2012-10-23T15:15:57-07:00 2011-12-31 990 2011-01-01 741109630 TEXAS BIOMEDICAL RESEARCH INSTITUTE TEXA 2102589400 7620 NW Loop 410 San Antonio TX 78227 Kenneth Trevett 2102589404 2012-10-23 2011 2016-02-24 21:20:13Z Kenneth P Trevett Same as C above San Antonio TX 78227 66088928 0 X www.txbiomed.org X 1941 TX Texas Biomedical Research Institute is dedicated to improving the health of our global community through innovative biomedical research. 35 34 424 65 0 0 52245798 58486057 5628325 4078281 5455540 2356578 763409 855979 64093072 65776895 249733 166697 0 0 28765956 29998382 0 0 768977 28803982 28109635 57819671 58274714 6273401 7502181 205453712 198416357 58520485 46322163 146933227 152094194 Texas Biomedical Research Institute is dedicated to improving the health of the global community through innovative biomedical research. 0 0 21032764 113051 686733 The Genetics Department worked to identify those genes and combination of genes linked to many complex human diseases such as diabetes, cardiovascular disease, obesity, malaria, mental illness, osteoporosis, malaria, and kidney disease. 21489139 0 282393 The Southwest National Primate Research Center provides animals that serve as resources to the research of Texas Biomed and other national institutions. It also carries out research itself in the development of animals as research tools in human diseases. 8334165 53646 3109154 The Department of Virology and Immunology develops vaccines, diagnostic and surveillance strategies, and therapeutics against viral pathogens through basic and applied research. Researchers examine how viruses replicate and propagate so as to identify their weaknesses. They also study how the immune system recognizes a virus and how to best stimulate immune response to clear viral infection. 0 0 82335 This includes internal sales, litigation proceeds and miscellaneous income 0 0 82335 50856068 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 331 0 1 424 1 0 0 0 0 0 0 0 0 0 0 X 35 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jean M Frazier 2102589404 7620 NW Loop 410 San Antonio TX 78227 John R Hurd 2 X X 0 0 0 Lewis J Moorman III 1 X X 0 0 0 James B Smith Jr 1 X X 0 0 0 Rex Amini 1 X 0 0 0 Curt Anastasio 1 X 0 0 0 Edward H Austin Jr 1 X 0 0 0 Richard N Azar II 1 X 0 0 0 J Dan Bates 1 X 0 0 0 Ronald K Calgaard 1 X 0 0 0 Julian Castro 1 X 0 0 0 Robert M Cavender 1 X 0 0 0 Phyllis Slick Cowell 1 X 0 0 0 Barbara B Dreeben 1 X 0 0 0 Walter Embrey 1 X 0 0 0 John W Feik 1 X 0 0 0 Emory Alexander Hamilton 1 X 0 0 0 George C Hixon 1 X 0 0 0 Claudia Huntington 1 X 0 0 0 Abigail G Kampmann 1 X 0 0 0 Richard Kardys 1 X 0 0 0 John C Kerr 1 X 0 0 0 William R Klesse 1 X 0 0 0 Carolyn H Labatt 1 X 0 0 0 Milton B Lee 1 X 0 0 0 Mark Pitman Mays 1 X 0 0 0 Joe C McKinney 1 X 0 0 0 Lewis J Moorman IV 1 X 0 0 0 John E Newman Jr 1 X 0 0 0 Ricardo Romo 1 X 0 0 0 Richard Schlosberg 1 X 0 0 0 Marsha M Shields 1 X 0 0 0 Charles Urschel Slick 1 X 0 0 0 David S Weiss 1 X 0 0 0 Edward E Whitacre Jr 1 X 0 0 0 James P Zachry 1 X 0 0 0 Kenneth P Trevett 40 X 346808 0 46096 John L VandeBerg 40 X 373537 0 40716 Jean M Frazier 40 X 254631 0 32349 Sarah Williams-Blangero 40 X 241908 0 29825 Jean L Patterson 40 X 232390 0 43607 Larry B Cummins 40 X 215723 0 35759 Gregory M L Patterson 40 X 210650 0 33425 John C Blangero 40 X 266582 0 30194 Robert E Lanford 40 X 236906 0 36591 Robert E Shade 40 X 244140 0 29210 B Corbett Christie 40 X 234240 0 37129 Thomas M Folks 40 X 212760 0 16838 3070275 0 411739 50 0 1 0 Brandt Companies Box 29559 Dallas TX 75229 HVAC Contractor 710781 Smith Protection PO BOX 802649 Dallas TX 75380 Security services 411968 Whiting Turner Contracting 300 East Joppa Rd Baltimore MD 21286 Construction 869953 FKP Architects 8 Greenway Plaza Suite 300 Houston TX 77046 Architects 516026 Turner Construction Company 