2014-08-12T08:26:32-05:00 2013-12-31 420714325 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2013-01-01 366009467 Orthopaedic Research and Education Foundation ORTH 8476989980 6300 N River Road No 700 Rosemont IL 60018 Donna Rebeck Chief Financial Officer 8476989980 2014-08-12 1 Wayne Harder P00294296 3126343400 2013 2015-11-30 17:44:51Z OREF Sharon Mellor 6300 N River Road No 700 Rosemont IL 60018 10123538 0 X www.oref.com X 1955 IL The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. The Foundation's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility. 23 23 19 100 0 0 5154975 6370076 0 0 2440615 1270492 0 0 7595590 7640568 6934530 4313800 0 0 1833467 1809388 0 87500 1619818 1451193 1301549 10219190 7512237 -2623600 128331 41158671 40971473 7783681 6462780 33374990 34508693 X The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. The Foundation's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility. 0 0 3297773 2894010 Clinician Development Program - Provides funding to academic institutions for fellowships, residency programs, and continuing medical education courses. 945033 828707 Grant Program The purpose of the Foundation is to support research into the causes and treatment of musculoskeletal diseases and injuries. OREF's niche is supporting surgeon-researchers and PhD-researchers across the spectrum of their careers. 679243 591083 For the new medical researcher in orthopaedics, OREF's grant programs offer a chance to develop their research interests. Through educational programming, OREF supports emerging talent to help them obtain the mentoring and data they need to go on to large-scale funding. 4922049 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CT DC DE FL GA IL IN KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NY OH OK OR PA RI SC SD TN UT VA WA WI WV WY X X Donna Rebeck 8476989980 6300 N River Road 700 Rosemont IL 600184261 Ramon L Jimenez MD President 10.00 X X 0 0 0 Richard J Haynes MD Secretary & Vice Chair, Development 7.00 X X 0 0 0 James G Borovsky Treasurer 7.00 X X 0 0 0 James D Heckman MD Vice Chair, Research Grants 7.00 X X 0 0 0 Frank B Kelly Jr MD Vice Chair, Educational Grants 7.00 X X 0 0 0 Thomas P Schmalzried MD Vice Chair, Corporate Relations 7.00 X X 0 0 0 John J Callaghan MD Chair-Elect 7.00 X X 0 0 0 S Terrance Canale MD Past Board Chair 7.00 X X 0 0 0 R Tracy Ballock MD Trustee 5.00 X 0 0 0 James H Beaty MD Trustee 5.00 X 0 0 0 Jeffrey R Binder Trustee 5.00 X 0 0 0 Kevin J Bozic MD Trustee 5.00 X 0 0 0 Farshid Guilak PhD Trustee 5.00 X 0 0 0 John H Healey MD Trustee 5.00 X 0 0 0 Shepard R Hurwitz MD Trustee 5.00 X 0 0 0 Richard F Kyle MD Trustee 5.00 X 0 0 0 David G Lewallen MD Trustee 5.00 X 0 0 0 Adolph V Lombardi Jr MD Trustee 5.00 X 0 0 0 William C McMaster MD Trustee 5.00 X 0 0 0 Michael L Parks MD Trustee 5.00 X 0 0 0 E Anthony Rankin MD Trustee 5.00 X 0 0 0 Richard Santore MD Trustee 5.00 X 0 0 0 Richard R Tarr Trustee 5.00 X 0 0 0 Sharon Mellor CEO 50.00 X 201119 0 51755 Donna Rebeck CFO/COO 50.00 X 147324 0 46179 Ed Hoover VP for Development 40.00 X 108032 0 21083 Robert Payne VP of Corporate Development & Strategic Philanthropy 40.00 X 121122 0 5918 577597 0 124935 4 0 1 0 0 6370076 158054 6370076 872830 872830 2880632 2482970 397662 397662 397662 7640568 0 0 1270492 4313800 4313800 785833 185530 152169 448134 588670 182732 121417 284521 193346 55153 35075 103118 147963 37730 31030 79203 93576 25908 17235 50433 62363 62363 39458 39458 31400 31400 87500 87500 61033 61033 8428 8428 253055 31010 2990 219055 87917 12566 20927 54424 52545 16650 9616 26279 89176 27073 16323 45780 119440 15731 76593 27116 133022 16280 60209 56533 12781 12781 27831 27831 Life Insurance Premiums 153966 153966 Bad Debt 113850 113850 Dues and Subscriptions 10291 4607 5684 44993 1886 24919 18188 7512237 4922049 970370 1619818 9060239 5467304 3928158 2945409 36692 45393 275867 255890 32038 19977 23456013 27475298 4645531 5018092 41158671 40971473 250780 313465 5453656 