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
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 10-01-2023 , and ending 09-30-2024
BCheck if applicable:
CName of organization
Dana-Farber Cancer Institute Inc
 
 
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 $ 3,475,402,876
F Name and address of principal officer:
BENJAMIN EBERT MD PHD PRESIDENT
450 BROOKLINE AVENUE BP418
BOSTON,MA02215
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.DANA-FARBER.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1951
M State of legal domicile: MA
Part I
Summary
Activities & Governance 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 65
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 64
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 9,211
6 Total number of volunteers (estimate if necessary) ............. 6 500
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 41,707
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 24,555
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 761,032,475 779,153,701
9 Program service revenue (Part VIII, line 2g) ......... 2,278,805,851 2,611,491,064
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,887,533 5,694,108
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 342,861,910 75,255,837
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,387,587,769 3,471,594,710
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,080,255 7,580,997
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) 948,622,406 1,082,475,984
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 5,540,361 5,632,350
b Total fundraising expenses (Part IX, column (D), line 25) 50,705,899    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,040,560,837 2,262,455,426
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,002,803,859 3,358,144,757
19 Revenue less expenses. Subtract line 18 from line 12....... 384,783,910 113,449,953
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,735,245,065 5,348,876,627
21 Total liabilities (Part X, line 26)............. 1,374,670,226 1,437,795,236
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,360,574,839 3,911,081,391
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
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
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..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
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 $ 2,230,485,829 including grants of $ 0 ) (Revenue $ 2,611,491,064 )
CLINICAL CARE - SEE SCHEDULE O
4b (Code:   ) (Expenses $ 802,568,927 including grants of $ 0 ) (Revenue $ 0 )
RESEARCH - SEE SCHEDULE O
4c (Code:   ) (Expenses $ 43,367,218 including grants of $ 7,580,997 ) (Revenue $ 0 )
COMMUNITY BENEFITS - SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses3,076,421,974
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
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.............
3
 
No
4
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 IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
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.........................
6
 
No
7
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....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
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..............
9
 
No
10
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 VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
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.
a
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
List of Attached Documents:
// Content
...................
11a
Yes
 
b
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.......
11b
 
No
c
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.......
11c
 
No
d
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 IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
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
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
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
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
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
List of Attached Documents:
// Content
14b
Yes
 
15
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.....
15
 
No
16
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...
16
 
No
17
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
List of Attached Documents:
// Content
17
Yes
 
18
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
List of Attached Documents:
// Content
18
Yes
 
19
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
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
List of Attached Documents:
// Content
22
Yes
 
23
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
List of Attached Documents:
// Content
23
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
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
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 ....
25a
 
No
b
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.......................
25b
 
No
26
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 IIClick to see attachment
List of Attached Documents:
// Content
...........
26
Yes
 
27
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.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
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
List of Attached Documents:
// Content
33
Yes
 
34
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
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
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
List of Attached Documents:
// Content
35b
Yes
 
36
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
List of Attached Documents:
// Content
36
Yes
 
37
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
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
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
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
944
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
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 ..................
2a
9,211
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
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)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: CJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
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? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
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? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
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? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
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
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
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
 
 
b
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
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
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 the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
65
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.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
64
2
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? .................
2
Yes
 
3
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? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
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? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
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.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
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
 
b
Describe on 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
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
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?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on 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
 
No
b
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
17
List the states with which a copy of this Form 990 is required to be filed
CA , FL , GA , AL , IL , KS , KY , LA , MD , MA , MI , MN , MS , NH , NJ , NM , NC , ND , OR , SC , TN , UT , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
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.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MELISSA CHAMMAS450 BROOKLINE AVE BP418   BOSTON,MA02115 (617) 632-3000
Form 990 (2023)
Form 990 (2023)
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.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet 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.

RoundBullet 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 the 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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JOHN J O'CONNOR......................................................................
Trustee & Treasurer (END 1/29/24)
 2.0
.................
3.0 		X   X       0 0 0
(2) JOSHUA BEKENSTEIN......................................................................
Trustee & Chairman
 2.0
.................
3.0 		X   X       0 0 0
(3) Laurie H Glimcher MD......................................................................
Trustee, President & CEO
 44.0
.................
6.0 		X   X       2,105,144 0 354,681
(4) Lori Whelan......................................................................
Trustee, Treasurer (AS OF 1/29/24)
 2.0
.................
3.0 		X   X       0 0 0
(5) Monica Chandra......................................................................
Trustee & Secretary
 1.0
.................
1.0 		X   X       0 0 0
(6) Richard Lubin......................................................................
Trustee & Vice-Chairman
 2.0
.................
0 		X   X       0 0 0
(7) Afsaneh Beschloss......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(8) Alison Jaffe......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(9) Amy Berylson......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(10) Amy Kyle ESQ......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(11) Andrew Janower......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(12) Andrew Kaplan......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(13) Beth Terrana......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(14) Betty Ann Blum......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(15) Bradley Lucas......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(16) Brian Knez......................................................................
Trustee
 1.0
.................
0 		X           0 0 0
(17) Christopher J Hadley......................................................................
Trustee
 1.0
.................
1.0 		X           0 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Demond Martin........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(19) Doug Grip........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(20) Elizabeth Clymer........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(21) Eric Miller........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(22) Eric Schlager........................................................................
Trustee (END 1/29/24)
 1.0
.......................0 		X           0 0 0
(23) Esta Stecher........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(24) Fatima Penrose........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(25) Frank Laukien........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(26) Frederica Williams........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(27) Gary Prado........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(28) Harvey Berger MD........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(29) Hise Gibson........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(30) James McCann........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(31) Jane Brock-Wilson........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(32) Jane Jamieson........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(33) Jennifer Perini........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(34) Jessica Knez Dulac........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(35) Jill Greenthal........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(36) Jodi Walker........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(37) Jose Aguerrevere........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(38) Karen Daley PHD MPH RN FANN........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(39) Karen Hale........................................................................
Trustee (END 4/5/24)
 1.0
.......................0 		X           0 0 0
(40) Karen Linde Packman........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(41) Kate Gulliver........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(42) Kevin DaSilva........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(43) Kimberly Sherman Stamler........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(44) Laura Sen........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(45) Levi Garraway........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(46) Lisa Ferraro........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(47) Louise Svanberg........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(48) Mary Ann Tocio........................................................................
Trustee (END 1/29/24)
 1.0
.......................0 		X           0 0 0
(49) Meg Reynolds........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(50) Michael Eisenson........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(51) Michael Trotsky........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(52) Moria Forbes........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(53) Nancy Gibson........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(54) Nancy Lotane........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(55) Paul Marcus........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(56) Peter Palandjian........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(57) Phillip Gross........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(58) Robert Reynolds........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(59) Robert Sachs........................................................................
Trustee (END 1/29/24)
 1.0
.......................0 		X           0 0 0
(60) Robert Stansky........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(61) Ronald Sullivan........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(62) Sandra Stratford MD........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(63) Stephen Fine........................................................................
Trustee (END 1/29/24)
 1.0
.......................0 		X           0 0 0
(64) Stephen Koster ESQ........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(65) Steven Koppel........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(66) Susan Alexander ESQ........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(67) Susan Poduska........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(68) Sushil Tuli........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(69) Theodore Pasquarello........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(70) Timothy Cohen........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(71) Tracey McCain ESQ........................................................................
Trustee
 1.0
.......................0 		X           0 0 0
(72) Jennifer Willcox ESQ........................................................................
Asst Secretary & General Counsel
 50.0
.......................0 		    X       692,134 0 83,219
(73) Michael L Reney........................................................................
CFO & Assistant Treasurer
 46.0
.......................4.0 		    X       1,098,939 0 50,077
(74) William Hahn MD PHD........................................................................
COO & EVP
 49.0
.......................1.0 		    X       1,299,728 0 50,000
(75) Barrett J Rollins MD PHD........................................................................
Sr. Advisor to President & CEO
 50.0
.......................0 		      X     546,650 0 57,960
(76) Benjamin Ebert MD PhD........................................................................
CHAIR OF MEDICAL ONCOLOGY
 49.0
.......................1.0 		      X     209,100 0 15,127
(77) Craig A Bunnell MD MPH MBA........................................................................
Chief Medical Officer
 50.0
.......................0 		      X     963,956 0 53,398
(78) Jeffrey Meyerhardt MD MPH........................................................................
Chief Clinical Research Officer
 50.0
.......................0 		      X     720,117 0 89,568
(79) Kevin Haigis PHD........................................................................
Chief Scientific Officer
 50.0
.......................0 		      X     667,828 0 50,797
(80) Maria Megdal........................................................................
SVP Chief Administrative Officer
 50.0
.......................0 		      X     670,345 0 68,528
(81) Melany Duval........................................................................
SVP & Chief Philanthropy Officer
 50.0
.......................0 		      X     938,328 0 68,330
(82) Sylvia A Bartel RPh MHP........................................................................
SR. VP of Pharmacy & CPO
 50.0
.......................0 		      X     360,265 0 86,038
(83) Wendy Gettleman........................................................................
VP of Facilities Management & Real Estate
 50.0
.......................0 		      X     389,597 0 89,618
(84) Bruce Johnson MD........................................................................
Sr. Advisor to President & CEO
 49.0
.......................1.0 		        X   749,341 0 73,538
(85) Elizabeth Liebow........................................................................
Former Key Employee
 0.0
.......................0 		        X   1,205,871 0 51,580
(86) Michael Constantine MD........................................................................
Milford Med Dir-Hematology/Oncology
 50.0
.......................0 		        X   800,852 0 89,666
(87) Robert Soiffer MD........................................................................
Chair Executive Committee for Clinical Programs
 50.0
.......................0 		        X   839,239 0 69,055
(88) Scott Armstrong MD PHD........................................................................
Chair of Pediatric Oncology
 50.0
.......................0 		        X   819,691 0 81,122
(89) John O Chesley ESQ........................................................................
Counsel
 0.0
.......................0 		          X 456,000 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 15,533,125 0 1,482,302
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2,568
Yes
No
3
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 ..............
3
Yes
 
4
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...........................
4
Yes
 
5
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 ........
5
 
No
Section B. Independent Contractors
1
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
BRIGHAM AND WOMEN'S HOSPITAL

