2016-02-15T11:36:04-06:00 2015-06-30 910189318 MOSS ADAMS LLP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990 2014-07-01 910961784 SEATTLE BIOMEDICAL RESEARCH INSTITUTE SEAT 2062567200 307 WESTLAKE AVENUE NORTH NO 500 SEATTLE WA 981095219 LOUIS COFFMAN SR VP-STRATEGY/BUSINESS DEVT 2062567200 2016-02-10 1 ANGELA M FIDLER P01254538 2063026500 2016-02-10 2014 2016-08-17 19:52:53Z CENTER FOR INFECTIOUS DISEASE RESEARCH ALAN ADEREM 307 WESTLAKE AVENUE NORTH NO 500 SEATTLE WA 981095219 38060963 0 X WWW.CIDRESEARCH.ORG X 1976 WA TO ELIMINATE THE WORLD'S MOST DEVASTATING INFECTIOUS DISEASES. 21 19 309 20 0 0 34292693 31681918 469073 184105 -91869 2635549 479187 1096900 35149084 35598472 0 0 0 0 18003859 16268338 0 0 108289 20226768 18329696 38230627 34598034 -3081543 1000438 21235288 46633100 10317568 8580767 10917720 38052333 X SEATTLE BIOMEDICAL RESEARCH INSTITUTE IS THE LARGEST NONPROFIT INDEPENDENT RESEARCH INSTITUTE IN THE WORLD FOCUSED SOLELY ON INFECTIOUS DISEASE RESEARCH. OUR MISSION IS TO ELIMINATE THE WORLD'S MOST DEVASTATING INFECTIOUS DISEASES. THE INSTITUTE INTEGRATES SYSTEMS BIOLOGY WITH MORE TRADITIONAL BIOLOGY TO DEVELOP A DEEPER UNDERSTANDING OF THE HUMAN IMMUNE SYSTEM AND INFECTIOUS DISEASE PATHOGENESIS. OUR RESEARCH PROGRAMS AIM TO MAKE TRANSFORMATIVE ADVANCES THAT PROVIDE A MORE COMPREHENSIVE EXPLANATION OF THE MYSTERIES OF THE INTERACTION BETWEEN PATHOGENS AND THE HUMAN IMMUNE SYSTEM THEREBY TO ACCELERATE PROGRESS ON THE DEVELOPMENTS OF VACCINES TO PREVENT AND DRUGS TO TREAT AND, WE HOPE ONE DAY, CURE INFECTIOUS DISEASES ULTIMATELY TO SAVE THE LIVES OF THE 14 MILLION PEOPLE WHO WILL OTHERWISE DIE EACH YEAR FROM MALARIA, HIV/AIDS, TUBERCULOSIS AND OTHER DREADED INFECTIOUS DISEASES. 0 0 30837044 184105 OUR VALUE PROPOSITION IS TO (I) INFLUENCE... TO CREATE, USE AND SHARE NEW KNOWLEDGE; (II) INVENT... APPLY THAT KNOWLEDGE TO DEVELOP NEW TOOLS, MATERIALS AND METHODS USEFUL TO ENABLE AND FACILITATE RESEARCH ON THE CRITICAL PATH TO PREVENT, DIAGNOSE AND TREAT DISEASE; AND (III) EDUCATE... TRAIN THE NEXT GENERATION OF SCIENTISTS WHO WILL ADD SCIENTIFIC, RESEARCH AND CLINICAL CAPACITY IN THE DEVELOPING WORLD.ACCOMPLISHMENTS INCLUDE:* DISCOVERY OF RNA EDITING, WHICH PROVIDES A POTENTIAL BASIS FOR DRUG TREATMENTS FOR THREE MAJOR PARASITIC DISEASES.* IDENTIFIED TWO HIV-1 ENVELOPE ANTIGENS THAT ELICITED BROADLY NEUTRALIZING ANTIBODIES AGAINST HIV WHEN INTRODUCED AS A TRIAL VACCINE IN PRIMATES.* DEVELOPED A PROMISING GENETICALLY ATTENUATED PARASITE (GAP) MALARIA VACCINE HAS PROVEN 100 PERCENT PROTECTIVE, 100 PERCENT OF THE TIME IN MOUSE STUDIES. PHASE I CLINICAL SAFETY TRIALS - THE FIRST TESTS IN HUMAN VOLUNTEERS - ARE CURRENTLY UNDERWAY FOR THIS VACCINE. * LED TO THE IDENTIFICATION OF AN UNUSUAL ARRANGEMENT OF GENES IN LEISHMANIA. AFTER A THREE-YEAR EFFORT, INSTITUTE SCIENTISTS DEVELOPED A WAY TO TURN THESE GENES ON AND OFF, ALLOWING THE STUDY OF THE ROLES SPECIFIC LEISHMANIA GENES PLAY IN CAUSING DISEASE.