2024-05-02T11:55:12-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 943030609 BUCK INSTITUTE FOR RESEARCH ON AGING BUCK 4152092000 8001 REDWOOD BOULEVARD NOVATO CA 94945 NANCY S DERR VP, FINANCE & CFO 4152092024 2024-05-01 1 NANCY DERR 999009999 1 KATY BROWN P00650274 9257902600 2024-05-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEAGAN MOORE 8001 REDWOOD BOULEVARD NOVATO CA 94945 54515736 0 X WWW.BUCKINSTITUTE.ORG X 1986 CA BUCK INSTITUTE FOR RESEARCH ON AGING IS DEDICATED TO IMPROVING THE HEALTH SPAN OF INDIVIDUALS. 31 30 277 40 1000091 0 57435338 47910260 1116324 1347627 -77318 568560 -391567 567004 58082777 50393451 4467079 4442220 0 0 25087652 27231783 0 0 1834040 22561330 25550595 52116061 57224598 5966716 -6831147 142592130 134534931 134879556 132946963 7712574 1587968 TO INCREASE THE HEALTHY, PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND AGE-RELATED DISEASES. 0 0 41511708 4442220 581084 THE BUCK INSTITUTE FOR RESEARCH ON AGING (THE "INSTITUTE") IS A NONPROFIT CHARITABLE ENTITY. THE MISSION OF THE INSTITUTE IS TO INCREASE THE HEALTHY PRODUCTIVE YEARS OF LIFE THROUGH BASIC BIOMEDICAL RESEARCH ON AGING AND ITS CONNECTION TO CHRONIC CONDITIONS COMMONLY ASSOCIATED WITH OLD AGE. THE INSTITUTE'S RESEARCH PROGRAMS ADDRESS TWO FUNDAMENTAL QUESTIONS:WHAT IS THE NATURE OF AGING?WHAT FACTORS TRIGGERR DISEASES ASSOCIATED WITH AGE?ESTABLISHED AS AN INDEPENDENT, NOT-FOR-PROFIT RESEARCH CENTER, THE INSTITUTE OPENED IN 1999 AND CURRENTLY HOUSES THE LABORATORIES OF PRINCIPAL INVESTIGATORS RECRUITED FOR LEADERSHIP IN THEIR RESPECTIVE FIELDS OF RESEARCH. 41511708 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 77 0 1 277 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NANCY S DERR VP FINANCE CFO 4152092024 8001 REDWOOD BOULEVARD NOVATO CA 94945 JILL KINNEY CHAIR OF THE BOARD 1.00 X X 0 0 0 JOHN M JACK VICE CHAIR 1.00 X X 0 0 0 JIM ALEVERAS TREASURER 1.00 X X 0 0 0 MATT P CARBONE SECRETARY 1.00 X X 0 0 0 BRUCE BARCLAY BOARD MEMBER 1.00 X 0 0 0 WILLIAM A BARNES BOARD MEMBER 1.00 X 0 0 0 JIM BUZZITTA MD BOARD MEMBER 1.00 X 0 0 0 DOROTHEA M DUTTON CFA BOARD MEMBER 1.00 X 0 0 0 BLAIR LACORTE BOARD MEMBER 1.00 X 0 0 0 LIZELLEN LA FOLLETTE MD BOARD MEMBER 1.00 X 0 0 0 JOHN Q LANDERS JR BOARD MEMBER (THRU 02/2023) 1.00 X 0 0 0 DAVID GENSLER BOARD MEMBER 1.00 X 0 0 0 MICHAEL GHILOTTI BOARD MEMBER 1.00 X 0 0 0 LYDIA GRAHAM BOARD MEMBER 1.00 X 0 0 0 LINDA MAYNE BOARD MEMBER 1.00 X 0 0 0 AFAF MELEIS PHD FAAN LL BOARD MEMBER 1.00 X 0 0 0 JIM MELLON BOARD MEMBER 1.00 X 0 0 0 BILL R POLAND BOARD MEMBER 1.00 X 0 0 0 STEVEN READ BOARD MEMBER 1.00 X 0 0 0 WENDYE R ROBBINS MD BOARD MEMBER 1.00 