2013-08-14T08:31:59-05:00 2012-12-31 420714325 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2012-01-01 366009467 Orthopaedic Research and Education Foundation ORTH 8476989980 6300 N River Road No 700 Rosemont IL 600184261 Donna Rebeck 8476989980 2013-08-13 1 Wayne Harder P00294296 3126343400 2012 2016-02-24 21:20:13Z OREF Sharon Mellor 6300 N River Road No 700 Rosemont IL 600184261 8525209 0 X www.oref.com X 1955 IL The Orthopaedic Research & Education Foundation (OREF) is an independent, 501(c)(3) organization whose 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 21 100 0 0 8034243 5154975 0 0 594931 2440615 0 0 8629174 7595590 9703802 6934530 0 0 1726469 1833467 0 0 1766623 2371139 1451193 13801410 10219190 -5172236 -2623600 43586972 41158671 7910486 7783681 35676486 33374990 The OREF's 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 2629561 2406932 Grant Program - The purpose of the Foundation is to support research into the causes and treatment of musculoskeltal diseases. OREF's niche is supporting surgeon-researchers across the spectrum of their careers. For established orthopaedic surgeons, many of OREF's grants and awards are the only way to obtain salary support. 4863282 4451537 Clinician Development Program - Provides funding to academic institutions for fellowships, residency programs, and CME courses. 83096 76061 For the new surgeon, OREF's grants and awards programs offer a chance to develop their research interests. Through educational programming, OREF mentors emerging talent to help make them competitive for larger funding. 7575939 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 21 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 Donna Rebeck 8476989980 6300 N River Road 700 Rosemont IL 600184261 Ramon L Jimenez MD 5.00 X X 0 0 0 Richard J Haynes MD 5.00 X X 0 0 0 James G Borovsky 5.00 X X 0 0 0 James D Heckman MD 5.00 X X 0 0 0 Frank B Kelly Jr MD 5.00 X X 0 0 0 Thomas P Schmalzried MD 5.00 X X 0 0 0 John J Callaghan MD 5.00 X X 0 0 0 S Terrance Canale MD 5.00 X X 0 0 0 William P Cooney III MD 5.00 X X 0 0 0 H Michael Immel 5.00 X X 0 0 0 James R Andrews MD 5.00 X 0 0 0 R Tracy Ballock MD 5.00 X 0 0 0 Judith F Baumhauer MD MPH 5.00 X 0 0 0 James H Beaty MD 5.00 X 0 0 0 Kevin J Bozic MD 5.00 X 0 0 0 Daryll C Dykes MD PhD 5.00 X 0 0 0 John H Healey MD 5.00 X 0 0 0 Shepard R Hurwitz MD 5.00 X 0 0 0 David G Lewallen MD 5.00 X 0 0 0 Adolph V Lombardi Jr MD FACS 5.00 X 0 0 0 Richard D Nikolaev 5.00 X 0 0 0 E Anthony Rankin MD 5.00 X 0 0 0 Richard Santore MD 5.00 X 0 0 0 Richard R Tarr 5.00 X 0 0 0 Jo A Hannafin MD PhD 5.00 X 0 0 0 Kurt P Spindler MD 5.00 X 0 0 0 Sharon Mellor 50.00 X 186065 0 16728 Donna Rebeck 50.00 X 142140 0 50568 Ed Hoover 40.00 X 106607 0 21034 Jean McGuire 40.00 X 119016 0 23347 553828 0 111677 4 0 1 0 0 5154975 21530 5154975 720388 720388 2649846 929619 1720227 1720227 1720227 7595590 0 0 2440615 6272720 6272720 661810 661810 395500 120030 63286 212184 1010451 280774 240123 489554 160570 37498 34003 89069 169585 40276 41483 87826 97361 24948 20959 51454 74617 74617 48016 48016 29500 29500 85555 85555 52644 52644 275130 68384 15248 191498 109012 14012 30795 64205 44084 11954 10264 21866 85305 21330 18773 45202 134631 16207 72207 46217 141453 5687 28483 107283 12647 12647 29814 29814 Life Insurance Premiums 208232 208232 Bad Debt Loss 68500 68500 Recognition Awards 15502 309 106 15087 Exhibits 12480 3629 8851 24071 17120 6951 10219190 7575939 876628 1766623 7997290 9060239 8965212 3928158 110267 36692 276610 244572 32251 32038 22050376 23456013 4431576 4645531 43586972 41158671 287723 250780 5895267 5453656 1727496 2079245 7910486 7783681 X -4771712 -2870121 9618765 4453196 30829433 31791915 35676486 33374990 43586972 41158671 X -2623600 228283 93821 X 0 1 X 1 0 X 4157548 18494916 25123804 8034243 5154975 60965486 4157548 18494916 25123804 8034243 5154975 60965486 31265163 29700323 728181 543458 433142 732310 720388 3157479 64122965 0.46320 0.49810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 20816303 2539740 2207080 25563123 21836981 887174 -763804 1144048 20816303 20192293 863972 2024961 1244245 21836981 17293162 1264815 3574561 1940245 20192293 34736780 1583998 -9942978 1193096 7891542 