399 Revolution Drive Ste 645
SOMERVILLE,MA02145 		MEDICAL SERVICES 218,465,038
CARDINAL HEALTH

7611 Brandon Woods Blvd
Baltimore,MD21226 		MEDICAL SERVICES 51,419,215
South Shore Hospital

55 Fogg Rd South
Weymouth,MA02190 		Medical Services 30,341,819
Advanced Accelerator Applications USA Inc

350 Fifth Avenue
New York,NY10118 		Radiotherapy 30,133,420
Cardinal Health 110 Inc

11 Centennial Dr
Peabody,MA019616041 		Medical Services 26,322,891
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 640
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 96,814
b Membership dues..1b  
c Fundraising events..1c 23,200,209
d Related organizations1d 887,893
e Government grants (contributions)1e 190,820,918
f All other contributions, gifts, grants, and similar amounts not included above1f 564,147,867
g Noncash contributions included in lines 1a - 1f:$ 1g 33,140,511
h Total. Add lines 1a-1f....... 779,153,701
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 621110 2,599,181,707 2,599,181,707    
b NETWORK COLLABORATION 900099 9,721,644 9,721,644    
c LINAC 621500 2,587,713 2,587,713    
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 2,611,491,064
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 5,694,108     5,694,108
4 Income from investment of tax-exempt bond proceeds        
5 Royalties........... 63,118,132     63,118,132
(i) Real (ii) Personal
6a Gross rents 6a 1,396,784  
b Less: rental expenses 6b    
c Rental income or (loss) 6c 1,396,784 0
d Net rental income or (loss)....... 1,396,784     1,396,784
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c 0 0
d Net gain or (loss).........        
8a Gross income from fundraising events (not including $ 23,200,209of contributions reported on line 1c). See Part IV, line 18 ....
8a 480,682
b Less: direct expenses ... 8b 3,808,166
c Net income or (loss) from fundraising events.. -3,327,484   -3,327,484
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a FOOD SERVICE REVENUE 722514 5,102,880     5,102,880
b PARKING LOT REVENUE 812930 4,997,539     4,997,539
c BOUTIQUE/GIFT SHOP 456199 1,005,014     1,005,014
d All other revenue .... 2,962,972 0 41,707 2,921,265
e Total. Add lines 11a–11d ...... 14,068,405
12 Total revenue. See instructions..... 3,471,594,710 2,611,491,064 41,707 80,908,238
Form 990 (2023)
Form 990 (2023)
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 .... 4,314,031 4,314,031
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 3,266,966 3,266,966
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 10,662,131 3,467,916 6,255,887 938,328
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 2,411,212 1,955,212 456,000 0
7 Other salaries and wages........ 849,847,817 722,094,797 96,484,783 31,268,237
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 54,571,334 46,008,402 6,526,181 2,036,751
9 Other employee benefits ....... 104,905,987 88,444,912 12,641,789 3,819,286
10 Payroll taxes ........... 60,077,503 50,650,583 7,184,664 2,242,256
11 Fees for services (non-employees):        
a Management ...... 5,597,203 4,927,775 669,214 214
b Legal ......... 19,812,072 11,423,703 8,388,369 0
c Accounting ........... 979,575 0 979,575 0
d Lobbying ........... 764,891 764,891 0 0
e Professional fundraising services. See Part IV, line 17 5,632,350 5,632,350
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 109,902,186 87,633,393 21,520,288 748,505
12 Advertising and promotion .... 10,190,777 7,031,784 2,033,117 1,125,876
13 Office expenses ....... 26,630,397 21,401,140 4,255,319 973,938
14 Information technology ...... 95,779,401 87,697,631 7,931,608 150,162
15 Royalties ..        
16 Occupancy ........... 159,959,259 134,829,329 25,126,261 3,669
17 Travel ............ 12,069,110 10,838,039 1,119,421 111,650
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 4,702,975 1,169,717 2,491,939 1,041,319
20 Interest ........... 26,930,048 26,633,712 296,336 0
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 89,512,612 79,314,907 10,197,705 0
23 Insurance ... 8,660,747 284,665 8,376,082 0
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 1,336,948,205 1,336,948,205 0 0
b MEDICAL SUPPLIES 141,916,291 141,516,183 400,108 0
c OTHER PATIENT CARE EXPENSE 47,110,602 47,110,602 0 0
d BAD DEBT EXPENSE 5,200,375 5,200,375 0 0
e All other expenses 159,788,700 151,493,104 7,682,238 613,358
25 Total functional expenses. Add lines 1 through 24e 3,358,144,757 3,076,421,974 231,016,884 50,705,899
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 (2023)
Form 990 (2023)
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
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 89,329,951 2 81,120,933
3 Pledges and grants receivable, net ...... 86,742,438 3 81,609,743
4 Accounts receivable, net ............. 302,351,892 4 338,818,104
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 .......
479,137 5 488,479
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 ...........   7  
8 Inventories for sale or use ............ 82,174,522 8 87,864,118
9 Prepaid expenses and deferred charges ...... 106,554,859 9 137,272,053
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,281,047,728
b Less: accumulated depreciation 10b 1,295,184,618 933,280,803 10c 985,863,110
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 7,894,580 14 7,894,580
15 Other assets. See Part IV, line 11 ........... 3,126,436,883 15 3,627,945,507
16 Total assets. Add lines 1 through 15 (must equal line 33)... 4,735,245,065 16 5,348,876,627
Liabilities 17 Accounts payable and accrued expenses ..... 212,881,914 17 253,302,762
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 487,342,000 20 479,709,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
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 .. 69,357,000 23 67,364,000
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 605,089,312 25 637,419,474
26 Total liabilities. Add lines 17 through 25.. 1,374,670,226 26 1,437,795,236
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,735,209,356 27 2,005,198,802
28 Net assets with donor restrictions ........... 1,625,365,483 28 1,905,882,589
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 3,360,574,839 32 3,911,081,391
33 Total liabilities and net assets/fund balances ........ 4,735,245,065 33 5,348,876,627
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,471,594,710
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,358,144,757
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
113,449,953
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
3,360,574,839
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
437,056,599
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,911,081,391
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
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:
b
Were the organization’s financial statements audited by an independent accountant?
2b
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:
c
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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
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.
3b
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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
2023
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.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
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:

5
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.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
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.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
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:
10
An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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.)
11
12
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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
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.
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.
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.
d
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.
e
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.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 629,412,126 726,297,460 702,430,542 761,032,475 779,153,701 3,598,326,304
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 3 629,412,126 726,297,460 702,430,542 761,032,475 779,153,701 3,598,326,304
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. 3,598,326,304
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 629,412,126 726,297,460 702,430,542 761,032,475 779,153,701 3,598,326,304
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 52,614,894 113,415,703 44,851,524 334,501,187 70,209,024 615,592,332
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 126,581 93,395 65,661 0 41,707 327,344
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 14,915,439 7,706,225 13,596,972 16,868,465 14,507,380 67,594,481
11 Total support. Add lines 7 through 10 4,281,840,461
12
12
9,684,367,686
13
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
14
14
84.04 %
15
15
82.74 %
16a
33 1/3% support test—2023. 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
b
33 1/3% support test—2022. 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—2023. 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
b
10%-facts-and-circumstances test—2022. 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
18
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) 2023

Schedule A (Form 990) 2023
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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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.)..            
14
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. 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
b
33 1/3 % support tests—2022. 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
20
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) 2023

Schedule A (Form 990) 2023
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
No
1
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.
1
 
 
2
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).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
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.
3b
 
 
c
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.
3c
 
 
4a
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.
4a
 
 
b
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.
4b
 
 
c
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.
4c
 
 
5a
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).
5a
 
 
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
 
7
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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
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.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on 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.
9c
 
 
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
 
 
b
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) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on 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
No
1
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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
Did the activities described on 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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  
7
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) 2023

Schedule A (Form 990) 2023
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 2023 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-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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, Part II, Line 10 Other Income DESCRIPTION - PARKING LOT REVENUE, COLUMN A - 3877282.0, COLUMN B - 3167144.0, COLUMN C - 4721708.0, COLUMN D - 4855402.0, COLUMN E - 4997539.0, COLUMN F - 21619075.0; DESCRIPTION - FOOD SERVICE REVENUE, COLUMN A - 2743883.0, COLUMN B - 2516332.0, COLUMN C - 3633966.0, COLUMN D - 4388191.0, COLUMN E - 5102880.0, COLUMN F - 18385252.0; DESCRIPTION - SURPLUS CAPITAL DISTRIBUTION, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 1820768.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 1820768.0; DESCRIPTION - MISCELLANOUS REVENUE, COLUMN A - 7376177.0, COLUMN B - 1067783.0, COLUMN C - 2815275.0, COLUMN D - 3125300.0, COLUMN E - 2921265.0, COLUMN F - 17305800.0; DESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 270462.0, COLUMN B - 256368.0, COLUMN C - 605255.0, COLUMN D - 499572.0, COLUMN E - 480682.0, COLUMN F - 2112339.0; DESCRIPTION - DISTRIBUTION FROM DFMGBCC, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 4000000.0, COLUMN E - 0.0, COLUMN F - 4000000.0; DESCRIPTION - BOUTIQUE, COLUMN A - 647635.0, COLUMN B - 698598.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 1005014.0, COLUMN F - 2351247.0;
Schedule A (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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






Form 990-PF




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
Special Rules
......... 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Dana-Farber Cancer Institute Inc
  		Employer identification number
04-2263040
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


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
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.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(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? ...................................................................................................................