4377547 2079245 1771768 7783681 6462780 X -2870121 -1894543 4453196 4178154 31791915 32225082 33374990 34508693 41158671 40971473 X 128331 1018931 -13559 X 0 1 X 1 0 X 18494916 25123804 8034243 5154975 6370076 63178014 18494916 25123804 8034243 5154975 6370076 63178014 32045549 31132465 543458 433142 732310 720388 872830 3302128 66480142 0.46830 0.46320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 25563123 1023628 2442972 29029723 20816303 2539740 2207080 25563123 21836981 887174 -763804 1144048 20816303 20192293 863972 2024961 1244245 21836981 17293162 1264815 3574561 1940245 20192293 0.03580 0.96420 1 0 22201 22201 0 253666 233689 19977 19977 Charitable Remainder Trusts Receivable 2796563 Cash Surrender Value of Life Insurance 1949373 Other Receivables 272156 5018092 X 8645367 1018931 -13559 1005372 7639995 573 573 7640568 7511664 0 7511664 573 573 7512237 Part IV, Line 2b: On behalf of twenty-nine orthopaedic organizations, the Foundation solicits contributions which it administers funds, performs recordkeeping and provides grants as requested by those organizations. Part V, Line 4: The endowment funds are invested in a well-diversified portfolio and disbursements are made as outlined in an endowment spending policy to award research and educational grants and to support the Foundation's mission. Part X, Line 2: The Foundation, an Illinois nonprofit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The Foundation follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under the guidance, the Foundation may recognize the tax benefits from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to potential sources of unrelated business taxable income. As of December 31, 2013, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is no longer subject to examination by the Internal Revenue Service for years before 2010. Part XI, Line 2d - Other Adjustments: Change in Cash Surrender Value of Life Insurance Policies 129,995. Change in Value of Charitable Remainder Trusts -143,554. X X X X X 1 Association Development Solutions 40 Shuman Blvd Ste 300 Naperville IL 60563 Campaign planning solicitation advice 0 0 87500 -87500 87500 -87500 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 American Academy of Orthopaedic Surgeons 6300 N River Road Rosemont IL 60018 362110592 501(c)(3) 5000 2013 AAOS/OREF/ORS Clinician Scholar Development Program American Academy of Orthopaedic Surgeons 6300 N River Road Rosemont IL 60018 362110592 501(c)(3) 40000 2013 Annual Unrestricted Educational Grant American Orthopaedic Association 6300 N River Road Rosemont IL 60018 136118458 501(c)(3) 15000 2013 AOA-OREF Resident Leadership Forum Banner Health 1441 N 12th Street 3rd Floor Phoenix AZ 85006 450233470 501(c)(3) 5515 OREF Residency Enhancement Grant Barton Health Lake Tahoe PO Box 11889 Zephyr Cove NV 89448 946050274 501(c)(3) 25000 2013 GME Fellowship Grant in Sports Medicine Baylor University Medical Center Dallas TX 3500 Gaston Avenue Dallas TX 75246 751921898 501(c)(3) 25000 2013 GME Fellowship Grant in Foot and Ankle Beaumont Health System 3535 W 13 Mile Road Suite 604 Royal Oak MI 48073 381459362 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Beaumont Health System 3535 W 13 Mile Road Suite 604 Royal Oak MI 48073 381459362 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Boston Children's Hospital Harvard Medical School 300 Longwood Avenue Boston MA 02115 042970129 501(c)(3) 30000 Development and Validation of a Pediatric Activity Scale Boston Children's Hospital Harvard Medical School 300 Longwood Avenue Boston MA 02115 042970129 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Boston University School of Medicine Boston Medical Center Department of Orthopaedic Surgery Boston MA 021182393 043354360 501(c)(3) 5000 Effects of Continuous Femoral Nerve Blockade on Post-Operative Pain Control and Knee Rehabilitation Following Operative Fixation of Tibial Plateau Fractures Boston University School of Medicine Boston Medical