2023-05-05T11:59:03-05:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 943030609 BUCK INSTITUTE FOR RESEARCH ON AGING BUCK 4152092000 8001 REDWOOD BOULEVARD NOVATO CA 94945 NANCY S DERR CHIEF FINANCIAL OFFICER 4152092024 2023-05-02 1 NANCY DERR 999009999 KATY BROWN P00650274 9257902600 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MEAGAN MOORE 8001 REDWOOD BOULEVARD NOVATO CA 94945 62225678 0 X WWW.BUCKINSTITUTE.ORG X 1986 CA BUCK INSTITUTE FOR RESEARCH ON AGING IS DEDICATED TO IMPROVING THE HEALTH SPAN OF INDIVIDUALS. 27 26 252 29 247370 0 38710776 57435338 1814396 1116324 208095 -77318 -35701 -391567 40697566 58082777 1160557 4467079 0 0 24514907 25087652 0 0 1714710 18708365 22561330 44383829 52116061 -3686263 5966716 143494170 142592130 139792870 134879556 3701300 7712574 X TO INCREASE THE HEALTHY, PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND AGE-RELATED DISEASES. 0 0 38283577 4467079 16707 THE BUCK INSTITUTE FOR RESEARCH ON AGING (THE "INSTITUTE") IS A NONPROFIT CHARITABLE ENTITY.THE MISSION OF THE INSTITUTE IS TO INCREASE THE HEALTHY, PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND ITS CONNECTION TO CHRONIC CONDITIONS COMMONLY ASSOCIATED WITH OLD AGE. THE INSTITUTE'S RESEARCH PROGRAMS ADDRESS TWO FUNDAMENTAL QUESTIONS:- WHAT IS THE NATURE OF AGING?- WHAT FACTORS TRIGGER DISEASES ASSOCIATED WITH AGE?ESTABLISHED AS AN INDEPENDENT, NOT-FOR-PROFIT RESEARCH CENTER, THE INSTITUTE OPENED IN 1999 AND CURRENTLY HOUSES THE LABORATORIES OF PRINCIPAL INVESTIGATORS RECRUITED FOR LEADERSHIP IN THEIRRESPECTIVE FIELDS OF RESEARCH.THE INSTITUTE'S RESEARCH PROGRAMS ARE BASED ON AN INTERDISCIPLINARY APPROACH, INVOLVING COMPLIMENTARY AREAS OF INQUIRY: THE GENETICS AND BIOCHEMISTRY OF AGING INCLUDING OXIDATIVE STRESS, MITOCHONDRIAL FUNCTION AND GENETIC DETERMINATION OF LIFESPAN.- AGE-RELATED CONDITIONS INCLUDING CANCER, STROKE, DIABETES, CARDIOVASCULAR DISEASE, MACULAR DEGENERATION, ALZHEIMER'S DISEASE AND PARKINSON'S DISEASE.- REGENERATIVE MEDICINE (STEM CELL RESEARCH) AND AGING.- NEW TECHNOLOGY TO SUPPORT AGE-RELATED RESEARCH INCLUDING GENOMICS, PROTEOMICS AND BIOINFORMATICS.THE INSTITUTE CONSIDERS EDUCATION AND TRAINING AT ALL LEVELS A KEY COMPONENT OF ITS RESEARCH PROGRAM. ONE OF THE MOST IMPORTANT FUNCTIONS IS TO ENCOURAGE THE CAREER DEVELOPMENT OF THE NEXT GENERATION OF AGE RESEARCHERS. IN PARTNERSHIP WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA, THE INSTITUTE HAS LAUNCHED THE COUNTRY'S FIRST PHD PROGRAM IN THE BIOLOGY OF AGING. THE INSTITUTE ALSO PARTNERS WITH DOMINICAN UNIVERSITY TO TRAIN MASTERS STUDENTS IN RELEVANT BIOSCIENCES. THE INSTITUTE