION OF THE CEO AND IN THE CASE OF THE CEO, THE BOARD OF TRUSTEES, IF THE ORGANIZATION MEETS CERTAIN FINANCIAL PERFORMANCE GOALS. THE MAXIMUM NON-FIXED PORTION OF THESE INCENTIVE PAYMENTS IS BETWEEN 8% (CEO - 40% MAX, OF THAT 32% TEAM, 8% INDIVIDUAL) AND 4% (SVP - 20% MAX, OF THAT 16% TEAM AND 4% INDIVIDUAL; VP - 10% MAX, OF THAT 6% TEAM AND 4% INDIVIDUAL; and (EVP-30% MAX, OF THAT 24% TEAM AND 6% INDIVIDUAL). OTHER REPORTABLE COMPENSATION INCLUDES CURRENT YEAR VESTING AMOUNTS IN DANA-FARBER INSTITUTE'S SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN.

Schedule J (Form 990) 2020

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
Dana-Farber Cancer Institute Inc

Employer identification number
04-2263040

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	Massachusetts Development Finance Agency	04-3431814		08-03-2015	92,500,000	See Part VI		X		X		X
B	Massachusetts Development Finance Agency	04-3431814	5758XNZ00	06-23-2016	281,786,480	See Part VI		X		X		X
C	Massachusetts Development Finance Agency	04-3431814	57584YVC0	09-03-2019	60,255,238	See Part VI		X		X		X
D	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814		07-28-2021	57,500,000	See Part VI		X		X		X
	Massachusetts Development Finance Agency	04-3431814	5758XNZ00	07-28-2021	35,000,000	See Part VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		0		0
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	92,500,000		282,863,767		60,255,238		57,500,000
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		1,077,287		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	0		2,486,701		1,163,957		0
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	0		279,299,779		0		0
11 Other spent proceeds .............	92,500,000		0		59,091,281		57,500,000
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2015		2019		2019		2021
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2019, a current refunding issue)? ........	X			X	X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2019, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2020

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X			X	X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X				X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		X		X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..	0 %		0 %				0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........		X		X		X	X
c No rebate due? .........	X		X		X			X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X	X

Schedule K (Form 990) 2020

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?	X			X		X	X
b Name of provider ..........	Morgan Stanley		0		0		MORGAN STANLEY
c Term of hedge .........	3980 %						3980 %
d Was the hedge superintegrated? ......		X						X
e Was the hedge terminated? ........		X						X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Schedule K, PART I (BOND ISSUES):	A (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES L-1 BONDS ISSUED ON 5/22/2008. B (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO PARTIALLY COVER THE ACQUISITION AND FIT-OUT OF RESEARCH SPACE AND VIVARIUM AT THE LONGWOOD CENTER; TO PARTIALLY COVER THE REPLACEMENT OF HVAC SYSTEM AT THE SMITH BUILDING; TO COVER THE RELOCATION TO, RECONSTRUCTION AND EQUIPPING OF THE INSTITUTE'S CELL MANIPULATION CORE FACILITY; AND TO COVER THE COSTS OF BOND ISSUANCE AND INTEREST DURING THE CONSTRUCTION PERIOD AS WELL AS OTHER CAPITAL PROJECTS. C (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES K BONDS ISSUED ON 5/22/2008. D (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES L-2A BONDS ISSUED ON 7/2/2012. E (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES L-2B BONDS ISSUED ON 7/2/2012.
Schedule K, PART II (PROCEEDS):	B 3 THE TOTAL PROCEEDS OF $282,863,767 INCLUDE INVESTMENT EARNINGS IN THE AMOUNT OF $1,077,287.
Schedule K, PART IV (ARBITRAGE):	A 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 B 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 C 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 D 2 (B) This issuance was refunded in 2021 and had no invested assets and qualifies for 6-month spending exception E 2 (B) This issuance was refunded in 2021 and had no invested assets and qualifies for 6-month spending exception A 4(B) NAME OF PROVIDER: MORGAN STANLEY CAPITAL SERVICES, INC. D 4(b) Name of provider: Morgan Stanley Capital Services, Inc. E 4(b) Name of provider: Morgan Stanley Capital Services, Inc.