17293162 1.00000 1 0 22201 22201 0 254409 222371 32038 32038 Charitable Remainder Trusts Receivable 2679138 Cash Surrender Value of Life Insurance 1819378 Other Receivables 147015 4645531 X 7869077 228283 93821 322104 7546973 48617 48617 7595590 10170573 0 10170573 48617 48617 10219190 Part IV, Line 2b: On behalf of fifty-four orthopaedic organizations, the Foundation solicits contributions which it invests, administers funds, performs recordkeeping and provides grants as requested by those organizations. Description of Intended Use of Endowment Funds: 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. Description of Uncertain Tax Positions Under FIN 48: 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, 2012, 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 2009. Part XI, Line 2d - Other Adjustments: Change in Cash Surrender Value of Life Insurance Policies -11,664. Change in Value of Charitable Remainder Trusts 105,485. 1 North America 0 0 Grants Grants for research at universities. 661810 0 0 0 0 0 0 661810 0 661810 North America Prospective multi-center analysis on 3D factors involved in the decision to perform a selective versus non-selective fusion in AIS 280000 Check North America Combining and analyzing datasets from the Epidemiology, Process, and Outcome of Spine Oncology (EPOSO) and Surgical Versus Nonoperative Treatment of Metastatic Epidural Spinal Cord Compression (MESCC) 240000 Check North America Prophylactic Antibiotic Regimens in Tumor Surgery (PARITY) 99960 Check North America Comparison of a retrograde intramedullary nail, polyaxial locking plate, and intramedullary fibular strut allograft with polyaxial locking plate for fixation of perioprosthetic distal femur fracture post total knee arthroplasty 41850 Check 4 0 0 0 0 0 0 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: One-year research grants receive 50% of the funds upon award announcement and then receive 40% after a six-month financial report is received. Final scientific, lay and financial reports are required 60 days within the end of the grant. Once the Foundation has all reports, the final 10% of the funds are released. Two- or three-year research grants are paid and spread over the term of the grant. Multi-year grant awardees submit annual scientific progress reports. These reports are reviewed by the original peer review committee members and any issues are flagged for discussion with the researcher. The surgeon-Chair of the Research Grants Committee reads and evaluates all reports. Institutions receiving educational grants receive full payment after the applications are reviewed and accepted by the Educational Grants Committee. The Research and Educational Grants Committees, both comprised of orthopaedic surgeons, report all grants and awards to the Board of Trustees. 1 American Academy of Orthopaedic Surgeons 6300 N River Road Rosemont IL 60018 362110592 501(c)3 5000 2012 AAOS/OREF/ORS Clincian Scholar Development Program American Academy of Orthopaedic Surgeons 6300 N River Road Rosemont IL 60018 362110592 501(c)3 40000 2012 Annual Unrestricted Educational Grant American Orthopaedic Association 6300 North River Road Rosemont IL 60018 136118458 501(c)3 10000 2012 AOA-OREF Resident Leadership Forum Anderson Clinic PO Box 7088 Alexandria VA 22307 541632197 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Andrews Research & Education Institute 1020 Gulf Breeze Parkway Gulf Breeze FL 32561 592425151 501(c)3 25000 2012 GME Fellowship Grant in Sports Medicine Barton Health Lake Tahoe PO Box 11889 Zephyr Cove NV 89448 946050274 501(c)3 25000 2012 GME Fellowship Grant in Sports Medicine Baylor University College of Medicine 6620 Main Street Suite 1325 Houston TX 77030 741613878 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Baylor University Medical Center 3500 Gaston Avenue Dallas TX 75246 751921898 501(c)3 25000 2012 GME Fellowship Grant in Foot and Ankle Beaumont Health System 3535 West 13 Mile Road Suite 604 Royal Oak MI 48073 381459362 501(c)3 34324 2012 GME Fellowship Grant in Spine Beaumont Health System 3535 West 13 Mile Road Suite 604 Royal Oak MI 48073 381459362 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Beth Israel Deaconess Medical