Dana-Farber Cancer Institute Inc

“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”

“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.”

“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.”

“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.”

“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.”

“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.”

“- Total Revenue: 2962972, Related or Exempt Function Revenue: , Unrelated Business Revenue: 41707, Revenue Excluded from Tax Under Sections 512, 513, or 514: 2921265;”

“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.”

“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.”

“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.”

“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 gl”

“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.”

“Change in interest in assets held by affiliates - xxx-xx-xxxx; change in value of swap agreement - -36707389; pension adjustment - 880349;”