Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
125 MAY STREET
 
Room/suite
City or town, state or country, and ZIP + 4
EDISON, NJ088373264
D Employer identification number

22-2803458
E Telephone number

G Gross receipts $ 403,866,065
F Name and address of principal officer:
BRUCE STROEVER
125 MAY STREET
EDISON,NJ08837
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MTF.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1987
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. ("MTF" OR THE "FOUNDATION") IS DEDICATED TO PROVIDING QUALITY ALLOGRAFT TISSUE FOR TRANSPLANTATION THROUGH A COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, RECOVERY AND CARE FOR RECIPIENTS, DONORS AND THEIR FAMILIES. MTF CONTINUES TO PROMOTE THE HEALTH AND WELFARE OF THE GENERAL PUBLIC BY (1)MAXIMIZING THE AVAILABILITY OF HIGH QUALITY HUMAN TISSUE INCLUDING BONE AND DERMAL TISSUE; 2)SUPPORTING MEDICAL, SCIENTIFIC AND OTHER EDUCATIONAL RESEARCH WITH RESPECT TO TISSUE DONATION, RECOVERY AND TRANSPLANTATION; (3) EDUCATING THE GENERAL PUBLIC WITH RESPECT TO THE IMPORTANCE AND BENEFITS OF TISSUE DONATION AND TRANSPLANTATION; AND (4) OTHERWISE PROMOTING TISSUE DONATION THROUGH A COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, RECOVERY AND CARE FOR DONORS, RECIPIENTS, AND THEIR FAMILIES. THE MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. WAS INCORPORATED ON JANUARY 30, 1987, AS A DISTRICT OF COLUMBIA NON-PROFIT MEMBERSHIP ORGANIZATION AND IS A 501(C
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 10
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 1,308
6 Total number of volunteers (estimate if necessary) .... 6 18
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a -1,040,140
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -1,040,140
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 38,886 31,236
9 Program service revenue (Part VIII, line 2g) ......... 374,326,325 389,546,992
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 123,378 1,124,063
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,763,957 4,876,733
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 379,252,546 395,579,024
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,303,948 2,941,626
14 Benefits paid to or for members (Part IX, column (A), line 4) ....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 79,121,797 83,157,613
16a Professional fundraising fees (Part IX, column (A), line 11e)....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 285,047,897 296,809,894
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 366,473,642 382,909,133
19 Revenue less expenses. Subtract line 18 from line 12...... 12,778,904 12,669,891
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 197,348,185 204,194,569
21 Total liabilities (Part X, line 26)............ 92,442,408 86,869,081
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 104,905,777 117,325,488
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. ("MTF" OR THE "FOUNDATION") IS DEDICATED TO PROVIDING QUALITY ALLOGRAFT TISSUE FOR TRANSPLANTATION THROUGH A COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, RECOVERY AND CARE FOR RECIPIENTS, DONORS AND THEIR FAMILIES. MTF CONTINUES TO PROMOTE THE HEALTH AND WELFARE OF THE GENERAL PUBLIC BY (1)MAXIMIZING THE AVAILABILITY OF HIGH QUALITY HUMAN TISSUE INCLUDING BONE AND DERMAL TISSUE; 2)SUPPORTING MEDICAL, SCIENTIFIC AND OTHER EDUCATIONAL RESEARCH WITH RESPECT TO TISSUE DONATION, RECOVERY AND TRANSPLANTATION; (3) EDUCATING THE GENERAL PUBLIC WITH RESPECT TO THE IMPORTANCE AND BENEFITS OF TISSUE DONATION AND TRANSPLANTATION; AND (4) OTHERWISE PROMOTING TISSUE DONATION THROUGH A COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, RECOVERY AND CARE FOR DONORS, RECIPIENTS, AND THEIR FAMILIES. THE MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. WAS INCORPORATED ON JANUARY 30, 1987, AS A DISTRICT OF COLUMBIA NON-PROFIT MEMBERSHIP ORGANIZATION AND IS A 501(C
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 357,116,497 including grants of $ 2,882,376 ) (Revenue $   )
MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. (MTF) PROVIDES ALLOGRAFT TISSUES TO THE MEDICAL AND DENTAL COMMUNITIES. IN 2010, MTF RECOVERED TISSUE FROM APPROXIMATELY 4,666 DONORS FOR USE IN MUSCULOSKELETAL AND BONE ALLOGRAFT APPLICATIONS AND 2114 DERMAL/SPLIT THICKNESS RECOVERIES. OVERALL, MTF DISTRIBUTED OVER 427,000 UNITS OF ALLOGRAFT TISSUE DURING 2010. IN ADDITION TO THIS SERVICE, MTF DONATES ALLOGRAFT TISSUES FOR USE IN THE RESEARCH, MEDICAL AND EDUCATIONAL FIELDS. MTF'S RESEARCH AND DEVELOPMENT HAS CONTINUED DEVELOPMENT OF NOVEL TISSUE FORMS FOR ORTHOPAEDIC AND GENERAL SURGICAL APPLICATIONS. WE HAVE MET PROJECT MILESTONES IN THE DEVELOPMENT OF ADULT, ALLOGENEIC STEM CELLS, ALLOGRAFT SOLUTIONS FOR THE REPAIR OF ARTICULAR CARTILAGE, AND NEW FORMS OF DEMINERALIZED BONE. WE CONTINUE TO SEEK NEW APPLICATIONS FOR THE USE OF THE PRECIOUS GIFT OF ALLOGRAFT TISSUES TO RESOLVE UNMET CLINICAL NEEDS. MTF CONTINUES TO PROVIDE SPECIAL TISSUE FOR RESEARCH BEING PERFORMED BY MEMBERS OF THE ARMED FORCES INSTITUTE OF REGENERATIVE MEDICINE WHICH IS AN ORGANIZATION DEDICATED TO DEVELOPING MEDICAL THERAPIES AND TREATMENTS FOR WOUNDED SOLDIERS. IN 2008, WE COMPLETED A RESEARCH PROJECT TO PROVIDE A NEW TISSUE FORM FOR BONE FORMATION COMPRISING ADULT ALLOGENEIC STEM CELLS AND ALLOGRAFT BONE. IN 2009, MTF INTRODUCED A NEW TISSUE FORM CALLED TRINITY EVOLUTION. TRINITY EVOLUTION IS A STEM CELL-BASED BONE GROWTH MATRIX DESIGNED TO ADVANCE THE SURGICAL USE OF ALLOGRAFTS BY PROVIDING CHARACTERISTICS SIMILAR TO AN AUTOGRAFT IN SPINAL AND ORTHOPEDIC PROCEDURES. IN 2010, MTF MADE AVAILABLE TWO NEW TISSUE FORMS DURING THE CALENDAR YEAR: 1)ENHANCE(TM) BONE WEDGES FOR CORRECTION OF VARIOUS DEFORMITIES IN THE FOOT AND ANKLE, AND 2)ENHANCE(TM) DEMINERALIZED CANCELLOUS SHEETS FOR USE IN BONE FUSION PROCEDURES IN THE FOOT AND ANKLE. FORM 990, PART III, LINE 4A - INDIGENT CARE: DURING 2010, MTF INCURRED COSTS IN THE AMOUNT OF 136,000 ASSOCIATED WITH THE DISTRIBUTION OF ALLOGRAFT TISSUE THAT MTF DONATED FOR INDIGENT/CHARITY CARE PURPOSES; THOSE DISTRIBUTION COSTS HAD AN APPROXIMATE MARKET VALUE OF 544,000.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
(Code:   ) (Expenses $ 59,250 including grants of $ 59,250 ) (Revenue $   )
MTF PAYS INDEPENDENT RESEARCH EXPERTS TO REVIEW ANY GRANT PROPOSALS SUBMITTED TO THE ORGANIZATION FOR VALIDITY OR MERIT OF THE PROPOSED RESEARCH PROJECT AND ALSO RELATIONSHIP TO MTF'S CORE MISSION OF ADVANCING MUSCULOSKELETAL TRANSPLANT SCIENCE. DURING 2010, MTF RECEIVED 80 APPLICATIONS FOR PEER REVIEW AND OTHER GRANTS. MTF USED 55 SUCH EXPERTS TO REVIEW PEER-REVIEWED RESEARCH GRANT PROJECTS AND 11 PROJECTS WERE APPROVED FOR FUNDING. FORM 990, PART V, LINE 3B - FORM 990-T NOT FILED EXPLANATION: MTF IS NOT REQUIRED TO FILE FORM 990-T BECAUSE MTF'S GROSS INCOME FROM UNRELATED BUSINESS ACTIVITIES IS LESS THAN 1,000. MTF MAY FILE A 990-T IN ORDER TO ESTABLISH NET OPERATING LOSS CARRY FORWARDS TO FUTURE FILINGS.
4d Other program services. (Describe in Schedule O.)
(Expenses $ 59,250 including grants of $ 59,250 ) (Revenue $   )
4e Total program service expensesMediumBullet$ 357,175,747
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
408
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
1,308
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCA
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
13
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA , GA , NJ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
MICHAEL J KAWAS
125 MAY STREET
SUITE 300
EDISON,NJ088373264
(732) 661-0202
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) WILLAM W TOMFORD MD
BOD,CHAIRMAN
 1.00 X           50,000 0 0
(2) RICHARD NICHOLAS MD
BOD,MB+DB
 1.00 X           15,000 0 0
(3) DONALD HACKBARTH MD
BOD, MBOT
 1.00 X           13,000 0 0
(4) DAN M SPENGLER MD
BOD
 1.00 X           12,000 0 0
(5) GERALD FINERMAN MD
BOD
 1.00 X           12,000 0 0
(6) LLOYD JORDAN
BOD,MB+DB
 1.00 X           12,000 0 0
(7) JOSEPH A BUCKWALTER MD
BOD
 1.00 X           11,000 0 0
(8) MARK BOLANDER MD
BOD
 1.00 X           10,000 0 0
(9) SUSAN GUNDERSON FOR LIFESOURCE
 