X 0 0 0 JACK ROWE MD BOARD MEMBER 1.00 X 0 0 0 THEO TAFT SCHWABACHER BOARD MEMBER 1.00 X 0 0 0 RONA SILKISS MD FACS BOARD MEMBER 1.00 X 0 0 0 FREDRIC E STECK BOARD MEMBER 1.00 X 0 0 0 RICHARD STONE CLU CFP BOARD MEMBER 1.00 X 0 0 0 WELLS WHITNEY SCD BOARD MEMBER 1.00 X 0 0 0 JOON YUN BOARD MEMBER 1.00 X 0 0 0 JIM HENRY BOARD MEMBER 1.00 X 0 0 0 SARAH MARSEY BOARD MEMBER 1.00 X 0 0 0 RICHARD DICK BODMAN BOARD MEMBER 1.00 X 0 0 0 ROBERT ROSENKRANZ BOARD MEMBER 1.00 X 0 0 0 PAUL VERKUIL BOARD MEMBER 1.00 X 0 0 0 ERIC VERDIN PRESIDENT & CEO 40.00 X 786890 0 39326 NANCY DERR VP, FINANCE & CFO 40.00 X 323842 0 63423 MEAGAN MOORE CHIEF ADMINISTRATIVE OFFIC 40.00 X 266069 0 33351 ROBIN SNYDER VP, COMMUNICATIONS 40.00 X 332225 0 68590 BRIAN VAN WEELE CHIEF OFFICER, PHILANTHROPY 40.00 X 326747 0 40237 MALENE HANSEN CHIEF SCIENTIFIC OFFICER 40.00 X 305847 0 45892 GORDON LITHGOW PROFESSOR 40.00 X 270197 0 42441 REMY GROSS VP, BUSINESS DEVELOPMT & PRODUCT ADV 28.00 X 278696 0 35216 2890513 0 368476 58 0 1 0 WEAVER AUSTIN 1111 BROADWAY SUITE 2300 OAKLAND CA 94607 LEGAL SERVICES 232816 KAI2 COMMUNICATIONS 1862 COASTLAND AVENUE SAN JOSE CA 95125 PORTAL DESIGN&CONFIGURATION 192082 GENSLER ASSOCIATES PO BOX 742045 LOS ANGELES CA 90074 ENGINEERING SERVICES 150000 DGA ARCHITECTS INC 550 ELLIS STREET MOUNTAIN VIEW CA 94043 ARCHITECT SERVICES 119912 WILSON SONSINI GOODRICH & ROSA PO BOX 742866 LOS ANGELES CA 90074 LEGAL SERVICES 114508 5 25062776 22847484 496932 47910260 CONTRACT SERVICES 541700 1320842 554299 766543 EDUCATION SUPPORT 611710 26785 26785 1347627 670072 670072 126274 126274 3772719 7553 3546724 0 225995 7553 233548 233548 474049 575142 419 -101093 -419 -101512 -101512 OTHER INCOME 900099 207182 207182 207182 50393451 581084 1000091 902016 2950000 2950000 1092220 1092220 400000 400000 1550747 336963 1129543 84241 20050918 12521263 6831634 698021 1715747 1159193 487998 68556 2462380 1291677 1082984 87719 1451991 933220 461065 57706 253708 253708 105856 105856 1281888 600853 408441 272594 9509 6073 1793 1643 1061740 345482 571594 144664 519117 79730 435279 4108 8033178 6691970 1082891 258317 893498 630955 226476 36067 23540 17928 5612 5143870 4443468 604692 95710 25589 22036 2842 711 RESEARCH SUPPLIES 4262154 4262154 SUBCONTRACTOR EXPENSES 2465532 2465532 EQUIP RENTAL AND MAINT 850956 844153 6803 ALL OTHER EXPENSES 562298 416838 128280 17180 58162 58162 57224598 41511708 13878850 1834040 748371 1746551 19093478 26226887 10462568 7241275 416918 340869 175328 465102 143747 203898 185701726 100082173 85383997 85619553 19108612 5644894 92614 92614 6966497 6953288 142592130 134534931 5919319 6534808 4410133 