Center 330 Brookline Avenue Boston MA 02215 042103881 501(c)3 45000 25-Hydroxy-Vitamin D and Bone Turnover Marker Levels in Patients with Distal Radius Fractures Beth Israel Deaconess Medical Center 330 Brookline Avenue Boston MA 02215 042103881 501(c)3 150000 CT-Based Prediction of Vertebral Metastatic Fractures: A Multi Center Prospective Study Boston University School of Medicine Boston Medical Center Department of Orthopaedic Surgery Boston MA 02118 043354360 501(c)3 34324 2012 GME Fellowship Grant in Spine Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)3 26923 2012 GME Fellowship Grant in Trauma Brigham and Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)3 50000 Patient Willingness to Participate in Total Joint Arthroplasty New Technology Cost, and Risk Aversement Case Western Reserve University School of Medicine 11100 Euclid Avenue Cleveland OH 44106 341018992 501(c)3 50000 2012-13 Research Residency Grant Cedars Sinai Medical Center 8797 Beverly Boulevard 250 Los Angeles CA 90048 951644600 501(c)3 34324 2012 GME Fellowship Grant in Spine Children's Hospital of Los Angeles 4650 Sunset Boulevard 69 Los Angeles CA 90027 951690977 501(c)3 34324 2012 GME Fellowship Grant in Spine Cincinnati Children's Hospital Medical Center 3333 Burnet Avenue MLC2017 Cincinnati OH 45229 310833936 501(c)3 34324 2012 GME Fellowship Grant in Spine Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 340714585 501(c)3 200000 Anatomical Differences and Protective Helmet Design in American Football: Contributions to Head, Neck and Spine Trauma Risk in Adult and Youth Participants Colorado Joint Replacement 2535 S Downing Street 100 Denver CO 80210 841477771 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Columbia University Medical Center 622 West 168th Street PH11 New York NY 10032 135598093 501(c)3 5000 Acetabular Component Positioning and Functional Outcomes in Patients with Total Hip Arthroplasties Columbia University Medical Center 622 West 168th Street PH11 New York NY 10032 135598093 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Columbia University Medical Center 622 West 168th Street PH11 New York NY 10032 135598093 501(c)3 49600 Satisfaction and Shoulder Function in Patients with Re-tear Following Rotator Cuf Repair: Analysis of the Effects of Age and Activity Level Duke University 375 MSRB Research Drive Box 3093 Durham NC 27710 560532129 501(c)3 25000 2012 GME Fellowship Grant in Foot and Ankle Duke University 375 MSRB Research Drive Box 3093 Durham NC 27710 560532129 501(c)3 25000 2012 GME Fellowship Grant in Sports Medicine Duke University 375 MSRB Research Drive Box 3093 Durham NC 27710 560532129 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Emory University School of Medicine 59 Executive Park South Suite 3000 Atlanta GA 30329 580566256 501(c)3 34324 2012 GME Fellowship Grant in Spine Emory University School of Medicine 59 Executive Park South Suite 3000 Atlanta GA 30329 580566256 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Foundation for Orthopaedic Research and Education Inc 13020 N Telecom Parkway Temple Terrace FL 33637 593555349 501(c)3 25000 2012 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 26923 2012 GME Fellowship Grant in Trauma Foundation for Orthopaedic Research and Education Inc 13020 N Telecom Parkway Temple Terrace FL 33637 593555349 501(c)3 34324 2012 GME Fellowship Grant in Spine Foundation for Orthopaedic Research and Education Inc 13020 N Telecom Parkway Temple Terrace FL 33637 593555349 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Foundation for Orthopedic Athletic and Reconstructive Research 6410 Fanin Suite 1535 Houston TX 77030 760257078 501(c)3 25000 2012 GME Fellowship Grant in Shoulder and Elbow Georgetown University Hospital 3800 Reservoir Road NW Washington DC 20007 227395402 501(c)3 6334 2012 Residency Enhancement Grant Gordon Research Conference 512 Liberty Lane West Kingston RI 02892 260150662 501(c)3 15000 2012 Gordon Research Conference on Musculoskeletal Biology and Bioengineering Hospital for Special Surgery Cornell University Medical College 535 East 70th Street New York NY 10021 131624135 501(c)3 5000 The Effect of Diabetes on Bone Quality and Collagen Cross-Links Hospital for