BOD, DB
 1.00 X           10,000 0 0
(10) ALLAN GROSS MD
BOD
 1.00 X           9,000 0 0
(11) HERBERT S SCHWARTZ
BOD, MB
 1.00 X           8,750 0 0
(12) VICTOR FRANKEL MDPHD
BOD
 1.00 X           7,000 0 0
(13) WILLIAM F ENNEKING MD
BOD
 1.00 X           4,000 0 0
(14) BRUCE W STROEVER
PRESIDENT/CE
 60.00     X       738,006 0 34,792
(15) MICHAEL J KAWAS
TREASURER/CF
 60.00     X       457,344 0 38,143
(16) GEORGE A ORAM
EXECUTIVE VP
 60.00       X     846,634 0 28,879
(17) MARTHA ANDERSON
EXECUTIVE VP
 60.00       X     374,904 0 31,719
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JOSEPH YACCARINO
EXECUTIVE VP
 60.00         X   360,447 0 38,098
(19) MARK H SPILKER
VP, R&D
 50.00         X   343,810 0 28,743
(20) DONALD E LARSON
VP SALES
 50.00         X   276,441 0 31,984
(21) MARC L JACOBS
VP PRD DEV
 50.00         X   275,597 0 29,668
(22) KIMBERLY A ROUNDS
VP MARKETING
 50.00         X   270,115 0 33,694
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 4,117,048   295,720
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet162
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SYNTHES
1302 WRIGHTS LANE EAST
WEST CHESTER,PA19380 		TISSUE PROMOTIO 80,710,392
ORTHOFIX INC
1401 ELM ST 5TH FLOOR
BA LOCKBOX 842452
DALLAS,TX75202 		TISSUE PROMOTIO 26,915,599
ETHICON INC
RM M21 ROUTE 22
SOMERVILLE,NJ08876 		TISSUE PROMOTIO 16,554,020
ONE LEGACY TISSUE SERVICES
221 S FIGUEROA ST STE 500
LOS ANGELES,CA90012 		RECOVERY PRTNR 7,545,841
FEDERAL EXPRESS CORPORATION
PO BOX 360353
PITTSBURGH,PA15250 		COURIER 5,299,745
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet199
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		31,236
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 31,236
Program Service Revenue Business Code
2a TISSUE PROCESSING & DISTRIB.   389,166,377 389,166,377    
b DONOR TRIAGE SCREENING   5,842,953 5,842,953    
c DISTRIBUTION RIGHTS PAYMENTS   1,109,304 1,109,304    
d OTHER REVENUE   622,886 622,886    
e LESS: UBIT REVENUE   -7,194,528 -7,194,528    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 389,546,992
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,176,436     1,176,436
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet 333,000     333,000
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses 52,373  
c Gain or (loss) -52,373  
d Net gain or (loss)..........MediumBullet -52,373 -52,373    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 7,194,528
b Less: cost of goods sold ..b 8,234,668
c Net income or (loss) from sales of inventory..MediumBullet -1,040,140   -1,040,140  
Miscellaneous Revenue Business Code
11a FREIGHT & FEES REVENUE   3,135,771     3,135,771
b DEBT FORGIVENESS INCOME   2,000,000     2,000,000
c VAT REFUNDS   380,004     380,004
d All other revenue .... 68,098     68,098
e Total. Add lines 11a–11d ......MediumBullet 5,583,873
12 Total revenue. See Instructions....MediumBullet 395,579,024 389,494,619 -1,040,140 7,093,309
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 2,882,376 2,882,376
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 59,250 59,250
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 4,117,048 2,692,549 1,424,499  
7 Other salaries and wages 61,447,661 51,235,060 10,212,601  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 2,878,296 2,773,814 104,482  
9 Other employee benefits ....... 9,959,524 8,304,251 1,655,273  
10 Payroll taxes ........... 4,755,084 3,964,789 790,295  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 5,583,436 5,241,171 342,265  
c Accounting ........... 414,675   414,675  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 81,092 75,902 5,190  
12 Advertising and promotion .... 2,674,584 2,622,697 51,887  
13 Office expenses ....... 1,297,015 363,036 933,979  
14 Information technology ...... 331,247 18,715 312,532  
15 Royalties ..        
16 Occupancy ........... 10,307,313 8,216,990 2,090,323  
17 Travel ............ 2,640,054 2,160,884 479,170  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 2,441,366 1,841,278 600,088  
20 Interest ........... 952,762 846,148 106,614  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 8,943,452 7,847,879 1,095,573  
23 Insurance .............. 998,225 858,174 140,051  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a STORAGE & DISTRIBUTION 144,727,790 144,727,790    
b PROCESSING COSTS 81,492,696 81,492,696    
c RECOVERY EXPENSES 15,156,112 15,156,112    
d RESEARCH AND DEVELOPMENT 11,582,335 11,582,335    
e BAD DEBT EXPENSE 4,865,297 4,865,297    
f All other expenses 2,320,443 -2,653,446 4,973,889  
25 Total functional expenses. Add lines 1 through 24f 382,909,133 357,175,747 25,733,386 0
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 8,742 1 15,361
2 Savings and temporary cash investments ....... 7,410,652 2 12,418,046
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 48,203,276 4 52,201,508
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 84,746,000 8 84,261,447
9 Prepaid expenses and deferred charges ............ 2,958,069 9 3,406,573
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 75,945,098
b Less: accumulated depreciation. ..... 10b 44,747,629 33,015,842 10c 31,197,469
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ...... 500,000 12 500,000
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 20,505,604 15 20,194,165
16 Total assets. Add lines 1 through 15 (must equal line 34)... 197,348,185 16 204,194,569
Liabilities 17 Accounts payable and accrued expenses . 49,815,610 17 51,336,119
18 Grants payable .......... 2,570,398 18 3,210,851
19 Deferred revenue .......... 9,566,927 19 8,124,623
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 23,742,472 23 18,250,000
24 Unsecured notes and loans payable to unrelated third parties .... 2,000,000 24  
25 Other liabilities. Complete Part X of Schedule D..... 4,747,001 25 5,947,488
26 Total liabilities. Add lines 17 through 25..... 92,442,408 26 86,869,081
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 104,905,777 27 117,325,488
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 104,905,777 33 117,325,488
34 Total liabilities and net assets/fund balances ..... 197,348,185 34 204,194,569
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
395,579,024
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
382,909,133
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
12,669,891
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
104,905,777
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
-250,180
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
117,325,488
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 212,487 112,525 217,644 38,886 31,236 612,778
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 297,336,689 329,963,832 347,833,254 374,326,325 389,546,992 1,739,007,092
3 Gross receipts from activities that are not an unrelated trade or business under section 513.. 342,000 1,324,839 608,595 5,540,367 5,583,873 13,399,674
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 297,891,176 331,401,196 348,659,493 379,905,578 395,162,101 1,753,019,544
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)           1,753,019,544
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6... 297,891,176 331,401,196 348,659,493 379,905,578 395,162,101 1,753,019,544
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,355,713 1,273,064 325,827 582,317 1,509,436 5,046,357
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 1,355,713 1,273,064 325,827 582,317 1,509,436 5,046,357
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. 126,319         126,319
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.). 299,373,208 332,674,260 348,985,320 380,487,895 396,671,537 1,758,192,220
14
Section C. Computation of Public Support Percentage
15
15
99.710 %
16
16
99.390 %
Section D. Computation of Investment Income Percentage
17
17
0 %
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
SCHEDULE A, PART III, SECTION A PUBLIC SUPPORT, LINE 3 AND SECTION B TOTAL SUPPORT, LINES 11 AND 12 HAVE BEEN MODIFIED TO REFLECT THE FACT THAT ALL REVENUES SHOWN, EXCEPT FOR UNRELATED BUSINESS INCOME/LOSS, ARE CONNECTED TO THE FOUNDATION'S CORE MISSION AND ARE DERRIVED FROM SUCH ACTIVITIES. THUS, PRIOR YEARS' DATA LOCATION HAS BEEN MODIFIED TO REFLECT THE CURRENT YEAR'S PRESENTATION. SCHEDULE A, PART III, LINE 3 CONTAINS VARIOUS OTHER REVENUE ITEMS SUMMARIZED ON FORM 990, PART VIII, LINE 11D: REALIZED LOSS ON FOREIGN CURRENCY EXCHANGE -323,217 OTHER MISCELLANEOUS REVENUE 248,100 A/P DISCOUNT REVENUE 81,134 SERVICE FEES 62,081 --------- 68,098 =========
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC 		Employer identification number

22-2803458
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC 		Employer identification number

22-2803458
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC 		Employer identification number

22-2803458
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....      
b Contributions ........      
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ......      
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
No
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   8,767,468 8,767,468
b Buildings ................        
c Leasehold improvements ............   24,300,065 14,590,019 9,710,046
d Equipment ................   25,840,779 17,837,275 8,003,504
e Other .................   17,036,786 12,320,335 4,716,451
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 31,197,469
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 500,000
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) AFFILIATE RECEIVABLE 13,817,759
(2) GOODWILL AND OTHER INTANGIBLE ASSETS 4,440,000
(3) DEFERRED R&D COSTS - L/T 956,234
(4) OTHER RECEIVABLES 712,298
(5) SECURITY DEPOSITS 147,820
(6) DEFERRED FINANCING COSTS 103,714
(7) OTHER ASSETS 12,500
(8) INTEREST RECEIVABLE 3,840
(9) RIGHTS PAYMENT RECEIVABLE  
Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 20,194,165
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
OTHER DEFERRED REVENUE 2,345,693
OTHER 1,965,000
DUE TO AFFILIATES 991,145
SWAP LIABILITY 350,000
CAPITAL LEASE 295,650
LICENSE AGREEMENT PAYMENT  



Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,947,488
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 395,579,024
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 382,909,133
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 12,669,891
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 -250,180
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 -250,180
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 12,419,711
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 395,578,976
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3 395,578,976
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b 48
c Add lines 4a and 4b....................... 4c 48
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 395,579,024
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 383,159,265
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 1,537,957
e Add lines 2a through 2d...................... 2e 1,537,957
3 Subtract line 2e from line 1..................... 3 381,621,308
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b 1,287,825
c Add lines 4a and 4b....................... 4c 1,287,825
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 382,909,133
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X UNCERTAIN TAX POSITIONS ASC 740-10 (FORMERLY, FASB INTERPRETATION NO. 48, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES") REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION ADOPTED THE PROVISIONS OF ASC 740-10 IN FISCAL 2009. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT MEET THE CRITERIA UNDER ASC 740-10. ACCORDINGLY, THE ADOPTION OF ASC 740-10 DID NOT HAVE ANY IMPACT ON THE ORGANIZATION'S 2010 OR 2009 CONSOLIDATED FINANCIAL STATEMENTS.
RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 GAIN ON SALE OF INTANGIBLES - BARGAIN SALE -48 ACCRUED GRANTS NOT PAID IN 2010 -668,289 ACCRUED ASSET RETIREMENT OBLIGATION -630,000 UNREALIZED LOSS ON FOREIGN EXCHANGE OF TRADE RECEIVABLES -239,668 CONTRIBUTION AMOUNT FOR BARGAIN SALE OF INTANGIBLE AMOUNTS 1,287,825
REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B GAIN ON SALE OF INTANGIBLES - BARGAIN SALE 48
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D ACCRUED GRANTS NOT PAID IN 2010 668,289 ACCRUED ASSET RETIREMENT OBLIGATION 630,000 UNREALIZED LOSS ON FOREIGN EXCHANGE OF TRADE RECEIVABLES 239,668
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B CONTRIBUTION AMOUNT FOR BARGAIN SALE OF INTANGIBLE AMOUNTS 1,287,825
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
EUROPE   1 PROGRAM SERVICES TISSUE SALES/DISTRIB 6,726,919
NORTH AMERICA   1 PROGRAM SERVICES TISSUE SALES/DISTRIB 1,753,666
EAST ASIA AND THE PACIFIC   1 PROGRAM SERVICES TISSUE SALES/DISTRIB 1,030,553
CENTRAL AMERICA & CARIBBEAN   1 PROGRAM SERVICES TISSUE SALES/DISTRIB 16,052
EUROPE   1 PROGRAM SERVICES RESEARCH & DEVELOPMT 138,000
MIDDLE EAST & NORTH AFRICA   1 PROGRAM SERVICES TISSUE SALES/DISTRIB 46,961
SOUTH AMERICA   1 PROGRAM SERVICES TISSUE SALES/DISTRIB 58,793
SOUTH ASIA   1 PROGRAM SERVICES TISSUE SALES  
SUB-SAHARAN AFRICA   1 PROGRAM SERVICES TISSUE SALES  
MIDDLE EAST & NORTH AFRICA   1 PROGRAM SERVICES RESEARCH & DEVELOPMT 1,355,000
           
           
           
           
           
           
           