SPONSORS A SERIES OF INFORMAL (INTRAMURAL) AND FORMAL (EXTRAMURAL) RESEARCH SEMINARS WHICH INCLUDE INTERNATIONAL AND NATIONAL SCIENTIFIC SYMPOSIA FOR THE AGING RESEARCH COMMUNITY. THE SCIENCE EDUCATION PROGRAM ALLOWS HIGH SCHOOL AND COLLEGE STUDENTS TO WORK SIDE BY SIDE WITH RESEARCHERS TO ENHANCE LEARNING AND ENCOURAGE STUDENTS INTERESTED IN ENTERING THE FIELD OF SCIENCE. IN ADDITION, THE INSTITUTE CONDUCTS QUARTERLY PUBLIC SEMINARS ON VARIOUS TOPICS RELATED TO AGING FOR BAY AREA RESIDENTS. DOCENT-LED PUBLIC TOURS ARE ALSO CONDUCTED ON A WEEKLY BASIS. 38283577 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 60 0 1 252 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NANCY S DERR 4152092024 8001 REDWOOD BOULEVARD NOVATO CA 94945 JILL KINNEY CHAIR OF THE BOARD 1.00 X X 0 0 0 JOHN M JACK VICE CHAIR 1.00 X X 0 0 0 JIM ALEVERAS TREASURER 1.00 X X 0 0 0 ALAN MENDELSON SECRETARY (LEFT 10/21) 1.00 X X 0 0 0 WELLS WHITNEY SCD BOARD MEMBER 1.00 X 0 0 0 BILL R POLAND BOARD MEMBER 1.00 X 0 0 0 AFAF MELEIS PHD FAAN LL BOARD MEMBER 1.00 X 0 0 0 RICHARD STONE CLU CFP BOARD MEMBER 1.00 X 0 0 0 JIM MELLON BOARD MEMBER 1.00 X 0 0 0 LYDIA GRAHAM BOARD MEMBER 1.00 X 0 0 0 WILLIAM A BARNES BOARD MEMBER 1.00 X 0 0 0 DOROTHEA DUTTON CFA BOARD MEMBER 1.00 X 0 0 0 JOON YUN BOARD MEMBER 1.00 X 0 0 0 BRUCE BARCLAY BOARD MEMBER 1.00 X 0 0 0 STEVEN READ BOARD MEMBER 1.00 X 0 0 0 LINDA MAYNE BOARD MEMBER 1.00 X 0 0 0 KATHRYN LARSON BOARD MEMBER (LEFT 12/21) 1.00 X 0 0 0 THEO SCHWABACHER BOARD MEMBER 1.00 X 0 0 0 LIZELLEN LA FOLLETTE MD BOARD MEMBER 1.00 X 0 0 0 JIM BUZZITTA MD BOARD MEMBER 1.00 X 0 0 0 MATT CARBONE BOARD MEMBER 1.00 X 0 0 0 DAVID GENSLER BOARD MEMBER 1.00 X 0 0 0 MIKE GHILOTTI BOARD MEMBER 1.00 X 0 0 0 FREDRIC E STECK BOARD MEMBER 1.00 X 0 0 0 JOHN W ROWE MD BOARD MEMBER 1.00 X 0 0 0 WENDYE R ROBBINS MD BOARD MEMBER 1.00 X 0 0 0 BLAIR LACORTE BOARD MEMBER 1.00 X 0 0 0 JOHN Q LANDERS JR BOARD MEMBER 1.00 X 0 0 0 RONA SILKISS MD FACS BOARD MEMBER 1.00 X 0 0 0 ERIC VERDIN PRESIDENT & CEO 40.00 X X 851158 0 37960 NANCY DERR VP, FINANCE & CFO 40.00 X 308249 0 56499 MEAGAN MOORE CHIEF ADMINISTRATIVE OFFIC 40.00 X 247674 0 30863 BRIAN VAN WEELE CHIEF OFFICER, INSTITUTIONAL ADVANCE 40.00 X 316087 0 37515 DAVID FURMAN PROFESSOR 40.00 X 260180 0 49376 GORDON LITHGOW PROFESSOR 40.00 X 264770 0 41481 REMY GROSS VP, BUSINESS DEVELOPMT & PRODUCT ADV 32.00 X 275150 0 35026 ROBIN SNYDER VP, COMMUNICATIONS 40.00 X 322584 0 50858 2845852 0 339578 47 0 1 0 WEAVER AUSTIN VILLENUEVE AND SAMPSON LLP 1111 BROADWAY SUITE 2300 OAKLAND CA 94607 LEGAL SERVICES 135235 WILSON SONSINI GOODRICH & ROSATI PO BOX 742866 