2024-10-28T21:20:16-05:00 2023-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2023-01-01 436067402 RETINA RESEARCH AND DEVELOPMENT FOUNDATION RETI 3143671181 8182 MARYLAND AVE 15TH FLOOR ST LOUIS MO 63105 DANIEL JOSEPH PHD MD TRUSTEE 3143671181 2024-10-22 1 1 LINDSEY R PRIEBE CPA P01624408 3142903300 2023 2024-10-15 13:58:12Z X DANIEL JOSEPH PHD MD 8182 MARYLAND AVE 15TH FLOOR ST LOUIS MO 63105 516119 0 X TRI-STL.COM/RRDF-BACKGROUND X 1966 MO TO RESEARCH AND TEACH ABOUT DISEASES AND SURGERIES OF THE EYE. 3 2 0 3 0 0 35865 413539 0 0 80846 102580 0 0 116711 516119 0 0 0 0 0 0 0 0 0 95767 70545 95767 70545 20944 445574 3030037 3496233 1941 0 3028096 3496233 TO RESEARCH AND TEACH ABOUT DISEASES AND SURGERIES OF THE EYE. 0 0 58439 SYMPOSIUMS COVERING TOPICS CONCERNING DISEASES OF THE EYE AND SURGICAL TECHNIQUES. ATTENDANCE OF APPROXIMATELY 198 VIRTUAL ATTENDEES AND 96 IN-PERSON ATTENDEES. THE FOUNDATION FUNDS STUDIES RELATED TO DEVELOPING THE MOST EFFECTIVE MEANS OF TREATING VARIOUS DISEASES OF THE RETINA AND VITREOUS. 9 PAPERS WERE PUBLISHED IN 2023 AS WELL AS 6 "CASE OF THE MONTH" ARTICLES. PRESENTATIONS WERE ALSO MADE AT VARIOUS CONFERENCES AND ON WEB-BASED MEETINGS. 58439 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X THE RETINA INSTITUTE 3143671181 2201 S BRENTWOOD BOULEVARD ST LOUIS MO 63144 X DEAN BURGESS MD TRUSTEE 0.10 X X 0 0 0 DANIEL JOSEPH PHD MD TRUSTEE 3.00 X X 0 0 0 MATTHEW A THOMAS MD TRUSTEE 0.10 X X 0 0 0 0 0 0 0 0 0 0 0 413539 413539 102580 102580 516119 0 0 102580 X 2503 2503 7150 7150 150 150 19361 17308 2053 2035 2035 28672 28672 250 250 10424 10424 70545 58439 12106 0 685557 1137930 189382 189382 10424 0 73856 96803 2260000 2260000 200 1500 3030037 3496233 1941 0 1941 0 X 3028096 3496233 3028096 3496233 3030037 3496233 445574 22563 0 X 0 0 0 X 42918 55030 34933 35865 413539 582285 42918 55030 34933 35865 413539 582285 385410 196875 82780 84492 66560 80846 102580 417258 999543 0.19700 0.30510 X THE ORGANIZATION BELIEVES IT MEETS THE FACTORS OF THE FACTS AND CIRCUMSTANCES TEST AS OUTLINED IN IRC REG. 1.170A-9. SOURCES OF SUPPORT - THE ORGANIZATION SOLICITS FUNDS FROM THE GENERAL PUBLIC ON ITS WEBSITE, IN ITS NEWSLETTERS AND THROUGH PARTICIPATION IN EVENTS. THE ORGANIZATION RECEIVED SUBSTANTIAL CONTRIBUTIONS FROM A GENEROUS DONOR IN 2023. DUE TO LIMITED OTHER CONTRIBUTIONS DURING THE PAST FIVE YEARS, INCLUDING THE IMPACT FROM COVID, THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE HAS DECREASED. THROUGH CONTINUED FUNDRAISING, THE ORGANIZATION PLANS TO GROW THIS PERCENTAGE SOON. EDUCATIONAL OR RESEARCH INSTITUTION - THE ORGANIZATION REGULARLY PUBLISHES SCHOLARLY STUDIES THAT ARE WIDELY USED BY COLLEGES AND UNIVERSITY AND MEMBERS OF THE MEDICAL FIELD AND GENERAL PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189382 189382 0 0 REAL ESTATE LOAN AT LIBOR PLUS 1.8% FLOATING RATE HELD FOR INVESTMENT 600000 C REAL ESTATE LOAN AT LIBOR PLUS 1.8% FLOATING RATE HELD FOR INVESTMENT 1660000 C 2260000 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT MAY ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE YEAR'S FINANCIAL INFORMATION IS PREPARED BY THE FOUNDATION, THEN SUBMITTED TO RUBINBROWN FOR REVIEW AND TAX PREPARATION. WHEN THE 990 IS RECEIVED, IT IS COMPARED TO THE PRIOR YEAR'S TAX RETURN AND THE FINANCIAL INFORMATION SENT TO RUBINBROWN. ANY QUESTIONS ARE DIRECTED TO RUBINBROWN AND RESOLVED. AT THIS POINT IT IS FORWARDED TO DANIEL JOSEPH, M.D., PHD. FOR SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES THE ARTICLES OF INCORPORATION AND BYLAWS AVAILABLE BY REQUEST. FORM 990, PART IX, LINE 11G REIMBURSED STAFF COSTS: PROGRAM SERVICE EXPENSES 11,415. MANAGEMENT AND GENERAL EXPENSES 2,053. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,468. OUTSIDE SERVICES - MEETING SUPPORT: PROGRAM SERVICE EXPENSES 5,893. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,893.