Schedule K (Form 990) 2020

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
Dana-Farber Cancer Institute Inc

Employer identification number
04-2263040

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	Massachusetts Development Finance Agency	04-3431814		08-03-2015	92,500,000	See Part VI		X		X		X
B	Massachusetts Development Finance Agency	04-3431814	5758XNZ00	06-23-2016	281,786,480	See Part VI		X		X		X
C	Massachusetts Development Finance Agency	04-3431814	57584YVC0	09-03-2019	60,255,238	See Part VI		X		X		X
D	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814		07-28-2021	57,500,000	See Part VI		X		X		X
	Massachusetts Development Finance Agency	04-3431814	5758XNZ00	07-28-2021	35,000,000	See Part VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		0		0
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	92,500,000		282,863,767		60,255,238		57,500,000
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		1,077,287		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	0		2,486,701		1,163,957		0
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	0		279,299,779		0		0
11 Other spent proceeds .............	92,500,000		0		59,091,281		57,500,000
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2015		2019		2019		2021
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2019, a current refunding issue)? ........	X			X	X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2019, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2020

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X			X	X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X				X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X		X		X		X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..	0 %		0 %				0 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........		X		X		X	X
c No rebate due? .........	X		X		X			X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X	X

Schedule K (Form 990) 2020

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?	X			X		X	X
b Name of provider ..........	Morgan Stanley		0		0		MORGAN STANLEY
c Term of hedge .........	3980 %						3980 %
d Was the hedge superintegrated? ......		X						X
e Was the hedge terminated? ........		X						X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
Schedule K, PART I (BOND ISSUES):	A (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES L-1 BONDS ISSUED ON 5/22/2008. B (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO PARTIALLY COVER THE ACQUISITION AND FIT-OUT OF RESEARCH SPACE AND VIVARIUM AT THE LONGWOOD CENTER; TO PARTIALLY COVER THE REPLACEMENT OF HVAC SYSTEM AT THE SMITH BUILDING; TO COVER THE RELOCATION TO, RECONSTRUCTION AND EQUIPPING OF THE INSTITUTE'S CELL MANIPULATION CORE FACILITY; AND TO COVER THE COSTS OF BOND ISSUANCE AND INTEREST DURING THE CONSTRUCTION PERIOD AS WELL AS OTHER CAPITAL PROJECTS. C (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES K BONDS ISSUED ON 5/22/2008. D (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES L-2A BONDS ISSUED ON 7/2/2012. E (F) DESCRIPTION OF PURPOSE: THE BOND ISSUE WAS USED TO REFUND SERIES L-2B BONDS ISSUED ON 7/2/2012.
Schedule K, PART II (PROCEEDS):	B 3 THE TOTAL PROCEEDS OF $282,863,767 INCLUDE INVESTMENT EARNINGS IN THE AMOUNT OF $1,077,287.
Schedule K, PART IV (ARBITRAGE):	A 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 B 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 C 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 D 2 (B) This issuance was refunded in 2021 and had no invested assets and qualifies for 6-month spending exception E 2 (B) This issuance was refunded in 2021 and had no invested assets and qualifies for 6-month spending exception A 4(B) NAME OF PROVIDER: MORGAN STANLEY CAPITAL SERVICES, INC. D 4(b) Name of provider: Morgan Stanley Capital Services, Inc. E 4(b) Name of provider: Morgan Stanley Capital Services, Inc.

Schedule K (Form 990) 2020

Additional Data

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Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No
(1) Duval Melany	Employee	Housing Loan		X	150,000	108,750		No	Yes		Yes
(2) Ebert Benjamin	Employee	Housing Loan		X	500,000	233,334		No	Yes		Yes
(3) Haigis Kevin	Employee	Housing Loan		X	100,000	85,833		No	Yes		Yes
(4) Liebow Elizabeth	Employee	Housing Loan		X	150,000	143,750		No	Yes		Yes


Total ............... $						571,667

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2020

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	Yes	No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......	X		1,388,854	Letter from Donor
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	260	18,531,068	Fair Market Value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...	X	7	93,596	Letter from Donor
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Miscellaneous )	X	9	513,823	Letter from Donor
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2020)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE M, PART I, COLUMN (B)	DANA-FARBER CANCER INSTITUTE, INC. IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, LINE 33 DANA-FARBER CANCER INSTITUTE, INC. RECEIVED DONATIONS OF ART, BOOKS, AND OTHER GOODS THAT IT DISPLAYS IN ITS PROPERTIES. THESE GOODS HAVE VALUES THAT ARE EITHER NOMINAL OR ARE NOT READILY DETERMINABLE AND ARE, THEREFORE, NOT INCLUDED AS REVENUE.