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) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
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
1
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:
a
Volunteers? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
474,897
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
289,994
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
764,891
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
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
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
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."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
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? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
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). ALSTON & BIRD LLP PROVIDED FEDERAL LEGISLATIVE CONSULTING FOR DFCI. MCDERMOTT, QUILTY & MILLER, LLP PROVIDED STATE LEGISLATIVE AND GOVERNMENT RELATIONS CONSULTING FOR DFCI. CONFERENCE OF BOSTON TEACHING 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) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
1a
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.
b
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 .... 458,787,000 430,270,000 479,196,000 357,421,000 313,020,000
b Contributions ... 21,098,000 18,963,000 29,347,000 14,528,000 21,879,000
c Net investment earnings, gains, and losses 77,016,000 38,462,000 -55,371,000 122,237,000 41,043,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		30,438,000 28,908,000 22,902,000 14,990,000 18,521,000
f Administrative expenses ....          
g End of year balance ...... 526,463,000 458,787,000 430,270,000 479,196,000 357,421,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow61.16 %
c
Term endowment right arrow38.84 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
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 .....   17,067,029 17,067,029
b Buildings ....   1,334,529,745 760,017,552 574,512,193
c Leasehold improvements   371,026,451 180,178,911 190,847,540
d Equipment ....   425,435,621 354,988,155 70,447,466
e Other .....   132,988,882   132,988,882
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 985,863,110
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
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. 3,128,274,514
(2)RIGHT OF USE - NET OPERATING LEASES 342,830,248
(3)RESEARCH RECEIVABLES 86,588,933
(4)MISCELLANEOUS ASSETS 70,251,812
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 3,627,945,507
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  
OPERATING LEASE LIABILITIES 368,294,704
RESEARCH ADVANCES 155,672,652
AMOUNTS DUE THIRD PARTY PAYOR 69,901,190
SWAP VALUATION LIABILITY 22,704,503
MISCELLANEOUS LIABILITIES 18,614,425
PROVISION FOR MEDICAL MALPRACTICE CLAIMS 2,232,000



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 637,419,474
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) 2022

Schedule D (Form 990) 2022
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 Intended 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) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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.
1
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? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
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
Europe (Including Iceland and Greenland) 0 0 Program Services Subcontracted Research 4,127,000
South Asia 0 0 Program Services Subcontracted Research 983,000
East Asia and the Pacific 0 0 Program Services Subcontracted Research 929,000
North America (Canada & Mexico only) 0 0 Program Services Subcontracted Research 842,000
East Asia and the Pacific 0 0 Program Services RESEARCH AND EDUCATION 814,000
South America 0 0 Program Services RESEARCH AND EDUCATION 615,000
Sub-Saharan Africa 0 0 Program Services Subcontracted Research 229,000
Middle East and North Africa 0 0 Program Services RESEARCH AND EDUCATION 81,000
Middle East and North Africa 0 0 Program Services Subcontracted Research 20,000
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 8,640,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 8,640,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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 .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 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) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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). . . . . . . . . . . . . . . . . . . . . . . .
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .
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) .
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0



SCHEDULE G (Form 990)
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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
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?
b
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
 
CX MARKETING LLC
4200 PARLIAMENT PLACE THIRD FLOOR
 
LANHAM, MD20706 		DIRECT MAIL   No 4,932,205 2,604,066 2,328,139
 
CHARLES RIVER INTERACTIVE
900 CHELMSFORD ST TOWER III 10TH FL
 
LOWELL, MA01851 		SOCIAL MEDIA CONSULTING   No   1,507,088 -1,507,088
 
CREATIVE DIRECT RESPONSE
4200 PARLIAMENT PLACE THIRD FLOOR
 
LANHAM, MA20706 		DIRECT MAIL   No   1,292,002 -1,292,002
 
GRENZEBACH GLIER & ASSOC
200 SOUTH MICHICAN AVE STE 210
 
CHICAGO, IL60604 		CONSULTING   No   153,192 -153,192
 
IN VOICES LLC
314 ELLIOT ST
 
MILTON, MA02186 		NEW SPECIAL EVENT AND ONLINE FUNDRAISING STRATEGIES   No   53,000 -53,000
 
HURON CONSULTING GROUP INC
550 W VAN BUREN STREET
 
CHICAGO, IL60607 		CONSULTING   No   23,003 -23,003
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 4,932,205 5,632,351 -700,146
3
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.
CA, CO, CT, FL, GA, AL, HI, IL, KS, KY, LA, ME, AK, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, VA, AR, WA, WV, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
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.









VerticalRevenue
(a) Event #1

BMJF WALK
(event type) 		(b) Event #2

DFMC
(event type) 		(c) Other events

7
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
8,287,160
8,697,499
6,696,232
23,680,891

2
Less: Contributions . . . .
8,119,758
8,602,103
6,478,348
23,200,209
3 Gross income (line 1 minus
line 2) . . . . . .
167,402
95,396
217,884
480,682



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .     1,180 1,180
6 Rent/facility costs . . . . 30,335 151,212 39,231 220,778
7 Food and beverages . . . 57,691 23,346 12,222 93,259
8 Entertainment . . . . 7,618 3,068 30,829 41,515
9 Other direct expenses . . . 1,693,547 892,449 865,438 3,451,434
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 3,808,166
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -3,327,484
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.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
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
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
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 $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
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) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
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
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
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.
3
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.
a
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:
3a
Yes
 
%
b
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: . . . . . . . .
3b
Yes
 
%
c
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.
4
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"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
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? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (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) . . . 		    31,891,759 17,322,223 14,569,536 0.43 %
b Medicaid (from Worksheet 3, column a) . . . . .     179,971,700 128,758,473 51,213,227 1.53 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 211,863,459 146,080,696 65,782,763 1.96 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     11,599,013 0 11,599,013 0.35 %
f Health professions education (from Worksheet 5) . . .     7,823,780 1,422,852 6,400,928 0.19 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     868,261,747 703,385,267 164,876,480 4.92 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     4,119,762 0 4,119,762 0.12 %
j Total. Other Benefits . . 0 0 891,804,302 704,808,119 186,996,183 5.58 %
k Total. Add lines 7d and 7j . 0 0 1,103,667,761 850,888,815 252,778,946 7.54 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other         0 0 %
10 Total 0 0 0 0 0 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
5,200,375
3
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. ......
3
52,004
4
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
5
Enter total revenue received from Medicare (including DSH and IME).....
5
555,850,588
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
625,978,472
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-70,127,884
8
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:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
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 .........................