14607 San Pedro Ave Suite 120 San Antonio TX 78297 Construction 490416 20 0 0 0 1871013 37948082 18666962 0 58486057 Research Contracts 541700 4078281 4078281 0 0 0 0 0 0 4078281 1083289 0 0 1083289 0 0 0 0 879887 0 0 879887 193419 0 299662 0 -106243 0 -106243 0 0 -106243 1285660 0 0 12371 1285660 -12371 1273289 0 0 1273289 0 Litigation proceeds 900099 4656 4656 0 0 Internal Services 900099 77503 77503 0 0 Miscellaneous Income 900099 176 176 0 0 0 0 0 0 82335 65776895 4160616 0 3130222 0 166697 166697 0 0 0 0 1928715 955479 973236 21407726 19278352 1626900 502474 1630168 1484853 115071 30244 3573267 3294834 192813 85620 1458506 1341363 97437 19706 0 0 126270 126270 158975 158975 53230 53230 4467092 3977438 442550 47104 50215 50215 12733715 10693704 1982817 57194 70197 61543 -2590 11244 1891953 1704366 185652 1935 512062 493958 15593 2511 159854 113620 38019 8215 0 0 7225113 6961168 261508 2437 303430 278478 24659 293 Uncollectible Accounts 357529 0 357529 0 58274714 50856068 6649669 768977 0 10125266 11881452 39509150 38871236 6786962 3624216 0 0 0 0 0 0 0 142933 456243 127737596 79729348 51648396 48008248 35009760 28381309 58236193 62002387 3995052 5191266 205453712 198416357 17116358 17082160 41404127 29240003 0 58520485 46322163 X 104806103 98227448 23717996 35085994 18409128 18780752 146933227 152094194 205453712 198416357 X 7502181 -2341214 X 0 1 1 X 1 1 X 15422790 5000994 42300597 57874123 62564338 183162842 15422790 5000994 42300597 57874123 62564338 183162842 6173 183156669 2738924 4577535 4792464 5415657 2156595 19681175 136952 324420 90410 82336 634118 203478135 0.90013 0.8523 X Line 10. In all years this other income represents internal sales, litigation proceeds and miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 1 68230 1 0 0 0 68230 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 As one of eight national primate research resource centers funded by the NIH, Texas Biomed uses lobbyists in Washington DC to explain the important need for primates in medical research to legislators and their staff. With the recent activities of animal rights groups, this has become especially important. 18409128 159000 312944 0 0 100320 18780752 18281262 84868 601437 510238 0 48201 18409128 15838184 2443078 1853147 0 1853147 0 18281262 19609720 933637 -4705173 0 0 0 15838184 0 1 0 0 0 0 374530 374530 0 47826376 26126261 21700115 0 0 0 0 0 70750938 50290805 20460133 0 8785752 3312282 5473470 48008248 0 0 Silchester Investors 17012805 F Semper Vic Gardner Russo 15616024 F Axiom International 4714632 F Mondrian 4364704 F Brandywine 4250101 F Fir Tree International 2917820 F Davidson Kempner 2665708 F Other Investments 10460593 F 62002387 0 0 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Investment Committee has authorized management to take 4% of a 12 trailing quarter average to support operations, including the provision of internal research funding and capital equipment. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The footnote excerpt reads: Management has analyzed the tax positions taken by Texas Biomed and has concluded that as of December 31, 2011, there are no uncertain positions taken or expected to be taken. Texas Biomed has recogized no interest or penalties related to uncertain tax positions. Texas Biomed is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. 