3a Sub-total .....   10 11,125,944
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)   10 11,125,944
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES SCHEDULE F, PAGE 1, PART I, LINE 2 ALL RECIPIENTS OF MTF GRANT AWARDS WILL RECEIVE 90% OF THEIR SUPPORT MADE IN PAYMENTS DURING THE CALENDAR YEAR. A FINAL 10% PAYMENT WILL BE MADE UPON RECEIPT OF A RESEARCH PROGRESS REPORT, WHICH IS DUE DECEMBER 31 OF THE CALENDAR YEAR. A DETAILED BUDGET SHOWING USE OF ALL FUNDS AWARDED IS ALSO REQUIRED AS PART OF THE REPORT MADE TO MTF PRIOR TO THE RELEASE OF THE FINAL 10% OF FUNDING. TWO 6-MONTH, NO COST EXTENSIONS OF THE GRANT MAY BE REQUESTED FORMALLY. IF THE GRANT IS NOT COMPLETED BY THE AGREED COMPLETION DATE, THE GRANTEE WILL LOSE THE REMAINING 10% OF THE GRANTED FUNDS. UNUSUAL CIRCUMSTANCES WILL BE CONSIDERED.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number
22-2803458
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ALBANY MEDICAL COLLEGE
ACADEMIC OFFICE-ASSOCIATE PROFESSORALBANY MEDICAL CENTER HOSPITAL
1367 WASHINGTON AVENUE
ALBANY,NY12203 		14-1338307 3 7,000       RESIDENT EDUCATION
(2) BAYLOR COLLEGE OF MEDICINE
PROFESSOR AND CHAIRMAN1709 DRYDEN RD SUITE 1230
HOUSTON,TX77030 		76-0417040 3 7,000       RESIDENT EDUCATION
(3) BOWMAN GRAY SCHOOL OF MEDICINE
WAKE FOREST UNIV BAPTIST MED CTRMEDICAL CENTER BOULEVARD
DEPT OF ORTHOPAEDICS
WINSTON SALEM,NC271571070 		58-1556975 3 8,500       RESIDENT EDUCATION
(4) BROOKE ARMY MEDICAL CENTER
BONE & SOFT TISSUE TRAUMA RESEARCH3400 RAWLEY E CHAMBERS AVE
RM 292-1 BLDG 3611
FORT SAM HOUSTON,TX782346315 		GOV 8,500       RESIDENT EDUCATION
(5) CAROLINA'S MEDICAL CTR
GENERAL SURGERY1000 BLYTHE BLVD MEB 6TH FLOOR
CHARLOTTE,NC28203 		56-1429508 3 90,000       SCIENTIFIC RESEARCH
(6) CASE WESTERN RESERVE UNIVERSITY
MECH & AEROSPACE ENGINEERING10900 EUCLID AVENUE
GLENNAN 418
CLEVELAND,OH441067222 		34-1018992 3 12,416       SCIENTIFIC RESEARCH
(7) CASE WESTERN RESERVE UNIVERSITY
CHAIR CENTER FOR BIOETHICS10900 EUCLID AVE SCH OF MED
CLEVELAND,OH441064976 		34-1018992 3 10,000       RESIDENT EDUCATION
(8) CASE WESTERN RESERVE UNIVERSITY
UNIVERSITY HOSPITALS OF CLEVELAND11100 EUCLID AVENUE HAN-5043
DEPT OF ORTHOPAEDIC SURGERY
CLEVELAND,OH44106 		34-1018992 3 8,500       RESIDENT EDUCATION
(9) CEDARS SINAI MEDICAL CENTER SURGERY
SURGERY8700 BEVERLY BLVD DAVIS BLDG
LOS ANGELES,CA90048 		95-1644600 3 12,500       SCIENTIFIC RESEARCH
(10) COLORADO ST UNIV
ANIMAL CANCER CENTER300 WEST DRAKE ST
FORT COLLINS,CO80523 		3 89,500       SCIENTIFIC RESEARCH
(11) DUKE UNIVERSITY-ASST PROFESSOR
DIVISION OF ORTHOPAEDIC SURGERYDUKE UNIVERSITY MEDICAL CENTER
BOX 3312 DUMC
DURHAM,NC27710 		3 8,500       RESIDENT EDUCATION
(12) HARVARD SCHOOL OF DENTAL MEDICINE
DEVELOPMENTAL BIOLOGY REB 510188 LONGWOOD AVENUE
188 LONGWOOD AVENUE
BOSTON,MA02115 		3 12,500       SCIENTIFIC RESEARCH
(13) HENRY FORD HOSPITAL
VICE CHAIR DEPT OF ORTHO SURGERY2799 WEST GRAND BLVD
DETROIT,MI48202 		3 7,000       RESIDENT EDUCATION
(14) LOMA LINDA UNIV MED CNTER11406 LOMA LINDA DR ROOM 213
LOMA LINDA,CA92354 		95-3522679 3 7,000       RESIDENT EDUCATION
(15) LOUISIANA STATE UNIVERSITY
DEPT OF ORTHOPAEDIC SURGERY2020 GRAVIER ST RM 730
NEW ORLEANS,LA70112 		3 8,500       RESIDENT EDUCATION
(16) MASSACHUSETTS GEN HOSPITAL
SURGERYMGH E BLDG 149 13TH ST STE 9019
BOSTON,MA02129 		3 90,000       SCIENTIFIC RESEARCH
(17) MAYO CLINIC
DEPT OF ORTHOPEDIC SURGERY200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 3 90,000       SCIENTIFIC RESEARCH
(18) MAYO CLINIC
DEPT OF ORTHOPEDIC SURGERY200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 3 12,500       SCIENTIFIC RESEARCH
(19) MAYO FOUNDATION
DEPT OF ORTHOPEDIC SURGERY200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 3 7,000       RESIDENT EDUCATION
(20) MEDICAL COLLEGE OF GEORGIA
DIR SPORTS MEDICINE CTR937 15TH STREET
SPORTS MEDICINE CTR
AUGUSTA,GA30912 		58-2144788 3 8,500       RESIDENT EDUCATION
(21) MEDICAL COLLEGE OF WISCONSIN
FROEDERT HOSPITAL - EAST CLINIC9200 WEST WISCONSIN AVE BOX 26099
DEPT OF ORTHOPAEDIC SURGERY
MILWAUKEE,WI532260099 		3 10,000       RESIDENT EDUCATION
(22) MEDICAL UNIVERSITY OF SO CAROLINA
DEPARTMENT OF ORTHOPAEDIC SURGERY171 ASHLEY AVENUE CSB 708
CHARLESTON,SC294252239 		3 10,000       RESIDENT EDUCATION
(23) MEMORIAL SLOAN-KETTERING CANCER CTR
CHIEF-ORTHOPAEDIC SURGICAL ONCOLOGY1275 YORK AVENUE
NEW YORK,NY10021 		13-1924236 3 7,000       RESIDENT EDUCATION
(24) NORTHEASTERN OH UNIV COLLEGE OF MED
MICROBIOLOGY IMMUNOLOGY AND CHEM4209 STATE ROUTE 44
ROOTSTOWN,OH44272 		3 11,665       SCIENTIFIC RESEARCH
(25) NYU HOSPITAL FOR JOINT DISEASES
ORTHOPEDICS SURGERY301 EAST 17TH STREET
NEW YORK,NY10003 		3 8,500       RESIDENT EDUCATION
(26) OCHSNER CLINIC FOUNDATION1201 S CLEARVIEW PKWY
SUITE 104 BLDG B
NEW ORLEANS,LA70121 		72-0502505 3 8,500       RESIDENT EDUCATION
(27) OHIO STATE UNIVERSITY
SPORTS MEDICINE CENTER2050 KENNY RD STE 3100
CLINICAL ORTHOPAEDICS
COLUMBUS,OH43221 		3 8,500       RESIDENT EDUCATION
(28) PURDUE UNIVERSITY
WELDON SCHOOF OF BIOMEDICAL ENG206 S MARTIN JISCHKE DRIVE
WEST LAFAYETTE,IN479072032 		3 12,500       SCIENTIFIC RESEARCH
(29) ROTHMAN INSTITUTE
ORTHOPAEDIC FOUNDATION925 CHESTNUT STREET 5TH FLOOR
PHILADELPHIA,PA19107 		3 12,500       SCIENTIFIC RESEARCH
(30) RUSH MEDICAL COLLEGE
DEPT OF ANATOMY AND CELL BIOLOGY600 SOUTH PAULINA STREET
CHICAGO,IL60612 		3 90,000       SCIENTIFIC RESEARCH
(31) SAINT LOUIS UNIVERSITY
ORTHOPEDIC SURGERY221 NORTH GRAND BLVD
SAINT LOUIS,MO63103 		3 12,490       SCIENTIFIC RESEARCH
(32) STANFORD OUTPATIENT CENTER
DEPT OF ORTHOPAEDIC SURGERY450 BROADWAY STREET MC 6342
REDWOOD CITY,CA94063 		3 8,500       RESIDENT EDUCATION
(33) THE CLEVELAND CLINIC FOUNDATION
DEPARTMENT OF ORTHOPAEDIC SURGERY9500 EUCLID AVENUE A-41
CLEVELAND,OH44195 		34-0714585 3 10,000       RESIDENT EDUCATION
(34) THE CLEVELAND CLLNIC
LERNER COLLEGE OF MEDICINE9500 EUCLID AVENUE ND-20
DEPT OF BIOMEDICAL ENGINEERING - N
CLEVELAND,OH44195 		34-0714585 3 90,000       SCIENTIFIC RESEARCH
(35) THE QUEENS MEDICAL CENTER
BONE AND JOINT CLINIC OF HAWAII1329 LUSITANA ST - STE 501
QUEENS PHYSICIANS OFFICE BLDG II
HONOLULU,HI96813 		3 7,000       RESIDENT EDUCATION
(36) THE UNIVERSITY OF TEXAS
MD ANDERSON CANCER CNTRPO BOX 301402
DEPT OF ORTHO ONCOLOGY-UNIT408
HOUSTON,TX77030 		3 7,000       RESIDENT EDUCATION
(37) TRIPLER ARMY MEDICAL CENTER
CHIEF SPORTS MEDICINE SECTION1 JARRETT WHITE ROAD
ORTHOPAEDIC SURGERY SERVICECS
HONOLULU,HI96869 		GOV 7,000       RESIDENT EDUCATION
(38) TULANE UNIVERSITY SCHOOL OF MEDICIN
ASSOC PROF1430 TULANE AVENUE SL32
DEPT OF ORTHOPAEDIC SURGERY
NEW ORLEANS,LA70112 		3 8,500       RESIDENT EDUCATION
(39) UMD-NEW JERSEY MEDICAL SCHOOL
PROF & CHAIR OF ORTHOPAEDICS140 BERGEN STREET ACC D1765
DEPARTMENT OF ORTHOPAEDICS
NEWARK,NJ07103 		GOV 7,000       RESIDENT EDUCATION
(40) UMDNJ-ROBERT WOOD JOHNSON MED SCH
PROF EMERITUS ORTHOPAEDIC SURGERYDEPARTMENT OF ORTHOPAEDIC SURGERY
PO BOX 19
NEW BRUNSWICK,NJ08903 		GOV 7,000       RESIDENT EDUCATION
(41) UNC AT CHAPEL HILL
DEPARTMENT OF ORTHOPAEDICSCB 7055 BIOINFRAMEDICS BUILDING
CHAPEL HILL,NC27599 		3 7,000       RESIDENT EDUCATION
(42) UNIV OF TX HEALTH SCIENCE CTR6431FANNIN STREET SUITE 6140 MSB
HOUSTON,TX77030 		3 7,000       RESIDENT EDUCATION
(43) UNIV OF CA DAVIS MEDICAL CTR
ORTHOPAEDIC SURGERY - ADULT RECON4860 Y STREET SUITE 1700
SACRAMENTO,CA95817 		3 8,500       RESIDENT EDUCATION
(44) UNIV OF CT HEALT CTR
ORTHOPAEDIC SURGERY263 FARMINGTON AVENUE
FARMINGTON,CT06030 		3 90,000       SCIENTIFIC RESEARCH