Schedule M (Form 990) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Return Reference	Explanation
FORM 990, PART I, LINE 1	THE MISSION OF DANA-FARBER CANCER INSTITUTE, INC. (DFCI) IS TO PROVIDE EXPERT, COMPASSIONATE, AND EQUITABLE CARE TO CHILDREN, ADULTS, AND THEIR FAMILIES, WHILE ADVANCING THE UNDERSTANDING, DIAGNOSIS, TREATMENT, CURE, AND PREVENTION OF CANCER AND RELATED DISEASES. FORM 990, PART III, LINE 1 The Mission of DFCI is to provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases. We train new generations of clinicians and scientists, disseminate innovative patient therapies and scientific discoveries around the world, and reduce the impact of cancer, while at all times maintaining a focus on those communities who have been historically marginalized. FORM 990, PART III, LINE 4A CLINICAL CARE As one of the leading cancer centers in the world, DFCI provides compassionate, comprehensive, and personalized care to adults and children with cancer, blood disorders, and related diseases. In fiscal year 2021, our expert clinicians and caregivers at our specialized treatment centers worked together to deliver the latest therapies to our patients through 1,436 inpatient admissions, 364,577 outpatient MD visits, and 188,242 infusion treatments. Since its founding in 1947 by Sidney Farber, MD, Dana-Farber has followed his vision for a cancer center that is just as dedicated to discoveries in cancer research as it is to delivering expert, compassionate care. Dana-Farber is a founding member of Dana-Farber/Harvard Cancer Center and one of 51 NCI-designated Comprehensive Cancer Centers in the UNITED STATES. Dana-Farber is the only hospital ranked in the top four nationally by U.S. News and World Report in both adult and pediatric cancer care. In 2021, we offered more than 1,100 clinical trials. FORM 990, PART III, LINE 4B RESEARCH Scientific work at Dana-Farber is based on the premise that basic and clinical investigation are complementary and reinforcing activities. To encourage this cross-pollination of ideas, the Institute has developed an organizational framework that fosters collaborations among investigators from different disciplines. The result is an intense scientific impact on a group of diseases that continue to represent one of humanity's greatest health challenges. Some recent advances include: Immunotherapy Combination Found Effective in Non-small Cell Lung Cancer: A combination of two drugs that open the floodgates to an immune system attack on cancer curtailed tumor growth in some patients with non-small cell lung cancer that was resistant to a single immunotherapy agent, A CLINICAL TRIAL LED BY DANA-FARBER INVESTIGATORS SHOWED. Cellular Source of Barrett's Esophagus Identified: In two studies, Dana-Farber scientists demonstrated that Barrett's esophagus - a potential precursor of esophageal adenocarcinoma - does not involve esophageal cells turning into intestinal cells, as had long been thought, but of stomach cells adopting some of the characteristics of intestinal cells. Immunotherapy Combination Found Beneficial in Advanced Melanoma: A combination of two drugs that target different proteins on immune system T cells kept advanced melanoma in check significantly longer than one of the drugs alone in a clinical trial co-led by Dana-Farber scientists. Drug Combination Can Keep Chronic Leukemia in Remission in Young Patients: Young patients with chronic lymphocytic leukemia can enjoy long remissions on the drug ibrutinib and chemotherapy, but must stay on ibrutinib indefinitely to keep the cancer in remission, Dana-Farber researchers found in a clinical trial. Vaccination Protects Against COVID-19 in Patients with Myeloma: For patients with multiple myeloma, vaccination against COVID-19 provides some protection against coronavirus infection, but to a far lower degree than the general population of cancer survivors, Dana-Farber investigators found. Targeted Drug Combination Shows Unprecedented Activity in