4372330 124550104 122039825 134879556 132946963 X -6275582 -9071391 13988156 10659359 7712574 1587968 142592130 134534931 X -6831147 461203 245338 X 0 1 X 1 1 1 X 34520060 44361331 38710776 57435338 47910260 222937765 34520060 44361331 38710776 57435338 47910260 222937765 16126674 206811091 329441 304386 293062 297327 796346 2020562 13636 206898 220534 306209 1127023 144856 389193 207182 2174463 227353324 6467695 0.90960 0.88350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5787083 5787083 141843450 74429120 67414330 33504998 24432693 9072305 4566195 1220360 3345835 85619553 BOND INSURANCE PREMIUM 4976351 CHARITABLE REMAINDER TRUSTS RECEIVABLE 1976937 6953288 54549337 461203 461203 54088134 -3694683 -3694683 50393451 60673943 3602674 3602674 57071269 153329 153329 57224598 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -3,546,724. REVENUE INCLUDED IN EXPENSES -55,950. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -245,338. VIVARIUM SERVICES EXPENSES 153,329. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 3,546,724. REVENUE INCLUDED IN EXPENSES 55,950. PART XII, LINE 4B - OTHER ADJUSTMENTS: VIVARIUM SERVICES EXPENSES 153,329. 1 EAST ASIA & THE PACIFIC 0 0 GRANTMAKING 100000 SOUTH AMERICA 0 0 GRANTMAKING 100000 EUROPE 0 0 GRANTMAKING 200000 0 0 0 0 0 0 400000 0 400000 EAST ASIA & THE PACIFIC BIOMEDICAL RESEARCH 100000 WIRE TRANSFER 0 SOUTH AMERICA BIOMEDICAL RESEARCH 100000 WIRE TRANSFER 0 EUROPE BIOMEDICAL RESEARCH 100000 WIRE TRANSFER 0 EUROPE BIOMEDICAL RESEARCH 100000 WIRE TRANSFER 0 4 0 0 0 0 0 0 0 PART I, LINE 2: EACH GRANT RECIPIENT MUST SUBMIT SCIENTIFIC PROGRESS REPORTS AND FINANCIAL REPORTS TO THE BUCK INSTITUTE. PROGRESS REPORTS DESCRIBE THE PROGRESS TOWARD RESEARCH GOALS AND ARE REVIEWED BY THE SCIENTIFIC ADVISORY COUNCIL. EACH FINANCIAL REPORT TRACKS ACTUAL RECEIPTS AND EXPENDITURES AGAINST THE ANNUAL BUDGET APPROVED FOR THE AWARD. A FORMAL EXPLANATION IS REQUIRED WITH THE ANNUAL FINANCIAL REPORT SHOULD THE GRANTEE UNDERSPEND BY 20% OR GREATER IN A GIVEN REPORTING PERIOD. PART III ACCOUNTING METHOD: 1 THE REGENTS OF UNIVERSITY OF CALIFORNIA SAN FRANCISCO 513 PARNASSUS AVENUE SAN FRANCISCO CA 94143 946036493 501(C)(3) 400000 0 BIOMEDICAL RESEARCH OKLAHOMA MEDICAL RESEARCH FOUNDATION 825 NE 13TH STREET OKLAHOMA CITY OK 73104 730580274 501(C)(3) 400000 0 BIOMEDICAL RESEARCH MAGEE-WOMENS RESEARCH INSTITUTE 3240 CRAFT PLACE SUITE 100 PITTSBURGH PA 15213 251462312 501(C)(3) 250000 0 BIOMEDICAL RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE 5TH FL ANN ARBOR MI 48109 386006309 501(C)(3) 250000 0 BIOMEDICAL RESEARCH OKLAHOMA MEDICAL RESEARCH FOUNDATION 825 NE 13TH