2024-08-26T13:39:14-05:00 2023-12-31 752510320 MALNORY MCNEAL & COMPANY PC 4228 N CENTRAL EXPY SUITE 320 DALLAS TX 75206 990 2023-01-01 822921815 THE OSTEOSARCOMA INSTITUTE INC OSTE 9729038408 3963 MAPLE AVE 390 DALLAS TX 75219 MCHENRY TICHENOR JR PRESIDENT 9729038408 2024-08-26 1 0 MARK MALNORY P00537508 2145590784 2024-08-26 2023 2024-08-08 14:25:15Z MCHENRY TICHENOR JR 3963 MAPLE AVE 390 DALLAS TX 75219 1369434 0 X OSINST.ORG X 2017 TX THE MISSION OF THE OSTEOSARCOMA INSTITUTE IS TO DRAMATICALLY INCREASE TREATMENT OPTIONS AND SURVIVAL RATES IN OSTEOSARCOMA PATIENTS THROUGH IDENTIFYING AND FUNDING THE MOST PROMISING AND BREAKTHROUGH OSTEOSARCOMA CLINICAL TRIALS AND SCIENCE. 3 2 6 0 0 0 742858 1258050 0 0 7100 111384 0 0 749958 1369434 605000 1674320 0 0 385138 612805 0 0 376704 393168 460993 1383306 2748118 -633348 -1378684 6110939 4763582 14016 45345 6096923 4718237 X THE MISSION OF THE OSTEOSARCOMA INSTITUTE IS TO DRAMATICALLY INCREASE TREATMENT OPTIONS AND SURVIVAL RATES IN OSTEOSARCOMA PATIENTS THROUGH IDENTIFYING AND FUNDING THE MOST PROMISING AND BREAKTHROUGH OSTEOSARCOMA CLINICAL TRIALS AND SCIENCE. 0 0 250000 250000 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL GRANT FOR A TOTAL OF $500,000 WITH EMORY UNIVERSITY. $250,000 OF THIS WAS FUNDED IN 2023. 200000 200000 THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND A TOTAL OF $560,000 FOR CORRELATIVE STUDY AND TRANSLATIONAL SCIENCE GRANT WITH THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO. $200,000 OF THIS WAS FUNDED IN 2023. 355000 355000 THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND TWO GRANTS FOR A TOTAL OF $1,300,000 FOR A CLINICAL TRIAL AND CORRELATIVE STUDY WITH THE DANA FARBER CANCER INSTITUTE. $355,000 OF THIS WAS FUNDED IN 2023. 124314 124314 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TOTAL OF $500,000 TRANSLATIONAL RESEARCH GRANT WITH MD ANDERSON CANCER CENTER. IN 2023, $124,314 WAS FUNDED. 124800 124800 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH NATIONWIDE CHILDREN'S. IN 2023, A FINAL PAYMENT OF $124,800 WAS FUNDED. 125000 125000 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH BC CANCER. $125,000 OF THIS GRANT WAS FUNDED IN 2023. 125000 125000 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH EUROPEAN MOLECULAR BIOLOGY LABORATORY. $125,000 OF THIS GRANT WAS FUNDED IN 2023. 125000 125000 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A TRANSLATIONAL RESEARCH GRANT FOR A TOTAL OF $500,000 WITH NORTHWESTERN UNIVERSITY. $125,000 OF THIS GRANT WAS FUNDED IN 2023. 100000 100000 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A CORRELATIVE STUDY FOR A TOTAL OF $400,000 WITH THE UNIVERSITY OF FLORIDA. $100,000 OF THIS WAS FUNDED IN 2023. 90206 90206 THE OSTEOSARCOMA INSTITUTE EXECUTED AGREEMENTS TO FUND DISCRETIONARY GRANTS. $74,927 WAS FUNDED TO THE UNIVERSITY OF PITTSBURGH AND $15,279 WAS FUNDED TO THE UNIVERSITY OF ILLINOIS. 