9b

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) 2023
Schedule H (Form 990) 2023
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) 		Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVE
BOSTON,MA02215
WWW.DANA-FARBER.ORG
2335 		X     X   X        
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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)
DANA-FARBER CANCER INSTITUTE INC
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): 		1
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 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 ................. 5 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.................................. 6a   No
b 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. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.dana-farber.org/community-health/community-health-needs-assessment
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
DANA-FARBER CANCER INSTITUTE INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://dfci.widen.net/s/krrkjnz9sq/financial-assistance-application-2025.pdf
b
https://dfci.widen.net/s/krrkjnz9sq/financial-assistance-application-2025.pdf
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
DANA-FARBER CANCER INSTITUTE INC
Name of hospital facility or letter of facility reporting group  
Yes No
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
DANA-FARBER CANCER INSTITUTE INC
Name of hospital facility or letter of facility reporting group  
Yes No
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Dana-Farber Cancer Institute ("DFCI"). IN 2022, DFCI'S BOARD OF TRUSTEES APPROVED THE 2022-2025 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 2022-2025 CHNA BUILDS OFF PREVIOUS EFFORTS TO GAIN A GREATER UNDERSTANDING OF THE HEALTH ISSUES FACING BOSTON RESIDENTS ACROSS THE CONTINUUM OF CANCER CARE, WITH A FOCUS ON THE CITY OF BOSTON AND DANA-FARBER'S PRIORITY NEIGHBORHOODS FOR COMMUNITY BENEFITS WORK - DORCHESTER, ROXBURY, MISSION HILL, JAMAICA PLAIN, AND MATTAPAN. THE CHNA INTEGRATES KEY FINDINGS FROM THE CITYWIDE CHNA AND DELVES MORE DEEPLY INTO THE NEEDS AND EXPERIENCES OF CANCER PATIENTS, SURVIVORS, AND CAREGIVERS THROUGHOUT THE CANCER CONTINUUM, EXPLORING BEHAVIORS AND HEALTH OUTCOMES AROUND PREVENTION, SCREENING, TREATMENT, AND SURVIVORSHIP USING SOCIAL DETERMINANTS OF HEALTH AND HEALTH EQUITY FRAMEWORKS. THE ONGOING COVID-19 PANDEMIC, WHICH HAS RESULTED IN SIGNIFICANT CHANGES AND INEQUITIES IN HEALTH, THE ECONOMY, AND THE WORKFORCE, HAS BEEN AN IMPORTANT AND EVOLVING BACKDROP TO THIS CHNA. THE PURPOSE OF THE CHNA IS TO ADVANCE COMMUNITY EFFORTS IN 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 DFCI'S COMMUNITY HEALTH INITIATIVES AND COMMUNITY INVESTMENTS. IN ADDITION TO IDENTIFYING BROAD HEALTH ISSUES FACING RESIDENTS, THE 2022-2025 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 (THE COLLABORATIVE) WAS CREATED AND LAUNCHED BY SEVERAL STAKEHOLDERS-COMMUNITY ORGANIZATIONS, HEALTH CENTERS, COMMUNITY DEVELOPMENT CORPORATIONS, HOSPITALS, AND THE BOSTON PUBLIC HEALTH COMMISSION. IN 2019, THE COLLABORATIVE CONDUCTED 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 SEVERAL INSTITUTIONS, ORGANIZATIONS, AND AGENCIES (E.G. IRS REQUIREMENTS FOR NON-PROFIT HOSPITALS, PUBLIC HEALTH ACCREDITATION BOARD FOR HEALTH DEPARTMENTS). DURING THE CITYWIDE CHNA: AS A MEMBER OF THE STEERING COMMITTEE, DANA-FARBER WORKED CLOSELY WITH MEMBERS OF THE COLLABORATIVE TO CONDUCT A ROBUST DATA COLLECTION AND A COMMUNITY ENGAGEMENT PROCESS. THE COVID-19 PANDEMIC PLAYED AN IMPORTANT BACKDROP DURING THE ASSESSMENTS PHASE. THE 2022 CHNA'S ALSO EXPLORED HOW THE PANDEMIC AND RACIAL INJUSTICES HAVE AFFECTED COMMUNITY HEALTH NEEDS. DANA-FARBER IS COMMITTED TO MEETING THE HEALTH NEEDS OF MEDICALLY UNDERSERVED POPULATIONS AND RECOGNIZES THAT MANY OF THE POPULATIONS THAT DANA-FARBER FOCUSED ON IN ITS 2022 CHNA HAVE BEEN DISPROPORTIONATELY IMPACTED BY THE COVID-19 PANDEMIC. GIVEN THE UNPRECEDENTED NATURE OF THE COVID-19 PANDEMIC, IT IS CRITICAL NOW, MORE THAN EVER, TO UNDERSTAND COMMUNITY NEEDS, EXPERIENCES, AND OPPORTUNITIES FOR THE FUTURE. SECONDARY DATA FOR THIS REPORT COME FROM A VARIETY OF SOURCES. DATA SOURCES INCLUDE THE BOSTON BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY (BBRFSS), THE U.S. CENSUS, THE MASSACHUSETTS CANCER REGISTRY, AND VITAL RECORDS. AS PART OF THE BBRFSS, A SEPARATE COVID-19 HEALTH EQUITY SURVEY WAS CONDUCTED IN DECEMBER 2020/JANUARY 2021 BY THE BOSTON PUBLIC HEALTH COMMISSION TO BETTER UNDERSTAND EXPERIENCES AMONG RESIDENTS WHO HAVE BEEN MOST IMPACTED BY THE PANDEMIC. DATA FROM THIS COVID-19 HEALTH EQUITY SURVEY ARE ALSO INCLUDED IN THIS REPORT. THE RESEARCH AND EVALUATION OFFICE AT THE BOSTON PUBLIC HEALTH COMMISSION CONDUCTED THE DATA ANALYSIS FOR NEARLY ALL THE SECONDARY DATA ON HEALTH INDICATORS IN THIS REPORT (E.G., LIFESTYLE BEHAVIORS, SCREENING BEHAVIORS, CANCER INCIDENCE, CANCER MORTALITY). ANALYSES ARE PRESENTED AS FREQUENCIES (PERCENTAGES) AND RATES THROUGHOUT THE REPORT. ADDITIONAL DATA SOURCES INCLUDE PRESENTATIONS AND REPORTS REGARDING THE SOCIAL DETERMINANTS OF HEALTH, HEALTH OUTCOMES, AND HEALTH CARE EXPERIENCES FOR SEVERAL COMMUNITIES OF COLOR AND SEXUAL AND GENDER MINORITY POPULATIONS. THESE SOURCES INCLUDE: A 2022 PRESENTATION BY DR. DON S. DIZON, "DON'T ASK, CAN'T COUNT. ADDRESSING THE INVISIBILITY OF THE SGM COMMUNITY ACROSS THE CANCER TRAJECTORY EXPERIENCE FENWAY HEALTH AND BLACK BOSTON COVID-19 COALITION 2022 REPORT, "LEARNING FROM BOSTON'S BLACK COMMUNITY WHAT SUPPORTS ITS HEALTH, RESILIENCE, AND WELLBEING" (REFERRED TO HEREAFTER AS THE "BLACK BOSTON 2022 REPORT"); AND THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH'S WOMEN'S HEALTH NETWORK 2019 REPORT, "ASSESSMENT OF COLORECTAL CANCER SCREENING ATTITUDES AND PRACTICES AMONG THE ASIAN COMMUNITY IN MASSACHUSETTS."
Schedule H, Part V, Section B, Line 5 Facility , 2 Facility , 2 - Dana-Farber Cancer Institute ("DFCI"). DANA-FARBER DESIGNED A QUALITATIVE KEY INFORMANT SURVEY. THIS SURVEY WAS FIELDED WITH CANCER SURVIVORS AND REPRESENTATIVES FROM ORGANIZATIONS THAT SERVE INDIVIDUALS ACROSS THE CANCER CONTINUUM. THE SURVEY AIMED TO UNDERSTAND THEIR EXPERIENCES WITH CANCER PREVENTION, CANCER CARE, AND SURVIVORSHIP; RECOMMENDATIONS FOR CANCER AND CHRONIC DISEASE PREVENTION SERVICES AND RESOURCES; THE INFLUENCE OF THE COVID-19 PANDEMIC ON ACCESS TO CANCER SCREENING AND HEALTH CARE; POTENTIAL FACILITATORS TO INCREASE CANCER SCREENING; AND RECOMMENDATIONS FOR ADDRESSING GAPS IN SERVICES AND RESOURCES FOR CANCER SURVIVORS. OF 27 PEOPLE CONTACTED, A TOTAL OF 13 CANCER SURVIVORS AND COMMUNITY STAKEHOLDERS REPRESENTING COMMUNITY-BASED, PUBLIC HEALTH, AND HEALTH CARE ORGANIZATIONS COMPLETED THIS QUALITATIVE SURVEY. DFCI WORKED WITH A VARIETY OF PARTNERS TO GATHER PRIMARY QUALITATIVE DATA THROUGH FOCUS GROUPS AND INTERVIEW DISCUSSIONS. DFCI MADE A CONCERTED EFFORT TO ENGAGE WITH POPULATIONS AND COMMUNITIES THAT HAVE BEEN HISTORICALLY MARGINALIZED. ALTOGETHER, 8 FOCUS GROUPS WITH 69 PARTICIPANTS (CAREGIVERS, PATIENTS/SURVIVORS) AND 4 INTERVIEW DISCUSSIONS WERE CONDUCTED SPECIFICALLY FOR ITS CHNA. KEY THEMES FROM TWO ADDITIONAL DATA SOURCES WERE ALSO ANALYZED AND ARE INCORPORATED INTO THIS CHNA. FIRST, THE BOSTON BREAST CANCER EQUITY COALITION (BBCEC) SHARED KEY THEMES FROM 9 INTERVIEWS CONDUCTED WITH SMALL, LOCAL NON-PROFIT ORGANIZATIONS WHO SUPPORT BIPOC COMMUNITIES. SECOND, THE BOSTON PUBLIC HEALTH COMMISSION ALSO SHARED KEY FINDINGS FROM A FOCUS GROUP CONDUCTED WITH THEIR 10-MEMBER RACIAL HEALTH EQUITY ADVISORY COMMITTEE (RHEAC) TO GARNER INPUT TO INFORM THE CREATION OF A LUNG CANCER COMMUNICATION CAMPAIGN. THIS REPORT ALSO INTEGRATES FINDINGS FROM DATA COLLECTED AS PART OF THE 2022 BOSTON CHNA-CHIP COLLABORATIVE'S PROCESS. THE COLLABORATIVE'S COMMUNITY ENGAGEMENT WORK GROUP FACILITATED 29 VIRTUAL AND IN-PERSON FOCUS GROUP DISCUSSIONS WITH A TOTAL OF 309 RESIDENTS WHO HAVE BEEN DISPROPORTIONATELY BURDENED BY SOCIAL, ECONOMIC, AND HEALTH CHALLENGES INCLUDING: YOUTH AND ADOLESCENTS, OLDER ADULTS, PERSONS WITH DISABILITIES, LOW-RESOURCED INDIVIDUALS AND FAMILIES, LGBTQIA+ POPULATIONS, RACIALLY/ETHNICALLY DIVERSE POPULATIONS (E.G., AFRICAN AMERICAN, LATINO, HAITIAN, CAPE VERDEAN, VIETNAMESE, CHINESE), LIMITED-ENGLISH SPEAKERS, IMMIGRANT AND ASYLEE COMMUNITIES, FAMILIES AFFECTED BY INCARCERATION AND/OR VIOLENCE, AND VETERANS. SOME FOCUS GROUPS WERE CONDUCTED IN LANGUAGES OTHER THAN ENGLISH, INCLUDING SPANISH, CHINESE, AND VIETNAMESE. COLLABORATIVE MEMBERS ALSO CONDUCTED KEY INFORMANT INTERVIEWS WITH 62 INDIVIDUALS. THESE INTERVIEWEES INCLUDED LEADERS AND STAFF FROM PUBLIC HEALTH, HEALTH CARE, BEHAVIORAL HEALTH, THE FAITH COMMUNITY, IMMIGRANT SERVICES, HOUSING ORGANIZATIONS, ECONOMIC DEVELOPMENT, COMMUNITY DEVELOPMENT, RACIAL JUSTICE ORGANIZATIONS, SOCIAL SERVICE ORGANIZATIONS, EDUCATION, COMMUNITY COALITIONS, THE BUSINESS COMMUNITY, CHILDCARE CENTERS, ELECTED GOVERNMENT OFFICES, AND OTHERS. THE STRATEGIES AND GOALS OUTLINED IN OUR 2022-2025 CHNA IMPLEMENTATION PLAN ARE A NATURAL CONTINUATION OF THE EFFORTS IDENTIFIED IN OUR 2020-2023 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.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Dana-Farber Cancer Institute ("DFCI"). DFCI CAPTURED AND ADDRESSED ALL THE NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) 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. CANCER REMAINS A LEADING CAUSE OF DEATH IN BOSTON. WHILE THE CHNA FINDINGS INDICATE THAT COLLECTIVE EFFORTS TO ADVANCE CANCER SCREENING AND PREVENTION ARE MAKING A DIFFERENCE, THE OVERALL BURDEN OF CANCER ACROSS ALL TYPES IS SIGNIFICANT AND MORE EFFORT IS NEEDED TO REDUCE THE CANCER BURDEN AND ADDRESS DISPARITIES. DANA-FARBER RECOGNIZES THAT OUR EFFORTS MUST GO BEYOND CANCER CARE AND TREATMENT, AND AS SUCH, WE WILL CONTINUE OUR UNWAVERING COMMITMENT TO REDUCING THE CANCER BURDEN AND PROMOTING SURVIVORSHIP. WE REMAIN COMMITTED TO EDUCATING THE COMMUNITY AND RAISING AWARENESS ABOUT THE IMPORTANCE OF CANCER PREVENTION, OUTREACH, SCREENING, EARLY DETECTION, CLINICAL TRIALS AND SURVIVORSHIP. IN ADDITION, WE WILL CONTINUE TO CONDUCT A BROAD SCOPE OF COMMUNITY-BASED RESEARCH AND EVIDENCE-BASED INTERVENTIONS THROUGH COLLABORATIVE WORK IN LOCAL NEIGHBORHOODS AND THROUGHOUT THE REGION. 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, WHICH 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. WE WORK ON THESE BROADER ISSUES BY ADVOCATING AND BY PARTNERING WITH LOCAL COALITIONS AND COMMUNITY-BASED ORGANIZATIONS SUCH AS THE MASS HEALTH EQUITY COMPACT LED BY THE MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS. SIGNIFICANT PROGRESS HAS BEEN MADE IN ADVANCING THE GOALS SET IN OUR 2020-2023 CHNA IMPLEMENTATION PLAN. SUMMARIZED BELOW ARE EXAMPLES OF KEY ACCOMPLISHMENTS FROM THE PAST THREE YEARS, WHICH DEMONSTRATE THE COLLECTIVE IMPACT OF OUR WORK. OUR IMPACT IS GREATLY STRENGTHENED BY EMBEDDING PROGRAMMING AND SERVICES INTO THE FABRIC OF THE COMMUNITIES WE SERVE. * LAUNCHED NEW STATE OF THE ART MOBILE MAMMOGRAPHY VAN EQUIPPED WITH NEW TOMOSYNTHESIS IMAGING TECHNOLOGY. * PROVIDED 4,029 MAMMOGRAMS ON DANA-FARBER'S MAMMOGRAPHY VAN AND 1,735 MAMMOGRAMS AT DANA-FARBER'S MAMMOGRAPHY SUITE AT WHITTIER STREET HEALTH CENTER IN ROXBURY. * SUCCESSFULLY LAUNCHED NEW COMMUNITY-FACING PATIENT NAVIGATION PROGRAM, WHICH WAS PILOTED IN THE BREAST, THORACIC, AND GASTROINTESTINAL DISEASE CENTERS AND WILL BE EMBEDDED INTO ALL MAJOR CLINICAL AREAS AT DANA-FARBER. * AWARDED THE FIRST ROUND OF FUNDING FOR DANA-FARBER'S ACCESS TO SERVICES GRANTS TO 12 NONPROFIT ORGANIZATIONS IN GREATER BOSTON AND COMMITTED $1 MILLION DOLLARS TO THE HEALTHY NEIGHBORHOODS EQUITY FUND TO ADDRESS HOUSING NEEDS IN GREATER BOSTON. * COMMITTED $500K TO HEALTHY RETAIL & COMMERCE FUND TO SUPPORT HEALTHY FOOD ACCESS AND $250K TO THE BOSTON LOCAL INITIATIVES SUPPORT CORPORATION (LISC BOSTON) SMALL BUSINESS GROWTH FUND TO SUPPORT ECONOMIC EMPOWERMENT AND GROW BUSINESSES OWNED BY BLACK, LATINO, AND INDIGENOUS ENTREPRENEURS AND OTHER PEOPLE OF COLOR. * CONTINUED TO PROVIDE STREAMLINED DIAGNOSIS, TREATMENT, AND EDUCATION FOR MEDICALLY UNDERSERVED PATIENTS WITH SUSPECTED MALIGNANCIES THROUGHOUT THE CONTINUUM OF CARE THROUGH DANA-FARBER'S CANCER CARE EQUITY PROGRAM (CCEP) AT FEDERALLY QUALIFIED COMMUNITY HEALTH CENTERS. SINCE PROGRAM INCEPTION IN 2012, THE PROGRAM HAS SEEN OVER 692 PATIENTS AS NEW CONSULTS AND 507 PATIENTS IN FOLLOW-UP VISITS. * PROVIDED 348 INDIVIDUAL TOBACCO CESSATION COUNSELING SESSIONS TO 126 PATIENTS. * 104 PARTICIPANTS (84%) REPORTED THAT THEY WERE ABLE TO REDUCE THEIR TOTAL NUMBER OF CIGARETTES SMOKED PER DAY, AND 37 (28%) REPORTED BEING ABLE TO QUIT COMPLETELY. PROVIDED NICOTINE REPLACEMENT THERAPY (NICOTINE PATCHES AND LOZENGES) AND GIFT CARDS TO 49 GIFT PATIENTS ENROLLED IN THE SMOKING CESSATION PROGRAM TO ENCOURAGE INDIVIDUALS TO REDUCE THEIR TOBACCO USAGE AND QUIT SMOKING. * ENGAGED 2,233 RESIDENTS IN SUN SAFETY EDUCATION AND SKIN CANCER SCREENING. MADE CALLS TO 264 PARTICIPANTS FOR FOLLOW-UP, WITH 128 REFERRED FOR BIOPSY. * CONTINUED TO LEAD STATEWIDE MASSACHUSETTS HPV COALITION IN PARTNERSHIP WITH TEAM MAUREEN. LAUNCHED UPDATED DENTAL TOOLKIT, AVAILABLE IN 7 LANGUAGES. CONVENED APPROXIMATELY 250 MEDICAL AND DENTAL PROVIDERS, PUBLIC HEALTH PROFESSIONALS, AND COMMUNITY ADVOCATES THROUGH ANNUAL HPV-RELATED CANCER SUMMIT TO DISSEMINATE LATEST RESEARCH AND BEST PRACTICES. * PARTNERED WITH UNION CAPITAL BOSTON AND THE DANA-FARBER/HARVARD CANCER CENTER TO ENGAGE OVER 800 COMMUNITY RESIDENTS THROUGH VIRTUAL EDUCATION NIGHTS FOCUSED ON CANCER PREVENTION TOPICS. DANA-FARBER CANCER INSTITUTE |COMMUNITY HEALTH IMPLEMENTATION PLAN 9. * LAUNCHED A NEW PARTNERSHIP WITH MYHEALTHFAIR.ORG TO INCREASE VIRTUAL EDUCATION AND OUTREACH WITH THE LOCAL SPANISH-SPEAKING COMMUNITY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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 MEDICAL CENTER
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 S
TE B
LONDONDERRY,NH03053 		SATELLITE
6 DFCI AT ST ELIZABETH'S MEDICAL CNTR
CUSHING PAVILION 736 CAMBRIDGE STRE
ET
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 DANA-FARBER CANCER INSTITUTE - FOXBOROUGH
22 PATRIOT PLACE
FOXBOROUGH,MA02035 		SATELLITE
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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
Schedule H, Part I, Line 3c Patient education of eligibility for assistance IN ADDITION TO DETERMINING ELIGIBILITY FOR DISCOUNTED CARE BASED ON FAMILY INCOME, DFCI OFFERS ASSISTANCE TO PATIENTS WHO HAVE EXCESSIVE MEDICAL BILLS (EXCEEDING 30-40% OF FAMILY INCOME).
Schedule H, Part I, Line 6a Community information THE COMMUNITY BENEFIT REPORT WAS COMPLETED BY DFCI AND IS ANNUALLY PROVIDED TO THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE, WHERE IT IS THEN MADE PUBLIC ON ITS WEBSITE.
Schedule H, Part I, Line 7 State filing of community benefit report 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.
Schedule H, Part V SECTION A & D DFCI'S MAIN CAMPUS IS LOCATED 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 - FOXBOROUGH, 22 PATRIOT PLACE, FOXBOROUGH, MA, 02035 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 03053.
Schedule H, Part III Section A, Lines 2 and 3 - Bad Debt Expense 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. 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.
Schedule H, Part V, Section B, Line 20d Billing and collections DANA-FARBER DOES NOT ENGAGE IN PRESUMPTIVE ELIGIBILITY FOR ITS PATIENT FINANCIAL ASSISTANCE POLICY (FAP). THROUGH ITS PARTICIPATION IN THE MASSACHUSETTS HEALTH SAFETY NET, THE STATE SPONSORED UNCOMPENSATED PROGRAM, DANA-FARBER FIRST RELIES ON DEMONSTRATION OF INELIGIBILITY FOR MASSHEALTH PROGRAMS, SUCH AS HEALTH SAFETY NET, OR SIMILAR OUT OF STATE MEDICAID PROGRAMS, FROM PATIENTS APPLYING FOR ASSISTANCE. UPON DETERMINATION BY THE STATE AGENCY, DANA-FARBER WILL CONSIDER EACH CASE INDIVIDUALLY AND RELIES ON THE COMPLETION OF THE PATIENT FINANCIAL ASSISTANCE APPLICATION ("PFA APPLICATION") AND PROVISION OF NECESSARY SUPPORTING DOCUMENTATION.
Schedule H, Part V, Section B, Line 22 Charges to FAP eligible individuals 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 FY24, 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 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, Part I, Line 6a Community benefit report prepared by related organization DANA-FARBER CANCER INSTITUTE ("DFCI")
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 5200375
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote 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.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs 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 $70,127,884 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.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance 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.
Schedule H, Part V, Section B, Line 16a FAP website - DANA-FARBER CANCER INSTITUTE, INC.: Line 16a URL: https://dfci.widen.net/s/krrkjnz9sq/financial-assistance-application-2025.pdf;
Schedule H, Part V, Section B, Line 16b FAP Application website - DANA-FARBER CANCER INSTITUTE, INC.: Line 16b URL: https://dfci.widen.net/s/krrkjnz9sq/financial-assistance-application-2025.pdf;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - DANA-FARBER CANCER INSTITUTE, INC.: Line 16c URL: https://dfci.widen.net/s/krrkjnz9sq/financial-assistance-application-2025.pdf;
Schedule H, Part VI, Line 2 Needs assessment 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.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance 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 SERVES, 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.
Schedule H, Part VI, Line 4 Community information DANA-FARBER SERVES THE COMMUNITY OF EASTERN MASSACHUSETTS AND NEW ENGLAND, INCLUDING THE COMMUNITIES SURROUNDING ITS PRIMARY LOCATION IN BOSTON AND ITS SATELLITE LOCATIONS IN MILFORD, MASSACHUSETTS, WEYMOUTH, MASSACHUSETTS, BRIGHTON, MASSACHUSETTS, NEWTON, MASSACHUSETTS, METHUEN, MASSACHUSETTS, FOXBOROUGH, MASSACHUSETTS AND LONDONDERRY, NEW HAMPSHIRE. DANA-FARBER'S COMMUNITY INCLUDES ADULTS AND CHILDREN WITH CANCER OR AT RISK OF DEVELOPING CANCER, AND THEIR FAMILIES. DANA-FARBER 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 DANA-FARBER 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 DEMOGRAPHIC MAKEUP OF DFCI'S PRIORITY NEIGHBORHOOD, WITH NEARLY THREE-QUARTERS OF MATTAPAN RESIDENTS AND HALF OF ROXBURY RESIDENTS IDENTIFYING AS BLACK OR AFRICAN AMERICAN. AMONG DANA-FARBER'S 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 DANA-FARBER'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 DANA-FARBER'S PRIORITY NEIGHBORHOODS, ROXBURY AND MATTAPAN, ARE MORE LIKELY TO HAVE A GREATER POPULATION AT THE LOWER END OF THE INCOME SPECTRUM. RESIDENTS IN DANA-FARBER'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, ALLSTON/BRIGHTON, MILFORD, AND FOXBOROUGH, 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 ALLSTON/BRIGHTON AREA.
Schedule H, Part VI, Line 5 Promotion of community health DANA-FARBER'S 2022-2025 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://dfci.widen.net/s/rgj28wdsgj/cancer-chna-report-2022.pdf IMPLEMENTATION PLAN - https://dfci.widen.net/s/lkdq7ffjgz/community-health-implementation-plan-2022-25.pdf IN ADDITION, DFCI FURTHERS ITS EXEMPT PURPOSES BY PROMOTING THE HEALTH OF THE COMMUNITY THROUGH DEVOTING THE VAST MAJORITY OF ITS SURPLUS FUNDS TO INSTITUTIONAL SUPPORTED RESEARCH (140 MILLION), BY PROVIDING FINANCIAL ASSISTANCE TO PATIENTS UNABLE TO AFFORD CARE AND BY MAINTAINING A COMMUNITY BOARD.
Schedule H, Part VI, Line 7 State filing of community benefit report MA
Schedule H (Form 990) 2023
Additional Data


