2026-03-02T13:12:26-06:00 2025-06-30 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2024-07-01 237076021 OSTEOGENESIS IMPERFECTA FOUNDATION OSTE 3019470083 656 QUINCE ORCHARD ROAD 650 GAITHERSBURG MD 20878 TRACY SMITH HART CHIEF EXECUTIVE OFFICER 3019470083 2026-01-29 1 1 ANDREW E YOUNG CPA P01203950 7035351200 2026-01-29 2024 2025-03-06 01:10:19Z TRACY SMITH HART 656 QUINCE ORCHARD ROAD 650 GAITHERSBURG MD 20878 3325665 0 X WWW.OIF.ORG X 1970 GA OSTEOGENESIS IMPERFECTA FOUNDATION, INC. (THE FOUNDATION OR OIF) IS A GEORGIA NON-STOCK CORPORATION INCORPORATED IN 1970 WITH THE PRIMARY PURPOSE OF IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY THE BONE DISORDER OSTEOGENESIS IMPERFECTA (OI) THROUGH RESEARCH INTO TREATMENTS AND A CURE, EDUCATION, AWARENESS, AND MUTUAL SUPPORT. THE FOUNDATION'S HEADQUARTERS ARE LOCATED IN GAITHERSBURG, MARYLAND. 15 15 13 53 0 0 2105123 2137240 80195 215927 57062 309216 29540 -54532 2271920 2607851 663333 388702 0 0 1170290 1341753 0 0 206071 617462 896850 2451085 2627305 -179165 -19454 2125391 1660457 547455 292624 1577936 1367833 X OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY OI THROUGH RESEARCH TO FIND TREATMENTS AND A CURE, EDUCATION, AWARENESS, AND MUTUAL SUPPORT. THERE ARE AT LEAST FOUR DISTINCT FORMS OF OSTEOGENESIS IMPERFECTA REPRESENTING EXTREME VARIATIONS IN SEVERITY AND AFFECTING 20,000 TO 40,000 PEOPLE IN THE UNITED STATES. 0 0 508325 215021 RESEARCH AND PROFESSIONAL EDUCATION: OIF SCIENTIFIC MEETING - THE 24TH ANNUAL OI FOUNDATION SCIENTIFIC MEETING WAS HELD IN CHICAGO, ILLINOIS ON APRIL 9-11, 2025. THE MEETING WAS CO-CHAIRED BY DR. RONIT MAROM (BAYLOR COLLEGE OF MEDICINE) AND DR. ROY MORELLO (UNIVERSITY OF ARKANSAS), BOTH OF WHOM ARE PAST OIF MICHAEL GEISMAN RECIPIENTS. THIS YEAR'S MEETING, TITLED, TRANSLATING DISCOVERIES INTO THERAPIES, BEGAN ON WEDNESDAY EVENING WITH A KEYNOTE ADDRESS FROM DR. NICK BISHOP (SCHOOL OF MEDICINE AND POPULATION HEALTH, UNIVERSITY OF SHEFFIELD, UK) WHO DISCUSSED DRUG REPURPOSING IN THE TREATMENT OF OI. OI CLINIC AND BONE HEALTH TOWN HALL MEETINGS - THE OIF CONTINUES TO HOST TWO OI CLINIC AND BONE HEALTH TOWN HALL MEETINGS EACH YEAR. THESE MEETINGS PROVIDE AN OPPORTUNITY FOR MEDICAL PROFESSIONALS WHO ARE TREATING PATIENTS WITH OI, AND THOSE WHO ARE INTERESTED IN BONE HEALTH, TO COME TOGETHER TO LEARN ABOUT OIF RESOURCES AND CONNECT AND COLLABORATE. ATTENDANCE RANGES FROM 50-100+ PER MEETING. VIRTUAL COMMUNITY CALLS - IN FEBRUARY 2025, THE OIF HELD A RESEARCH UPDATE WITH REPRESENTATIVES FROM AMGEN ON THEIR UPCOMING PHASE 3 CLINICAL TRIAL FOR ROMOSUZAMAB. IN THIS VIRTUAL SESSION WITH 45 ATTENDEES, DR. DIALA EL-MAOUCHE, CLINICAL RESEARCH MEDICAL DIRECTOR