Center Department of Orthopaedic Surgery Boston MA 021182393 043354360 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)(3) 25000 2013 GME Fellowship Grant in Sports Medicine Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Cedars Sinai Medical Center 8797 Beverly Boulevard 250 Los Angeles CA 90048 951644600 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Children's Hospital of Los Angeles 4650 Sunset Boulevard 69 Los Angeles CA 900276062 951690977 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Cincinnati Children's Hospital Medical Center 3333 Burnet Avenue MLC2017 Cincinnati OH 452293039 310833936 501(c)(3) 225000 The Role of Muscle Satellite Cells in Contracture Formation Following Neonatal Brachial Plexus Injury Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 340714585 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Columbia University Medical Center 622 W 168th Street PH 11 New York NY 10032 135598093 501(c)(3) 5000 Investigation of the Mechanism of Action and a Novel Therapeutic Application of a Caspase 1 Inhibitor in the Setting of Inflammatory Osteolysis Columbia University Medical Center 622 W 168th Street PH 11 New York NY 10032 135598093 501(c)(3) 24090 Intra- and Inter-Observer Reliability of the Video-Assisted Drop Vertical Jump Screening Test for ACL Injury Risk Columbia University Medical Center 622 W 168th Street PH 11 New York NY 10032 135598093 501(c)(3) 46437 Effect of Nicotine on Rotator Cuff Structure and Healing Columbia University Medical Center 622 W 168th Street PH 11 New York NY 10032 135598093 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction DD Eisenhower Army Medical Center Orthopaedic Service Ft Gordon GA 30905 582045292 501(c)(3) 5515 2013 GME Residency Enhancement Grant Duke University 375 MSRB Research Drive Box 3093 Durham NC 27710 560532129 501(c)(3) 50000 Improving Osteoarthritis Pain and Function Through Intra-Articular Depot Delivery of Small Molecule Therapeutics Emory University School of Medicine 59 Executive Park South Suite 3000 Atlanta GA 30329 580566256 501(c)(3) 25000 2013 GME Fellowship Grant in Oncology Emory University School of Medicine 59 Executive Park South Suite 3000 Atlanta GA 30329 580566256 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Emory University School of Medicine 59 Executive Park South Suite 3000 Atlanta GA 30329 580566256 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Foundation for Orthopaedic Athletic and Reconstructive Research 6410 Fanin Suite 1535 Houston TX 77030 760257078 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow Foundation for Orthopaedic Athletic and Reconstructive Research 6410 Fanin Suite 1535 Houston TX 77030 760257078 501(c)(3) 31300 2013 GME Fellowship Grant in Spine Care Foundation for Orthopaedic Research and Education Inc 13020 N Telecom Parkway Temple Terrace FL 33637 593555349 501(c)(3) 25000 2013 GME Fellowship Grant in Trauma Foundation for Orthopaedic Research and Education Inc 13020 N Telecom Parkway Temple Terrace FL 33637 593555349 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow Foundation for Orthopaedic Research and Education Inc 13020 N Telecom Parkway Temple Terrace FL 33637 593555349 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Foundation for Orthopaedic Research and Education Inc 13020 N Telecom Parkway Temple Terrace FL 33637 593555349 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Genesys Health Foundation One Genesys Parkway Grand Blanc MI 48439 383591148 501(c)(3) 5515 2013 GME Residency Enhancement Grant Grand Rapids Medical Education and Research Center 300 Lafayette SE 3400 Grand Rapids MI 49503 237270669 501(c)(3) 25000 2013 GME Fellowship Grant in Foot and Ankle Hospital for Special Surgery Cornell University Medical College 535 E 70th Street New York NY 10021 131624135 501(c)(3) 20000 Scapular Kinematics of Healthy Controls and Individuals with Asymptomatic Rotator Cuff Tears Hospital for Special Surgery Cornell University Medical