2020-11-13T16:56:41-06:00 2019-12-31 752873095 TOLLESON PRIVATE WEALTH MANAGEMENT LP 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 990 2019-01-01 822921815 THE OSTEOSARCOMA INSTITUTE INC OSTE 2144593330 100 CRESCENT COURT NO 700 DALLAS TX 752012112 MCHENRY TICHENOR JR PRESIDENT 2142523250 2020-11-13 1 AMY ARMSTRONG P00364648 2142523250 199.47.93.10 2020-11-13 16:46:30 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 10F621F0680C713D1C374C627BC1566958DED545 2019 2021-01-29 14:40:06Z MCHENRY TICHENOR JR 100 CRESCENT COURT NO 700 DALLAS TX 752012112 375876 0 X OSINST.ORG X 2017 TX THE OSTEOSARCOMA INSTITUTE WILL DEVELOP AND EXECUTE A COMPREHENSIVE, RATIONAL STRATEGY TO IMPROVE DRAMATICALLY THE LIFE EXPECTANCY OF RELAPSED AND METASTATIC OSTEOSARCOMA PATIENTS. 3 3 0 10 0 0 9307547 375876 0 0 0 0 0 0 9307547 375876 0 60116 0 0 5000 0 0 0 0 385857 280807 390857 340923 8916690 34953 8997823 9041643 81133 90000 8916690 8951643 X THE OSTEOSARCOMA INSTITUTE WILL DEVELOP AND EXECUTE A COMPREHENSIVE, RATIONAL STRATEGY TO IMPROVE DRAMATICALLY THE LIFE EXPECTANCY OF RELAPSED AND METASTATIC OSTEOSARCOMA PATIENTS. 0 0 51630 40116 THE OSTEOSARCOMA INSTITUTE ESTABLISHED AN OSTEOSARCOMA INFORMATION HOTLINE AS A FREE SERVICE TO PATIENTS, IN COLLABORATION WITH THE HONORHEALTH RESEARCH INSTITUTE OF SCOTTSDALE, AZ. CALLERS SPEAK WITH AN EXPERIENCED NURSE NAVIGATOR, WHO WORKS WITH A SARCOMA EXPERT PHYSICIAN TO PROVIDE INFORMATION AND ANSWER PATIENT QUESTIONS. 31517 20000 THE OSTEOSARCOMA INSTITUTE COMMITTED TO FUND $200,000 FOR PHASE II MULTI-ARM CLINICAL TRIAL STUDY OF DURVALUMAB (ANTI-PD-L1) AND OLECLUMAB (ANTI-CD-73) IN ADOLESCENTS AND YOUNG ADULTS WITH RECURRENT OSTEOSARCOMA AT THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER. $20,000 OF THIS WAS FUNDED IN 2019. 9478 THE OSTEOSARCOMA INSTITUTE EXECUTED AN AGREEMENT TO FUND A $500,000 PRECLINICAL AND TRANSLATIONAL SCIENCE GRANT AGREEMENT WITH CASE WESTERN RESERVE UNIVERSITY. 189570 THE OSTEOSARCOMA INSTITUTE HAS CONTRACTED WITH CHILDREN'S HOSPITAL OF LOS ANGELES FOR THE PERSONAL SERVICES OF DR. LEE HELMAN TO DRIVE THE OVERALL DEVELOPMENT AND EXECUTION OF THE STRATEGY AGREED TO BY THE OSTEOSARCOMA INSTITUTE'S EXECUTIVE BOARD. 189570 282195 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 X MCHENRY TICHENOR JR 2144593330 100 CRESCENT COURT STE 700 DALLAS TX 75201 X BRET ALEXANDER DIRECTOR/CHAIR 2.00 X X 0 0 0 MCHENRY T TICHENOR JR DIRECTOR/PRESIDENT/TREASUR 30.00 X X 0 0 0 MARY KATHERINE VIGNESS CLARKE DIRECTOR 2.00 X X 0 0 0 DR LEE HELMAN DIRECTOR/SECRETARY 16.00 X 0 0 0 0 0 0 0 0 0 0 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BOULEVARD MAILSTOP 54 LA CA 90027 PERSONAL SERVICES OF DR. LEE HELMAN 175713 1 375876 375876 375876 0 0 0 X 60116 60116 23539 23539 7500 7500 235290 198540 36750 1976 1976 9098 9098 3162 