OF BONE, AND NAZILA SADIGHI JAFARI, CLINICAL PROGRAM MANAGER FOR THE TRIAL, PRESENTED DETAILS ABOUT THE 1-YEAR CLINICAL TRIAL, AND ANSWERED QUESTIONS FROM THE OIF AND FROM THE COMMUNITY MEMBERS IN ATTENDANCE. THE SESSION WAS WELL RECEIVED BY ATTENDEES, AND THE AMGEN REPRESENTATIVES WERE ABLE TO ANSWER MANY QUESTIONS ON THE CLINICAL TRIAL. AMGEN REQUESTED THAT THIS EVENT NOT BE RECORDED BECAUSE THEY WERE NOT ABLE TO GET IRB APPROVAL FROM THE OTHER COUNTRIES THAT THE TREATMENT WAS BEING TRIALED IN, AND SOME HAD STRICT RULES AROUND PROMOTING MEDICAL TREATMENTS OR TRIALS. IN MAY, THE OIF HOSTED A CALL WITH DR. ERIC STORCH, PSYCHOLOGIST AT BAYLOR COLLEGE OF MEDICINE, ON THE BBDC OI WELLBEING STUDY, WHICH HAS PROGRESSED IN ITS PUBLICATION TIMELINE. HE SHARED FINDINGS FROM MULTIPLE PUBLICATIONS THAT HAVE COME FROM THE STUDY AND OUTLINED THE FUTURE OF THAT PROJECT. IN SEPTEMBER, THE OIF HOSTED ANOTHER CALL WITH CHRISTOPHER JOSEPH DPT, DIRECTOR OF PHYSICAL THERAPY AT KENNEDY KRIEGER INSTITUTE WHO DISCUSSED MUSCLE GROWTH, WEIGHT MANAGEMENT, AND OI. RARE BONE DISEASE TELEECHO CLINIC SERIES - THE RARE BONE DISEASE TELEECHO IS HALFWAY THROUGH ITS 6TH YEAR, AND THE PROGRAM HAS CONTINUED TO SHOWCASE RARE BONE DISEASE TOPICS TO AN INTERNATIONAL AUDIENCE OF RESEARCHERS AND MEDICAL PROFESSIONALS. THE PAST YEAR HAS HAD A COMBINATION OF NEW AND RETURNING SPEAKERS. ONE AREA OF GROWTH HAS BEEN THE NEW FEEDBACK AND SUPPORT FROM THE NEWEST RBD ECHO FACULTY MEMBER, CARLOS FERREIRA, MD (NATIONAL INSTITUTE OF HEALTH). DR. FERREIRA HAS HELPED THE ECHO PROGRAM FIND NEW RARE DISEASE TOPICS AND IS HELPING DR. TOSI CONNECT WITH NEW SPEAKERS. THIS HAS HELPED THE RBD ECHO EXPLORE NEW TOPICS AND EXPAND ITS PROFESSIONAL OUTREACH. GI SURVEY - TO BETTER UNDERSTAND THE RELATIONSHIP BETWEEN OI AND GASTROINTESTINAL SYMPTOMS, THE OIF DEVELOPED A SURVEY MEANT TO CAPTURE MAJOR CORRELATIONS BETWEEN OI AND GI CONCERNS. NEARLY 400 COMMUNITY MEMBERS RESPONDED TO THE SURVEY AND THE OIF IS IN THE PROCESS OF ANALYZING THE DATA IN HOPES OF IDENTIFYING TRENDS THAT CAN HELP IDENTIFY FUTURE RESEARCH PRIORITIES. MICHAEL GEISMAN FELLOWSHIP GRANT - THIS YEAR THE OIF SCIENTIFIC REVIEW COMMITTEE SELECTED ROYA BAGHERI, PHD, AS THE OI FOUNDATION'S NEWEST MICHAEL GEISMAN FELLOW WITH HER PROJECT INVESTIGATING THE BIOMECHANICS AND PATHWAYS UNDERLYING PULMONARY VULNERABILITY IN OSTEOGENESIS IMPERFECTA. THE MICHAEL GEISMAN FELLOWSHIP GRANT PROGRAM AWARDS FUNDING UP TO $50,000 PER YEAR, FOR TWO YEARS, TO POSTDOCTORAL TRAINEES WHO ARE CURRENTLY WORKING ON PROJECTS WITH CLEAR RELEVANCE TO OSTEOGENESIS IMPERFECTA, OR WHO HAVE PROJECTS THAT WILL ENABLE THEM TO DEVELOP EXPERTISE IN OI RESEARCH. DR. BAGHERI IS A