College 535 E 70th Street New York NY 10021 131624135 501(c)(3) 41531 The Effect of Health Care Supply on Hip Fracture Treatment: A Population-based Approach to Identify New Opportunities for Quality Improvement Hospital for Special Surgery Cornell University Medical College 535 E 70th Street New York NY 10021 131624135 501(c)(3) 57220 2013 GME Fellowship Grant in Adult Reconstruction Indiana University 541 Clinical Drive Suite 600 Indianapolis IN 462025111 356001673 State of Indiana 57214 2013 GME Fellowship Grant in Adult Reconstruction Johns Hopkins University 733 N Broadway Suite 117 Baltimore MD 21205 520595110 501(c)(3) 31290 2013 GME Fellowship Grant in Adult Spine Care Johns Hopkins University 733 N Broadway Suite 117 Baltimore MD 21205 520595110 501(c)(3) 31290 2013 GME Fellowship Grant in Pediatric Spine Care Keller Army Community Hospital US Military Academy 900 Washington Road West Point NY 10996 911593913 501(c)(3) 25000 2013 GME Fellowship Grant in Sports Medicine Lurie Children's Hospital of Chicago 225 E Chicago Avenue Chicago IL 60611 362170833 501(c)(3) 5000 Vitamin D and Fracture Risk in the Pediatric Population Marshall University University Orthopaedic Services 1801 Sixth Avenue Huntington WV 25703 550564945 501(c)(3) 5515 2013 GME Residency Enhancement Grant Massachusetts General Hospital GRB 6 32 Fruit Street Boston MA 02114 042697983 501(c)(3) 5000 Determination of Morphologically Similar Areas of Articular Cartilage in the Knee and Elbow Joint - Implications for OATS Procedure Massachusetts General Hospital GRB 6 32 Fruit Street Boston MA 02114 042697983 501(c)(3) 25000 2013 GME Fellowship Grant in Oncology Massachusetts General Hospital GRB 6 32 Fruit Street Boston MA 02114 042697983 501(c)(3) 25000 2013 GME Fellowship Grant in Trauma Massachusetts General Hospital GRB 6 32 Fruit Street Boston MA 02114 042697983 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Massachusetts General Hospital GRB 6 32 Fruit Street Boston MA 02114 042697983 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Mayo Clinic - Jacksonville 4500 San Pablo Road Jacksonville FL 32224 593337028 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Medical University of South Carolina College of Medicine 200 First Street SW Charleston SC 29425 576000722 501(c)(3) 5515 2013 GME Residency Enhancement Grant Montefiore Medical Center-Albert Einstein College of Med 1695 Eastchester Road 2nd Floor Bronx NY 10461 131740114 501(c)(3) 5515 2013 GME Residency Enhancement Grant Mount Sinai School of Medicine Box 1188 One Gustave L Levy Place New York NY 100296574 136171197 501(c)(3) 25000 The Effect of Esomeprazole Magnesium on Incidence of Dysphagia Following Anterior Cervical Spine Surgery: A Prospective, Randomized, Double-Blinded, Placebo-Controlled Study Mount Sinai School of Medicine Box 1188 One Gustave L Levy Place New York NY 100296574 136171197 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow Mount Sinai School of Medicine Box 1188 One Gustave L Levy Place New York NY 100296574 136171197 501(c)(3) 50000 Notochordal Cells Release Anti-Neural and Anti-Vascular Factors that can be used to Treat Discogenic Pain New England Baptist Hospital 125 Parker Hill Avenue Boston MA 02120 042103612 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care New England Baptist Hospital 125 Parker Hill Avenue Boston MA 02120 042103612 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction New York University - Hospital for Joint Diseases 301 E 17th Street New York NY 10003 135562308 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow New York University - Hospital for Joint Diseases 301 E 17th Street New York NY 10003 135562308 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Northwestern University Medical School 676 North St Clair Suite 1350 Chicago IL 60611 362167817 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Ohio State University 410 West 10th Avenue N-1043 Doan Hall Columbus OH 43210 316025986 State of Ohio 5000 