* AS PART OF AN INTERNATIONAL CONSORTIUM, SEATTLE BIOMED RESEARCHERS SEQUENCED THE GENOMES OF THE PARASITES THAT CAUSE AFRICAN SLEEPING SICKNESS, CHAGAS' DISEASE AND LEISHMANIASIS, PROVIDING THE BASIS FOR NEW DRUGS AND TREATMENTS.* THE INSTITUTE REACHED A SIGNIFICANT MILESTONE BY DETERMINING NEARLY 1,000 PROTEIN STRUCTURES FROM INFECTIOUS DISEASE ORGANISMS. THESE PROTEIN STRUCTURES CAN HELP RESEARCHERS FIND POTENTIAL TARGETS FOR NEW DRUGS, ESSENTIAL ENZYMES AND POSSIBLE VACCINE CANDIDATES. * THE INSTITUTE OPERATES A MALARIA CLINICAL TRIALS CENTER, ONE OF ONLY FOUR CENTERS IN THE WORLD THAT CAN SAFELY AND EFFECTIVELY TEST NEW MALARIA TREATMENTS AND VACCINES IN HUMANS THROUGH THE MALARIA HUMAN CHALLENGE MODEL. 371885 BIOQUEST: THE PRIMARY GOAL OF THE INSTITUTE'S SCIENCE OUTREACH PROGRAM, BIOQUEST, IS TO PROVIDE A CURRICULUM-RELEVANT, CAREER-INSPIRING, TECHNOLOGY-RICH SCIENCE EDUCATION PROGRAM WITHIN THE CONTEXT OF INFECTIOUS DISEASE RESEARCH TO HIGH SCHOOL STUDENTS, TEACHERS, AND THE GENERAL PUBLIC. WE ARE THE ONLY ORGANIZATION IN THE NATION TO OFFER A 32-PERSON TEACHING LAB, WITHIN THE FOOTPRINT OF AN INFECTIOUS DISEASE RESEARCH INSTITUTE. 31208929 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 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 1 45 0 1 309 1 0 0 0 0 0 0 0 0 0 0 X 21 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 WA X X LOUIS COFFMAN 2062567200 307 WESTLAKE AVE N 500 SEATTLE WA 981095219 ALAN ADEREM PHD PRESIDENT 40.00 X X 318268 0 38899 MARK ASHIDA CHAIR/ TRUSTEE 3.00 X X 0 0 0 KEVIN KELLY JD VICE CHAIR/ TRUSTEE 3.00 X X 0 0 0 GREGG BLODGETT TREASURER/ TRUSTEE 3.00 X X 0 0 0 STEVEN CLIFFORD SECRETARY/ TRUSTEE 3.00 X X 0 0 0 TREVOR MOODY IMMEDIATE PAST CHAIR 3.00 X 0 0 0 KEN STUART PHD PRESIDENT EMERITUS/ TRUSTEE 40.00 X 294519 0 32500 ROSEMARY BARKER ARAGON TRUSTEE 3.00 X 0 0 0 PATRICE AULD TRUSTEE 3.00 X 0 0 0 RICHARD BEAR TRUSTEE 3.00 X 0 0 0 ALAN LEVY PHD TRUSTEE 3.00 X 0 0 0 NEIL MCDONNELL PHARMD TRUSTEE 3.00 X 0 0 0 BRIAN OLSAVSKY TRUSTEE 3.00 X 0 0 0 TODD PATRICK TRUSTEE 3.00 X 0 0 0 TJ PETRIZZO TRUSTEE 3.00 X 0 0 0 CHRISTOPHER H PORTER PHD TRUSTEE 3.00 X 0 0 0 ALEXANDRE PORTET TRUSTEE 3.00 X 0 0 0 BRIAN SCHWARTZ TRUSTEE 3.00 X 0 0 0 DAVID R STEWART JD TRUSTEE 3.00 X 0 0 0 MOYA VAZQUEZ TRUSTEE 3.00 X 0 0 0 BRYAN WHITE TRUSTEE 3.00 X 0 0 0 RANDALL HASSLER COO/VP 40.00 X 188034 0 28637 LOUIS COFFMAN SR. VP-STRATEGY/ BUSINESS DEVELOPMENT 40.00 X 272354 0 39202 STEFAN KAPPE PHD PRINCIPAL INVESTIGATOR 40.00 X 187468 0 27745 PETER MYLER PHD PRINCIPAL INVESTIGATOR 40.00 X 160892 0 28235 LEONIDAS STAMATATOS PHD PRINCIPAL INVESTIGATOR 40.00 X 187974 0 24145 SUSAN