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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
2023
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
1
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? ........................
2
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 (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) CITY OF BOSTON
City Hall Plaza
Boston,MA02114 		04-6001380 115 1,651,544       Community Support
(2) HARVARD UNIVERSITY
60 Oxford St
Cambridge,MA02138 		04-2103580 501(c)(3) 1,433,691       Cancer Research and Development
(3) Alternative for Community and Environment with MPHA
2201 Washington St
Ste 302
Roxbury,MA02119 		04-3228509 501(c)(3) 200,000       Community Support
(4) FamilyAid Boston
3815 Washington St
Boston,MA02130 		04-2105756 501(c)(3) 181,362       Community Support
(5) BOSTON ATHLETIC ASSOCIATION
40 TRINITY PLACE 4TH FL
BOSTON,MA02216 		04-6111707 501(c)(3) 130,000       Community Support
(6) Green Roots
90 Everett Ave 3rd FL
STE 10
Chelsea,MA02150 		81-2718273 501(c)(3) 100,000       Community Support
(7) Project Bread
145 Border St
East Boston,MA02128 		04-2931195 501(c)(3) 99,834       Community Support
(8) FRIENDS OF DANA FARBER
450 Brookline Ave
Boston,MA02215 		37-1613621 501(c)(3) 50,000       Cancer Research and Development
(9) LEUKEMIA & LYMPHOMA SOCIETY INC
1311 Mamaroneck Ave
WHITE PLANES,NY10605 		13-5644916 501(c)(3) 50,000       Cancer Research and Development
(10) TEAM MAUREEN
PO Box 422
NORTH Falmouth,MA021203400 		45-2473500 501(c)(3) 30,000       Community Support
(11) PROSTATE HEALTH EDUCATION NETWORK INC
500 Victory Rd 4Th Fl
Quincy,MA02453 		33-1042404 501(c)(3) 30,000       Cancer Research and Development
(12) ONCOLOGY NURSING FOUNDATION
125 ENTERPRISE DRIVE
PITTSBURGH,PA15275 		25-1410081 501(c)(3) 21,000       Cancer Research and Development
(13) ROXBURY COMMUNITY COLLEGE FOUNDATION
1234 COLUMBUS AVE
ROXBURY,MA021203400 		22-2536037 501(c)(3) 15,000       Community Support
(14) THE BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH ST
8TH FL
NEW YORK,NY10022 		13-3727250 501(c)(3) 15,000       Cancer Research and Development
(15) ELLIE FUND INC
200 RESERVOIR ST STE 300
NEEDHAM,MA02494 		04-3280390 501(c)(3) 12,500       Community Support
(16) 2LIFE COMMUNITIES INC
30 WALLINGFORD RD
BRIGHTON,MA021354753 		04-2478888 501(c)(3) 10,000       Community Support
(17) AMERICAN CANCER SOCIETY
250 Williams St
Atlanta,GA30303 		13-1788491 501(c)(3) 10,000       Cancer Research and Development
(18) CANCER RESEARCH INSTITUTE
29 Broadway 4th Floor
New York,NY10006 		13-1837442 501(c)(3) 10,000       Cancer Research and Development
(19) CRISTO REY BOSTON HIGH SCHOOL INC
100 SAVIN HILL AVENUE
BOSTON,MA02125 		56-2438544 501(c)(3) 10,000       Community Support
(20) FORCE FACING OUR RISK OF CANCER EMPOWERED
16057 TAMPA PALMS BLVD W PMB 373
TAMPA,FL33647 		65-0927702 501(c)(3) 10,000       Community Support
(21) JOE ANDRUZZI FOUNDATION INC
49 PLAIN ST
NORTH ATTLEBORO,MA02760 		25-2017043 501(c)(3) 10,000       Cancer Research and Development
(22) MASSACHUSETTS LEAGUE OF COMMUNITY
40 COURT ST 10TH FL
BOSTON,MA02108 		04-2507409 501(c)(3) 10,000       Community Support
(23) NEHI INC
50 MILK ST 16TH FL
BOSTON,MA02109 		01-0624865 501(c)(3) 10,000       Community Support
(24) SUMMER SEARCH
304 12TH ST STE 4A
OAKLAND,CA94607 		68-0200138 501(c)(3) 10,000       Community Support
(25) SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL RD
DALLAS,TX75380 		75-1835298 501(c)(3) 10,000       Cancer Research and Development
(26) UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NW
WASHINGTON,DC20001 		13-1624241 501(c)(3) 10,000       Community Support
(27) BOYS & GIRLS CLUB OF BOSTON
200 High St Ste 3B
BOSTON,MA02110 		04-2103922 501(c)(3) 7,500       Community Support
(28) MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
50 FEDERAL ST 8TH FL
BOSTON,MA02110 		04-2326503 501(c)(3) 7,500       Community Support
(29) NATIONAL CANCER CENTER INC
400 MONTAUK HIGHWAY 100
WEST ISLIP,NY11795 		13-1919715 501(c)(3) 7,000       Cancer Research and Development
(30) HEALTH CARE FOR ALL
30 WINTER ST
BOSTON,MA02108 		04-3071598 501(c)(3) 6,000       Community Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
29
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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 856 910,218     Miscellaneous
(2) Patient Assistance 3295   2,356,748 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 use of grant funds. 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) 2023



Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Dana-Farber Cancer Institute Inc
 
Employer identification number

04-2263040
Part I
Questions Regarding Compensation
Yes
No
1a
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.
b
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 .....
1b
Yes
 
2
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? ....
2
 
No
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
Yes
 
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Laurie H Glimcher MD
Trustee, President & CEO 		(i)

(ii)		 1,413,095
-------------
0 		540,784
-------------
0 		151,265
-------------
0 		336,307
-------------
0 		18,374
-------------
0 		2,459,825
-------------
0 		0
-------------
0
2John O Chesley ESQ
Counsel 		(i)

(ii)		 416,000
-------------
0 		40,000
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		456,000
-------------
0 		0
-------------
0
3William Hahn MD PHD
COO & EVP 		(i)

(ii)		 946,800
-------------
0 		270,701
-------------
0 		82,227
-------------
0 		46,440
-------------
0 		3,560
-------------
0 		1,349,728
-------------
0 		0
-------------
0
4Michael L Reney
CFO & Assistant Treasurer 		(i)

(ii)		 804,672
-------------
0 		229,890
-------------
0 		64,377
-------------
0 		46,439
-------------
0 		3,638
-------------
0 		1,149,016
-------------
0 		0
-------------
0
5Jennifer Willcox ESQ
Asst Secretary & General Counsel 		(i)

(ii)		 602,917
-------------
0 		38,871
-------------
0 		50,346
-------------
0 		48,450
-------------
0 		34,769
-------------
0 		775,353
-------------
0 		0
-------------
0
6Sylvia A Bartel RPh MHP
SR. VP of Pharmacy & CPO 		(i)

(ii)		 323,377
-------------
0 		33,279
-------------
0 		3,609
-------------
0 		46,440
-------------
0 		39,598
-------------
0 		446,303
-------------
0 		0
-------------
0
7Craig A Bunnell MD MPH MBA
Chief Medical Officer 		(i)

(ii)		 743,304
-------------
0 		145,018
-------------
0 		75,634
-------------
0 		46,440
-------------
0 		6,958
-------------
0 		1,017,354
-------------
0 		0
-------------
0
8Melany Duval
SVP & Chief Philanthropy Officer 		(i)

(ii)		 740,190
-------------
0 		141,508
-------------
0 		56,630
-------------
0 		46,440
-------------
0 		21,890
-------------
0 		1,006,658
-------------
0 		0
-------------
0
9Benjamin Ebert MD PhD
CHAIR OF MEDICAL ONCOLOGY 		(i)

(ii)		 107,371
-------------
0 		0
-------------
0 		101,729
-------------
0 		11,858
-------------
0 		3,269
-------------
0 		224,227
-------------
0 		0
-------------
0
10Wendy Gettleman
VP of Facilities Management & Real Estate 		(i)

(ii)		 351,671
-------------
0 		35,371
-------------
0 		2,555
-------------
0 		46,011
-------------
0 		43,607
-------------
0 		479,215
-------------
0 		0
-------------
0
11Kevin Haigis PHD
Chief Scientific Officer 		(i)

(ii)		 536,718
-------------
0 		102,595
-------------
0 		28,515
-------------
0 		46,440
-------------
0 		4,357
-------------
0 		718,625
-------------
0 		0
-------------
0
12Maria Megdal
SVP Chief Administrative Officer 		(i)

(ii)		 537,124
-------------
0 		102,907
-------------
0 		30,314
-------------
0 		46,440
-------------
0 		22,088
-------------
0 		738,873
-------------
0 		0
-------------
0
13Jeffrey Meyerhardt MD MPH
Chief Clinical Research Officer 		(i)

(ii)		 554,093
-------------
0 		124,366
-------------
0 		41,658
-------------
0 		46,440
-------------
0 		43,128
-------------
0 		809,685
-------------
0 		0
-------------
0
14Barrett J Rollins MD PHD
Sr. Advisor to President & CEO 		(i)

(ii)		 512,515
-------------
0 		0
-------------
0 		34,135
-------------
0 		46,440
-------------
0 		11,520
-------------
0 		604,610
-------------
0 		0
-------------
0
15Scott Armstrong MD PHD
Chair of Pediatric Oncology 		(i)

(ii)		 632,226
-------------
0 		121,650
-------------
0 		65,815
-------------
0 		46,440
-------------
0 		34,682
-------------
0 		900,813
-------------
0 		0
-------------
0
16Michael Constantine MD
Milford Med Dir-Hematology/Oncology 		(i)

(ii)		 698,250
-------------
0 		45,603
-------------
0 		56,999
-------------
0 		46,440
-------------
0 		43,226
-------------
0 		890,518
-------------
0 		0
-------------
0
17Bruce Johnson MD
Sr. Advisor to President & CEO 		(i)

(ii)		 566,358
-------------
0 		126,473
-------------
0 		56,510
-------------
0 		46,146
-------------
0 		27,392
-------------
0 		822,879
-------------
0 		0
-------------
0
18Elizabeth Liebow
Former Key Employee 		(i)

(ii)		 251,819
-------------
0 		83,157
-------------
0 		870,895
-------------
0 		34,471
-------------
0 		17,109
-------------
0 		1,257,451
-------------
0 		0
-------------
0
19Robert Soiffer MD
Chair Executive Committee for Clinical Programs 		(i)