POSTDOCTORAL RESEARCH FELLOW AT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. SHE HOLDS A BACHELOR OF SCIENCE IN MATERIAL SCIENCE AND ENGINEERING FROM IRAN UNIVERSITY OF SCIENCE AND TECHNOLOGY, A MASTER OF SCIENCE IN BIOMEDICAL ENGINEERING FROM THE UNIVERSITY OF TEHRAN, AND A DOCTOR OF PHILOSOPHY IN MECHANICAL ENGINEERING FROM MICHIGAN TECHNOLOGICAL UNIVERSITY. MARIE COUSSENS, PHD (GHENT UNIVERSITY) CONTINUES HER WORK AS A MICHAEL GEISMAN FELLOWSHIP RECIPIENT. 897262 173681 EDUCATION AND SUPPORT:ADULT HEALTH INITIATIVES - THE OIF CONTINUES TO PRIORITIZE OUR WORK TO BETTER UNDERSTAND THE IMPACT OF OI AS PEOPLE AGE, AND WAYS WE CAN BEST SERVE OUR ADULT COMMUNITY. IN ADDITION TO PRODUCING RESOURCES LIKE THE OI ADULT HEALTH TOOLKIT TO HELP OUR ADULT COMMUNITY MANAGE THEIR CARE, THE OIF PARTNERS WITH CLINICIANS, RESEARCHERS, AND OTHER RARE BONE DISEASE GROUPS TO CONTINUE TO LEARN MORE ABOUT HOW OI IMPACTS THE BODY AS A PERSON AGES AND IMPORTANT ISSUES FACING THE ADULT COMMUNITY LIKE THE TRANSITION OF CARE FROM PEDIATRIC TO ADULT CARE AND GAPS IN ADULT CARE. WORK CONTINUES ON THE OIF'S SOMEWHERE TO GO FOR ADULTS WITH CHILDHOOD-ONSET RARE DISEASE PROJECT, WHICH AIMS TO IDENTIFY AND ADDRESS THE CHALLENGES AND SOLUTIONS FOR TRANSITIONING PATIENTS FROM PEDIATRIC TO ADULT CARE, PARTICULARLY FOR THOSE WITH RARE AND COMPLEX HEALTH ISSUES. SUPPORT GROUP PROGRAM - COMMUNITY FEEDBACK HAS INDICATED A DESIRE FOR SUPPORT GROUPS TAILORED TO SPECIFIC DEMOGRAPHICS (E.G., WOMEN WITH OI, PARENTS OF CHILDREN WITH OI, TEENS, ETC.). THIS FEEDBACK HAS BEEN VOICED DURING REGIONAL SUPPORT GROUP MEETINGS, EITHER VERBALLY OR THROUGH CHAT, AS WELL AS OUTSIDE OF THESE MEETINGS THROUGH DIRECT INQUIRIES TO OIF STAFF. BASED ON THE DATA AND COMMUNITY FEEDBACK, THE OIF HAS DECIDED TO REVAMP THE PROGRAM BY TRANSITIONING TO AFFINITY GROUPS. THE OIF IS CONSIDERING ESTABLISHING GROUPS FOR WOMEN WITH OI, MEN WITH OI, PARENTS OF CHILDREN WITH OI, YOUNG ADULTS (AGES 18-30), AND INDIVIDUALS AGING WITH OI. THE OIF PLANS TO LAUNCHING THE AFFINITY SUPPORT GROUPS WITHIN THE NEXT FISCAL YEAR BY THE END OF 2025.TOOLKIT FOR SCHOOL-AGED FAMILIES - THE OIF HAS ALMOST COMPLETED THE FINAL DRAFT OF THE TOOLKIT FOR SCHOOL-AGED FAMILIES AND IS IN THE PROCESS OF SENDING OUT SPECIFIC SECTIONS FOR REVIEW AND FEEDBACK MEDICAL PROFESSIONAL AND COMMUNITY-MEMBERS. TOPICS INCLUDED IN THIS NEWEST RESOURCE COVER DAYCARE/AFTER-CARE PROGRAMS, EXTRACURRICULAR ACTIVITIES, NAVIGATING THE SCHOOL SYSTEM (IEP/504 PLANS, HOME AND HOSPITAL TEACHING, TRANSITIONS BETWEEN ELEMENTARY, MIDDLE, HIGH SCHOOL, AND COLLEGE), AND AGE-APPROPRIATE LANGUAGE, DEFINITIONS, ADVOCACY INFORMATION AND RESOURCES FOR EACH AGE GROUP. LIKE THE