3162 GENERAL & ADMINISTRATIV 242 242 340923 282195 58728 0 61340 1004651 8936483 8036992 8997823 9041643 81133 90000 81133 90000 X 0 0 0 0 8916690 8951643 8916690 8951643 8997823 9041643 34953 0 X X 1 X 1 X 1 0 X 21064 25367 46431 21064 25367 46431 71 46360 46431 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 375876 0 375876 0 375876 340923 0 340923 0 340923 1 THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 301439 HOUSTON TX 772301439 746001118 20000 PHASE II MULTI-ARM CLINICAL TRIAL STUDY OF DURVALUMAB AND OLECLUMAB 1 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 MODIFICATIONS TO THE PROJECTION. A FINAL REPORT IS DUE WITHIN SIX MONTHS OF PROJECT COMPLETION. THE FOUNDATION ALSO HAS THE RIGHT TO CONDUCT ON-SITE INSPECTIONS AND REVIEW FINANCIAL RECORDS. 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 BOARD MEMBERS, ADVISORS, TRUSTEES, REVIEWERS, AND OSTEOSARCOMA INSTITUTE INC. (OSI) GUESTS WHO ATTEND MEETINGS OR HAVE ACCESS TO CONFIDENTINAL OSI INFORMATION ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. A CERTIFICATION ADHERING TO THE CONFLICT OF INTEREST POLICY MUST BE SIGNED BY THESE MEMBERS BEFORE EACH OSI RELATED MEETING TO ENSURE ALL PARTIES ARE FOLLOWING THE POLICY. THE OVERALL POLICY LIMITS DISCUSSIONS TO ONLY THOSE RELEVANT PARTIES DIRECTLY INVOLVED IN REVIEWS AND EVALUATIONS OR PARTICIPATING IN SPECIFIC MEETINGS. SPECIFICALLY, IT REQUIRES THOSE BOUND BY THE POLICY TO (1) DESTROY OR RETURN ALL MATERIALS RELATED TO OSI EVALUATIONS, (2) NOT TO DISCLOSE OR DISCUSS THE MATERIALS ASSOCIATED WITH ANY REVIEW, EVALUATION, OR REVIEW MEETING(S) WITH ANY OTHER INDIVIDUAL UNLESS OFFICIALLY DESIGNATED TO PARTICIPATE IN THE REVIEW PROCESS, (3) NOT TO DISCLOSE PROCUREMENT INFORMATION PRIOR TO THE AWARD OF A GRANT/CONTRACT, AND (4) TO REFER ALL INQUIRIES CONCERNING THE REVIEW TO THE OSI SCIENTIFIC REVIEW ADMINISTRATOR OR OTHER DESIGNATED OFFICIAL OF THE OSI PROJECT. THE BOARD PERIODICALLY EVALUATES ALL CONFLICTS OF INTERESTS AS WELL AS ANY FACTORS PERTAINING TO CONFLICTS OF INTERESTS THROUGH COLLABORATIVE CHECKS-AND-BALANCES PERFORMED BY EACH BOARD MEMBER AND TRUSTEE. CONFLICTS OF INTEREST AND CONFIDENTIALITY ARE HIGHLIGHTED AT EACH MEETING AND THROUGHOUT THE SCIENTIFIC RESEARCH PROCESS. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION IS BASED ON FAIR MARKET VALUE OF SERVICES DESCRIBED IN THE STATEMENT OF WORK PROVIDED TO EACH INDPENDENT CONTRACTOR. 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 TO THE PUBLIC. FORM 990, PART IX, LINE 11G BOARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 34,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,750. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 198,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,540. CHARITABLE CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.