Some Brain Tumors: A combination of two targeted cancer drugs - dabrafenib and trametinib - showed unprecedented, "clinically meaningful" activity in patients with highly malignant brain tumors that carried a rare genetic mutation, a clinical trial led by Dana-Farber investigators showed. Discovery May Lead to Expanded Donor Pool for Stem Cell Transplants: Dana-Farber researchers found that in most cases, stem cell transplants from donors with clonal hematopoiesis, an asymptomatic blood condition, are safe and effective. Venetoclax Can Benefit Patients with Waldenstrom Macroglobulinemia: In a clinical trial led by Dana-Farber investigators, more than 80% of patients with Waldenstrom macroglobulinemia had a "major" response to a two-year course of the drug venetoclax with generally manageable side effects. Older and Younger Patients with Metastatic Colorectal Cancer Have Similar Survival: Even though young patients with metastatic colorectal cancer tend to be more fit and receive more intensive treatment than older patients, both groups survive for roughly the same amount of time, Dana-Farber researchers reported. Young Women Who Undergo Mastectomy Report Lower Quality of Life: Even as more young women with breast cancer opt to have mastectomies, many experience a persistent decline in their sexual and psychosocial well-being following the procedure, research by Dana-Farber investigators shows. Antibody-Drug Conjugate Impressive in Patients with a Form of Non-small Cell Lung Cancer: In an international clinical trial led by Dana-Farber investigators, more than half of patients with non-small cell lung cancer harboring a mutation in the HER2 gene had their tumors stop growing or shrink for an extended time after treatment with a drug consisting of a chemotherapy agent linked to an antibody. Vitamin D May Protect Against Young-Onset Colorectal Cancer: Consuming higher amounts of Vitamin D - mainly from dietary sources - may help protect against developing young-onset colorectal cancer or precancerous colon polyps, researchers at Dana-Farber and other institutions reported in the first study to show such an association. Pain Management Worsening for Patients with Terminal Cancer: In a sign that pain management for patients dying of cancer is worsening, a study by Dana-Farber investigators found a sharp decline in opioid access among these patients over a recent 10-year period, even as many more of them turned to hospital emergency rooms for pain treatment. Cancer Screenings Rebounded After COVID-related Decline: The numbers of cancer screening tests rebounded sharply in the last quarter of 2020, following a dramatic decline in the first months of the COVID-19 pandemic, at one large hospital system in the Northeastern United States, a study by Dana-Farber researchers showed. Antibiotic Found to Kill Tumor Cells with DNA-repair Glitch: Novobiocin, an antibiotic developed in the 1950s and largely supplanted by newer drugs, effectively targets, and kills cancer cells with a common genetic defect, research by Dana-Farber scientists showed. The findings spurred investigators to open a clinical trial of the drug for patients whose tumors carry the abnormality. Red Meat Consumption May Promote DNA Damage Associated with Colorectal Cancer: Genetic mutations indicative of DNA damage were associated with high red meat consumption, and increased cancer-related mortality in patients with colorectal cancer, a study led by Dana-Farber researchers found. Immunotherapy Drug Delays Kidney Cancer Recurrence: Treatment with the immunotherapy drug pembrolizumab after kidney cancer surgery prolonged the period in which patients lived without a recurrence of the cancer among patients at high risk of such recurrence, Dana-Farber researchers found. Level of Chromosomal Abnormality in Non-small Cell Lung Cancer May Predict Response to Immunotherapy: Patients with non-small cell lung cancer whose cancer cells have low levels of aneuploidy - an abnormal number of chromosomes - tend to respond better to immune checkpoint inhibitor drugs than patients with higher levels, Dana-Farber researchers reported. New Targeted Drug Shown Effective in Patients with a Form of Uterine Cancer: In its first clinical trial in patients with uterine serous carcinoma, a hard-to-treat form of uterine cancer, the targeted drug adavosertib, which subjects tumor cells to extensive DNA damage caused tumors to shrink in nearly one-third of patients, Dana-Farber investigators reported.