55000 55000 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND CORRELATIVE STUDIES FOR A TOTAL OF $220,000 WITH STANFORD UNIVERSITY. $55,000 OF THIS GRANT WAS FUNDED IN 2023. 458160 OTHER PROGRAM SERVICES EXPENDITURES NOT DIRECTLY ALLOCABLE TO THE THIRTEEN ON-GOING RESEARCH GRANTS DURING THE CURRENT YEAR. 49960 THE OSTEOSARCOMA INSTITUTE FUNDED SCIENTIFIC MEETINGS FOR A TOTAL OF $49,960 FOR COLLABORATION WITH RESEARCH, PHARMA, AND CLINICAL COMMUNITIES TO MONITOR AND DEVELOP THE SCIENTIFIC LANDSCAPE AROUND OSTEOSARCOMA AND IDENTIFY OPPORTUNITIES TO ACCELERATE PROGRESS. 1377440 869320 2182440 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X MCHENRY TICHENOR JR 9729038408 3963 MAPLE AVE STE 390 DALLAS TX 75219 X MCHENRY TICHENOR JR CHAIR OF BOARD OF TRUSTEES 40.00 X X 0 0 0 MARY KATHERINE CLARKE BOARD OF TRUSTEES 2.00 X X 0 0 0 LISA TICHENOR BOARD OF TRUSTEES 2.00 X 0 0 0 LEE HELMAN INSTITUTE DIRECTOR 16.00 X 240915 0 0 240915 0 0 1 0 1 0 0 1258050 1258050 111384 111384 1369434 0 0 111384 1424320 1424320 250000 250000 240915 240915 306916 90557 42580 173779 9127 2852 1297 4978 28186 28186 27661 7506 4266 15889 70375 70375 19002 7761 9269 1972 30864 30864 153358 67646 85712 14992 4600 5872 4520 29306 5588 3917 19801 10052 10052 23021 1423 179 21419 82246 71687 10559 4516 4047 469 OTHER EXPENSES 11047 1147 7446 2454 PAYROLL ADMINISTRATION 8519 2259 729 5531 DUES AND MEMBERSHIPS 3695 1450 810 1435 2748118 2182440 188974 376704 477957 777919 2975000 3179082 2657982 806262 319 6110939 4763582 14016 45345 14016 45345 X 0 0 0 0 6096923 4718237 6096923 4718237 6110939 4763582 -1378684 -2 0 X X 0 1 X 1 0 X 25367 143090 291789 742858 1258050 2461154 25367 143090 291789 742858 1258050 2461154 293167 2167987 712 7100 111384 119196 2580350 0.84020 0.67850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1369434 0 1369434 0 1369434 2748118 0 2748118 0 2748118 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY TAX PROVISIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE OPERATING STATEMENTS OR ACCRUED IN THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS. 1 0 0 0 0 0 0 0 0 0 UNITED KINGDOM TRANSLATIONAL RESEARCH GRANT 125000 0 CANADA TRANSLATIONAL RESEARCH GRANT 125000 0 0 0 0 0 0 0 SCH F, PART II, LINE 1 GRANT RECIPIENTS ARE REQUIRED TO PROVIDE SEMI-ANNUAL REPORTING OF GRANT ACTIVITIES AND EXPENDITURES AS A CONDITION FOR CONTINUED FUNDING. 1 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 042263040 355000 0 CLINICAL TRIAL AND CORRELATIVE RESEARCH GRANTS THE UNIVERSITY OF TEXAS - MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 124314 0 CLINICAL TRIAL GRANT REGENTS OF THE UNIVERSITY OF FLORIDA 207 GRINTER HALL GAINESVILLE FL 32611 596002052 100000 0 CORRELATIVE STUDIES REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 490 ILLINOIS STREET 4TH FL SAN FRANCISCO CA 94143 946036493 200000 0 TRANSLATIONAL RESEARCH GRANTS RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL 700 CHILDRENS DRIVE COLUMBUS OH 43205 316056230 124800 0 TRANSLATIONAL RESEARCH GRANTS REGENTS OF EMORY UNIVERSITY 1559 CLIFTON RD NE 4TH FL ATLANTA GA 30322 580566256 250000 0 TRANSLATIONAL RESEARCH GRANTS REGENTS OF THE UNIVERSITY OF PITTSBURGH 3420 FORBES AVE 300 MURDOCH BLDG PITTSBURGH PA 15260 250965591 74927 0 DISCRETIONARY GRANT REGENTS OF STANFORD UNIVERSITY 485 BROADWAY ST REDWOOD CITY CA 94063 941156365 55000 0 CORRELATIVE STUDIES UNIVERSITY OF ILLINOIS 28392 NETWORK PLACE CHICAGO IL 60673 376000511 15279 0 DISCRETIONARY GRANT REGENTS OF NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSON IL 60208 362167817 125000 0 TRANSLATIONAL RESEARCH GRANTS PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEES TO SUBMIT DETAILED, SEMI-ANNUAL REPORTS DESCRIBING (I) EXPENDITURES AND UTILIZATION OF GRANT FUNDS FOR THE CURRENT REPORT PERIOD AND CUMULATIVELY, INCLUDING A RECONCILIATION TO THE PROJECT BUDGET; (II) A DETAILED DESCRIPTION OF WORK DONE DURING THE CURRENT REPORT PERIOD; (III) STATUS OF THE PROJECT AIMS AND OBJECTIVES; AND (IV) ANY PROPOSED MODIFICATION OF THE PROJECT. THE FOUNDATION ALSO HAS THE RIGHT TO CONDUCT ON-SITE INSPECTIONS AND REVIEW FINANCIAL RECORDS. X 0 0 0 0 0 0 0 0 0 LEE HELMAN INSTITUTE DIRECTOR 240915 0 0 0 0 0 0 0 0 0 240915 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MCHENRY TICHENOR, JR AND LISA TICHENOR ARE MARRIED TO ONE ANOTHER. MR. TICHENOR IS ALSO PRESIDENT OF THE INSTITUTE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT, MAC TICHENOR, JR., PRIOR TO FILING. ALL MEMBERS OF THE GOVERNING BODY HAVE ACCESS TO FORM 990 UPON REQUEST, BUT ARE NOT REQUIRED TO REVIEW THE FORM BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL PERSONS, INCLUDING STRATEGIC ADVISORY BOARD MEMBERS, OFFICERS, TRUSTEES, AND GRANT REVIEWERS, WHO ARE INVOLVED IN DECISION MAKING REGARDING TRANSACTIONS OR ARRANGEMENTS WITH THIRD PARTIES ARE SUBJECT TO THE OSI'S CONFLICT OF INTEREST POLICY. WRITTEN DISCLOSURES OF POTENTIAL CONFLICTS OF INTEREST AND AFFIRMATIONS OF ADHERENCE TO THE CONFLICT-OF-INTEREST POLICY ARE OBTAINED FROM THESE INDIVIDUALS ANNUALLY. IN A SITUATION INVOLVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, PERSON(S) WITH A CONFLICT ARE RECUSED FROM THE DELIBERATION AND VOTING PROCESSESS RELATING TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CHAIR OF THE BOARD OF TRUSTEES ($0) IS SUBJECT TO APPROVAL OF THE BOARD OF TRUSTEES. COMPENSATION IS BASED ON FAIR MARKET VALUE OF SERVICES DESCRIBED IN THE STATEMENT OF WORK PROVIDED TO EACH INDEPENDENT CONTRACTOR. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS REVIEWED BY THE PRESIDENT, MCHENRY TICHENOR, JR., PRIOR TO FILING. ALL MEMBERS OF THE GOVERNING BODY HAVE ACCESS TO FORM 990 UPON REQUEST, BUT ARE NOT REQUIRED TO REVIEW THE FORM BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE OSTEOSARCOMA INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.