OIF'S EXISTING TOOLKITS ON ADULT HEALTH AND NAVIGATING A NEW DIAGNOSIS, THE SCHOOL AGE TOOLKIT WILL BE A COMPREHENSIVE BOOKLET, AVAILABLE ELECTRONICALLY AND IN-PRINT IN ENGLISH, SPANISH AND FRENCH, WITH INFORMATION FOR BOTH PATIENTS AND PROVIDERS. THESE INFORMATIONAL TOOLKITS ARE AN EFFECTIVE WAY FOR FAMILIES TO LEARN HOW TO BEST MANAGE AT ALL STAGES OF LIFE, AND ARE AN EASY RESOURCE TO SHARE WITH PROVIDERS, TEACHERS AND SCHOOLS. TO DATE, THE OI ADULT HEALTH AND THE NAVIGATING A NEW DIAGNOSIS TOOLKITS HAVE BEEN ACCESSED ELECTRONICALLY MORE THAN 21,000 TIMES AND THERE ARE MORE THAN 3,500 COPIES IN PRINT.YOUNG ADULT ENGAGEMENT - IN JANUARY AND FEBRUARY 2025, THE OIF INTERVIEWED AND HOSTED LISTENING SESSIONS WITH YOUNG ADULTS (18-30 YEARS OLD) WITH OI. THIS PROJECT BEGAN BECAUSE YOUNG ADULTS HAVE BEEN UNDERREPRESENTED AT PAST OIF EVENTS AND IN VIRTUAL PROGRAMS, AND WE WANTED TO LEARN MORE ABOUT THE NEEDS OF THIS GROUP AND THEIR PERCEPTIONS OF THE OIF. OVERALL, WE SPOKE WITH A TOTAL OF 9 YOUNG ADULTS OVER 2 WEEKS. IN THESE CONVERSATIONS, SOME TRENDS AND TAKEAWAYS EMERGED. EDWARD D. CRANSTON COLLEGE SCHOLARSHIP - THE EDWARD D. CRANSTON COLLEGE SCHOLARSHIP IS FOR STUDENTS WITH OSTEOGENESIS IMPERFECTA WHO ARE APPLYING TO OR HAVE BEEN ADMITTED TO A COLLEGE OR UNIVERSITY. APPLICANTS MUST ARTICULATE A NEED FOR SCHOLARSHIP ASSISTANCE TO MEET THEIR ACADEMIC GOALS, BE COMMITTED TO FULL-TIME COLLEGE ENROLLMENT, AND SHOW PROOF OF ENROLLMENT TO RECEIVE THE FUNDS. THE CURRENT CYCLE OPENED ON JANUARY 13TH AND WILL RUN THROUGH APRIL 14TH. THE REVIEW COMMITTEE WILL MEET IN MAY TO DISCUSS AND CHOOSE A RECIPIENT. ANGEL PACHECO, WHO IS ATTENDING THE UNIVERSITY OF NEW MEXICO, WAS THE RECIPIENT OF THE SCHOLARSHIP FOR THE 2024 CYCLE. ANGEL WAS SELECTED FROM NEARLY 30 APPLICANTS BY A COMMITTEE COMPRISED OF OI FOUNDATION BOARD OF DIRECTORS MEMBERS AND OI COMMUNITY MEMBERS. WE ARE PROUD TO SUPPORT ANGEL AS SHE MOVES FORWARD IN HER EDUCATION.CBBF/OIF JEANNE COLEMAN IMPACT GRANTS - IN PARTNERSHIP WITH THE CHILDREN'S BRITTLE BONE FOUNDATION, THE JEANIE COLEMAN IMPACT GRANT PROGRAM WAS DESIGNED TO PROVIDE FUNDING FOR ITEMS AND SERVICES THAT WILL SIGNIFICANTLY IMPROVE THE QUALITY OF LIFE FOR A PERSON WHO HAS OI AND LIMITED FINANCIAL RESOURCES. IN 2024, THE OI FOUNDATION AND CBBF WERE ABLE TO FUND $175,193 FOR 23 FAMILIES COVERING A RANGE OF ITEMS AND SERVICES INCLUDING (BUT NOT LIMITED TO) 2024 OIF NATIONAL CONFERENCE ATTENDANCE, WHEELCHAIR ACCESSIBLE VEHICLES, PHYSICAL THERAPY, BRACES, AND HEARING AIDS. THE 2025 CYCLE OPENED ON JANUARY 6TH AND CLOSED ON FEBRUARY 14TH. THE REVIEW COMMITTEE IS CURRENTLY WORKING TO RANK AND SCORE THE 65 APPLICATIONS RECEIVED AND WILL MEET IN THE FIRST WEEK OF APRIL TO DISCUSS AND CHOOSE RECIPIENTS. 