(ii)		 622,510
-------------
0 		162,977
-------------
0 		53,752
-------------
0 		46,440
-------------
0 		22,615
-------------
0 		908,294
-------------
0 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 1a Tax indemnification and gross-up payments FOR THE FOLLOWING, BENEFITS REPORTED IN PART VII INCLUDES GROSS-UP PAYMENTS FOR AN EMPLOYEE RECOGNITION PROGRAM AWARD: 5 KEY EMPLOYEES 3 OFFICERS 1 HIGHEST-COMPENSATED EMPLOYEES
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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): Laurie Glimcher, MD - $136,433 William Hahn, MD, Ph.D - $77,325 Michael Reney - $59,475 Craig A. Bunnell, MD - $52,110 Melany Duval - $51,728 Michael Constantine, MD - $47,475 Scott Armstrong, MD - $38,700 Robert Soiffer, MD - $37,113 Bruce Johnson, MD - $30,269 Jeffrey Meyerhardt, MD - $29,453 Maria Megdal - $26,382 Kevin Haigis, Ph.D - $26,177 Barrett J. Rollins, MD, Ph.D - $22,983
Schedule J, Part I, Line 7 Non-fixed payments DURING THE YEAR, THE CEO, COO, CFO, GENERAL COUNSEL, 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. 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 LOAN FORGIVENESS AND CURRENT YEAR VESTING AMOUNTS IN DANA-FARBER INSTITUTE'S SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN.
Schedule J (Form 990) 2023

Additional Data


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Software Version: 2023v6.0

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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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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
Yes No Yes No Yes No
A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814   08-03-2015 92,500,000 THE BOND ISSUE WAS USED TO REFUND SERIES L-1 BONDS ISSUED ON 5/22/2008.   X   X   X
B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814 05758XNZ0 06-23-2016 281,786,480 (SEE STATEMENT)   X   X   X
C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814 57584YVC0 09-03-2019 60,255,238 THE BOND ISSUE WAS USED TO REFUND SERIES K BONDS ISSUED ON 5/22/2008.   X   X   X
D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814   07-28-2021 57,500,000 THE BOND ISSUE WAS USED TO REFUND SERIES L-2A BONDS ISSUED ON 7/2/2012.   X   X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814   07-28-2021 35,000,000 THE BOND ISSUE WAS USED TO REFUND SERIES L-2B BONDS ISSUED ON 7/2/2012.   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 92,500,000 282,914,006 60,255,238 57,500,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............   1,127,526    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............   2,486,701 1,163,957  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   279,299,779    
11 Other spent proceeds ............. 92,500,000   59,091,281 57,500,000
12 Other unspent proceeds .............        
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 2020, 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 2020, 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) 2023

Schedule K (Form 990) 2023
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. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
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) 2023

Schedule K (Form 990) 2023
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 CAPITAL SERVICES INC
  		 
  		 
  		MORGAN STANLEY CAPITAL SERVICES INC
 
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 ..........  
  		 
  		 
  		 
 
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, Column (f) 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.
Schedule K, Part II (PROCEEDS) B 3 THE TOTAL PROCEEDS OF $282,914,006 INCLUDE INVESTMENT EARNINGS IN THE AMOUNT OF $1,127,526.
Schedule K, Part IV SCHEDULE K, PART IV (ARBITRAGE) 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.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 11/01/2020
Schedule K, Part IV, Line 2c COLUMN B Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 11/01/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 11/01/2020
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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
Yes No Yes No Yes No
A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814   08-03-2015 92,500,000 THE BOND ISSUE WAS USED TO REFUND SERIES L-1 BONDS ISSUED ON 5/22/2008.   X   X   X
B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814 05758XNZ0 06-23-2016 281,786,480 (SEE STATEMENT)   X   X   X
C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814 57584YVC0 09-03-2019 60,255,238 THE BOND ISSUE WAS USED TO REFUND SERIES K BONDS ISSUED ON 5/22/2008.   X   X   X
D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814   07-28-2021 57,500,000 THE BOND ISSUE WAS USED TO REFUND SERIES L-2A BONDS ISSUED ON 7/2/2012.   X   X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
  		04-3431814   07-28-2021 35,000,000 THE BOND ISSUE WAS USED TO REFUND SERIES L-2B BONDS ISSUED ON 7/2/2012.   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 92,500,000 282,914,006 60,255,238 57,500,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............   1,127,526    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............   2,486,701 1,163,957  
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   279,299,779    
11 Other spent proceeds ............. 92,500,000   59,091,281 57,500,000
12 Other unspent proceeds .............        
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 2020, 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 2020, 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) 2023

Schedule K (Form 990) 2023
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. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
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) 2023

Schedule K (Form 990) 2023
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 CAPITAL SERVICES INC
  		 
  		 
  		MORGAN STANLEY CAPITAL SERVICES INC
 
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 ..........  
  		 
  		 
  		 
 
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, Column (f) 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.
Schedule K, Part II (PROCEEDS) B 3 THE TOTAL PROCEEDS OF $282,914,006 INCLUDE INVESTMENT EARNINGS IN THE AMOUNT OF $1,127,526.
Schedule K, Part IV SCHEDULE K, PART IV (ARBITRAGE) 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.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 11/01/2020
Schedule K, Part IV, Line 2c COLUMN B Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 11/01/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY The calculation for computing no rebate due was performed on 11/01/2020
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0

Schedule L
(Form 990)
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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?
To From Yes No Yes No Yes No
(1) Melany Duval
  		Employee Housing Loan   X 150,000 63,750   No Yes   Yes  
(2) Kevin Haigis
  		Employee Housing Loan   X 100,000 55,834   No Yes   Yes  
(3) Jennifer Willcox
  		Employee Tuition Assistance   X 73,000 72,392   No Yes   Yes  
Total ............... $ 191,976
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) 2023
Schedule L (Form 990) 2023
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 (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
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) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image 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
2023
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 1,726,800 Other
6 Cars and other vehicles .. X 48 111,952 Other - Fair Market Value
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock . X 283 29,897,031 Other - FAIR MARKET VALUE
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 16 85,203 Other - MARKET VALUE PER DONOR
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( EQUIPMENT ) X 2 547,066 Other - MARKET VALUE PER DONOR
26 Other Right pointing arrow large image ( EVENT TICKETS ) X 9 769,459 Other - MARKET VALUE PER DONOR
27 Other Right pointing arrow large image ( MISCELLANEOUS ) X 1 3,000 Other - MARKET VALUE PER DONOR
28 Other Right pointing arrow large image ( )
29
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
29
 
Yes
No
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
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
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) (2023)
Schedule M (Form 990) (2023)
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. (DFCI) REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions DFCI HAS AN ARRANGEMENT WITH ANOTHER CHARITY PURSUANT TO WHICH THE OTHER CHARITY ACCEPTS CERTAIN NONCASH DONATIONS FOR THE BENEFIT OF DANA-FARBER. PROCEEDS FROM THE SALE OF NONCASH DONATIONS ARE DIRECTED TO A DESIGNATED FUND FOR THE BENEFIT OF DANA-FARBER. IN ADDITION, DANA-FARBER HAS AN ARRANGEMENT WITH ANOTHER CHARITY PURSUANT TO WHICH THE OTHER CHARITY PROCESSES VEHICLE DONATIONS FOR THE BENEFIT OF DANA-FARBER. PROCEEDS FROM THE SALE OF DONATED VEHICLES ARE DIRECTED TO DANA-FARBER.
Schedule M, Part I, Line 33 Noncash contribution amounts not reported DFCI 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) (2023)

Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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 Organization's mission THE MISSION OF DANA-FARBER CANCER INSTITUTE (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 THAT HAVE BEEN HISTORICALLY MARGINALIZED.
Form 990, Part III, Line 1 Organization's mission 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 THAT HAVE BEEN HISTORICALLY MARGINALIZED.
Form 990, Part III, Line 4a Program Service Accomplishments CLINICAL CARE As one of the leading cancer centers in the world, Dana-Farber Cancer Institute provides compassionate, comprehensive, and personalized care to adults and children with cancer, blood disorders, and related diseases. In fiscal year 2024, our expert clinicians and caregivers at our specialized treatment centers worked together to deliver the latest therapies to our patients through 1,299 inpatient admissions, 398,705 outpatient doctor visits, and 229,653 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. Our Institute is a founding member of Dana-Farber/Harvard Cancer Center and one of 57 NCI-designated Comprehensive Cancer Centers in the U.S., we are the only hospital ranked in the top four nationally by U.S. News and World Report in both adult and pediatric cancer care. In 2024, we offered more than 1,100 clinical trials.
Form 990, Part III, Line 4b Program Service Accomplishments 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: PARP inhibitor showed long term survival benefits for patients with high-risk breast cancer: In a large phase 3 multicenter clinical trial, patients with BRCA-positive breast cancer who received a PARP inhibitor called olaparib after standard treatment had better survival outcomes than those who received placebo, reported Dana-Farber researchers. CDK4/6 inhibitor benefitted patients with HR+, HER2+ breast cancer: Adding a CDK4/6 inhibitor to standard therapy for patients with "double positive" metastatic breast cancer improved progression-free survival in a phase 3 clinical trial, reported Dana-Farber investigators. A mismatched unrelated donor achieves the same outcomes as a fully matched donor for allogeneic stem cell transplant: Dana-Farber researchers found that a mismatched unrelated donor can be used safely and achieve the same outcomes as a fully-matched donor as long as seven of the eight human leukocyte antigen (HLA) variables - genetic variables that dictate how the immune system communicates - are matched and post-transplant cyclophosphamide follows infusion of the stem-cell graft. This approach increases the probability of finding a donor to 75 to 95% for any ethnicity. Rapid blood cancer diagnostic could speed decisions: Dana-Farber researchers created a molecular diagnostic that rapidly detects genetic mutations that are used to guide treatment of two forms of leukemia, enabling more patients with these blood cancers to receive lifesaving cancer treatments in a timely manner. This accessible rapid test could prevent life threatening treatment delays. Potential marker of aging and breast cancer risk discovered: As humans age, expression levels of a gene called midkine ratchet upward. Dana-Farber investigators found that as levels of midkine increase, so does the likelihood of breast cancer in animal studies. The findings could lead to possible strategies for lowering the risk of breast cancer. Cellular refueling process repurposed to fight cancer: Dana-Farber researchers described the bioengineering behind a new platform for potential cancer therapy that turns a rapid cellular refueling system into a protein degradation mechanism. The system uses a bispecific antibody to bind a disease-causing membrane protein of interest to the refueling system, and the refueling system pulls the disease-causing protein into the cell, where it is destroyed. CDK4/6 inhibitors showed promise for adolescent glioma subtype: Dana-Farber researchers discovered that a subtype of high-grade gliomas that occurs during adolescence is vulnerable to CDK4/6 inhibitors. A global clinical trial is planned to test ribociclib, a CDK4/6 inhibitor, in patients with a high-grade glioma subtype. Antibody-drug conjugate found effective against brain metastases in patients with HER2+ breast cancer: Trastuzumab deruxtecan showed substantial anti-cancer activity in brain metastases in patients with HER2+ breast cancer according to an international clinical trial led by Dana-Farber researchers. The U.S. Food and Drug Administration approved kidney cancer therapy based on evidence from Dana-Farber research: Belzutifan, a HIF-2alpha inhibitor, was approved based on results of a clinical trial led by Dana-Farber showing that belzutifan significantly reduced the risk of progression of clear cell renal cell carcinoma compared to everolimus. Dana-Farber investigators discovered the role of HIF-2alpha in cancer. The U.S. Food and Drug Administration approved new therapy for glioma patients: For the first time in decades, a new drug, vorasidenib, was approved for patients with grade 2 IDH-mutant glioma after surgery based on a phase 3 clinical trial co-led by Dana-Farber investigators. The trial found that vorasidenib more than doubled progression-free survival and delayed the need for radiation and chemotherapy. Anti-inflammatory drug could reduce risk of colon cancer recurrence in certain patients: A Dana-Farber analysis of data from a phase 3 clinical trial found that patients with PIK3Ca mutations who took the anti-inflammatory drug celecoxib after surgery had longer overall and disease-free survival than those without the mutation. Antibody-drug conjugate highly effective in preventing recurrence in early stage HER2+ breast cancer: In a Dana-Farber led clinical trial of patients with stage 1 HER2+ breast cancer, treatment with trastuzumab emtansine after surgery improved disease-free survival compared to treatment with trastuzumab. Radioligand therapy favored after progression on hormone therapy for metastatic prostate cancer: A Dana-Farber led follow-on study of results from the pivotal PSMAFore clinical trial found that radioligand therapy improved progression-free survival for patients who had progressed on an androgen receptor pathway inhibitor compared to a change in androgen receptor pathway inhibition therapy. A novel target for pediatric neuroblastoma discovered: Dana-Farber research identified a novel approach to treatment of MYCN-amplified neuroblastoma, a high-risk form of the most common childhood solid tumor. They discovered that the cancer has a dependence on the SAGA Complex, an epigenetic regulator that they also found can be inhibited pharmacologically.
Form 990, Part III, Line 4c Program service accomplishments COMMUNITY HEALTH The role of Dana-Farber's Community Health office is to support the Institute's goal to reduce cancer risk among medically underserved populations. 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. In collaboration with staff throughout Dana-Farber, we serve as a bridge with community organizations and establish evidence-based and sustainable outreach programs. We are on the front lines of supporting and collaborating on programs designed to eliminate disparities in breast, colon, and skin cancer; educate diverse populations about tobacco cessation, human papillomavirus (HPV) prevention and screening; 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. FY24 programmatic highlights are as follows: Dana-Farber's mammography services provided 2,642 mammograms on the van and at the mammography suite at Whittier Street Health Center in Roxbury. Dana-Farber's Sun Safety Program provided 17 in-person sun safety screening events with added health and safety measures. 884 participants were screened by a dermatologist and 104 people were referred for follow-up appointments. 54 participants were referred for a biopsy. Dana-Farber's Tobacco Treatment program received 103 referrals and provided 76 individual tobacco cessation counseling sessions to 27 patients. 24 participants were able to reduce their total number of cigarettes smoked per day, and 12 of these reported being able to quit completely. The Tobacco Treatment program continued to provide financial incentives for participants enrolled in the program. Stop and Shop gift cards were provided after counseling sessions to encourage individuals to reduce their tobacco usage and quit smoking. Launched AssessYourRisk, a digital tool to help women of all ages assess and manage their breast and ovarian cancer risk. Dana-Farber implemented and evaluated the third year of Dana-Farber's multi-year Systems Level Funding, awarded to four non-profit organizations in Greater Boston to address environmental justice, food insecurity, and child homelessness. Successes from the third year include raising awareness, building resident power, and gathering evidence for advocacy in pursuit of creating meaningful policy, systems and environmental (PSE) change. The Community Health Office hired and trained a new bilingual Community Outreach Specialist fluent in Haitian Creole. The Education and Outreach team held 44 events in 4 languages (English, Spanish, Cantonese and Mandarin), reaching a total of 3,550 participants. This included cancer education sessions hosted with partner organizations and tabling at community events serving historically marginalized populations. The Community Health Office also worked with DFCI guest speakers to bring new topics to the community, including Palliative Care & Mental Health and Family History & Genetics. The Education and Outreach team expanded outreach in Chinese and Spanish media by sharing cancer prevention information and events on new WeChat platform and organized interviews with Dana-Farber staff for cancer awareness months on Spanish Media platforms like El Mundo.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons ANDREW JANOWER AND MICHAEL EISENSON - Business relationship, JOSH BEKENSTEIN, ANDREW KAPLAN, AND NANCY LOTANE - Business relationship, PHILLIP GROSS AND DEMOND MARTIN - Business relationship, RICHARD LUBIN, CHRISTOPHER HADLEY, AND JANE BROCK-WILSON - Business relationship, SUSHIL TULI AND PETER PALANDJIAN - Business relationship, BRIAN KNEZ AND JESSICA KNEZ DULAC - Family relationship, JOHN O'CONNOR AND LAURA SEN - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body THE DFCI'S 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'S TAX MANAGER, AS WELL AS THE DFCI'S OFFICE OF GENERAL COUNSEL AND SENIOR MANAGEMENT, BEFORE IT IS SUBMITTED FOR AUDIT COMMITTEE REVIEW. AFTER THE AUDIT COMMITTEE REVIEWS THE TAX RETURN, AN ELECTRONIC MESSAGE IS SENT TO ALL GOVERNING 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, Line 12c Conflict of interest policy DFCI MONITORS AND ENFORCES COMPLIANCE WITH THE DFCI CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY FOR BOARD OFFICERS, TRUSTEES, AND KEY EMPLOYEES ("COVERED PERSONS"). THE OFFICE OF GENERAL COUNSEL ANNUALLY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE AND CONFIDENTIALITY STATEMENT ("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. ADDITIONALLY, 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 DFCI GENERAL COUNSEL REPORTS ON ALL DISCLOSURES TO THE PRESIDENT OF DFCI, CHAIR OF THE DFCI BOARD AND CHAIR OF THE DFCI BOARD GOVERNANCE COMMITTEE. THE BOARD IS RESPONSIBLE UNDER THE COI POLICY FOR ADDRESSING ISSUES RELATED TO CONFLICTS OF COVERED PERSONS. 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, Line 15a Process to establish compensation of top management official 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 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 JANUARY 2023.
Form 990, Part VI, Line 15b Process to establish compensation of other employees 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 ANNUALLY RECEIVE A REPORT BY A THIRD-PARTY EXECUTIVE COMPENSATION CONSULTANT. THE REPORT ANALYZES THE COMPETITIVENESS OF THE TOTAL COMPENSATION PROGRAM FOR DISQUALIFIED PERSONS AGAINST MARKET DATA REPRESENTING DFCI'S LOCAL AND NATIONAL PEER ORGANIZATIONS. THE PRESIDENT MAKES RECOMMENDATIONS FOR MARKET ADJUSTMENTS AS NEEDED FOR THOSE INDIVIDUALS WHO ARE DISQUALIFIED PERSONS OF DFCI TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE APPROVES MARKET ADJUSTMENTS FOR THOSE INDIVIDUALS BASED ON THE PRESIDENT'S RECOMMENDATION. THE BOARD COMPLETED THIS PROCESS AS OF JUNE 2023. FOR KEY EMPLOYEES WHO ARE NOT DISQUALIFIED PERSONS, THE PRESIDENT REPORTS TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ON HER DETERMINATION OF MARKET ADJUSTMENTS AS NEEDED FOR THOSE INDIVIDUALS.
Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS: THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. CONFLICT OF INTEREST POLICY: DFCI'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 VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 2962972, Related or Exempt Function Revenue: , Unrelated Business Revenue: 41707, Revenue Excluded from Tax Under Sections 512, 513, or 514: 2921265;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST IN ASSETS HELD BY AFFILIATES - XXX-XX-XXXX; CHANGE IN VALUE OF SWAP AGREEMENT - -36707389; PENSION ADJUSTMENT - 880349;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
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 		INTERNATIONAL ONCOLOGY MA 182,940 7,805,851 DFCI
 
(2) BINNEY STREET CAPITAL FUND LLC
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
 INVESTMENTS DE -1,246,580 6,817,920 DFI
 
(3) Dana-Farber National Workforce LLC
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
92-1748999 		Professional employer organization MA 0 0 DFCI
 






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?
Yes No
(1)DANA-FARBER INC
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
04-3102433 		INVESTMENT MANAGEMENT MA 501(c)(3) Type I DFCI
 
Yes
 
(2)THE DANA-FARBER TRUST INC
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
30-0195757 		RECEIVE REAL ESTATE GIFTS FOR DFCI MA 501(c)(3) Type I DFCI
 
Yes
 
(3)DANA-FARBERMASS GEN BRIGHAM CANCER CARE
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
04-3320640 		ONCOLOGY RESEARCH MA 501(c)(3) Type I NA
 
 
No
(4)RMSA TRUST
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
56-2656539 		VEBA TRUST MA 501(c)(9)   DFCI
 
Yes
 
(5)FRIENDS OF DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
37-1613621 		FUNDRAISING MA 501(c)(3) Type I DFCI
 
Yes
 
(6)DANA-FARBERCHILDREN'S HOSP CANCER CARE
450 BROOKLINE AVENUE
BP418
BOSTON,MA02215
04-3554536 		PEDIATRIC ONCOLOGY MA 501(c)(3) 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) 2023
Schedule R (Form 990) 2023
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
Yes No Yes No
(1) MGB DF INTL LLC

399 REVOLUTION DR
STE 645
SOMERVILLE,MA02145
87-1595882 		INTERNATIONAL CONSULTING DE NA
  		N/A -2,304 -144,110   No     No 50 %












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?
Yes No












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
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

 S 395,108,109 Cash
(2) DANA-FARBER INC

 R 102,678,554 Cash
(3) FRIENDS OF DANA-FARBER CANCER INSTITUTE INC

 C 887,893 CASH
(4) FRIENDS OF DANA-FARBER CANCER INSTITUTE INC

 O 325,452 ACTUAL EXP
(5) RMSA Trust

 R 745,126 Cash

Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0