P BROWN VP ADVANCEMENT 40.00 X 162141 0 0 JOHN D AITCHISON PRINCIPAL INVESTIGATOR 40.00 X 161284 0 29247 RUOBING WANG PRINCIPAL INVESTIGATOR 40.00 X 151415 0 22437 MALCOLM J GARDNER PRINCIPAL INVESTIGATOR 40.00 X 147017 0 21998 2231366 0 293045 20 0 1 0 UNIVERSITY OF WASHINGTON GRANTS & CONTRA 12455 COLLECTIONS DRIVE CHICAGO IL 60693 RESEARCH 2093062 BERYLLIUM DISCOVERY CORP 3 PRESTON COURT BEDFORD MA 01730 RESEARCH 1993151 THE SCRIPPS RESEARCH INSTITUTE 10550 N TORRY PINES ROAD LA JOLLA CA 92037 RESEARCH 1275334 INSTITUTE FOR SYSTEMS BIOLOGY 401 TERRY AVE N SEATTLE WA 98109 RESEARCH 1174330 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FARIVIEW AVE N SEATTLE WA 98109 RESEARCH 525193 15 23417934 8263984 31681918 RESEARCH SUPPORT SRVCS 541900 131451 131451 PROGRAM SERVICE FEES 541900 52654 52654 184105 2771008 2771008 2274798 2265198 9600 9600 9600 61834 197293 -135459 -135459 -135459 WESTLAKE LLC 900099 1087300 1087300 1087300 35598472 184105 0 3732449 1221500 777251 444249 11360796 10582755 740026 38015 879024 825543 50492 2989 1731522 1197474 530013 4035 1075496 974301 97908 3287 1040044 645962 378105 15977 144557 27569 116876 112 98056 86813 10844 399 769311 716133 34940 18238 38866 37926 761 179 334570 298998 31615 3957 405927 340675 46434 18818 3376301 2694648 676842 4811 234472 219642 14478 352 215890 195383 20430 77 6 5 1 1734566 1568655 163826 2085 140400 132649 7476 275 SUBCONTRACTS 6329013 6329013 RESEARCH SUPPLIES 2916192 2911484 4550 158 POSTAGE/BANK FEES/DUES/ 472927 430317 48102 -5492 LAB/CLINICAL/TECH SVS 211253 213137 -1774 -110 -132655 2596 -135378 127 34598034 31208929 3280816 108289 900 900 5821525 7477919 6350215 5132568 90152 87320 93078 82353 376070 683015 23459656 16239233 8421037 7220423 25766290 35655 182312 46656 0 21235288 46633100 4876733 3620735 4824725 4765557 616110 194475 10317568 8580767 X 10149200 37381411 768520 670922 10917720 38052333 21235288 46633100 X 1000438 -494444 26628619 X 0 1 X 1 1 1 X UNIVERSITY OF WASHINGTON MEDICAL CENTER SEATTLE WA OREGON HEALTH SCIENCE UNIVERSITY PORTLAND OR RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11549091 6540296 5008795 11056755 8926600 2130155 853810 772337 81473 7220423 DEFERRED RENT LIABILITY 194475 194475 64133304 -494444 2265198 1770754 62362550 -26764078 -26764078 35598472 36998691 2400657 2400657 34598034 0 34598034 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,265,198. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALE OF ASSETS -135,459. BOOK/TAX DIFFERENCE ON INVESTMENT IN 307 WESTLAKE -26,628,619. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,265,198. LOSS FROM SALE OF ASSETS 135,459. EAST ASIA AND THE PACIFIC PROGRAM SERVICES TRAVEL/MEETING/CONFERENCE 947 EAST ASIA AND THE PACIFIC PROGRAM SERVICES SUB-AWARD 48272 EUROPE (INCLUDING ICELAND & GREENLAND PROGRAM SERVICES TRAVEL/MEETING/CONFERENCE 2895 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES SUB-AWARD 91291 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES SUB-AWARD 15554 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES TRAVEL/MEETING/CONFERENCE 309 NORTH AMERICA (CANADA AND MEXICO) PROGRAM SERVICES TRAVEL/MEETING/CONFERENCE 3324 SOUTH ASIA PROGRAM SERVICES TRAVEL/MEETING/CONFERENCE 1550 SUB-SAHARAN AFRICA PROGRAM SERVICES TRAVEL/MEETING/CONFERENCE 3055 SUB-SAHARAN AFRICA PROGRAM SERVICES SUB-AWARD 178499 SUB-SAHARAN AFRICA PROGRAM SERVICES RESEARCH 74337 0 0 0 0 0 0 164142 255891 420033 0 0 0 0 0 0 PART I, LINE 3: SEATTLE BIOMEDICAL RESEARCH INSTITUTE DOES NOT MAINTAIN ANY FOREIGN OFFICES. THE INSTITUTE'S SUB-CONTRACTORS ARE PERFORMING RESEARCH ON BEHALF OF THE ORGANIZATION AROUND THE WORLD, THE ACCRUAL METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR EXPENDITURES. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 ALAN ADEREM PHD PRESIDENT 318268 0 0 0 0 0 26000 0 12899 0 357167 0 0 0 KEN STUART PHD PRESIDENT EMERITUS/ TRUSTEE 294519 0 0 0 0 0 26000 0 6500 0 327019 0 0 0 RANDALL HASSLER COO/VP 188034 0 0 0 0 0 19237 0 9400 0 216671 0 0 0 LOUIS COFFMAN SR. VP-STRATEGY/ BUSINESS DEVELOPMEN 272354 0 0 0 0 0 27500 0 11702 0 311556 0 0 0 STEFAN KAPPE PHD PRINCIPAL INVESTIGATOR 187468 0 0 0 0 0 17875 0 9870 0 215213 0 0 0 PETER MYLER PHD PRINCIPAL INVESTIGATOR 160892 0 0 0 0 0 16812 0 11423 0 189127 0 0 0 LEONIDAS STAMATATOS PHD PRINCIPAL INVESTIGATOR 187974 0 0 0 0 0 18749 0 5396 0 212119 0 0 0 SUSAN P BROWN VP ADVANCEMENT 162141 0 0 0 0 0 0 0 0 0 162141 0 0 0 JOHN D AITCHISON PRINCIPAL INVESTIGATOR 161284 0 0 0 0 0 16590 0 12657 0 190531 0 0 0 RUOBING WANG PRINCIPAL INVESTIGATOR 151415 0 0 0 0 0 15178 0 7259 0 173852 0 0 0 MALCOLM J GARDNER PRINCIPAL INVESTIGATOR 147017 0 0 0 0 0 14735 0 7263 0 169015 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL IS PERMITTED IF ALLOWABLE UNDER AN AWARD AND/OR THE DIFFERENTIAL IN PRICE IS PAID FOR OUT OF NON-GRANT FUNDS. STEFAN KAPPE PART V PART V X 80000 82353 0 1 1 82353 PART II STEFAN KAPPE IS EMPLOYED AS A PRINCIPAL INVESTIGATOR FOR THE ENTITY. THE PURPOSE OF THE LOAN IS NOT RESTRICTED TO A SPECIFIC PURPOSE. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD CAN DELEGATE AUTHORITY TO THE EXECUTIVE COMMITTEE OR OTHER SUBCOMMITTEES (E.G. FINANCE) HOWEVER MOST DECISIONS COME TO THE FULL BOARD FOR ACTION AFTER VETTING AT THE COMMITTEE LEVEL. THERE ARE NO MATERIAL DIFFERENCES AMONG MEMBERS OF THE BOARD. THERE ARE TWO NON-INDEPENDANT VOTING MEMBERS OF THE BOARD WHO ARE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WILL BE REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE. IN ADDITION, THE 990 WILL BE PRESENTED TO THE FINANCE AND AUDIT