Special Surgery Cornell University Medical College 535 East 70th Street New York NY 10021 131624135 501(c)3 20000 The Role of Pro-Inflammatory Cytokines in Fluid Pressure Induced Osteolysis Hospital for Special Surgery Cornell University Medical College 535 East 70th Street New York NY 10021 131624135 501(c)3 26923 2012 GME Fellowship Grant in Trauma Hospital for Special Surgery Cornell University Medical College 535 East 70th Street New York NY 10021 131624135 501(c)3 34324 2012 GME Fellowship Grant in Spine Hospital for Special Surgery Cornell University Medical College 535 East 70th Street New York NY 10021 131624135 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Hospital for Special Surgery Cornell University Medical College 535 East 70th Street New York NY 10021 131624135 501(c)3 50000 The Effect of Anterior Cruciate Ligament Graft Tension on Graft Healing and Joint Biology Indiana University 541 Clinical Drive Suite 600 Indianapolis IN 46202 356001673 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Institute for Foot and Ankle Reconstruction at Mercy 301 St Paul Place Baltimore MD 21202 524955113 501(c)3 25000 2012 GME Fellowship Grant in Foot and Ankle Johns Hopkins University 733 North Broadway Suite 117 Baltimore MD 21205 520595110 501(c)3 5000 Distal Clavicle Autograft for Reconstruction of Anterior Glenoid Deficiency due to Recurrent Glenohumeral Instability - A Biomechanical Analysis Johns Hopkins University 733 North Broadway Suite 117 Baltimore MD 21205 520595110 501(c)3 34324 2012 GME Fellowship Grant in Spine (Adult Spine) Johns Hopkins University 733 North Broadway Suite 117 Baltimore MD 21205 520595110 501(c)3 34324 2012 GME Fellowship Grant in Spine (Pediatric Spine) Kerlan Jobe Orthopaedic Foundation 6801 Park Terrace Los Angeles CA 90045 954707606 501(c)3 25000 2012 GME Fellowship Grant in Sports Medicine Loyola University of Chicago Stritch School of Medicine 2160 South First Avenue Maguire Suite 1700 Maywood IL 60154 361408475 501(c)3 5000 The Effects of Nonsteroidal Anti-Inflammatory Drugs on Fracture Healing in a Juvenile Rat Model Loyola University of Chicago Stritch School of Medicine 2160 South First Avenue Maguire Suite 1700 Maywood IL 60154 361408475 501(c)3 20000 Effects of Alcohol Induced Oxidative Stress on Mesenchymal Stem Cell Recruitment for Fracture Healing Massachusetts General Hospital 32 Fruit Street Boston MA 02114 042697983 501(c)3 25000 2012 GME Fellowship Grant in Hand Massachusetts General Hospital 32 Fruit Street Boston MA 02114 042697983 501(c)3 25000 2012 GME Fellowship Grant in Oncology Massachusetts General Hospital 32 Fruit Street Boston MA 02114 042697983 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Massachusetts General Hospital 32 Fruit Street Boston MA 02114 042697983 501(c)3 179654 Enhanced Bone Formation and Repair by Modification of Allograft Surfaces Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)3 5000 Differentiating Musculoskeletal Tumors Using MicroRNA Expression Profiling Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)3 25000 2012 GME Fellowship Grant in Hand Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)3 25000 2012 GME Fellowship Grant in Oncology Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)3 25000 2012 GME Fellowship Grant in Shoulder and Elbow Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)3 34324 2012 GME Fellowship Grant in Spine Mayo Clinic Medical School 200 First Street SW Rochester MN 55905 416011702 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Mississippi Sports Medicine and Orthopaedic Center 1325 East Fortification Street Jackson MS 39202 640869099 501(c)3 25000 2012 GME Fellowship Grant in Sports Medicine Mount Sinai School of Medicine Dept of Orthopaedics Box 1188 1 Gustave L Levy Place New York NY 10029 136171197 501(c)3 25000 2012 GME Fellowship Grant in Shoulder and Elbow Naval Medical Center San Diego 34800 Bob Wilson Drive Suite 112 San Diego CA 92134 911593913 501(c)3 6334 2012 Residency Enhancement Grant New England Baptist Hospital 125 Parker Hill Avenue Boston MA 02120 042103612 501(c)3 34324 2012 GME Fellowship Grant in Spine New England Baptist Hospital 125 Parker Hill Avenue Boston MA 02120 042103612 