2019-11-05T17:02:29-06:00 2018-12-31 752873095 TOLLESON PRIVATE WEALTH MANAGEMENT LP 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 990 2018-01-01 822921815 THE OSTEOSARCOMA INSTITUTE INC OSTE 2144593330 100 CRESCENT COURT NO 700 DALLAS TX 752012112 MCHENRY TICHENOR JR PRESIDENT 2142523250 2019-11-05 1 AMY ARMSTRONG P00364648 2142523250 199.47.93.248 2019-11-05 16:27:55 CS P 777DA9701A096BB5A047DF2C5A5CC2D589798590 D558180D73824C0C07C806C1FB077C0EF6C60208 2018 2020-03-31 21:24:44Z MCHENRY TICHENOR JR 100 CRESCENT COURT NO 700 DALLAS TX 752012112 9307547 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 5 0 0 0 9307547 0 0 0 0 0 0 0 9307547 0 0 0 0 0 5000 0 0 0 0 385857 0 390857 0 8916690 0 8997823 0 81133 0 8916690 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 1658 0 0 THE OSTEOSARCOMA INSTITUTE HAS PUBLISHED ONE REQUEST FOR PROPOSAL FOR A CLINICAL TRIAL. IT EXPECTS TO SELECT A PROPOSAL FOR FUNDING IN 2019 AND HAS MADE TENTATIVE AWARDS TO TWO APPLICANTS, PENDING, IN BOTH CASES, EXECUTION OF GRANT AGREEMENTS. 1659 0 0 THE OSTEOSARCOMA INSTITUTE HAS PUBLISHED ONE REQUEST FOR PROPOSAL FOR A TRANSLATIONAL AND PRECLINICAL SCIENCE STUDY. THE INSTITUTE HAS MADE A TENTATIVE AWARD TO ONE APPLICANT, PENDING CONTRACTING. 1658 0 0 THE OSTEOSARCOMA INSTITUTE PLANS TO ESTABLISH A PATIENT ADVOCACY HOTLINE IN 2019. 4975 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 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 BRET ALEXANDER DIRECTOR/CHAIR 2.00 X X 0 0 0 MCHENRY T TICHENOR JR DIRECTOR/PRESIDENT/TREASURER 2.00 X X 0 0 0 MARY KATHERINE VIGNESS CLARKE DIRECTOR 2.00 X X 0 0 0 DR LEE HELMAN SECRETARY 2.00 X 5000 0 0 5000 0 0 0 0 0 0 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BOULEVARD MAILSTOP 54 LA CA 90027 OUTLINE PLANS, BUDGETS, & RESOURCES NEED 208978 1 9307547 9307547 9307547 0 0 0 X 5000 5000 20242 20242 340903 340903 4975 4975 16230 16230 3507 3507 390857 4975 385882 0 0 61340 0 8936483 0 8997823 0 81133 0 81133 X 0 0 0 0 0 8916690 0 8916690 0 8997823 8916690 0 X 1 X 1 X 1 0 X 21064 21064 21064 21064 579 20485 21064 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 12/31/18 AMOUNT: 9286483. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 50,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 290,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290,903.