407863 215927 NATIONAL AND REGIONAL CONFERENCES: NATIONAL CONFERENCE - THE NEXT OIF NATIONAL CONFERENCE WILL BE HELD ON JULY 23-26, 2026, AT THE ROSEN CENTER IN ORLANDO, FLORIDA. THE ROSEN CENTER HAS AN ASTOUNDING 69 ADA ROLL-IN SHOWER SLEEPING ROOMS. PLANNING FOR THE CONFERENCE HAS BEGUN WITH LISTENING SESSIONS FOR YOUNG ADULTS TO LEARN HOW THE OIF CAN BEST SERVE THEIR UNIQUE NEEDS. REGIONAL CONFERENCES - OIF REGIONAL CONFERENCES BRING INFORMATION TO LOCAL COMMUNITIES THROUGHOUT THE US AND CANADA. THE OIF HOSTS 3-4 REGIONAL CONFERENCES EACH YEAR. OIF REGIONAL CONFERENCES ARE ONE-DAY IN-PERSON MEETINGS HELD IN CITIES AROUND THE US MEANT TO HELP COMMUNITY MEMBERS BETTER UNDERSTAND AND TREAT OI. REGIONAL CONFERENCES OFFER AN INTIMATE IN-PERSON EDUCATIONAL EXPERIENCE THAN THE NATIONAL CONFERENCE AND HISTORICALLY HAVE ATTRACTED MORE DIVERSE AUDIENCES WITH LESS EXPOSURE TO THE OIF'S PROGRAMS AND EVENTS. EACH MEETING DRAWS ABOUT 100 ATTENDEES, MOST OF WHOM HAVE NEVER ATTENDED AN OIF EVENT BEFORE. IN THE LAST YEAR, THE OIF HOSTED REGIONAL CONFERENCES IN ATLANTA, GA, DENVER, CO AND PORTLAND, OR. 223993 44288 223993 44288 2037443 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AR CA CO CT DC FL GA IL KS KY ME MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VT VA WA WV WI X X THE ORGANIZATION 3019470083 656 QUINCE ORCHARD ROAD 650 GAITHERSBURG MD 20878 CHRISTINE WYMAN ROSSI PRESIDENT 2.00 X X 0 0 0 KARA B AYERS VICE PRESIDENT 2.00 X X 0 0 0 KENNETH FINKEL VICE PRESIDENT 2.00 X X 0 0 0 MICHELLE FYNAN VICE PRESIDENT 2.00 X X 0 0 0 JAMES SHARPLES TREASURER 2.00 X X 0 0 0 KAREN BRAITMAYER SECRETARY 2.00 X X 0 0 0 JULIE HOCKER BOARD MEMBER 2.00 X 0 0 0 BILLY HUANG BOARD MEMBER 2.00 X 0 0 0 TONY JACOBSEN BOARD MEMBER 2.00 X 0 0 0 CINDY MEDINA BOARD MEMBER 2.00 X 0 0 0 WENDY E SACKS BOARD MEMBER 2.00 X 0 0 0 MICHAEL SHERIDAN BOARD MEMBER 2.00 X 0 0 0 V REID SUTTON BOARD MEMBER 2.00 X 0 0 0 EMILY F VOORDE BOARD MEMBER 2.00 X 0 0 0 SCOTT WALLS BOARD MEMBER 2.00 X 0 0 0 TRACY SMITH HART CHIEF EXECUTIVE OFFICER 40.00 X 215284 0 30138 KATHERINE E CARTER CHIEF PROGRAM OFFICER 40.00 X 135886 0 6904 351170 0 37042 2 0 1 0 0 1142 31441 476575 196233 1431849 5258 2137240 CONFERENCE 900099 215927 215927 215927 40452 40452 764691 495927 268764 268764 268764 122838 476575 221658 -98820 -98820 996 229 767 767 MISCELLANEOUS INCOME 900099 43521 43521 43521 2607851 260215 0 210396 175553 175553 213149 213149 261377 179868 48961 32548 892773 606804 170364 115605 11974 9573 1691 710 102574 69716 19575 13283 73055 51667 10816 10572 20052 20052 11714 11714 74689 71534 1880 1275 19449 13219 3712 2518 35067 7609 26008 1450 