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction New York University - Hospital of Joint Diseases 301 E 17th Street New York NY 10003 135562308 501(c)3 6334 2012 Residency Enhancement Grant New York University - Hospital of Joint Diseases 301 E 17th Street New York NY 10003 135562308 501(c)3 25000 2012 GME Fellowship Grant in Shoulder and Elbow New York University - Hospital of Joint Diseases 301 E 17th Street New York NY 10003 135562308 501(c)3 34324 2012 GME Fellowship Grant in Spine New York University - Hospital of Joint Diseases 301 E 17th Street New York NY 10003 135562308 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Northwestern University Medical School 676 North St Clair Suite 1350 Chicago IL 60611 362167817 501(c)3 6084 2012 Residency Enhancement Grant Northwestern University Medical School 676 North St Clair Suite 1350 Chicago IL 60611 362167817 501(c)3 34324 2012 GME Fellowship Grant in Spine Oregon Health & Science University 3181 SW Sam Jackson Park Road Mailcode OP31 Portland OR 97239 237083114 501(c)3 34324 2012 GME Fellowship Grant in Spine OrthoCarolina Research Institute Inc 1915 Randolph Road Charlotte NC 28207 010648145 501(c)3 25000 2012 GME Fellowship Grant in Shoulder and Elbow OrthoCarolina Research Institute Inc 1915 Randolph Road Charlotte NC 28207 010648145 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Orthopaedic Research Foundation 8450 Northwest Boulevard Indianapolis IN 46278 351691013 501(c)3 34324 2012 GME Fellowship Grant in Spine Orthopaedic Research of Virginia 71501 Maple Avenue Suite 200 NW MOB MOB Richmond VA 23226 521266997 501(c)3 25000 2012 GME Fellowship Grant in Sports Medicine Orthopaedic Research Society 6300 N River Road Rosemont IL 60018 363180285 501(c)3 12720 Grant Writing Workshops, 2012 Providence Hospital PO Box 2043 Southfield MI 48037 381358212 501(c)3 5000 Comparison of the Effects of Polyethylene Particles to Bacteria at a Weight-Bearing Rat Tibia Bone-Implant Interface Rady Children's Hospital and Health Center 3030 Childrens Way Suite 410 San Diego CA 92123 810566710 501(c)3 34324 2012 GME Fellowship Grant in Spine Rush University Medical Center 1653 West Congress Parkway Chicago IL 60612 362174823 501(c)3 46250 2012 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 34324 2012 GME Fellowship Grant in Spine Shriners Hospitals for Children Northern California 2425 Stockton Boulevard Sacramento CA 95819 362193608 501(c)3 34324 2012 GME Fellowship Grant in Spine Shriners Hospitals for Children Northern California 2425 Stockton Boulevard Sacramento CA 95819 362193608 501(c)3 58965 Kinematic Analysis of the Thumb for Children with Congenital Thumb Hypoplasia Shriners Hospitals for Children Philadelphia 3551 North Broad Street Philadelphia PA 19140 362193608 501(c)3 34324 2012 GME Fellowship Grant in Spine Southern Illinois University 701 North 1st Street PO Box 19679 Springfield IL 62794 376005961 501(c)3 34324 2012 GME Fellowship Grant in Spine Stanford University School of Medicine 450 Broadway Street MC 6342 Redwood City CA 94063 941156365 501(c)3 200000 Developing a Patient-Centered Clinical Tool for Assessment of Risk of Perioperative Complications in Spine Surgery Procedures SUNY Health Science Center at Stony Brook Department of Orthopaedics HSC-T18 Stony Brook NY 11794 141368361 501(c)3 5000 Identification of Systemic Osteogenic Factors in TBI Patients Texas Back Institute 6020 West Parker Raod Suite 200 Plano TX 75093 752050380 501(c)3 34324 2012 GME Fellowship Grant in Spine Texas Scottish Rite Hospital for Children 2222 Welborn Street Dallas TX 75219 750818178 501(c)3 34324 2012 GME Fellowship Grant in Spine The Methodist Hospital 6565 Fannin Street GB240 Houston TX 77030 741180155 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Twin Cities Orthopedics Foundation 6465 Wayzata Boulevard Suite 900 St Louis Park MN 55426 830435069 501(c)3 34324 2012 GME Fellowship Grant in Spine University of Arizona College of Medicine HSC PO Box 245064 Tucson AZ 85724 742652689 501(c)3 5000 Bisphosphonate Exposure as a Risk Factor for Stress Reactions in the Proximal Femur University of Arizona College of Medicine HSC PO Box 245064 Tucson AZ 85724 742652689 501(c)3 5000 Bone Regeneration