LOS ANGELES CA 90074 LEGAL SERVICES 113683 ARMANINO LLP PO BOX 888285 LOS ANGELES CA 90088 AUDIT AND TAX RETURN SERVICES 101646 3 24103793 33331545 214614 57435338 CONTRACT SERVICES 541700 1116324 12677 1103647 1116324 225840 225840 71487 71487 2831919 4030 3688196 0 -856277 4030 -852247 4030 -856277 151547 454705 -303158 -303158 -303158 OTHER INCOME 900099 389193 389193 389193 58082777 16707 247370 383362 2900000 2900000 967079 967079 600000 600000 1470423 319200 1071423 79800 18514015 11701871 6168913 643231 1677569 1129390 479783 68396 2080701 1233785 762668 84248 1344944 862902 427591 54451 268483 268483 89495 89495 1348236 401015 574523 372698 3258 3250 4 4 696550 270568 379037 46945 451989 124780 324026 3183 7276649 6155949 874820 245880 379836 262124 106736 10976 63763 58552 5211 4881136 4286526 499169 95441 26992 23091 3140 761 RESEARCH SUPPLIES 4547802 4547802 0 0 SUBCONTRACTOR EXPENSES 1831937 1831937 0 0 EQUIP RENTAL AND MAINT 554354 554354 0 0 ALL OTHER EXPENSES 140284 49402 82186 8696 566 566 52116061 38283577 12117774 1714710 807664 748371 13608262 19093478 4999931 10462568 515277 416918 481651 175328 89057 143747 180269302 94885305 82840797 85383997 32651228 19108612 92614 92614 7407689 6966497 143494170 142592130 4551716 5919319 8450891 4410133 126790263 124550104 139792870 134879556 X -4449283 -6275582 8150583 13988156 3701300 7712574 143494170 142592130 X 5966716 -1757031 -198411 X 0 1 X 1 1 1 X 38389119 34520060 44361331 38710776 57435338 213416624 38389119 34520060 44361331 38710776 57435338 213416624 9355645 204060979 2886233 3130101 2925491 3284890 3133276 15359991 214813 306209 1127023 144856 389193 2182094 230958709 7240994 0.88350 0.88200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5787083 5787083 140211397 70526203 69685194 31758107 23175294 8582813 2512715 1183808 1328907 85383997 59823100 -1757031 -1757031 61580131 -3497354 -3497354 58082777 55811826 3695765 3695765 52116061 0 52116061 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -3,688,196. REVENUE INCLUDED IN EXPENSES -7,569. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 198,411. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 3,688,196. REVENUE INCLUDED IN EXPENSES 7,569. 1 NORTH AMERICA 0 0 GRANTMAKING 250000 EUROPE 0 0 GRANTMAKING 350000 0 0 0 0 0 0 600000 0 600000 NORTH AMERICA BIOMEDICAL RESEARCH 250000 WIRE TRANSFER 0 EUROPE BIOMEDICAL RESEARCH 100000 WIRE TRANSFER 0 EUROPE BIOMEDICAL RESEARCH 250000 WIRE TRANSFER 0 3 0 0 0 0 0 0 0 PART I, LINE 2: EACH GRANT RECIPIENT MUST SUBMIT SCIENTIFIC PROGRESS REPORTS AND FINANCIAL REPORTS TO THE BUCK INSTITUTE. PROGRESS REPORTS