FORM 990, PART III, LINE 4C	COMMUNITY BENEFITS The role of Dana-Farber's Community Benefits Office is to support the institute's goal to reduce cancer risk among medically underserved populations. To that end, we work with city and state health departments, community partners, and Boston-based coalitions to assess and monitor the needs of local residents with respect to cancer control. We are on the front lines of supporting and collaborating on programs designed to eliminate disparities in breast, colon, skin, and prostate cancer; educate diverse populations about tobacco cessation, human papillomavirus (HPV) prevention and screening, and clinical trials; and strengthen the support system for medically underserved populations. In short, we are committed to making Dana-Farber's care and research findings more accessible to everyone within and outside its walls. In FY 2021: A total of 1,512 individuals were reached overall through 17 community education, outreach, and screening events. program volumes have continued to be impacted by the covid-19 pandemic. The Community Benefits Office has continued to pivot to adapt to challenges related to the ongoing COVID-19 pandemic. In particular, the Community Benefits Office has continued to provide education virtually by leveraging the online platforms of community partners such as Union Capital Boston. In addition, Dana-Farber worked closely with an allocations committee to launch the Institute's determination of need community health initiative funding process virtually. Through this process, Dana-Farber awarded the first round of funding for its access to services awards, aimed at ensuring all residents, particularly those at higher risk for developing cancer and other chronic conditions, have access to coordinated and equitable health and support services. Programmatic highlights are as follows: Dana-Farber's mammography services provided 1,774 mammograms in the van and at the mammography suite at Whittier Street Health Center in Roxbury. Dana-Farber's Sun Safety program developed a COVID-19 protocol to ensure that adequate health and safety measures were followed at each screening event. In FY 2021, 11 in-person sun safety screening events were held with added health and safety measures and approval from local health departments. 484 participants were screened by a dermatologist and 133 people were referred for follow-up appointments. 65 participants were referred for a biopsy. The majority of biopsy recommendations were due to a presumptive diagnosis of basal cell carcinoma, squamous cell carcinoma or melanoma. The Tobacco Treatment program received 96 referrals and provided 125 individual tobacco cessation counseling sessions to 41 patients. 36 participants were able to reduce their total number of cigarettes smoked per day, and 10 of these reported being able to quit completely. In FY21 the Tobacco Treatment program received a grant from Friends of Dana-Farber Cancer Institute. The funds were used to provide financial incentives for patients enrolled in the smoking cessation program to encourage individuals to reduce their tobacco usage and quit smoking. Dana-Farber continues to partner with Team Maureen to lead the statewide Massachusetts HPV Coalition. This year, the Coalition's oral HPV task force launched the second edition of their dental toolkit for providers and patients in 7 languages. Dana-Farber also continues to play a leading role in the Annual HPV-Related Cancer