Using Engineered Segmental Tissue University of Arkansas for Medical Sciences 4301 West Markham Mail Slot 531 Little Rock AR 72205 716056774 501(c)3 6334 2012 Residency Enhancement Grant University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 501(c)3 26923 2012 GME Fellowship Grant in Trauma University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 501(c)3 34324 2012 GME Fellowship Grant in Spine University of California Davis 4860 Y Street Suite 3800 Sacramento CA 95817 946038494 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction University of California Los Angeles UCLA School of Med 10945 Le Conte Avenue PVUB3355 Los Angeles CA 90095 956006143 501(c)3 6334 2012 Residency Enhancement Grant University of California Los Angeles UCLA School of Med 10945 Le Conte Avenue PVUB3355 Los Angeles CA 90095 956006143 501(c)3 50000 Perivascular Stem Cells: A Potential Regenerative Therapy for Atrophy and Fatty Infiltration of the Rotator Cuff University of California San Diego School of Medicine 200 West Arbor Drive MC8894 San Diego CA 92103 943067788 501(c)3 34324 2012 GME Fellowship Grant in Spine University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 5000 A Brief Web-Based Screening Questionnaire for Urinary Tract Infections and Bleeding Disorders in Pre-Surgical Arthroplasty Patients: Development and Validation University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 5000 Kinematic MR Imaging Evaluation of ACL Reconstructions Using the Mini-Two Incision Method Compared to the Anteromedial Portal Technique University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 6334 2012 Residency Enhancement Grant University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 20000 Does Diabetes Mellitus Predispose the Intervertebral Disc to Degeneration? University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 26923 2012 GME Fellowship Grant in Trauma University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 34324 2012 GME Fellowship Grant in Spine University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 50000 Quantitative MR Imaging Evaluation of Articular Cartilage and Kinematic Changes in the Knee After Meniscectomy University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 50000 Intramedullary Nailing Versus Plates for Femoral Shaft Fractures in Dar es Salaam, Tanzania with Minimum 1-year Follow-up University of California San Francisco School of Medicine 500 Parnassus Avenue San Francisco CA 94143 946036493 501(c)3 50000 2012-13 Research Residency Grant University of Colorado School of Medicine Denver 4701 East 9th Avenue Box E203 Denver CO 80262 846000555 501(c)3 34324 2012 GME Fellowship Grant in Spine University of Colorado School of Medicine Denver 4701 East 9th Avenue Box E203 Denver CO 80262 846000555 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction University of Florida College of Medicine 3450 Hull Road Gainesville FL 32607 596002052 501(c)3 6184 2012 Residency Enhancement Grant University of Florida College of Medicine 3450 Hull Road Gainesville FL 32607 596002052 501(c)3 25000 2012 GME Fellowship Grant in Oncology University of Florida College of Medicine 3450 Hull Road Gainesville FL 32607 596002052 501(c)3 25000 2012 GME Fellowship Grant in Shoulder and Elbow University of Florida College of Medicine 3450 Hull Road Gainesville FL 32607 596002052 501(c)3 26923 2012 GME Fellowship Grant in Trauma University of Iowa College of Medicine 200 Hawkins Drive Iowa City IA 52242 426004813 501(c)3 5000 Wire Navigation-Based Surgical Skills Simulation - A Pilot Study University of Iowa College of Medicine 200 Hawkins Drive Iowa City IA 52242 426004813 501(c)3 20000 Impingement and Dislocation in Total Hip Arthroplasty: Mechanisms and Consequences University of Iowa College of Medicine 200 Hawkins Drive Iowa City IA 52242 426004813 501(c)3 50000 The Effect of Syndesmotic Overcompression on Ankle Joint Mechanics in a Cadaver Model University of Louisville School of Medicine Health Science Center Building A Room 1115 Louisville KY 40292 611029626 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction University of Minnesota - Minneapolis 200 Oak Street SE Minneapolis MN 55455 416007513 501(c)3 