61664 41912 11767 7985 36497 24807 6965 4725 492045 490263 1782 3491 3491 8413 5719 1605 1089 8639 4895 801 2943 BANK FEES 25003 2081 22922 DUES AND SUBSCRIPTIONS 23052 15667 4400 2985 POSTAGE & DELIVERY 19408 13191 3704 2513 PRINTING & DUPLICATING 18241 12398 3481 2362 39426 27818 8100 3508 2627305 2037443 383791 206071 163870 207387 111584 72866 21968 0 13703 17936 7336 7107 74763 61893 48823 42041 8804 6782 1599239 1191432 602 19324 123522 75730 2125391 1660457 111792 113199 117500 87500 186935 12877 25000 25036 106228 54012 547455 292624 X 24518 31799 1553418 1336034 1577936 1367833 2125391 1660457 -19454 -190649 0 X X 0 1 X 1 0 X 1862472 1961638 2159567 2105123 2137240 10226040 56772 927 741 306814 339761 705015 1919244 1962565 2160308 2411937 2477001 10931055 159024 331761 144210 25000 25000 684995 218142 740280 483570 1837357 956621 4235970 377166 1072041 627780 1862357 981621 4920965 6010090 32461 34807 36689 48310 40452 192719 32461 34807 36689 48310 40452 192719 34981 36895 12500 43521 127897 1951705 2032353 2233892 2472747 2560974 11251671 0.53420 0.63700 0.01710 0.01870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1553418 1231934 1449318 1336034 1675833 1021958 1144373 1553418 987567 1378122 689856 1675833 1354619 726549 1093601 987567 1055103 623072 323556 1354619 1.00000 1 1 0 2608 2608 0 46215 39433 6782 6782 OPERATING LEASE PAYABLE 54012 54012 X 2699796 -190649 72650 -117999 2817795 11714 -221658 -209944 2607851 2909899 72650 72650 2837249 11714 -221658 -209944 2627305 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF RESTRICTED FUNDS DESIGNATED FOR A SPECIFIC PURPOSE BY A DONOR. PART X, LINE 2: IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF EVENT EXPENSES -221,658. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION OF EVENT EXPENSES -221,658. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 RESEARCH GRANT BRITTLE BONE DISORDERS CONSORTIUM RESEARCH GRANT 50000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 RESEARCH GRANT BRITTLE BONE DISORDERS CONSORTIUM RESEARCH GRANT 50000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 RESEARCH GRANT BRITTLE BONE DISORDERS CONSORTIUM RESEARCH GRANT 45000 0 0 0 0 0 0 145000 0 145000 EUROPE (INCLUDING ICELAND & GREENLAND) FELLOWSHIP GRANT 50000 BANK TRANSFER 0 N/A N/A NORTH AMERICA FELLOWSHIP GRANT 50000 BANK TRANSFER 0 N/A N/A NORTH AMERICA RESEARCH GRANT 45000 BANK TRANSFER 0 N/A N/A 3 0 0 0 0 0 0 PART I, LINE 2: OIF MONITORS THE USE OF GRANT FUNDS OUTSIDE THE US BY REQUESTING PERIODIC ACTIVITY AND FINANCIAL REPORTS FROM ITS GRANTEES, AND WILL VISIT PROGRAM SITES (STAFF, PARTNERS OR BOARD MEMBERS) PERIODICALLY TO REVIEW AND INSURE GRANT OBJECTIVES ARE