Adipokines in Spinal Fusion: Do They Play a Role? Orlando Regional Healthcare 1314 Kuhl Avenue Orlando FL 32806 591726273 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care OrthoCarolina Research Institute Inc 1915 Randolph Road Charlotte NC 28207 010648145 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Orthopaedic Research Foundation 8450 Northwest Boulevard Indianapolis IN 46278 351691013 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Orthopaedic Research Society 6300 N River Road Rosemont IL 60018 363180285 501(c)(3) 15000 Grant Writing Workshops, 2013 Pennsylvania State UniversityMilton S Hershey Medical Center PO Box 850 Hershey PA 170330850 246000376 501(c)(3) 50000 Biomechanical Assessment of a Novel Humeral Head Anterior-Offsetting Technique for Difficult Shoulder Arthroplasty with Posterior Instability Providence Hospital St John Providence Health System PO Box 2043 Southfield MI 48037 381358212 501(c)(3) 5000 PRP vs. Kenalog: An In Vitro Comparison of Gene Expression Changes in Osteoarthritic Human Chondrocytes Rady Children's Hospital and Health Center 3030 Childrens Way Suite 410 San Diego CA 92123 810566710 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Rush University Medical Center 1653 West Congress Parkway Chicago IL 60612 362174823 501(c)(3) 5000 Three-Dimensional Characterization of Acetabular Pincer Lesions Rush University Medical Center 1653 West Congress Parkway Chicago IL 60612 362174823 501(c)(3) 5515 2013 GME Residency Enhancement Grant Rush University Medical Center 1653 West Congress Parkway Chicago IL 60612 362174823 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction San Diego Center for Spinal Disorders 4130 La Jolla Village Drive Suite 300 La Jolla CA 92037 201863911 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Shriners Hospitals for Children Northern California 2425 Stockton Boulevard Sacramento CA 95819 362193608 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Shriners Hospitals for Children Philadelphia 3551 North Broad Street Philadelphia PA 19140 362193608 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Southern Illinois University 701 North 1st Street PO Box 19679 Springfield IL 627949679 376005961 State of Illinois 5515 2013 GME Residency Enhancement Grant Southern Illinois University 701 North 1st Street PO Box 19679 Springfield IL 627949679 376005961 State of Illinois 50000 Evaluation of Tissue Engineered Composites for Bone Regeneration Using Stem Cell Molecular and Gene Analysis Stanford University School of Medicine 450 Broadway Street MC 6342 Redwood City CA 94063 941156365 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction State University of New York at Buffalo School of Medicine 162K Farber Hall University at Buffalo Buffalo NY 14214 161372561 501(c)(3) 25000 2013 GME Fellowship Grant in Sports Medicine Texas Back Institute 6020 West Parker Raod Suite 200 Plano TX 75093 752050380 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Texas Scottish Rite Hospital for Children 2222 Welborn Street Dallas TX 75219 750818178 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care The Steadman Clinic - Steadman Philippon Research Institute 181 West Meadow Drive Vail CO 81657 841415470 501(c)(3) 20000 Improving Outcomes for Posterolateral Knee Injuries - Running Title: The Posterolateral Corner of the Knee Thomas Jefferson University Rothman Institute 925 Chestnut Street Philadelphia PA 19107 222620085 501(c)(3) 23500 The Effect of Elevated Synovial Cholesterol Levels in Rotator Cuff Tendon Injury Thomas Jefferson University Rothman Institute 925 Chestnut Street Philadelphia PA 19107 222620085 501(c)(3) 150000 Serum Molecular Markers: A Potential Guide for Reimplantation After Resection Arthroplasty for Periprosthetic Joint Infection Tripler Army Medical Center 1 Jarrett-White Road Honolulu HI 968595000 521317896 501(c)(3) 5515 2013 GME Residency Enhancement Grant Tulane University School of Medicine 1430 Tulane Avenue SL 32 New