STREET OKLAHOMA CITY OK 73104 730580274 501(C)(3) 250000 0 BIOMEDICAL RESEARCH THE REGENTS OF UNIVERSITY OF CALIFORNIA SAN FRANCISCO 513 PARNASSUS AVENUE SAN FRANCISCO CA 94143 946036493 501(C)(3) 100000 0 BIOMEDICAL RESEARCH UNIVERSITY OF PITTSBURGH 500 ROSS STREET PITTSBURGH PA 15213 250965591 501(C)(3) 100000 0 BIOMEDICAL RESEARCH BROAD INSTITUTE OF MIT AND HARVARD 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501(C)(3) 100000 0 BIOMEDICAL RESEARCH NORTHWESTERN UNIVERSITY 303 E SUPERIOR ST CHICAGO IL 60611 362167817 501(C)(3) 100000 0 BIOMEDICAL RESEARCH UNIVERSITY OF COLORADO 13001 EAST 17TH PLACE AURORA CO 80045 846000555 501(C)(3) 100000 0 BIOMEDICAL RESEARCH WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 455 MAIN STREET CAMBRIDGE MA 02142 061043412 501(C)(3) 100000 0 BIOMEDICAL RESEARCH NORTHWESTERN UNIVERSITY 303 E SUPERIOR ST CHICAGO IL 60611 362167817 501(C)(3) 100000 0 BIOMEDICAL RESEARCH WOMEN AND INFANTS HOSPITAL OF RHODE ISLAND 350 DUNCAN DRIVE CHAMBERS BUILDING PROVIDENCE RI 02906 050258937 501(C)(3) 100000 0 BIOMEDICAL RESEARCH THE REGENTS OF THEUNIVERSITY OF CALIFORNIA LOS ANGELES BOX 957089 1125 MURPHY HALL 405 HILLGARD AVE LOS ANGELES CA 90095 092530369 501(C)(3) 100000 0 BIOMEDICAL RESEARCH MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 02543 042104690 501(C)(3) 100000 0 BIOMEDICAL RESEARCH NORTHWESTERN UNIVERSITY 303 E SUPERIOR ST CHICAGO IL 60611 362167817 501(C)(3) 100000 0 BIOMEDICAL RESEARCH THE REGENTS OF UNIVERSITY OF CALIFORNIA DAVIS PO BOX 743168 LOS ANGELES CA 80045 946036494 501(C)(3) 100000 0 BIOMEDICAL RESEARCH THE REGENTS OF UNIVERSITY OF CALIFORNIA BERKELEY 142 WEILL HALL 3200 BERKELEY CA 94720 946002123 501(C)(3) 100000 0 BIOMEDICAL RESEARCH YALE UNIVERSITY SCHOOL OF MEDICINE 150 MUNSON STREET NEW HAVEN CT 06520 060646973 501(C)(3) 100000 0 BIOMEDICAL RESEARCH 19 0 SCHOLARSHIPS 32 1092220 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE INSTITUTE RECEIVES DETAILED INVOICES FROM DOMINICAN UNIVERSITY OF CALIFORNIA AND UNIVERSITY OF SOUTHERN CALIFORNIA. THE INVOICES LIST THE INDIVIDUALS AND SCHOLARSHIP AMOUNTS, WHICH ARE REVIEWED AND APPROVED BY THE INSTITUTE'S EDUCATION OFFICE. THERE IS ADDITIONAL OVERSIGHT OF THE PROGRAM SPENDING BY THE GRANTS DEPARTMENT. EACH GRANT RECIPIENT MUST SUBMIT SCIENTIFIC PROGRESS REPORTS AND FINANCIAL REPORTS TO THE BUCK INSTITUTE. PROGRESS REPORTS DESCRIBE THE PROGRESS TOWARD RESEARCH GOALS AND ARE REVIEWED BY THE SCIENTIFIC ADVISORY COUNCIL. EACH FINANCIAL REPORT TRACKS ACTUAL RECEIPTS AND EXPENDITURES AGAINST THE ANNUAL BUDGET APPROVED FOR THE AWARD. A FORMAL EXPLANATION IS REQUIRED WITH THE ANNUAL FINANCIAL