2024-03-15T09:44:17-05:00 2023-06-30 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2022-07-01 161529555 Eastman Dental Center Foundation Inc EAST 5852757556 625 Elmwood Avenue Rochester NY 146202989 Bruce Tandy President 5852757556 2024-03-05 1 Bruce Tandy 999009999 0 Brenda Smith P00617844 5852322956 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Bruce Tandy 625 Elmwood Avenue Rochester NY 146202989 1549197 0 X N/A X 1997 NY Support oral health, education and research at the University of Rochester Medical Center. 20 16 0 18 0 0 17750 24000 0 0 3205354 1525197 0 0 3223104 1549197 2136000 2726004 0 0 0 0 0 0 0 28534 31927 2164534 2757931 1058570 -1208734 48204768 48672853 0 145 48204768 48672708 To support oral health, education and research projects at the University of Rochester Medical Center. 0 0 2726004 2726004 Support oral health, education and research projects at the University of Rochester Medical Center. This support includes making grants to the Medical Center in support of its programmatic activities. 2726004 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X The Organization 5852757556 625 Elmwood Avenue Rochester NY 146202989 Dr William Calnon President 0.50 18.50 X X 0 56031 0 Dr Pamela Den Besten Member 0.50 X 0 0 0 Dr Bruce Tandy President (Started 6/23) 0.50 X X 0 0 0 Dr Antonio Bello Secretary 0.50 X X 0 0 0 John Buttrill Member 0.50 X 0 0 0 Dr Robert James Bray Member 0.50 X 0 0 0 Dr Cecile Feldman Member 0.50 X 0 0 0 Dr Christopher Fox Member 0.50 X 0 0 0 Dr Michael Grassi Member 0.50 X 0 0 0 James W Fulmer Treasurer 0.50 X X 0 0 0 William Passolt Member 0.50 X 0 0 0 Jennifer Kim Field Member 0.50 X 0 0 0 Dr R Ivan Lugo Member 0.50 X 0 0 0 Dr Jack Caton Member 0.50 55.00 X 0 159654 39302 Thomas S Richards Member 0.50 X 0 0 0 Dr Edward H Chapelle Jr Member 0.50 X 0 0 0 Dr Eli Eliav Chair - Department of Dentistry 0.50 55.00 X 0 492117 78705 Dr Mark Taubman Dean School of Medicine and Dentistry 0.50 75.00 X 0 1783432 176973 Dr Pedro Santiago Member 0.50 X 0 0 0 Dr Linda Himmelberger Member 0.50 X 0 0 0 0 2491234 294980 0 0 1 0 0 X 24000 24000 182846 182846 1342351 0 1342351 1342351 1342351 1549197 0 0 1525197 2726004 2726004 9996 9996 7393 7393 14538 14538 2757931 2726004 31927 0 3182 848 1500 5046 48200086 48666959 48204768 48672853 145 0 145 X 42560755 42614899 5644013 6057809 48204768 48672708 48204768 48672853 -1208734 1676674 0 X 0 1 X 1 0 X X 1 University of Rochester 160743209 2 1 2726004 0 1 2726004 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part IV, Section B, Line 1: The Director of the Eastman Institute for Oral Health, the Chair of the Department of Dentistry of the University of Rochester School of Medicine and Dentistry, the Director of the University of Rochester Center for Oral Biology, the Associate Directors for Clinical Services, Education and Research of the Eastman Institute of Oral Health, and the Senior Vice President for Health Sciences of the University of Rochester shall serve as ex officio, voting members of the Board, for so long as they hold their respective positions. The Director of the Eastman Institute for Oral Health and the Senior Vice President for Health Sciences of the University of Rochester shall be ex officio voting members of the Executive Committee. At least one director shall be a member of the University of Rochester Board of Trustees, and at least one director shall be a community member of the University of Rochester Medical Center Board. Candidates for these two seats on the Board shall be nominated by the University of Rochester Board of Trustees and the University of Rochester Medical Center Board. No more than 49% of the entire board shall be individuals who are members of the University of Rochester Board of Trustees, University of Rochester Medical Center Board, and/or employed by the University of Rochester. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5644013 24000 389796 6057809 6297611 17750 -671348 5644013 4560278 11250 1866079 139996 6297611 4378952 21000 160326 4560278 4102800 14250 261902 4378952 0.39000 0.61000 0 0 0 Investments Held in University's Consolidated Pool 48666959 F 48666959 3215875 1676674 1676674 1539201 9996 9996 1549197 2747935 0 2747935 9996 9996 2757931 Part V, Line 4: The Foundation's endowment fund consists of a fund restricted in perpetuity established to generate income for the express purpose of benefiting orthodonic research, education, and clinical care. 1 University of Rochester Medical Center 601 Elmwood Avenue Rochester NY 14620 160743209 501(c)(3) 2726004 0 Dental Education, Research, and Clinic Operations 1 Part I, Line 2: In accordance with its mission, Eastman Dental Center Foundation, Inc. only grants money to the University of Rochester Medical Center in support of oral health, education, and research projects. The amount of grants is based on 5.5% of the average market value of the Foundation's investment portfolio for the previous 20 quarters and additional amounts may be approved by the Board of Directors. The University of Rochester Medical Center provides written and verbal updates on the status of projects the Foundation is supporting. 0 1 0 0 0 0 0 0 0 Dr Mark Taubman Dean School of Medicine and Dentistry 0 1744544 0 0 0 38888 0 156577 0 20396 0 1960405 0 0 Dr Eli Eliav Chair - Department of Dentistry 0 488620 0 0 0 3497 0 55933 0 22772 0 570822 0 0 Dr Jack Caton Member 0 159654 0 0 0 0 0 15382 0 23920 0 198956 0 0 Part I, Line 4b The following individuals participated in a supplemental nonqualified retirement plan and received employer paid amounts that are included in deferred compensation. Dr. Mark Taubman SERP Plan - $127,265 Dr. Eli Eliav SERP Plan - $25,700 Form 990, Part VI, Section A, line 2 Board members Dr. Calnon, Dr. Eliav, and Dr. Jack Caton are employees of the University of Rochester; Dr. Taubman is an officer of the University of Rochester. Form 990, Part VI, Section B, line 11b A copy of Federal form 990 was e-mailed to the Board of Directors for their review and comment prior to filing. Form 990, Part VI, Section B, line 12c The conflict of interest forms completed by each member are reviewed by legal counsel to ensure each voting member is in compliance with the Foundation's conflict of interest policy and procedures. Form 990, Part VI, Section B, line 15 The Foundation does not employ any staff. Form 990, Part VI, Section C, line 19 Required public disclosure documents are made available in the Finance Director's office during normal business hours. Form 990, Part VIII. Line 7a, Gross Amounts From Sales of Assets: The Foundation pools its investments with The University of Rochester Medical Center. When investments are sold within the pooled funds, the Foundation is given a pro-rata share of the realized gains/(losses). Actual sales and cost basis information is not available for these sales. The amount listed on Form 990 is the organizations pro-rata share of realized gains. University of Rochester 601 Elmwood Ave Rochester NY 14627 160743209 Education/Research NY 501(c)(3) Line 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0