Orleans LA 70112 720423889 501(c)(3) 5515 2013 GME Residency Enhancement Grant Union Memorial Hospital 201 East University Parkway Baltimore MD 21218 520591685 501(c)(3) 5515 2013 GME Residency Enhancement Grant United States Bone and Joint DecadeInitiative 6300 North River Road Rosemont IL 60018 134223933 501(c)(3) 5000 USBJDI Young Investigators Initiative 2013 University of Arizona College of Medicine HSC PO Box 245064 Tucson AZ 85724 742652689 501(c)(3) 50000 Ultrasound Elasticity Imaging for the Diagnosis of Human PTTD University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 State of California 20000 Covalent Targeting Delivery Project University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 State of California 25000 2013 GME Fellowship Grant in Sports Medicine University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 State of California 31290 2013 GME Fellowship Grant in Spine Care University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 State of California 57214 2013 GME Fellowship Grant in Adult Reconstruction University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 State of California 100000 Bioengineering Implantable Bone Tissue Using Allogenic and Autologous Mesenchymal Stem Cells University of California Los Angeles UCLA School of Med 10945 Le Conte Avenue PVUB3355 Los Angeles CA 90095 956006143 State of California 5000 Real-time Detection of Infection in a Critical Bone Defect Model in Mice University of California Los Angeles UCLA School of Med 10945 Le Conte Avenue PVUB3355 Los Angeles CA 90095 956006143 State of California 5515 2013 GME Residency Enhancement Grant University of California Los Angeles UCLA School of Med 10945 Le Conte Avenue PVUB3355 Los Angeles CA 90095 956006143 State of California 20000 In Vivo Evaluation of Tissue-Engineered Constructs for Anterior Cruciate Ligament Reconstruction University of California Los Angeles UCLA School of Med 10945 Le Conte Avenue PVUB3355 Los Angeles CA 90095 956006143 State of California 50000 Protecting Implants from Infection: Implant Coatings and Their Effects on Osteointegration University of California San Diego School of Medicine 200 West Arbor Drive MC8894 San Diego CA 921038894 943067788 State of California 5000 Novel Decellularization Process of Peripheral Nerve Allograft and Outcomes Following Implantation into a Rat Sciatic Nerve Injury Model University of California San Diego School of Medicine 200 West Arbor Drive MC8894 San Diego CA 921038894 943067788 State of California 5000 Three Dimensional Analysis of the Growth Plate and Intervertebral Cellular Responses to Spinal Growth Modulation in the Fusionless Treatment of Scoliosis: A Pilot Study in an Immature Porcine Model University of California San Diego School of Medicine 200 West Arbor Drive MC8894 San Diego CA 921038894 943067788 State of California 31290 2013 GME Fellowsing Grant in Spine Care University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 State of California 5000 The Effect of Screening for Nasal Carriers of Staphylococcus Aureus and Treatment with Topical Mupirocin on Incidence of Surgical Site Infection After Operative Fracture Fixation University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 State of California 5515 2013 Residency Enhancement Grant University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 State of California 20000 Smad4 Effects on Physis Morphogenesis and Chondrocyte Polarity University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 State of California 31290 2013 GME Fellowship Grant in Spine Care University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 State of California 224172 The Molecular Pathophysiology of Muscle Atrophy and Fatty Infiltration After Massive Rotator Cuff Tears University of Chicago 5841 South Maryland MC3079 Chicago IL 60637 362177139 501(c)(3) 5000 Effect of BMP-14 and IGF-1 Combination Gene Therapy on Tendon Healing University of Colorado School of Medicine Denver 4701 E 