Summit. Approximately 105 medical and dental providers, public health professionals, and community advocates attended the FY21 summit on the latest HPV research and best practices. Dana-Farber awarded the first round of funding for its access to services grants to 12 nonprofit organizations in Greater Boston to support long-lasting community health improvement and boost linkages to existing health and support services in the region. Dana-Farber committed approximately $1 million dollars to the healthy neighborhoods equity fund to address housing needs in Greater Boston. Dana-Farber partnered with Union Capital Boston and the Dana-Farber/Harvard Cancer Center to host 4 cancer awareness resource nights focused on breast and colorectal cancer screening, the HPV vaccine, cancer clinical trials, and cancer survivorship, engaging over 800 community residents virtually. These events featured an education session on a cancer-related topic, survivor testimony, and Q&A sessions with audience members. Dana-Farber launched a new partnership with myhealthfair.org to increase virtual education and outreach with the local Spanish-speaking community. In FY21, Dana-Farber was able to provide video and written educational materials, as well as promote sun safety and mammography van events. FORM 990, PART VI, SECTION A, LINE 2 FAMILY OR BUSINESS RELATIONSHIP FAMILY RELATIONSHIP: JOHN O'CONNOR AND LAURA SEN BUSINESS RELATIONSHIP: RICHARD LUBIN, CHRISTOPHER HADLEY, AND JANE BROCK-WILSON BUSINESS RELATIONSHIP: JOSH BEKENSTEIN, ANDREW KAPLAN, AND NANCY LOTANE BUSINESS RELATIONSHIP: PHILLIP GROSS AND DEMOND MARTIN Business Relationship: Andrew Janower And Michael Eisenson Form 990, Part VI, SECTION B, Line 11B PROCESS USED TO REVIEW THE FORM 990 THE DANA-FARBER CANCER INSTITUTE TAX DEPARTMENT PROVIDES ALL FINANCIAL ANALYSIS AND OTHER INFORMATION TO BE INCLUDED ON THE TAX RETURN TO ITS EXTERNAL TAX PREPARER, ERNST & YOUNG LLP, WHICH PREPARES THE DRAFT RETURN. THE DRAFT RETURN IS THEN REVIEWED BY THE DFCI TAX MANAGER, AS WELL AS THE DFCI OFFICE OF GENERAL COUNSEL AND SENIOR MANAGEMENT, BEFORE IT IS SUBMITTED FOR DFCI AUDIT COMMITTEE REVIEW. AFTER THE AUDIT COMMITTEE REVIEWS THE TAX RETURN, AN ELECTRONIC MESSAGE IS SENT TO ALL BOARD MEMBERS WITH A SECURE LINK TO THE TAX RETURN. THE BOARD HAS THE OPPORTUNITY TO REVIEW THE RETURN AND BRING ANY ISSUES TO THE ATTENTION OF THE APPROPRIATE EXECUTIVE MANAGEMENT INDIVIDUALS. A FINAL VERSION OF THE FORM IS APPROVED BY THE CFO AND FILED ELECTRONICALLY BY ERNST & YOUNG LLP WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING & ENFORCEMENT OF CONFLICT OF INTEREST POLICY DFCI MONITORS AND ENFORCES COMPLIANCE WITH THE DFCI CONFLICT-OF-INTEREST POLICIES FOR BOARD OFFICERS, TRUSTEES, AND KEY EMPLOYEES ("COVERED PERSONS"). THE OFFICE OF THE GENERAL COUNSEL ANNUALLY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE AND CONFIDENTIALITY STATEMENT REQUIRING ALL COVERED PERSONS TO DISCLOSE INTERESTS, ROLES, AND ACTIVITIES THAT COULD GIVE RISE TO A POTENTIAL OR ACTUAL CONFLICT WITH THE INTERESTS OF DFCI. IF A TRUSTEE FAILS TO COMPLETE THE ANNUAL STATEMENT, THE CHAIR OF THE GOVERNANCE COMMITTEE MAY TAKE ACTIONS TO SUSPEND THE TRUSTEE OR CAUSE REMOVAL. DFCI REQUIRES COVERED PERSONS TO COMPLETE THE STATEMENT UPON INITIAL APPOINTMENT TO A COVERED OFFICE AND TO UPDATE THEIR DISCLOSURES ON A CONTINUING BASIS WHENEVER A COVERED PERSON BECOMES AWARE OF A NEW OR PREVIOUSLY UNDISCLOSED INTEREST. THE OFFICE OF GENERAL COUNSEL COMPARES THE DISCLOSURES TO INSTITUTIONAL INFORMATION IN ORDER TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. THE GOVERNANCE COMMITTEE OF THE DFCI BOARD OF TRUSTEES REVIEWS DISCLOSURES AND WORKS WITH THE GENERAL COUNSEL TO ADDRESS ISSUES THAT MAY ARISE. THE GOVERNANCE COMMITTEE IS RESPONSIBLE TO BRING MAJOR ISSUES RELATED TO THE CONFLICT OF INTEREST POLICY TO THE EXECUTIVE COMMITTEE AND THE ENTIRE BOARD IF DEEMED NECESSARY. THE BOARD'S CONFLICTS OF INTEREST OVERSIGHT COMMITTEE REVIEWS AND, WHEN