2024-04-07T17:26:26-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 270717710 JAEB CENTER RESEARCH TRUST INC JAEB 8139758690 15310 AMBERLY DRIVE 350 TAMPA FL 33647 ERICA M VOGT TREASURER 8139758690 2024-04-02 1 ERICA VOGT 999009999 1 TINA HENTON P00630282 4078021200 2024-04-02 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z ADAM GLASSMAN 15310 AMBERLY DRIVE 350 TAMPA FL 33647 20257339 0 X N/A X 2009 FL JCRT INC. HAS BEEN ESTABLISHED TO SUPPORT THE JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC. 5 4 0 4 0 0 161 911714 0 0 135935 1843319 0 0 136096 2755033 2797726 6177957 0 0 0 0 0 0 0 830 76309 2798556 6254266 -2662460 -3499233 28094080 24344329 0 0 28094080 24344329 THE MISSION OF THE JAEB CENTER RESEARCH TRUST, A NONPROFIT TYPE II SUPPORTING ORGANIZATION ESTABLISHED IN 2009, IS TO MANAGE INVESTMENT ASSETS AND PROVIDE FUNDING FOR THE JAEB CENTER FOR HEALTH RESEARCH FOUNDATION PROJECTS AND PROGRAMS. 0 0 6177957 6177957 JAEB CENTER RESEARCH TRUST, INC. HAS BEEN ESTABLISHED TO SUPPORT THE JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC. THE TRUST HOLDS AND INVESTS FUNDS FOR THE FOUNDATION IN ORDER TO SUPPORT THE ORGANIZATION IN ITS EXEMPT PURPOSE. 6177957 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X ERICA VOGT 8139758690 15310 AMBERLY DRIVE STE 350 TAMPA FL 33647 ROY BECK MEDICAL DIRECTOR (PRESIDENT THRU 09/23) 1.00 40.00 X 0 486749 87294 DANA BALL DIRECTOR 1.00 1.00 X 0 0 0 NEIL BRESSLER DIRECTOR 1.00 1.00 X 0 0 0 ANNE LINDBLAD DIRECTOR 1.00 1.00 X 0 0 0 SHAN SHIKARPURI DIRECTOR 1.00 1.00 X 0 0 0 ERICA VOGT SECRETARY, TREASURER 1.00 40.00 X 0 221629 17165 ADAM GLASSMAN PRESIDENT (EXECTIVE DIRECTOR THRU 09/23) 1.00 40.00 X 0 332525 44515 0 1040903 148974 0 0 1 0 0 911714 911714 696387 696387 18649238 17502306 1146932 1146932 1146932 2755033 0 0 1843319 6177957 6177957 76006 76006 BANK CHARGES 303 303 6254266 6177957 76309 0 2981009 0 519599 1346918 11962 11849 24581510 22985562 28094080 24344329 0 0 X 25814997 22065246 2279083 2279083 28094080 24344329 28094080 24344329 -3499233 -250518 0 X 0 1 X 1 1 1 X X X 1 JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC 593187624 7 1 6177957 0 1 6177957 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC 15310 AMBERLY DRIVE STE 350 TAMPA FL 33647 593187624 501(C)(3) 6177957 0 N/A N/A GENERAL SUPPORT 1 0 PART I, LINE 2: JCRT PROVIDES GRANTS ONLY TO ITS RELATED ORGANIZATION JCHR. 0 0 0 0 0 0 0 0 0 ROY BECK MEDICAL DIRECTOR (PRESIDENT THRU 09/ 0 486749 0 0 0 0 0 22838 0 64456 0 574043 0 0 ADAM GLASSMAN PRESIDENT (EXECTIVE DIRECTOR THRU 09 0 332525 0 0 0 0 0 15000 0 29515 0 377040 0 0 ERICA VOGT SECRETARY, TREASURER 0 221629 0 0 0 0 0 9500 0 7665 0 238794 0 0 PART I, LINE 3 ALL COMPENSATION IS ESTABLISHED AND PAID BY THE RELATED ORGANIZATION: JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC. THE FOUNDATION USES A COMPENSATION COMMITTEE, COMPENSATION SURVEYS AND OBTAINS BOARD APPROVAL EACH YEAR AS PART OF SETTING CEO/EXECUTIVE DIRECTOR COMPENSATION. FORM 990, PART V - ADDITIONAL INFORMATION THE EMPLOYEES OF A RELATED ORGANIZATION, JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC. PROVIDE ALL SERVICES FOR THIS ORGANIZATION. ALL IRS FILINGS ARE SUBMITTED BY THE RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS WERE UPDATED IN 2023. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVES FORM 990 VIA EMAIL, REVIEWS, AND VOTES TO ACCEPT PRIOR TO THE FORM'S FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD DIRECTOR, CORPORATE OFFICER, OR MEMBER OF A BOARD COMMITTEE WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. IF A PERSON IS AN INTERESTED PERSON WITH RESPECT TO ANY AFFILIATE OR SUBSIDIARY OF THE CORPORATION, HE/SHE IS AN INTERESTED PERSON WITH RESPECT TO THE CORPORATION AND ALL AFFILIATED OR SUBSIDIARY ENTITIES. A CONFLICT OF INTEREST SHALL BE DEEMED TO EXIST AT ANY TIME WHEN AN INTEREST HELD, INCLUDING WITHOUT LIMITATION A FINANCIAL INTEREST, OR RELATIONSHIP MAINTAINED BY AN INTERESTED PERSON, PROHIBITS OR INHIBITS, OR POTENTIALLY PROHIBITS OR INHIBITS, THE INTERESTED PERSON FROM EXERCISING INDEPENDENT JUDGMENT IN THE BEST INTERESTS OF THE CORPORATION. A CONFLICT OF INTEREST SHALL NOT EXIST IF RESULTING SOLELY FROM THE NORMAL CONDUCT OF ACTIVITIES AND BUSINESS BY AND BETWEEN THE CORPORATION OR OTHER AFFILIATES OF THE CORPORATION. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FACTS AND CIRCUMSTANCES OF ANY CONFLICT OF INTEREST OR CONFLICT OF LOYALTY TO THE APPROPRIATE GOVERNANCE BODY WITH RESPECT TO ANY ACTION OR PROPOSED ACTION THAT GIVES RISE TO A CONFLICT OF INTEREST OR CONFLICT OF LOYALTY. DISCLOSURE MUST BE MADE TO THE BOARD OF DIRECTORS OR THE BOARD OF DIRECTORS COMMITTEE AS APPROPRIATE TO THE CIRCUMSTANCES. AFTER DISCLOSURE OF THE CONFLICT OF INTEREST OR CONFLICT OF LOYALTY AND ALL MATERIAL FACTS RELATED THERETO, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE ANY BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD DIRECTORS OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN THE CASE OF A DISCLOSURE TO A COMMITTEE, THE COMMITTEE MAY REFER THE MATTER FOR DECISION TO THE BOARD OF DIRECTORS. PENDING REVIEW AND RESOLUTION BY THE BOARD OF DIRECTORS OR BOARD COMMITTEE, THE INTERESTED PERSON SHALL LEAVE DURING ANY DELIBERATIONS OR ACTION CONCERNING THE MATTER THAT GIVES RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SHALL ANNUALLY REVIEW AND APPROVE THE COMPENSATION OF THE CORPORATE OFFICERS, ANY KEY EMPLOYEES (AS DEFINED BY THE IRS), AND THE NEXT FIVE HIGHEST COMPENSATED EMPLOYEES AS LISTED ON THE ORGANIZATION'S PRIOR YEAR FORM 990. IT IS THE BOARD'S INTENTION THAT THIS POLICY AND ITS ASSOCIATED PROCEDURES WILL MEET THE REBUTTABLE PRESUMPTION TEST UNDER IRC 4958 AND TREASURY REGULATION 53.4958-6. THE PURPOSE OF THE ANNUAL REVIEW IS TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. THE BOARD WILL KEEP ROBUST MINUTES OF ITS DELIBERATIONS AND DECISIONS, THE PRESIDENT'S REPORTS, THE CORPORATE TREASURER'S REPORTS, AND ANY OTHER SUPPORTING DOCUMENTATION THAT IT RELIES ON FOR ITS COMPENSATION DECISIONS. ALL THESE DOCUMENTS WILL BE DELIVERED TO THE CORPORATE SECRETARY PROMPTLY AFTER THE BOARD MEETING FOR ENTRY INTO THE CORPORATE BOOKS AND RECORDS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC 15310 AMBERLY DRIVE SUITE 350 TAMPA FL 33647 593187624 RESEARCH FL 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC B 6177957 CASH JAEB CENTER FOR HEALTH RESEARCH FOUNDATION INC C 911714 CASH