26923 2012 GME Fellowship Grant in Trauma University of Minnesota - Minneapolis 200 Oak Street SE Minneapolis MN 55455 416007513 501(c)3 36450 An Examination of Patients Excluded from the Study to Prospectively Evaluate Reamed Intramedullary Nails in Patients with Tibial Fractures (SPRINT) University of Minnesota - Minneapolis 200 Oak Street SE Minneapolis MN 55455 416007513 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction University of Minnesota - Minneapolis 200 Oak Street SE Minneapolis MN 55455 416007513 501(c)3 280912 Minimize Implants Maximize Outcomes (MIMO) Clinical Trial University of Mississippi School of Medicine 2500 North State Street Jackson MS 39216 646008520 501(c)3 5000 Evaluation of Chondrocytes and Bone Marrow Mesenchymal Stem Cells within a Poly Capro-Lactone (PCL) Scaffold Following Exposure to Pro-Inflammatory Cytokines Subjected to Hypoxic Conditions University of Missouri - Columbia One Hospital Drive MC213 DC05300 Columbia MO 65212 436003859 501(c)3 5334 2012 Residency Enhancement Grant University of Missouri - Columbia One Hospital Drive MC213 DC05300 Columbia MO 65212 436003859 501(c)3 26923 2012 GME Fellowship Grant in Trauma University of Pennsylvania McKay Laboratories 424 Stemmler Hall Philadelphia PA 19104 231352685 501(c)3 6334 2012 Residency Enhancement Grant University of Pennsylvania McKay Laboratories 424 Stemmler Hall Philadelphia PA 19104 231352685 501(c)3 20000 Influence of Locally and Systemically Delivered Ibuprofen on Rotator Cuff Healing in a Rat Model University of Pennsylvania McKay Laboratories 424 Stemmler Hall Philadelphia PA 19104 231352685 501(c)3 50000 2012-13 Research Residency Grant University of Pittsburgh School of Medicine 3471 Fifth Avenue Suite 1010 Pittsburgh PA 15213 251423657 501(c)3 20000 Bone-Tendon-Bone Versus Soft Tissue Autograft Anterior Cruciate Ligament Reconstruction: Is There a Difference in In-Vivo Graft Performance? University of Pittsburgh School of Medicine 3471 Fifth Avenue Suite 1010 Pittsburgh PA 15213 251423657 501(c)3 21500 Mesenchymal Stem Cell Treatment and Prevention of Periprosthetic Joint Infections University of Pittsburgh School of Medicine 3471 Fifth Avenue Suite 1010 Pittsburgh PA 15213 251423657 501(c)3 100000 Clinical Application of Quantitative Assessment of the Pivot Shift - A Multi-Center Study University of Rochester School of Medicine and Dentistry 601 Elmwood Avenue Box 665 Rochester NY 14642 160743209 501(c)3 100000 PTH Effects on Intraveneously Delivered hMSC During Skeletal Repair University of Southern California School of Medicine 1200 North State Street GNH 3900 Los Angeles CA 90033 951642394 501(c)3 26923 2012 GME Fellowship Grant in Trauma University of Tennessee Campbell Clinic 1211 Union Avenue Suite 510 Memphis TN 38104 620548038 501(c)3 6333 2012 Residency Enhancement Grant University of Tennessee Campbell Clinic 1211 Union Avenue Suite 510 Memphis TN 38104 620548038 501(c)3 34324 2012 GME Fellowship Grant in Spine University of Texas Health Science Center at Houston 6431 Fannin Street Room 6156 Houston TX 77030 746000203 501(c)3 26923 2012 GME Fellowship Grant in Trauma University of Utah School of Medicine 590 Wakara Way Salt Lake City UT 84108 876000525 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction University of Utah School of Medicine 590 Wakara Way Salt Lake City UT 84108 876000525 501(c)3 50000 GGAA Promoter Microsatellite Repeat Instability in the Oncogenesis of Ewing's Sarcoma University of Virginia School of Medicine Department of Orthopaedic Surgery Box 800159 Charlottesville VA 22908 546001796 501(c)3 6333 2012 Residency Enhancement Grant University of Virginia School of Medicine Department of Orthopaedic Surgery Box 800159 Charlottesville VA 22908 546001796 501(c)3 20000 Human Adipose-Derived Stem Cells in Three-Dimensional Multicellular Aggregates as Allograft for Spinal Fusion: An In Vitro and In Vivo Study University of Virginia School of Medicine Department of Orthopaedic Surgery Box 800159 Charlottesville VA 22908 546001796 501(c)3 34331 2012 GME Fellowship Grant in Spine University of Washington School of Medicine Department of Orthopaedics Harborview Medical Center Seattle WA 98104 916001537 501(c)3 26924 2012 GME