(45) UNIV OF CT HEALTH CTR
ORTHOPAEDIC SURGERY263 FARMINGTON AVENUE
FARMINGTON,CT06030 		3 100,000       SCIENTIFIC RESEARCH
(46) UNIV OF MO COLUMBIA
DEPARTMENT OF ORTHOPAEDICS MC213UMC HEALTH SCIENCE CENTER
1 HOSPITAL DRIVE
COLUMBIA,MO65212 		43-6003859 3 10,000       RESIDENT EDUCATION
(47) UNIV OF ROCHESTER MEDICAL CTR601 ELMWOOD AVENUE BOX 665
DEPARTMENT OF ORTHOPAEDICS
ROCHESTER,NY14642 		16-0743209 3 7,000       RESIDENT EDUCATION
(48) UNIV OF TEXAS HEALTH SCIENCE CTR
DEPT OF ORTHOPAEDICS7703 FLOYD CURL DRIVE
ATTN ORTHO ANNEX MAIL CODE 7774
SAN ANTONIO,TX782293900 		74-1761309 3 10,000       RESIDENT EDUCATION
(49) UNIV OF TX HEALTH SCIENCE CTR
DEPARTMENT OF PERIODONTICS7703 FLOYD CURL DRIVE
SAN ANTONIO,TX78229 		74-1761309 3 7,000       RESIDENT EDUCATION
(50) UNIVERSITY OF ARKANSAS FOR MEDICAL
DEPARTMENT OF ORTHOPAEDICS4301 W MARKHAM STREET BOX 531
LITTLE ROCK,AR72205 		3 10,000       RESIDENT EDUCATION
(51) UNIVERSITY OF CALIFORNIA
LOS ANGELES MEDICAL CENTER10833 LE CONTE AVENUE BOX 956902
LOS ANGELES,CA90095 		95-3701255 3 10,000       RESIDENT EDUCATION
(52) UNIVERSITY OF CALIFORNIA SAN FRAN
PROFESSOR DIRECTOR OF CORNEA SERVI10 KORET WAY ROOM K-304
DEPARTMENT OF OPTHALMOLOGY
SAN FRANCISCO,CA94143 		3 8,500       RESIDENT EDUCATION
(53) UNIVERSITY OF CONNECTICUT
HEALTH SCIENCES CTR263 FARMINGTON AVENUE
FARMINGTON,CT06030 		3 7,000       RESIDENT EDUCATION
(54) UNIVERSITY OF MA MEDICAL SCHOOL
DEPT OF ORTHOPEDICS55 LAKE AVE NORTH S4-827
WORCESTER,MA01655 		3 12,500       SCIENTIFIC RESEARCH
(55) UNIVERSITY OF MINNESOTA
ORTHOPAEDIC ONCOLOGY & ADULT RECON2450 RIVERSIDE AVENUE S R200
MINNEAPOLIS,MN55454 		3 7,000       RESIDENT EDUCATION
(56) UNIVERSITY OF MISSISSIPPI MED CTR
CHRMN DEPT OF ORTHOPAEDIC SURGERY2500 NORTH STATE STREET
JACKSON,MS392164505 		3 8,500       RESIDENT EDUCATION
(57) UNIVERSITY OF NEBRASKA
DEPT OF ORTHOPAEDIC SURGERY981080 NEBRASKA MEDICAL CENTER
OMAHA,NE681981080 		3 8,500       RESIDENT EDUCATION
(58) UNIVERSITY OF PENNSYLVANIA
MCKAY ORTHOPEDICS RESEARCH LAB425 STEMMLER HALL
36TH HAMILTON WALK
PHILADELPHIA,PA191046081 		3 20,000       ORTHOPEDIC RESEARCH
(59) UNIVERSITY OF PITTSBURGH
DIV OF PLASTIC & RECON SUR3550 TERRACE ST RM 690
PITTSBURGH,PA15261 		3 12,500       SCIENTIFIC RESEARCH
(60) UNIVERSITY OF ROCHESTER
CTR FOR MUSCULOSKELETAL RESEARCH601 ELMWOOD AVENUE BOX 665
ROCHESTER,NY14642 		16-0743209 3 12,500       SCIENTIFIC RESEARCH
(61) UNIVERSITY OF ROCHESTER
ORTHOPAEDICS601 ELMWOOD AVE BOX 665
ROCHESTER,NY14642 		16-0743209 3 12,480       SCIENTIFIC RESEARCH
(62) UNIVERSITY OF SOUTH ALABAMA
ORTHOPAEDIC SURGERY - DR MEDLL3421 MEDICAL PARK
MOBILE,AL36693 		3 90,000       SCIENTIFIC RESEARCH
(63) UNIVERSITY OF UTAH SCH OF MED
DIRECTOR SARCOMA SERVICES-HUNTSMAN2000 CIRCLE OF HOPE SUITE 4260
SALT LAKE CITY,UT841125550 		3 7,000       RESIDENT EDUCATION
(64) UNIVERSITY OF VIRGINIA400 RAY C HUNT DR STE 330
CHARLOTTESVILLE,VA22904 		54-6001798 3 100,000       ALLOGRAFT RESEARCH
(65) UNIVERSITY OF VIRGINIAPO BOX 800159
400 RAY C HUNT DR STE 330
CHARLOTTESVILLE,VA22904 		54-6001798 3 100,000       SCIENTIFIC RESEARCH
(66) UNIVERSITY OF VIRGINIA
ORTHOPAEDIC SURGERY DEPTHOSPITAL HILL DR COBB HALL B039
POBOX 800374
CHARLOTTESVILLE,VA22908 		54-6001798 3 20,000       OTHOPAEDIC RESEARCH
(67) UNIVERSITY OF VIRGINIA SCH OF MED
PROF OF ORTHPAEDIC SURGERYPO BOX 800159
CHARLOTTESVILLE,VA22908 		54-6001798 3 7,000       RESIDENT EDUCATION
(68) UNIVIERSITY OF ARIZONA
HEALTH SCENCES CTR KINO CAMPUS2800 E AJO WAY SUITE A
TUCSON,AZ85713 		3 7,000       RESIDENT EDUCATION
(69) VANDERBILT UNIVERSITY MEDICAL CTR
PROFESSOR OF ORTHOPAEDIC SURGERYMED CTR EAST SOUTH TOWER STE 4200
DEPT OF ORTHOPAEDICS AND REHAB
NASHVILLE,TN372328774 		62-0476822 3 8,500       RESIDENT EDUCATION
(70) WAKE FOREST UNIVERSITY HEALTH SCIEN
DEPARTMENT OF ORTHOPEDIC SURGERYMEDICAL CENTER BOULEVARD
WINSTON SALEM,NC27157 		3 30,000       RESIDENT EDUCATION
(71) CALIFORNIA DONOR TRANSPLANT NETWORK1000 BROADWAY SUITE 600
OAKLAND,CA946074099 		94-3062436 3   1,287,825     TISSUE RECOVERY
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
70
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) STIPENDS FOR GRANT REVIEW 53 59,250      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTEE QUALIFICATIONS: GRANTS ARE AWARDED BY THE BOARD OF DIRECTORS IN THE FOLLOWING CATEGORIES: 1)ORTHOPAEDIC RESEARCH AWARD GRANT: AWARDED THROUGH THE OREF (ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION). THIS AWARD IS FOR RESEARCH RELATING TO ALLOGRAFT SCIENCE. THE PURPOSE IS TO FOSTER, PROMOTE, SUPPORT, AUGMENT, DEVELOP AND ENCOURAGE INVESTIGATIVE KNOWLEDGE OF THE CAUSES, CURE AND PREVENTION OF ORTHOPAEDIC RELATED INJURIES AND CONDITIONS, AND TO ENCOURAGE RESEARCH IN THE FIELD OF ORTHOPAEDIC SURGERY IN THE MUSCULOSKELETAL SYSTEM THROUGH THE AWARDING OF RESEARCH AND EDUCATIONAL GRANTS. 100,000. 2)PEER-REVIEW GRANTS: SCIENTIFIC RESEARCH GRANTS ARE AWARDED FOR THE CONTINUED RESEARCH TO DESIGN AND SUPPORT THE ADVANCEMENT OF ALLOGRAFT SCIENCE TO BOTH MEMBER (50%) AND NON MEMBER ACADEMIC INSTITUTIONS (50%). UP TO 125,000 EACH. IN ADDITION, THESE GRANTS ARE SUBJECT TO REVIEW BY INDEPENDENT GRANT REVIEWERS. FOR 2010, TOTAL GRANT REVIEW EXPENSE WAS 59,250. 3)DIRECT MEMBER ALLOCATIONS: ALL ACADEMIC MEMBERS ARE AWARDED GRANTS FOR THEIR ANNUAL PARTICIPATION IN RECOVERIES OF DONOR TISSUE AND PARTICIPATION IN THE FOUNDATION'S DIRECTORSHIP. THESE FUNDS ARE USED TO SUPPORT RESIDENT EDUCATION, CLINICAL OR BASIC SCIENCE AT THE BOARD OF TRUSTEE MEMBER'S INSTITUTION. UP TO 10,000 EACH. 4)ACADEMIC CAREER DEVELOPMENT: THIS AWARD IS INTENDED TO FOSTER THE DEVELOPMENT OF OUTSTANDING ORTHOPAEDIC CLINICIANS AND ENABLE THEM TO EXPAND THEIR POTENTIAL TO MAKE SIGNIFICANT RESEARCH CONTRIBUTIONS TO THE FIELD OF ORTHOPAEDICS. ONLY APPLICANTS FROM FOUNDATION MEMBER INSTITUTIONS ARE ALLOWED. UP TO 300,000 EACH. 5)HERNDON RESIDENCY AWARD: THE AWARD IS AWARDED FOR ORTHOPAEDIC RESIDENT RESEARCH PROJECTS THROUGH THE OREF (ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION). TWO AWARDS AT 20,000 EACH. 6)GRANT REVIEWER STIPENDS: GRANT REVIEWER STIPENDS ARE PAID TO INDEPENDENT REVIEWERS FOR REVIEWING THE PEER REVIEW GRANT PROPOSALS. 7)MTF BOD DIRECTED RESEARCH: PROJECTS DIRECTLY DISCUSSED, AUTHORIZED AND INITIATED BY THE BOARD OF DIRECTORS. INDIVIDUAL AMOUNTS BASED ON THE BUDGET NECESSARY TO CONCLUDE THE RESEARCH INITIATIVE. ALL RECIPIENTS OF THE FOUNDATION'S GRANT AWARDS WILL RECEIVE 90% OF THEIR SUPPORT MADE IN PAYMENTS DURING THE CALENDAR YEAR. A FINAL 10% PAYMENT WILL BE MADE UPON RECEIPT OF A RESEARCH PROGRESS REPORT, WHICH IS DUE DECEMBER 31, OF THE CALENDAR YEAR. A DETAILED BUDGET SHOWING USE OF ALL FUNDS AWARDED IS ALSO REQUIRED AS PART OF THE REPORT MADE TO THE FOUNDATION PRIOR TO THE RELEASE OF THE FINAL 10% OF FUNDING. TWO 6-MONTH, NO COST EXTENSIONS OF THE GRANT MAY BE REQUESTED FORMALLY. IF THE GRANT IS NOT COMPLETED BY THE AGREED COMPLETION DATE, THE GRANTEE WILL LOSE THE REMAINING 10% OF THE GRANTED FUNDS. UNUSUAL CIRCUMSTANCES WILL BE CONSIDERED.
ADDITIONAL INFORMATION SCHEDULE I, PAGE 4, PART IV DURING JANUARY 2010, THE FOUNDATION COMPLETED THE TRANSFER OF CERTAIN NET ASSETS AND LIABILITIES TO THE CALIFORNIA TRANSPLANT DONOR NETWORK (CTDN). AS A RESULT OF THAT TRANSACTION, THE FOUNDATION RECORDED A NET GAIN ON DISPOSAL OF FIXED ASSETS IN THE AMOUNT OF 48; IN ADDITION, THE FOUNDATION WAS ALSO REQUIRED TO RECORD A CHARITABLE CONTRIBUTION IN THE AMOUNT OF 1,287,825 ASSOCIATED WITH THE TRANSFER.
Schedule I (Form 990) 2010


Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) BRUCE W STROEVER (i)
(ii)		 550,006
  		188,000
  		 
  		14,261
  		20,531
  		772,798
  		 
 
(2) MICHAEL J KAWAS (i)
(ii)		 356,344
  		101,000
  		 
  		14,700
  		23,443
  		495,487
  		 
 
(3) GEORGE A ORAM (i)
(ii)		 368,184
  		109,200
  		369,250
  		14,262
  		14,617
  		875,513
  		 
 
(4) MARTHA ANDERSON (i)
(ii)		 287,904
  		87,000
  		 
  		14,213
  		17,506
  		406,623
  		 
 
(5) JOSEPH YACCARINO (i)
(ii)		 271,415
  		84,650
  		4,382
  		14,700
  		23,398
  		398,545
  		 
 
(6) MARK H SPILKER (i)
(ii)		 264,510
  		79,300
  		 
  		10,312
  		18,431
  		372,553
  		 
 
(7) DONALD E LARSON (i)
(ii)		 220,141
  		56,300
  		 
  		12,451
  		19,533
  		308,425
  		 
 
(8) MARC L JACOBS (i)
(ii)		 218,397
  		57,200
  		 
  		13,327
  		16,341
  		305,265
  		 
 
(9) KIMBERLY A ROUNDS (i)
(ii)		 211,015
  		59,100
  		 
  		9,850
  		23,844
  		303,809
  		 
 







Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SCHEDULE J, PAGE 1, PART I, LINE 4 GEORGE A. ORAM 0 363,850 0
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
(1) DR HERBERT S SCHWARTZ MEMBER OF MTF B.O.D. 750
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) PROCHON BIOTECH LTD
  		DIRECTOR 1,355,000 OUTSOURCED R&D   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
ADDITIONAL INFORMATION SCHEDULE L PART V SCHEDULE L PT III THE REFERENCED PERSON IS A MEMBER OF THE BOARD OF DIRECTORS AND A LICENSED PHYSICIAN HE SERVED AS A GRANT REVIEWER FOR AN APPLICATION FROM A NONFOUNDATION MEMBER ORGANIZATION THE GRANT AMOUNT WAS EQUAL TO THE AMOUNT GRANTED TO OTHER INDEPENDENT REVIEWERS FOR COMPARABLE SERVICES RENDERED SCHEDULE L PT IV THE REFERENCED TRANSACTION INVOLVED OUTSOURCED RESEARCH AND DEVELOPMENT ACTIVITY TO AN ENTITY IN WHICH MTF HAS AN INVESTMENT AND OWNS CORPORATE STOCK IN THAT COMPANY THE FOUNDATIONS PRESIDENT WAS GIVEN SEAT ON THE ENTITYS BOARD OF DIRECTORS ONLY DUE TO HIS ROLE AS PRESIDENT OF MTF
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( TISSUE FORMS ) X 6,780    
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATION FOR NOT REPORTING REVENUE SCHEDULE M, PAGE 1, PART I, LINE 33 FORM 990 SCHEDULE M - ALLOGRAFT TISSUE DONATION THE MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. ("MTF" OR THE "FOUNDATION") RECOVERS, PROCESSES AND/OR DISTRIBUTES DONATED HUMAN TISSUES FOR TRANSPLANT, EDUCATION AND RESEARCH. THESE TISSUES INCLUDE MUSCULOSKELETAL TISSUES (E.G., BONE, TENDON, LIGAMENT AND CARTILAGE), CARDIOVASCULAR TISSUES (E.G. HEART VALVES AND VEINS), AND DERMAL TISSUES, AND NON-TRANSPLANTABLE ORGANS (E.G., LIVERS, HEARTS, LUNGS) WHICH ARE USED SOLELY FOR RESEARCH PURPOSES. ALL ORGANS AND TISSUES ARE DONATED ACCORDING TO ESTABLISHED STATE AND FEDERAL LAWS AND REGULATIONS, INCLUDING THE NATIONAL ORGAN TRANSPLANT ACT AND UNIFORM ANATOMICAL GIFT ACT. NO REMUNERATION IS PROVIDED TO THE DONOR OR HIS/HER FAMILY FOR THE DONATION. TISSUES ARE RECOVERED EITHER DIRECTLY BY THE FOUNDATION OR BY AFFILIATED ORGANIZATIONS(E.G., ORGAN PROCUREMENT ORGANIZATIONS, EYE AND TISSUE BANKS) WITH WHICH THE FOUNDATION HAS FORMAL WRITTEN AGREEMENTS. COSTS ASSOCIATED WITH THE RECOVERY PROCESS ARE REIMBURSED BY THE FOUNDATION TO THE AFFILIATED ORGANIZATIONS. NO VALUE IS ASSIGNED TO THE DONATED TISSUES OR ORGANS. THE COSTS ASSOCIATED WITH RECOVERY, PROCESSING AND DISTRIBUTION ARE CAPITALIZED WHEN INCURRED. THIS VALUE IS THE BASIS OF INVENTORY AVAILABLE FOR TRANSPLANTATION AND/OR RESEARCH. THE FOUNDATION THEN CHARGES A SERVICE FEE TO REIMBURSE FOR THE COSTS ASSOCIATED WITH THE PREPARATION, STORAGE AND DISTRIBUTION OF THE TISSUES.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. ("MTF" OR THE "FOUNDATION") IS DEDICATED TO PROVIDING QUALITY ALLOGRAFT TISSUE FOR TRANSPLANTATION THROUGH A COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, RECOVERY AND CARE FOR RECIPIENTS, DONORS AND THEIR FAMILIES. MTF CONTINUES TO PROMOTE THE HEALTH AND WELFARE OF THE GENERAL PUBLIC BY (1)MAXIMIZING THE AVAILABILITY OF HIGH QUALITY HUMAN TISSUE INCLUDING BONE AND DERMAL TISSUE; 2)SUPPORTING MEDICAL, SCIENTIFIC AND OTHER EDUCATIONAL RESEARCH WITH RESPECT TO TISSUE DONATION, RECOVERY AND TRANSPLANTATION; (3) EDUCATING THE GENERAL PUBLIC WITH RESPECT TO THE IMPORTANCE AND BENEFITS OF TISSUE DONATION AND TRANSPLANTATION; AND (4) OTHERWISE PROMOTING TISSUE DONATION THROUGH A COMMITMENT TO EXCELLENCE IN EDUCATION, RESEARCH, RECOVERY AND CARE FOR DONORS, RECIPIENTS, AND THEIR FAMILIES. THE MUSCULOSKELETAL TRANSPLANT FOUNDATION, INC. WAS INCORPORATED ON JANUARY 30, 1987, AS A DISTRICT OF COLUMBIA NON-PROFIT MEMBERSHIP ORGANIZATION AND IS A 501(C)(3) ORGANIZATION. THERE IS A CRITICAL NEED FOR, AND SHORT SUPPLY OF, MUSCULOSKELETAL, CARDIOVASCULAR, SKIN AND OCULAR TISSUE AVAILABLE FOR TRANSPLANTATION. IN ORDER TO ACCOMPLISH MTF'S MISSION AND THESE ACTIVITIES, THE FOUNDATION MAINTAINS A DONOR RECOVERY NETWORK, CONDUCTS DONOR AWARENESS PROGRAMS FOR THE PUBLIC, DONATES BONE AND OTHER TISSUE FOR RESEARCH,PROVIDES RESEARCH GRANTS, AND OTHERWISE SUPPORTS BONE, SKIN, CARDIOVASCULAR AND OCULAR TISSUE TRANSPLANTATION, RESEARCH AND EDUCATIONAL PROGRAMS. THE FOUNDATION'S MEMBERSHIP IS COMPRISED OF 501(C)(3) NON-PROFIT ORGANIZATIONS. THE MEMBERSHIP CONSISTS OF FORTY-FOUR ACADEMIC MEMBERS(ORTHOPAEDIC TEACHING INSTITUTIONS), THIRTY-THREE RECOVERY ORGANIZATIONS MEMBERS (ORGAN, EYE AND TISSUE PROCUREMENT ORGANIZATIONS) AND FIVE REFERRING RECOVERY ORGANIZATIONS AND ORGAN PROCUREMENT ORGANIZATIONS ("OPO'S") THROUGHOUT THE UNITED STATES. BIOCON, INC., A NON- PROFIT 501(C)(3) ORGANIZATION, SERVES AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION. THE FOUNDATION IS RESPONSIBLE FOR THE MAINTENANCE OF A NATIONWIDE DONOR RECOVERY NETWORK THAT IS BASED ON ITS AFFILIATION WITH ITS RECOVERY AND REFERRING MEMBERS. THIS NATIONAL NETWORK ALLOWS THE PUBLIC TO QUICKLY ACCESS NEEDED ALLOGRAFT TISSUE. BONE AND OTHER ALLOGRAFT TISSUE RECOVERED THROUGH THIS NETWORK IS SUBJECT TO STANDARDIZED SCREENING CRITERIA FOR DONATION ESTABLISHED BY THE FOUNDATION'S MEDICAL BOARD OF TRUSTEES AND DONATION BOARD OF TRUSTEES(DESCRIBED BELOW). THE FOUNDATION ALSO MAINTAINS A QUALITY ASSURANCE PROGRAM WITH RESPECT TO BONE AND OTHER ALLOGRAFT TISSUES RECOVERED THROUGH THE NETWORK. THIS PROGRAM IS BASED ON THE POLICIES ADOPTED BY THE AMERICAN ASSOCIATION OF TISSUE BANKS AND THE REGULATIONS PUBLISHED BY THE FOOD & DRUG ADMINISTRATION. THE FOUNDATION PROVIDES RECOVERY ORGANIZATION MEMBERS AND THE GENERAL COMMUNITY THEY SERVE WITH FUNDING FOR HOSPITAL DEVELOPMENT AND DONOR AWARENESS SERVICES. THESE SERVICES ALSO INCLUDE PROVIDING TRAINING TO RECOVERY ORGANIZATION MEMBERS, EDUCATIONAL SYMPOSIUMS TO BOTH RECOVERY ORGANIZATION MEMBERS AND HOSPITAL STAFF, AND EDUCATIONAL MATERIALS FOR USE IN SEMINARS TO HOSPITAL PROFESSIONALS AND THE GENERAL PUBLIC. AS INDICATED IN ARTICLE III OF THE FOUNDATION'S BYLAWS, A MEMBER OF THE FOUNDATION CAN BE AN ACADEMIC MEDICAL INSTITUTION WITH AN ACCREDITED RESIDENCY TRAINING PROGRAM; A FEDERALLY CHARTERED OPO; OR AN EYE/TISSUE BANK. ALL MEMBERS AGREE TO SUPPORT THE FOUNDATION'S MISSION EITHER THROUGH A SERVICES AND SUPPLY AGREEMENT OR SERVICES AND RECOVERY AGREEMENT. SOME MEMBERS ARE ELIGIBLE FOR RESEARCH FUNDING FROM THE FOUNDATION UPON RECOMMENDATION AND/OR APPROVAL OF EITHER THE BOARD OF DIRECTORS OR THE MEDICAL BOARD OF TRUSTEES. ALTHOUGH ALL OF THE FOUNDATION'S MEMBERS ARE NON-PROFIT 501(C)(3)ORGANIZATIONS, THE FOUNDATION MAKES ITS TRANSPLANTATION TISSUE NETWORK AND PROGRAMS AVAILABLE TO ANY PERSON OR ORGANIZATION (TYPICALLY THROUGH THEIR HOSPITALS AND PHYSICIANS) IN NEED OF ALLOGRAFT TISSUE. THE FOUNDATION FUNDS ALL COSTS ASSOCIATED WITH THE RECOVERY OF DONOR TISSUES. IT SUPPORTS THESE COSTS WITH FEES INTENDED TO COVER ITS EXPENSES(INCLUDING FUNDING FOR RESEARCH) FROM THE USER OF THE TISSUE. THE FOUNDATION WILL MAKE SUCH TISSUE AVAILABLE AT A REDUCED FEE OR NO CHARGE FOR VARIOUS CAUSES INCLUDING TRANSPLANTATION AND FOR PURPOSES OF RESEARCH BY 501(C)(3) ORGANIZATIONS. ALL FUNDS REALIZED BY THE FOUNDATION ARE USED TO COVER THE COSTS OF ITS PROGRAM ACTIVITIES (INCLUDING OVERHEAD) WITH ANY SURPLUS APPLIED TOWARDS SUBSIDIZING THE COSTS OF THOSE IN NEED OF TISSUE WHO ARE UNABLE TO AFFORD IT, TO FUND EDUCATION AND RESEARCH, TO MAINTAIN THE APPROPRIATE INFRASTRUCTURE AND/OR TO BUILD UP RESERVES NEEDED TO MAINTAIN AND EXPAND THE FOUNDATION'S PROGRAMS. WHILE THE FOUNDATION'S ACTIVITIES ARE MONITORED BY ITS MEMBERS, THE FOUNDATION HAS A THIRTEEN PERSON BOARD OF DIRECTORS. THIS BOARD IS COMPRISED PRIMARILY OF WORLD RENOWN EXPERTS FROM THE NON-PROFIT HEALTH CARE COMMUNITY HAVING VARIOUS SCIENTIFIC, TRANSPLANT AND MEDICAL SPECIALTIES. THE BOARD OF DIRECTORS HAS ULTIMATE RESPONSIBILITY TO MANAGE THE FOUNDATION. OF THE BOARD'S 13 MEMBERS, THERE ARE TWO MEMBERS EACH FROM THE MEDICAL AND THE DONATION BOARD OF TRUSTEES. SERVING IN TANDEM WITH OTHER BOARD OF DIRECTORS, THE FOUNDATION HAS A MEDICAL BOARD OF TRUSTEES (THE "MEDICAL BOARD") AND A DONATION BOARD OF TRUSTEES ("DONATION BOARD"). THE MEDICAL BOARD IS COMPRISED OF RESPECTIVE PHYSICIANS FROM ORTHOPAEDIC DEPARTMENTS OF THE ACADEMIC INSTITUTION MEMBERS OF THE FOUNDATION, PLUS THREE ADDITIONAL PERSONS WHO HAVE SPECIFIC EXPERTISE PERTAINING TO TRANSPLANTATION ETHICS AND RESEARCH ACTIVITIES WITHIN THE INDUSTRY. WHILE THE SPECIFIC POWERS AND RESPONSIBILITIES OF THE MEDICAL BOARD ARE DETAILED IN ARTICLE IV, SECTION 2 OF THE FOUNDATION'S BYLAWS, IN GENERAL IT PROVIDES THAT THE MEDICAL BOARD SHALL ADVISE THE FOUNDATION WITH RESPECT TO OPTIMIZING THE DISTRIBUTION OF RESEARCH GRANTS, THE CHOICE OF AREAS MERITING RESEARCH FUNDING, AND ESTABLISHING THE STANDARD POLICIES AND PROTOCOLS RELATING TO THE SCREENING, RECOVERY, TRANSPORT, TESTING, PROCESSING, STORAGE AND DISTRIBUTION OF TRANSPLANTABLE BONE AND TISSUE. THE DONATION BOARD IS COMPRISED OF INDIVIDUALS KNOWLEDGEABLE IN THE FIELD OF