APPROPRIATE, INSTITUTES WRITTEN MANAGEMENT PLANS TO MANAGE CONFLICTS OF INTEREST PRESENTED BY INTERESTS OF CERTAIN EXECUTIVE OFFICERS AND CERTAIN TRUSTEE INVESTMENT INTERESTS. A PROPOSED ARRANGEMENT CREATING A CONFLICT OF INTEREST MAY BE APPROVED IF APPROPRIATE STEPS ARE TAKEN TO ENSURE THAT DFCI MAKES A DECISION IN AN OBJECTIVE AND FAIR MANNER CONSISTENT WITH THE HIGHEST ETHICAL AND LEGAL STANDARDS. SUCH STEPS INCLUDE RECUSAL OF THE COVERED PERSON WITH A CONFLICT OF INTEREST FROM NEGOTIATIONS OR DISCUSSIONS ON BEHALF OF DFCI OR THE ENTITY WITH WHICH DFCI IS DOING BUSINESS AND FROM BOARD OR DFCI MANAGEMENT DISCUSSIONS OF SUCH ARRANGEMENT.
FORM 990, PART VI, SECTION B, LINE 15A	PROCESS FOR DETERMINING COMPENSATION OF PRESIDENT PER DFCI'S EXECUTIVE COMPENSATION PHILOSOPHY, ANNUALLY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S (DFCI'S CHIEF EXECUTIVE OFFICER) PERFORMANCE AND MAKES A RECOMMENDATION REGARDING COMPENSATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ACTS ON THE RECOMMENDATION. TO ENSURE COMPLIANCE WITH THE PHILOSOPHY, THE COMPENSATION COMMITTEE BI-ANNUALLY COMMISSIONS AN INDEPENDENT REVIEW BY A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT TO COMPARE SUCH COMPENSATION WITH THAT OF OTHER SIMILARLY SITUATED INDIVIDUALS IN THE HEALTHCARE FIELD IN AND OUTSIDE OF THE REGION. THE DECISION OF THE EXECUTIVE COMMITTEE IS REPORTED TO THE FULL BOARD. THE BOARD COMPLETED THIS PROCESS AS OF SEPTEMBER 2020.
FORM 990, PART VI, SECTION B, LINE 15B	PROCESS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES PER DFCI'S EXECUTIVE COMPENSATION PHILOSOPHY, ANNUALLY THE DFCI PRESIDENT REVIEWS THE PERFORMANCE OF OFFICERS AND KEY EMPLOYEES. THE PRESIDENT MAKES A RECOMMENDATION AS TO THE COMPENSATION OF THOSE INDIVIDUALS WHO ARE DISQUALIFIED PERSONS OF DFCI TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THOSE INDIVIDUALS BASED ON THAT RECOMMENDATION. FOR KEY EMPLOYEES WHO ARE NOT DISQUALIFIED PERSONS, THE PRESIDENT REPORTS TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ON HER DETERMINATION OF COMPENSATION FOR THOSE INDIVIDUALS. TO ENSURE COMPLIANCE WITH THE PHILOSOPHY, THE PRESIDENT AND COMPENSATION COMMITTEE BI-ANNUALLY RECEIVES THE REPORT OF AN INDEPENDENT REVIEW BY A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT TO COMPARE SUCH COMPENSATION WITH THAT OF OTHER SIMILARLY SITUATED INDIVIDUALS IN THE HEALTHCARE FIELD IN AND OUTSIDE OF THE REGION. THE APPROVAL OF THE COMPENSATION COMMITTEE IS REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND TO THE FULL BOARD. THE BOARD COMPLETED THIS PROCESS AS OF SEPTEMBER 2020.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC. GOVERNING DOCUMENTS THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. CONFLICT OF INTEREST POLICY DANA-FARBER CANCER INSTITUTE'S BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS THE ORGANIZATION USES THE SERVICES OF DIGITAL ASSURANCE CERTIFICATION LLC (DAC) TO REPORT ANNUAL AUDITED FINANCIAL STATEMENTS AND OTHER RELEVANT ORGANIZATIONAL INFORMATION AS REQUIRED BY CERTAIN REGULATORY AND TAX LAWS. DAC IS A WEBSITE (WWW.DACBOND.COM) FREE TO THE PUBLIC THAT PUBLISHES TAX-EXEMPT BOND ISSUERS' FINANCIAL AND LEGAL DOCUMENTS SUCH AS THE AUDITED FINANCIAL STATEMENTS. FISCAL YEAR 2016 THROUGH THE LATEST ISSUE DATE OF THE AUDITED FINANCIAL STATEMENTS FOR DANA-FARBER CANCER INSTITUTE, INC. CAN BE FOUND ON THE DAC WEBSITE. ANNUAL AUDITED FINANCIAL STATEMENTS FROM FISCAL YEAR 1998 THROUGH FISCAL YEAR 2015 ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION B, LINE 1	THE AMOUNT PAID TO WALSH BROTHERS, INC. INCLUDED COSTS FOR BUILDING SERVICES AND MATERIALS. HOWEVER, THE ORGANIZATION WAS UNABLE TO OBTAIN INFORMATION TO BREAKOUT THE EXACT AMOUNT FOR MATERIAL COSTS.
FORM 990, PART XI, LINE 9	OTHER CHANGES IN NET ASSETS CHANGE IN INTEREST IN ASSETS HELD BY AFFILIATES $ 576,115,403 CHANGE IN VALUE OF SWAP AGREEMENT $ 13,721,943 PENSION ADJUSTMENT $ 7,027,782 ---------------------- TOTAL OTHER CHANGES IN NET ASSETS $ 596,865,128