ON TRACK. STRONG BONES HOUSTON 121390 90790 30600 40625 500 6341 DC FINE WINE 147776 121376 26400 62712 5161 12057 15 330247 264409 65838 61851 160 4500 27751 599413 476575 122838 165188 160 10161 46149 221658 -98820 0 THE REGENTS OF THE UNIVERSITY CALIFORNIA LOS ANGELES 3251 SOUTH SEPULVEDA BLVD UNIT 2023 LOS ANGELES CA 90034 943067788 501(C)(3) 50000 0 N/A N/A FELLOWSHIP GRANT UNIVERSITY OF SOUTH FLORIDA 3650 SPECTRUM BLVD TAMPA FL 33612 593102112 501(C)(3) 25000 0 N/A N/A CONTACT REGISTRY BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE ENDERS 2 BOSTON MA 02115 042774441 501(C)(3) 50000 0 N/A N/A FELLOWSHIP GRANT 3 IMPACT GRANT ASSISTANCE 23 79225 N/A N/A PART I, LINE 2 AFTER THE GRANT IS AWARDED, THE GRANTEE HAS TO SEND IN A LISTING OF EXPENDITURES ONCE INCURRED. THIS LIST OF EXPENSES IS REVIEWED AND COMPARED TO OTHER SIMILAR GRANTS AND THEIR EXPENDITURES BEFORE THE MONEY IS ISSUED TO THE GRANTEE. X X X 0 0 0 0 0 0 0 0 0 TRACY SMITH HART CHIEF EXECUTIVE OFFICER 199284 0 16000 0 0 0 18240 0 11898 0 245422 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE OI FOUNDATION IS OPEN TO ALL PEOPLE WHO SUPPORT THE MISSION OF THE OI FOUNDATION. THE BOARD OF DIRECTORS DETERMINE THE LEVEL AND BENEFITS OF MEMBERSHIP, AND MAY CHANGE THESE FROM TIME TO TIME. ALL MEMBERS ARE ENTITLED TO VOTING PRIVILEGES. MEMBERSHIP BECOMES EFFECTIVE UPON RECEIPT OF DUES. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS A COPY OF THE RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. IT IS ALSO REVIEWED BY THE AUDIT COMMITTEE BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD, ITS COMMITTEES, FOUNDATION STAFF AND THEIR IMMEDIATE FAMILIES AND BUSINESS ASSOCIATES. IT IS MONITORED BY ANNUAL WRITTEN INFORMATION QUESTIONNAIRE FROM THE BOARD PRESIDENT WHICH IS REVIEWED AND MAINTAINED BY THE AUDIT COMMITTEE CHAIR. THE ENTIRE BOARD REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT OR FUTURE) ARE IDENTIFIED, THE PERSON DETERMINED TO HAVE A CONFLICT IS RECUSED FROM DELIBERATIONS AND VOTING. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM NATIONAL HEALTH COUNCIL SALARY SURVEY. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OR COMMITTEE MEETING. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS AND THE MOST RECENT YEAR FOR WHICH THIS PROCESS WAS UNDERTAKEN FOR EACH IS IDENTIFIED: OFFICE/TITLE - CHIEF EXECUTIVE OFFICER YEAR OF MOST RECENT REVIEW/APPROVAL - 2026 FORM 990, PART VI, SECTION C, LINE 19 OI FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. FORM 990, PART XII, LINE 2C NO CHANGES FROM THE PRIOR YEAR. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF INDEPENDENT AUDITORS AND OVERSIGHT OVER THE INDEPENDENT AUDIT PROCESS.