9th Avenue Box E203 Denver CO 80262 846000555 State of Colorado 31290 2013 GME Fellowship Grant in Spine Care University of Colorado School of Medicine Denver 4701 E 9th Avenue Box E203 Denver CO 80262 846000555 State of Colorado 57214 2013 GME Fellowship Grant in Adult Reconstruction University of Florida College of Medicine 3450 Hull Road Gainesville FL 32607 596002052 501(c)(3) 5515 2013 GME Residency Enhancement Grant University of Florida College of Medicine 3450 Hull Road Gainesville FL 32607 596002052 501(c)(3) 25000 2013 GME Fellowship Grant in Oncology University of Florida College of Medicine 3450 Hull Road Gainesville FL 32607 596002052 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow University of Iowa College of Medicine 200 Hawkins Drive Iowa City IA 522421088 426004813 501(c)(3) 5000 Acetabular Prosthesis Protrusion After Medial Acetabular Wall Breach in Total Hip Arthroplasty: A Cadaveric Biomechanical Study University of Iowa College of Medicine 200 Hawkins Drive Iowa City IA 522421088 426004813 501(c)(3) 20000 The Role of Osteoclasts in the Growth and Metastasis of Chondrosarcoma: A Mammal Model University of Louisville School of Medicine Health Science Center Building A Room 1115 Louisville KY 40292 611029626 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction University of Maryland School of Medicine 22 S Greene Street S11B Baltimore MD 21201 522238893 501(c)(3) 5515 2013 GME Residency Enhancement Grant University of Minnesota - Minneapolis 200 Oak Street SE Minneapolis MN 55455 416007513 State of Minnesota 25000 2013 GME Fellowship Grant in Trauma University of Mississippi School of Medicine 2500 N State Street Jackson MS 39216 646008520 State of Mississippi 5000 Effect of P2Y12 Receptor Blockade Upon Function of ADP-Treated Osteoblasts University of Pennsylvania McKay Laboratories 424 Stemmler Hall Philadelphia PA 191046081 231352685 501(c)(3) 5515 2013 GME Residency Enhancement Grant University of Pennsylvania McKay Laboratories 424 Stemmler Hall Philadelphia PA 191046081 231352685 501(c)(3) 20000 The Effect of Early Mobilization After Surgical Repair of an Achilles Tendon Rupture in a Rat Model University of Tennessee Campbell Clinic 1211 Union Avenue Suite 510 Memphis TN 38104 620548038 501(c)(3) 5515 2013 GME Residency Enhancement Grant University of Utah School of Medicine 590 Wakara Way Salt Lake City UT 84108 876000525 State of Utah 50000 Discovering Novel Small Molecules for Treating Synovial Sarcoma in the Orthopaedic Oncology Patient University of Utah School of Medicine 590 Wakara Way Salt Lake City UT 84108 876000525 State of Utah 57214 2013 GME Fellowship Grant in Adult Reconstruction University of Washington School of Medicine Department of Orthopaedics Harborview Medical Center Seattle WA 981042499 916001537 State of Washington 31290 2013 GME Fellowship Grant in Spine Care Vanderbilt University School of Medicine Medical Center East Nashville TN 372328774 620476822 501(c)(3) 5000 Characterizing the Coagulation States of Patients with Isolated Femur Fractures Treated with Reamed Intramedullary Nailing Intraoperatively and Postoperatively Using a Novel Coagulation Assay Vanderbilt University School of Medicine Medical Center East Nashville TN 372328774 620476822 501(c)(3) 5000 Typing Proficiency Following Carpal Tunnel Release Vanderbilt University School of Medicine Medical Center East Nashville TN 372328774 620476822 501(c)(3) 5515 2013 GME Residency Enhancement Grant Vanderbilt University School of Medicine Medical Center East Nashville TN 372328774 620476822 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Vanderbilt University School of Medicine Medical Center East Nashville TN 372328774 620476822 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Wake Forest University Health Sciences Medical Center Boulevard WinstonSalem NC 271571070 223849199 501(c)(3) 20000 A Novel Xenograft-derived Bone Scaffold for Improved Treatment of Critical Bone Defects Wake Forest University