DESCRIBE THE PROGRESS TOWARD RESEARCH GOALS AND ARE REVIEWED BY THE SCIENTIFIC ADVISORY COUNCIL. EACH FINANCIAL REPORT TRACKS ACTUAL RECEIPTS AND EXPENDITURES AGAINST THE ANNUAL BUDGET APPROVED FOR THE AWARD. A FORMAL EXPLANATION IS REQUIRED WITH THE ANNUAL FINANCIAL REPORT SHOULD THE GRANTEE UNDERSPEND BY 20% OR GREATER IN A GIVEN REPORTING PERIOD. PART III ACCOUNTING METHOD: 1 UNIV OF SOUTHERN CALIFORNIA 3715 MCCLINTOCK AVENUE LOS ANGELES CA 90089 951642394 501(C)(3) 350000 0 BIOMEDICAL RESEARCH WHITEHEAD INST FOR BIOMEDICAL RESEARCH 455 MAIN STREET CAMBRIDGE MA 02142 061043412 501(C)(3) 100000 0 BIOMEDICAL RESEARCH MAGEE-WOMEN'S RESEARCH INSTITUTE 204 CRAFT AVENUE PITTSBURGH PA 15213 251462312 501(C)(3) 100000 0 BIOMEDICAL RESEARCH COLUMBIA UNIVERSITY 630 WEST 168TH ST NEW YORK NY 10032 135598093 501(C)(3) 200000 0 BIOMEDICAL RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 505 NW 185TH AVE BEAVERTON OR 97006 931176109 501(C)(3) 400000 0 BIOMEDICAL RESEARCH TULANE EDUCATIONAL FUND 1700 TULANE AVENUE NEW ORLEANS LA 70112 720423889 501(C)(3) 100000 0 BIOMEDICAL RESEARCH UNIV OF PITTSBURGH 500 ROSS STREET PITTSBURGH PA 15213 250965591 501(C)(3) 100000 0 BIOMEDICAL RESEARCH PRINCETON UNIVERSITY 701 CARNEGIE CENTER PRINCETON NJ 08540 210634501 501(C)(3) 400000 0 BIOMEDICAL RESEARCH YALE UNIVERSITY 150 MUNSON STREET NEW HAVEN CT 06520 060646973 501(C)(3) 250000 0 BIOMEDICAL RESEARCH UNIV OF ARKANSAS 4301 W MARKHAM LITTLE ROCK AR 72205 716046242 501(C)(3) 100000 0 BIOMEDICAL RESEARCH UC SAN FRANCISCO 1550 4TH STREET SAN FRANCISCO CA 94143 946036493 501(C)(3) 600000 0 BIOMEDICAL RESEARCH UC BERKELEY 221A LIFE SCIENCES ADDITION BERKELEY CA 94720 946002123 501(C)(3) 100000 0 BIOMEDICAL RESEARCH NORTH WESTERN UNIV 303 E SUPERIOR ST CHICAGO IL 60611 362167817 501(C)(3) 100000 0 BIOMEDICAL RESEARCH 13 0 SCHOLARSHIPS 35 967079 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE INSTITUTE RECEIVES DETAILED INVOICES FROM DOMINICAN UNIVERSITY OF CALIFORNIA AND UNIVERSITY OF SOUTHERN CALIFORNIA. THE INVOICES LIST THE INDIVIDUALS AND SCHOLARSHIP AMOUNTS, WHICH ARE REVIEWED AND APPROVED BY THE INSTITUTE'S EDUCATION OFFICE. THERE IS ADDITIONAL OVERSIGHT OF THE PROGRAM SPENDING BY THE GRANTS DEPARTMENT. EACH GRANT RECIPIENT MUST SUBMIT SCIENTIFIC PROGRESS REPORTS AND FINANCIAL REPORTS TO THE BUCK INSTITUTE. PROGRESS REPORTS DESCRIBE THE PROGRESS TOWARD RESEARCH GOALS AND ARE REVIEWED BY THE SCIENTIFIC ADVISORY COUNCIL. EACH FINANCIAL REPORT TRACKS ACTUAL RECEIPTS AND EXPENDITURES AGAINST THE ANNUAL BUDGET APPROVED FOR THE AWARD. A FORMAL EXPLANATION IS REQUIRED WITH THE ANNUAL FINANCIAL