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Dana-Farber Cancer Institute Inc

Employer identification number

04-2263040

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) Dana-Farber Global Oncology LLC 450 BROOKLINE AVENUE BP418 BOSTON,MA02215 85-1914853	Int. Oncology	MA	-305,116	3,626,918	DFCI
(2) BINNEY STREET CAPITAL FUND LLC 450 BROOKLINE AVE BP418 BOSTON,MA02215	INVESTMENTS	DE	-457,498	499,998	DFI

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Dana-Farber Inc 450 Brookline Avenue BP418 Boston,MA02215 04-3102433	INVEST. MGMT.	MA	501(c)(3)	12A, TYPE I	DFCI	Yes
(2)Dana-Farber Trust Inc 450 Brookline Avenue BP418 Boston,MA02215 30-0195757	DFCI RE HOLDI	MA	501(c)(3)	12a, type 1	DFCI	Yes
(3)DANA-FARBERMASS GEN BRIGHAM CANCER CARE 450 Brookline Avenue BP418 Boston,MA02215 04-3320640	ONC. RESEARCH	MA	501(c)(3)	12A, type 1	NA		No
(4)RMSA Trust 450 Brookline Avenue BP418 Boston,MA02215 56-2656539	VEBA TRUST	MA	501(c)(9)	N/A	DFCI	Yes
(5)Friends of Dana-Farber Cancer Institute 450 BROOKLINE AVENUE BP418 Boston,MA02215 37-1613621	Fundraising	MA	501(c)(3)	12A, Type I	DFCI	Yes
(6)Dana-FarberChildren's Hosp Cancer Care 450 Brookline Avenue BP418 Boston,MA02215 04-3554536	Pediatric Onc	MA	501(c)(3)	12A, type I	NA		No
(7)Dana-Farber Cancer Care Network Inc 450 Brookline Avenue BP418 Boston,MA02215 46-5138314	ONCOLOGY CARE	MA	501(c)(3)	10	DFCI	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) MGB DF INTL LLC 399 Revolution Dr Ste 645 SOMERVILLE,MA02145 87-1595882	INTL. CONSULTING	DE		NONE	0	0		No	0		No	50.000 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) DANA-FARBER INC	R	176,705,066	CASH
(2) DANA-FARBER INC	S	411,520,290	CASH
(3) FRIENDS OF DANA-FARBER CANCER INSTITUTE INC	O	295,612	ACTUAL EXP
(4) FRIENDS OF DANA-FARBER CANCER INSTITUTE INC	C	637,605	CASH
(5) RMSA TRUST	R	286,572	CASH
(6) DANA-FARBER CANCER CARE NETWORK INC	M	8,928,102	COST
(7) DANA-FARBER CANCER CARE NETWORK INC	P	11,276,983	COST

Schedule R (Form 990) 2020

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2020

Additional Data

Software ID:
Software Version:

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No