COMMITTEE. A FINAL DRAFT WILL BE ELECTRONICALLY SENT TO ALL TRUSTEES OF THE INSTITUTE. OUR BOARD LIAISON WILL MONITOR THE DISTRIBUTION OF THE RETURN AND WILL COLLECT COMMENTS AND RESPONSES AND REPORT THESE TO THE DIRECTOR OF FINANCE PROMPTLY. ANY PERTINENT RESPONSES WILL BE ADDRESSED AND RESOLVED BEFORE THE FINAL TAX RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE (AND ALL KEY EMPLOYEES) AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECIEVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. IF ANY KNOW CONFLICTS ARISE, THEY ARE SENT TO THE EXECUTIVE COMMITTEE FOR RESOLUTION. A FOLLOWUP TO THE LEADERSHIP TEAM THEN OCCURS, IF NEEDED. PROCEDURE: 1. DUTY TO DISCLOSE: IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTANCE AND NATURE OF HIS/HER FINANCIAL INTEREST TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO CONSIDERATION OF THE PROPOSED TRANSACTION OR ARRANGEMENT AND MUST NOT ENTER INTO ANY ARRANGEMENT WHERE THERE IS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITHOUT EXECUTIVE COMMITTEE APPROVAL. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE EXECUTIVE COMMITTEE SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. THE EXECUTIVE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. B. AFTER EXERCISING DUE DILLIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER SEATTLE BIOMED CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE INSTITUTE'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE INSTITUTE AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: A. IF THE BOARD, A COMMITTEE, THE INSTITUTE'S STAFF OR A TRUSTEE HAS REASONABLE CAUSE TO BELIEVE THAT A TRUSTEE OR A COMMITTEE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE EXECUTIVE BOARD DETERMINES THAT THE MEMBER HAS, IN FACT, FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PLANNING AND REVIEW TAKES PLACE ANNUALLY. HUMAN RESOURCES PROVIDES MARKET DATA FOR EACH POSITION IN THE INSTITUTE. FOR SENIOR LEADERSHIP POSITIONS, SPECIFICALLY KEY EMPLOYEES, AN OUTSIDE COMPENSATION CONSULTANT BENCHMARKS THESE POSITIONS AND PROVIDES DATA AND ANALYSIS, WHICH ALLOWS THE ORGANIZATION'S HUMAN RESOURCE DEPARTMENT TO ESTABLISH A PAY RANGE FOR EACH OF THESE ROLES AT OUR INSTITUTE. THE HUMAN RESOURCE DEPARTMENT ALSO GATHERS INDUSTRY-SPECIFIC INFORMATION FROM OUR PEERS TO VALIDATE THE SURVEY INFORMATION AND TO ENSURE THAT WE REMAIN COMPETITIVE WITH OUR COMPENSATION. THIS INFORMATION IS SOMETIMES GATHERED FROM LOCAL PEER ORGANIZATIONS IN OUR INDUSTRY AND/OR FROM PEER ORGANIZATIONS WHO ARE PART OF THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES (AIRI). THE MOST RECENT COMPENSATION REVIEW OF SENIOR POSITIONS (PRIOR TO JUNE 30, 2015) TOOK PLACE IN JANUARY 2012. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE ON INVESTMENT IN 307 WESTLAKE 26,628,619.