1 Research Fellowships 4 166697 0 Cash None SchI_P01_S00_L02 Schedule I, Part I, Line 2 Those who receive the fellowships work onsite at Texas Biomed and their work is monitored by staff. SchI_P03_S00_L00 Schedule I, Part III Fellowship Grants X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Kenneth P Trevett 343244 0 0 0 3564 0 30029 0 16067 0 392904 0 0 John L VandeBerg 369836 0 0 0 3701 0 33781 0 6935 0 414253 0 9059 0 Jean M Frazier 252340 0 0 0 2291 0 18519 0 13830 0 286980 0 0 0 John C Blangero 265292 0 0 0 1290 0 22051 0 8143 0 296776 0 0 0 Sarah Williams-Blangero 241123 0 0 0 785 0 21846 0 7979 0 271733 0 0 0 Robert E Lanford 233844 0 0 0 3062 0 21717 0 14874 0 273497 0 0 0 Jean L Patterson 230202 0 0 0 2188 0 21328 0 22279 0 275997 0 0 0 Robert E Shade 240223 0 0 0 3917 0 21808 0 7402 0 273350 0 0 0 B Corbett Christie 232130 0 0 0 2110 0 21446 0 15683 0 271369 0 0 0 Larry B Cummins 212014 0 0 0 3709 0 19901 0 15858 0 251482 0 0 0 Thomas M Folks 209909 0 0 0 2851 0 14694 0 2144 0 229598 0 0 0 Gregory M L Patterson 208798 0 0 0 1853 0 19072 0 14353 0 244076 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a First class airfare is permitted if it meets the conditions stated in the NIH travel guidelines, primarily on international flights over a specified duration. Kenneth Trevett has use of a Texas Biomed auto as part of his compensation. He pays taxes on the personal portion of the use of the car. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Executive Committee serves at the entity that reviews the compensation of the CEO and evaluates his performance. Salary surveys and the Form 990 of similar organizations are used as a basis of salary comparison. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 The CEO, Chief Scientific Officer and the Chief Financial Officer are all eligible to participate in a SERP plan. The CEO's SERP was $12,879, The CSO's SERP was $11,731, and the CFO's was $882. James B Smith Jr See Part V 68222 See Part V 0 SchL_P04_S00_L00 Schedule L, Part IV James B. Smith, Jr., is a partner in the firm of Cox Smith and also a Texas Biomed trustee. Texas Biomed used Cox Smith for legal advice, including the services of Mr. Smith. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Four trustees are related. Mr. Lewis J. Moorman III (vice chair) and Ms. Phyllis Cowell are first cousins. Susan Kerr, wife of trustee John Kerr, is Mr. Lewis J. Moorman III's sister, and also Ms. Cowell's cousin. Mr. Lewis J. Moorman IV is the son of Mr. Lewis J. Moorman III. All share in undivided royalty interests of the Tom Slick Estate, along with Texas Biomed. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 is provided to all Board members prior to the Board meeting where the Form 990 is presented. All questions are answered before the Board approves the filing of the Form 990. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Staff gathers and reviews the required conflict of interest disclosure from all Board members, officers and key employees. The Audit and Compliance Committee is made aware of any disclosures and initiates any required follow-up. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 At the Executive Committee meeting where the budget is approved, the committee also determines any changes in compensation for the upcoming year for the CEO, CFO, Chief Scientific Officer, and Chief Development Officer. They are provided with information from salary surveys and the performance evaluations, where appropriate. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 All are made available upon written request. F990_P11_S00_L05 Form 990, Part XI, Line 5 This amount reflects unrealized investment losses. Tom Slick Memorial Trust for SW Fdn for Rsch and Ed Box 760549 San Antonio TX 782450549 127225475 Oil and gas revenues to support Texas Biomed TX 501 (c) (3) 509 (A) (3) Texas Biomedical Research Institute 0 Evestra Inc 7620 NW Loop 410 San Antonio TX 78227 261404970 Research on women's health drugs TX N/A C 0 2958334 0.5164 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Evestra Inc a-iv 107215 Fair market value for space leased with a written lease agreement in place. Evestra Inc d 750000 Texas Biomed put a loan in place with Evestra in 2011. Tom Slick Memorial Trust for SW Fdn for Rsch and Ed c 1871013 Actual cash