Health Sciences Medical Center Boulevard WinstonSalem NC 271571070 223849199 501(c)(3) 30000 Identifying Muscular Contributions to Bone Deformity of the Shoulder Following Brachial Plexus Birth Palsy Wake Forest University Health Sciences Medical Center Boulevard WinstonSalem NC 271571070 223849199 501(c)(3) 50000 BMP Receptors and GDF5 in Osteoarthritis Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)(3) 5000 Evaluation of the Effects of Fatigue on Fastpitch Softball Players Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)(3) 11912 Randomized Trial of Post-Operative Intravenous Acetaminophen in Geriatric Patients with Hip Fractures Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)(3) 31250 2013 GME Fellowship Grant in Shoulder and Elbow Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)(3) 31290 2013 GME Fellowship Grant in Spine Care Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)(3) 57214 2013 GME Fellowship Grant in Adult Reconstruction Wayne State University 656 W Kirby Detroit MI 48202 386028429 State of Michigan 40000 A New Implant Surface with Doxycycline-Doped Nanofiber Coating 80 Part I, Line 2: One-year grants receive 50% of the funds to start, then 40% after a six-month financial report is received. A final scientific and lay report is required within 60 days after the grant ends, and a final financial report. Once Orthopaedic Research and Education Foundation has all reports, the final 10% of the funds are released. One-time award/educational grant/lectureship grants receive full payment after they are approved. Documentation is in the file for lectureships, educational programs, and awards. Two-or three year grants are paid and spread over the term of the grant. The 10% withheld is the same until all reports are received. These multi-year grants submit annual scientific progress reports which are then reviewed by the original peer review committee member. The Chair of the Research Grants Committee reads all reports and submits them to the Board of Trustees for approval at the June meeting each year. X 1 1 X X X 0 0 0 0 0 0 0 0 0 Sharon Mellor CEO 188926 0 12000 0 193 0 38649 0 13106 0 252874 0 0 0 Donna Rebeck CFO/COO 137889 0 9000 0 435 0 28588 0 17591 0 193503 0 0 0 Part I, Line 1a OREF reimburses the CEO, CFO-COO and the VPs for membership fees that OREF deems beneficial for them to belong to. The following individuals received non-taxable reimbursements: -Sharon Mellor $2,946 -Donna Rebeck $1,661 -Robert Payne $1,545 X 17 158054 Fair Market Value 0 0 0 0 Form 990, Part VI, Section B, line 11 The organization's Accountant, CFO, CEO and the Audit Committee review the Form 990. The Form 990 is provided to the Trustees who have the opportunity to review it electronically prior to filing with the IRS. Form 990, Part VI, Section B, line 12c All Board Members annual submission of disclosure statements are on file with the OREF Chief Executive Officer (CEO). The CEO reviews meeting agendas prior to the meeting and notifies leadership of any issues that need to be addressed before the discussion can take place. Any individual who gives notice of potential conflict is to abstain from participating in any item of business which comes before the Board. Form 990, Part VI, Section B, line 15 The Foundation has a formal process to determine the compensation of its CEO. The CEO has ultimate responsibility for implementing the decisions of the Board of Trustees and for supervising the Foundation's management, administration and operations. The process includes the following elements: (1) Review and approval by the Board of Trustees or Compensation Committee; (2) Use comparable compensation data; and (3) Contemporaneous documentation and recordkeeping. Form 990, Part VI, Section C, line 19 The organization made its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, line 9: Change in Cash Surrender Value of Life Insurance Policies -143,554. Change in Value of Charitable Remainder Trusts 129,995.