Fellowship Grant in Trauma Van Andel Research Instittue 333 Bostwick Avenue NE Grand Rapids MI 49503 203879278 501(c)3 5000 Biomechanical Testing of a Novel Tension Band Plate Construct Compared to Tension Band Wires or Screws Vanderbilt University School of Medicine Vanderbilt Orthopaedic Institute Medical Center East Nashville TN 37232 620476822 501(c)3 5000 The Etiology of Deep Vein Thrombosis Associated with Severe S.aureus Musculoskeletal Infections in Children Vanderbilt University School of Medicine Vanderbilt Orthopaedic Institute Medical Center East Nashville TN 37232 620476822 501(c)3 6333 2012 Residency Enhancement Grant Vanderbilt University School of Medicine Vanderbilt Orthopaedic Institute Medical Center East Nashville TN 37232 620476822 501(c)3 25000 2012 GME Fellowship Grant in Oncology Vanderbilt University School of Medicine Vanderbilt Orthopaedic Institute Medical Center East Nashville TN 37232 620476822 501(c)3 26923 2012 GME Fellowship Grant in Trauma Vanderbilt University School of Medicine Vanderbilt Orthopaedic Institute Medical Center East Nashville TN 37232 620476822 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Vanderbilt University School of Medicine Vanderbilt Orthopaedic Institute Medical Center East Nashville TN 37232 620476822 501(c)3 207288 The Balance of Coagulation is Essential for Postnatal Skeletal Development Virginia Commonwealth University Medical College 1200 East Broad Street Richmond VA 23298 541581185 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Wake Forest University Health Sciences Medical Center Boulevard Box 1070 WinstonSalem NC 27157 223849199 501(c)3 25000 Gait Kinematics, Balance, and Functional Outcomes Following Total Knee Arthroplasty: A Prospective, Randomized Study of Cruciate Retaining versus Posterior Stabilized Implants Wake Forest University Health Sciences Medical Center Boulevard Box 1070 WinstonSalem NC 27157 223849199 501(c)3 26923 2012 GME Fellowship Grant in Trauma Wake Forest University Health Sciences Medical Center Boulevard Box 1070 WinstonSalem NC 27157 223849199 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Wake Forest University Health Sciences Medical Center Boulevard Box 1070 WinstonSalem NC 27157 223849199 501(c)3 50000 2012-13 Research Residency Grant Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)3 20000 The Role of Hedgehog Signaling in Determining the Osteogenic Response to Mechanical Loading of Bone Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)3 25000 2012 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 34324 2012 GME Fellowship Grant in Spine Washington University School of Medicine Campus Box 8233 660 S Euclid St Louis MO 63110 430653611 501(c)3 46240 2012 GME Fellowship Grant in Adult Reconstruction Western Michigan University School of Medicine 1000 Oakland Drive D54G Kalamazoo MI 49008 454135256 501(c)3 5000 2012 Residency Enhancement Grant Yale University School of Medicine Dept of Orthopaedics & Rehabilitation PO Box 208071 New Haven CT 06520 060646973 501(c)3 34324 2012 GME Fellowship Grant in Spine 85 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 OREF 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. There is no need for a report. Documentation is in the file for lectureships and educational programs, and awards would need no follow-up. Two- or three year research grants are paid and spread over the term of the grant. Multi-year grant awardees submit annual scientific progress reports. These reports are reviewed by the original peer review committee members and any issues are flagged for discussion with the researcher. The surgeon-Chair of the Research Grants Committee reads and evaluates all reports. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Sharon Mellor 185872 0 0 0 193 0 0 0 16728 0 202793 0 0 0 Donna Rebeck 141779 0 0 0 361 0 27373 0 23195 0 192708 0 0 0 Form 990, Part VI, Section B, line 11 Trustees have the opportunity to review From 990 electronically. 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 Form 990 is available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Change in Cash Surrender Value of Life Insurance Policies -11,664. Change in Value of Charitable Remainder Trusts 105,485.