REPORT SHOULD THE GRANTEE UNDERSPEND BY 20% OR GREATER IN A GIVEN REPORTING PERIOD. X X X X 0 0 0 0 0 0 0 0 0 ERIC VERDIN PRESIDENT & CEO 786890 0 0 0 0 0 38400 0 926 0 826216 0 0 0 ROBIN SNYDER VP, COMMUNICATIONS 332225 0 0 0 0 0 38400 0 30190 0 400815 0 0 0 NANCY DERR VP, FINANCE & CFO 323842 0 0 0 0 0 38400 0 25023 0 387265 0 0 0 BRIAN VAN WEELE CHIEF OFFICER, PHILANTHROPY 326747 0 0 0 0 0 38400 0 1837 0 366984 0 0 0 MALENE HANSEN CHIEF SCIENTIFIC OFFICER 305847 0 0 0 0 0 34838 0 11054 0 351739 0 0 0 REMY GROSS VP, BUSINESS DEVELOPMT & PRODUCT ADV 278696 0 0 0 0 0 34295 0 921 0 313912 0 0 0 GORDON LITHGOW PROFESSOR 270197 0 0 0 0 0 33195 0 9246 0 312638 0 0 0 MEAGAN MOORE CHIEF ADMINISTRATIVE OFFIC 266069 0 0 0 0 0 32430 0 921 0 299420 0 0 0 PART I, LINE 3 BUCK REVIEWS CEO COMPENSATION FROM OTHER ORGANIZATIONS, PRIMARILY OTHER RESEARCH INSTITUTES THROUGH THE ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES. THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES CEO SALARY BASED ON THE INFORMATION PROVIDED. X 5 479004 FMV X INTEREST IN-KIND 1 17928 US TREASURY RATE/FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS TO REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CAO REVIEWS ALL ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS AND BRINGS POTENTIAL CONFLICTS TO THE ATTENTION OF THE CONFLICT OF INTEREST COMMITTEE WHICH MEETS ANNUALLY. THE COMMITTEE DETERMINES IF ANY FOLLOW-UPS ARE REQUIRED. THE CAO PROCEEDS WITH THE FOLLOW-UPS UNDER THE GUIDANCE OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE BUCK INSTITUTE BOARD OF TRUSTEES APPROVES TERMS OF EMPLOYMENT OF THE CEO/PRESIDENT AND COMPENSATION FOR EXECUTIVE POSITIONS IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS. THE CEO WILL APPROVE ALL SALARY ACTIONS SUCH AS HIRING, PROMOTION AND MERIT INCREASES FOR FACULTY. THE CAO, IN CONSULTATION WITH THE CEO, WILL REVIEW AND APPROVE THE HIRING, PROMOTION AND SALARY INCREASE ACTIONS FOR ALL ADMINISTRATIVE MANAGEMENT POSITIONS. FACULTY AND DEPARTMENT HEADS WILL REVIEW AND APPROVE THE HIRING, PROMOTION, AND (IN CONSULTATION WITH THE CAO) SALARY INCREASE ACTIONS FOR THOSE REPORTING TO THEM. SALARY ACTIONS ARE ALSO DETERMINED THROUGH THE USE OF COMPENSATION SURVEYS FOR COMPARABILITY. IF IT IS DETERMINED BY THE HIRING MANAGER AND HUMAN RESOURCES THAT A NEW POSITION TITLE IS REQUIRED, HUMAN RESOURCES WILL ADD THE NEW POSITION TO THE APPROVED JOB TITLE LIST, INCLUDING APPROPRIATE CLASSIFICATION AND SALARY RANGE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 245,338. 3 CHARITABLE REMAINDER TRUSTS INVESTMENTS CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0