2025-04-03T12:54:31-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 270717710 JAEB CENTER RESEARCH TRUST INC JAEB 8139758690 15310 AMBERLY DRIVE 350 TAMPA FL 33647 ERICA M VOGT TREASURER 8139758690 2025-03-31 1 1 TINA HENTON P00630282 4078021200 2025-03-31 2024 2025-03-06 01:10:19Z ADAM GLASSMAN 15310 AMBERLY DRIVE 350 TAMPA FL 33647 22480591 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 911714 9698833 0 0 1843319 1356282 0 0 2755033 11055115 6177957 0 0 0 0 0 0 0 0 76309 82034 6254266 82034 -3499233 10973081 24344329 35839635 0 0 24344329 35839635 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 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. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 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 SUITE 350 TAMPA FL 33647 ROY BECK MEDICAL DIRECTOR 1.00 40.00 X 0 503353 120835 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 CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 243550 53629 ADAM GLASSMAN PRESIDENT 1.00 40.00 X 0 342541 79366 0 1089444 253830 3 0 1 0 0 9698833 9698833 1036096 1036096 11745662 11425476 320186 320186 320186 11055115 0 0 1356282 82034 82034 82034 0 82034 0 1346918 7420869 11849 37115 22985562 28381651 24344329 35839635 0 0 X 22065246 33560552 2279083 2279083 24344329 35839635 24344329 35839635 10973081 522225 0 X 0 1 X 1 1 1 X X X 1 JAEB CENTER FOR HEALTH RESEARCH FOUNDATION 593187624 7 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 12G, COLUMN IV: JAEB CENTER RESEARCH TRUST DID NOT GIVE ANY CONTRIBUTIONS TO THE FOUNDATION FOR THE FISCAL YEAR 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 ROY BECK MEDICAL DIRECTOR 0 503353 0 0 0 0 0 30500 0 90335 0 624188 0 0 ADAM GLASSMAN PRESIDENT 0 342541 0 0 0 0 0 33241 0 46125 0 421907 0 0 ERICA VOGT CHIEF FINANCIAL OFFICER 0 243550 0 0 0 0 0 34550 0 19079 0 297179 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 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 FINAL DRAFT OF THE FORM 990 INCLUDING ALL SUPPORTING SCHEDULES IS PROVIDED TO THE BOARD OF DIRECTORS AT THEIR ANNUAL MEETING FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C (A)INTERESTED PERSON. 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. (B)FINANCIAL INTEREST. A PERSON HAS A FINANCIAL INTEREST IF HE/SHE HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY, (1) AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT, (2) A COMPENSATION ARRANGEMENT WITH THE CORPORATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT, OR (3) A POTENTIAL PARTNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE SUBSTANTIAL IN NATURE. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. UNDER (C), BELOW, A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE BOARD OF DIRECTORS DECIDES THAT A CONFLICT OF INTEREST EXISTS. A FINANCIAL INTEREST SHALL NOT BE A CONFLICT OF INTEREST IF RESULTING FROM THE NORMAL CONDUCT OF ACTIVITIES AND BUSINESS BY AND BETWEEN THE CORPORATION OR OTHER AFFILIATES OF THE CORPORATION. (C)CONFLICT OF INTEREST. 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. (D)CONFLICT OF LOYALTY. A CONFLICT OF LOYALTY SHALL BE DEEMED TO EXIST WHEN A BOARD OF DIRECTORS MEMBER, CORPORATE OFFICER, OR MEMBER OF A BOARD COMMITTEE MAY BE INVOLVED IN A DECISION OF THE BOARD OF DIRECTORS OR BOARD COMMITTEE AND MAY BE (OR PERCEIVED TO BE) POTENTIALLY INFLUENCED BY CONSIDERATIONS OTHER THAN THE BEST INTERESTS OF THE CORPORATION. CONFLICTS OF LOYALTY MAY BE SUFFICIENTLY SERIOUS TO AMOUNT TO CONFLICTS OF INTEREST, NOTWITHSTANDING ANY CONTRARY LANGUAGE IN THESE BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION IS ESTABLISHED AND PAID BY THE RELATED ORGANIZATION, JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC. THE BOARD OF DIRECTORS OF THE FOUNDATION 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 2024. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS, FORM 990S, AND FORM 1023S ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. 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