REPORT SHOULD THE GRANTEE UNDERSPEND BY 20% OR GREATER IN A GIVEN REPORTING PERIOD. X X X X 0 0 0 0 0 0 0 0 0 ERIC VERDIN PRESIDENT & CEO 851158 0 0 0 0 0 36360 0 1600 0 889118 0 0 0 ROBIN SNYDER VP, COMMUNICATIONS 322584 0 0 0 0 0 36360 0 14498 0 373442 0 0 0 NANCY DERR VP, FINANCE & CFO 308249 0 0 0 0 0 36360 0 20139 0 364748 0 0 0 BRIAN VAN WEELE CHIEF OFFICER, INSTITUTIONAL ADVANCE 316087 0 0 0 0 0 36360 0 1155 0 353602 0 0 0 REMY GROSS VP, BUSINESS DEVELOPMT & PRODUCT ADV 275150 0 0 0 0 0 33968 0 1058 0 310176 0 0 0 DAVID FURMAN PROFESSOR 215300 0 0 0 44880 0 23660 0 25716 0 309556 0 0 0 GORDON LITHGOW PROFESSOR 264770 0 0 0 0 0 32610 0 8871 0 306251 0 0 0 MEAGAN MOORE CHIEF ADMINISTRATIVE OFFIC 247674 0 0 0 0 0 29870 0 993 0 278537 0 0 0 PART I, LINE 3 BUCK REVIEWS CEO COMPENSATION FROM OTHER ORGANIZATIONS, PRIMARILY OTHER RESEARCH INSTITUTES THROUGH THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES. THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES CEO SALARY BASED ON THE INFORMATION PROVIDED. X 4 156062 FMV X INTEREST IN-KIND 1 58552 US TREASURY RATE/FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS TO REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CAO REVIEWS ALL ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS AND BRINGS POTENTIAL CONFLICTS TO THE ATTENTION OF THE CONFLICT OF INTEREST COMMITTEE WHICH MEETS ANNUALLY. THE COMMITTEE DETERMINES IF ANY FOLLOW-UPS ARE REQUIRED. THE CAO PROCEEDS WITH THE FOLLOW-UPS UNDER THE GUIDANCE OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE BUCK INSTITUTE BOARD OF TRUSTEES APPROVES TERMS OF EMPLOYMENT OF THE CEO/PRESIDENT AND COMPENSATION FOR EXECUTIVE POSITIONS IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE CEO WILL APPROVE ALL SALARY ACTIONS SUCH AS HIRING, PROMOTION AND MERIT INCREASES FOR FACULTY. THE CAO, IN CONSULTATION WITH THE CEO, WILL REVIEW AND APPROVE THE HIRING, PROMOTION AND SALARY INCREASE ACTIONS FOR ALL ADMINISTRATIVE MANAGEMENT POSITIONS. FACULTY AND DEPARTMENT HEADS WILL REVIEW AND APPROVE THE HIRING, PROMOTION, AND (IN CONSULTATION WITH THE CAO) SALARY INCREASE ACTIONS FOR THOSE REPORTING TO THEM. SALARY ACTIONS ARE ALSO DETERMINED THROUGH THE USE OF COMPENSATION SURVEYS FOR COMPARABILITY. IF IT IS DETERMINED BY THE HIRING MANAGER AND HUMAN RESOURCES THAT A NEW POSITION TITLE IS REQUIRED, HUMAN RESOURCES WILL ADD THE NEW POSITION TO THE APPROVED JOB TITLE LIST, INCLUDING APPROPRIATE CLASSIFICATION AND SALARY RANGE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -198,411. 3 CHARITABLE REMAINDER TRUSTS INVESTMENTS CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0