TISSUE TRANSPLANTATION AND ARE LEADERS OF THE FOUNDATION'S RECOVERY ORGANIZATION MEMBERSHIP. WHILE THE SPECIFIC POWERS AND RESPONSIBILITIES OF THE DONATION BOARD ARE DETAILED IN ARTICLE VI, SECTION 2 OF THE FOUNDATION'S BYLAWS, IN GENERAL, THE DONATION BOARD PROVIDES THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT OF THE FOUNDATION WITH RECOMMENDATIONS WITH REGARD TO TISSUE DONATION PRACTICES SUCH AS SCREENING, RECOVERY AND TESTING CRITERIA. THE FOUNDATION SUPPORTS EDUCATIONAL, SCIENTIFIC AND RESEARCH PROJECTS BY DISTRIBUTING FUNDS AND MAKING AVAILABLE, AT NO CHARGE, A SIGNIFICANT AMOUNT OF DONATED TISSUE FOR RESEARCH. THE FOUNDATION FUNDS MANY TYPES OF PROJECTS RELATED TO ADVANCING TRANSPLANT SCIENCE. ACCORDINGLY, GRANTS ARE PROVIDED FOR PROJECTS IN TISSUE DONATION AND APPLICATION. IN SUM, ALL OF THE ACTIVITIES OF THE FOUNDATION(PAST, PRESENT AND FUTURE) HAVE BEEN AND WILL BE DIRECTED AT MEETING THE NEEDS OF THE GENERAL PUBLIC FOR ALLOGRAFT TISSUE AND/OR IMPROVING THE MANNER IN WHICH TRANSPLANT TISSUE IS MADE AVAILABLE TO THE GENERAL PUBLIC. THE FOUNDATION RECOVERS, PROCESSES AND DISTRIBUTES SKIN FOR USE IN VARIOUS APPLICATIONS INCLUDING BURN VICTIMS AS WELL AS IN GENERAL SURGERY APPLICATIONS. ADDITIONALLY, THE FOUNDATION SUPPORTS RESEARCH TO ADVANCE THE SCIENCE OF MUSCULOSKELETAL TISSUE APPLICATION. IN 2010, THE FOUNDATION PROVIDED RESEARCH GRANTS TO ACADEMIC INSTITUTIONS TO PERFORM THIS TYPE OF RESEARCH. THE FOUNDATION OFFERS EDUCATIONAL SERVICE TO SURGEONS AND NURSES BY WAY OF CONTINUING MEDICAL EDUCATION(CME) AND CONTACT HOUR PROGRAMS ON TOPICS SUCH AS "THE ART AND SCIENCE OF ALLOGRAFTING", "TISSUE BANKING: WHAT IT TAKES TO GET IT RIGHT", AND "WHAT ARE THE FACTS REGARDING TISSUE SAFETY, INFECTIOUS DISEASE TESTING AND REGULATION". IN ADDITION, THE FOUNDATION PROVIDES EDUCATION THROUGH A SPEAKER PROGRAM IN CONJUNCTION WITH ORTHOPAEDIC TEACHING HOSPITALS ACROSS THE UNITED STATES. THE FOUNDATION DONATES RESEARCH ALLOGRAFT TISSUE FOR USE IN TRAINING AND EDUCATION OF SURGEONS HELD THROUGHOUT THE YEAR AT THE ORTHOPAEDIC LEARNING CENTER, ROSEMONT IL, TOGETHER WITH VARIOUS ORTHOPAEDIC ORGANIZATIONS. SURGEONS UTILIZE THE FOUNDATION'S ALLOGRAFT FORMS DURING PROCEDURAL TRAINING ON CADAVERIC SPECIMENS DURING CME COURSES. FINALLY, THE FOUNDATION OFFERS GRANTS TO ITS RECOVERY PARTNERS TO EDUCATE THE PUBLIC AND HEALTHCARE PROFESSIONAL INVOLVED IN THE DONATION PROCESS. THESE GRANTS PROVIDE FOR PROGRAMS TO INCREASE TISSUE DONATION SIMILAR TO MANY FEDERAL GOVERNMENT PROGRAMS.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 DONOR FAMILY SERVICES VOLUNTEER ROLES - CLERICAL: PACKET DEVELOPMENT, PHOTOCOPYING, STOCKING SUPPLIES, ASSISTING WITH MAILINGS, ORGANIZING MATERIALS, FILING, FACILITATING COMMUNICATION BETWEEN DONOR FAMILIES AND TRANSPLANT RECIPIENTS, PREPARATION AND MAILING OF SYMPATHY, BIRTHDAY AND THINKING OF YOU CARDS, ETC. DATA ENTRY: DOCUMENTATION OF ALL SUPPORT PROVIDED TO FAMILIES, SURVEY DATA ENTRY, SUPPORT GROUP MANUALS, MAINTAINING VOLUNTEER INFORMATION SPECIAL PROJECTS: REVIEW OF MATERIALS, PROGRAM DEVELOPMENT, RESEARCH, PUBLIC RELATIONS, RECOGNITION COMMITTEES, WEB DESIGN AND INFORMATION, NEWSLETTER DESIGN AND INFORMATION, ETC. SPEAKERS BUREAU: PARTICIPATION WITH MTF STAFF TO EDUCATE THE PUBLIC AND PROFESSIONALS, MEDIA INTERVIEWS, HEALTH FAIRS, ETC. DONOR FAMILY COUNCIL: PARTICIPATION ON COUNCIL WITH OTHER DONOR FAMILIES THROUGH TELEPHONE CALLS, EMAIL AND OTHER WRITTEN COMMUNICATION FOR THE FOLLOWING: DONOR FAMILY PROGRAM DEVELOPMENT AND IMPLEMENTATION, INCLUDING: ANNUAL RECOGNITION CHILDRENS ACTIVITIES GREETING AND HOSPITALITY PROGRAM PROGRAM TRIBUTE BOOK FOLLOW-UP BEREAVEMENT PROGRAM FOR FAMILIES REVIEW PROCESS REVIEW LETTER AND BROCHURES REVIEW SURVEYS REVIEW BEREAVEMENT MATERIALS ETHICAL ISSUES
FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A CONTINUE TO SEEK NEW APPLICATIONS FOR THE USE OF THE PRECIOUS GIFT OF ALLOGRAFT TISSUES TO RESOLVE UNMET CLINICAL NEEDS. MTF CONTINUES TO PROVIDE SPECIAL TISSUE FOR RESEARCH BEING PERFORMED BY MEMBERS OF THE ARMED FORCES INSTITUTE OF REGENERATIVE MEDICINE WHICH IS AN ORGANIZATION DEDICATED TO DEVELOPING MEDICAL THERAPIES AND TREATMENTS FOR WOUNDED SOLDIERS. IN 2008, WE COMPLETED A RESEARCH PROJECT TO PROVIDE A NEW TISSUE FORM FOR BONE FORMATION COMPRISING ADULT ALLOGENEIC STEM CELLS AND ALLOGRAFT BONE. IN 2009, MTF INTRODUCED A NEW TISSUE FORM CALLED TRINITY EVOLUTION. TRINITY EVOLUTION IS A STEM CELL-BASED BONE GROWTH MATRIX DESIGNED TO ADVANCE THE SURGICAL USE OF ALLOGRAFTS BY PROVIDING CHARACTERISTICS SIMILAR TO AN AUTOGRAFT IN SPINAL AND ORTHOPEDIC PROCEDURES. IN 2010, MTF MADE AVAILABLE TWO NEW TISSUE FORMS DURING THE CALENDAR YEAR: 1)ENHANCE(TM) BONE WEDGES FOR CORRECTION OF VARIOUS DEFORMITIES IN THE FOOT AND ANKLE, AND 2)ENHANCE(TM) DEMINERALIZED CANCELLOUS SHEETS FOR USE IN BONE FUSION PROCEDURES IN THE FOOT AND ANKLE. FORM 990, PART III, LINE 4A - INDIGENT CARE: DURING 2010, MTF INCURRED COSTS IN THE AMOUNT OF 136,000 ASSOCIATED WITH THE DISTRIBUTION OF ALLOGRAFT TISSUE THAT MTF DONATED FOR INDIGENT/CHARITY CARE PURPOSES; THOSE DISTRIBUTION COSTS HAD AN APPROXIMATE MARKET VALUE OF 544,000.
ALL OTHER ACHIEVEMENTS DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D MTF PAYS INDEPENDENT RESEARCH EXPERTS TO REVIEW ANY GRANT PROPOSALS SUBMITTED TO THE ORGANIZATION FOR VALIDITY OR MERIT OF THE PROPOSED RESEARCH PROJECT AND ALSO RELATIONSHIP TO MTF'S CORE MISSION OF ADVANCING MUSCULOSKELETAL TRANSPLANT SCIENCE. DURING 2010, MTF RECEIVED 80 APPLICATIONS FOR PEER REVIEW AND OTHER GRANTS. MTF USED 55 SUCH EXPERTS TO REVIEW PEER-REVIEWED RESEARCH GRANT PROJECTS AND 11 PROJECTS WERE APPROVED FOR FUNDING. FORM 990, PART V, LINE 3B - FORM 990-T NOT FILED EXPLANATION: MTF IS NOT REQUIRED TO FILE FORM 990-T BECAUSE MTF'S GROSS INCOME FROM UNRELATED BUSINESS ACTIVITIES IS LESS THAN 1,000. MTF MAY FILE A 990-T IN ORDER TO ESTABLISH NET OPERATING LOSS CARRY FORWARDS TO FUTURE FILINGS.
FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES FORM 990, PART V, LINE 4B CANADA
CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 MTF IS ORGANIZED WITH TWO CLASSES OF MEMBERSHIP WHICH ARE (1) NON-CORPORATE MEMBERSHIP AND (2) CORPORATE MEMBERSHIP. THE NON-CORPORATE MEMBERS INCLUDE ACADEMIC MEMBERS, RECOVERY MEMBERS AND RESEARCH MEMBERS. THE SOLE CORPORATE MEMBER OF MTF IS BIOCON, INC.
ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A THE SOLE CORPORATE MEMBER MAY APPOINT ALL DIRECTORS SUBJECT TO THE FOLLOWING: THE CURRENT CHAIRPERSON AND VICE CHAIR OF MTF'S "MEDICAL BOARD OF TRUSTEES" WILL BE APPOINTED TO THE BOARD. ALSO, THE CURRENT CHAIRPERSON AND VICE CHAIR OF MTF'S "DONATION BOARD OF TRUSTEES" WILL BE APPOINTED MEMBERS OF THE BOARD OF DIRECTORS.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS FORM 990, PAGE 6, PART VI, LINE 7B ANY CHANGES TO THE MATERIAL GOVERNING DOCUMENTS OF THE FOUNDATION (EX. BY-LAWS OR ARTICLES OF INCORPORATION) MUST BE APPROVED BY THE MEMBERS OF THE FOUNDATION'S MEDICAL BOARD OF TRUSTEES AND THE DONOR BOARD OF TRUSTEES.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS WERE PROVIDED WITH A PAPER COPY OF FORM 990 AND IT WAS REVIEWED WITH THEM AT AN OPEN MEETING OF THE AUDIT COMMITTEE. SUBSEQUENT TO MODIFICATIONS, IF ANY, BEING MADE AS A RESULT OF THE AUDIT COMMITTEE MEETING, THE FORM 990 IS THEN CIRCULATED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR FINAL APPROVAL BEFORE FILING.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C MTF SENDS A QUESTIONNAIRE ANNUALLY TO BOARD MEMBERS REQUESTING DISCLOSURE OF ANY CONFLICTS OF INTEREST. OFFICERS AND KEY EMPLOYEES ARE EXPECTED TO VOLUNTARILY DISCLOSE ANY CONFLICTS OF INTERST. THE LETTER INCLUDES THE FOLLOWING: QUESTIONNAIRE 1.DO YOU OR MEMBERS OF YOUR FAMILY HAVE FAMILY OR BUSINESS RELATIONSHIPS (AS DEFINED BELOW) WITH ANY OF THE FOLLOWING PERSONS OR ORGANIZATIONS LISTED IN ATTACHMENT A. IF YES, PLEASE IDENTIFY THE INDIVIDUAL AND EXPLAIN THE RELATIONSHIP. FAMILY RELATIONSHIPS INCLUDE AN INDIVIDUAL'S SPOUSE, CHILDREN, GRANDCHILDREN, SIBLINGS AND THE SPOUSES OF CHILDREN, GRANDCHILDREN AND SIBLINGS. BUSINESS RELATIONSHIPS INCLUDE EMPLOYMENT AND CONTRACTUAL RELATIONSHIPS AND COMMON OWNERSHIPS OF A BUSINESS WHERE ANY OFFICERS, DIRECTORS OR TRUSTEES, INDIVIDUALLY OR TOGETHER, POSSESS MORE THAN 35% OWNERSHIP INTEREST IN COMMON. EXPLANATION: ________________________________________________________________________ 2.DO YOU RECEIVE COMPENSATION FROM ANY ORGANIZATIONS, WHETHER TAX EXEMPT OR TAXABLE, THAT ARE RELATED TO MTF. IF YES, ATTACH A STATEMENT THAT EXPLAINS THE RELATIONSHIP BETWEEN MTF AND THE OTHER ORGANIZATION; DESCRIBE THE COMPENSATION ARRANGEMENT, INCLUDING AMOUNTS PAID TO YOU BY THE RELATED ORGANIZATION. COMPENSATION INCLUDES: SALARY, FEES, BONUSES, CONTRIBUTIONS TO EMPLOYEE BENEFIT PLAN, DEFERRED COMPENSATION PLANS, EXPENSE ALLOWANCES, THE VALUE OF THE PERSONAL USE OF HOUSING, AUTOMOBILES OR OTHER ASSETS OWNED OR LEASED BY THE ORGANIZATION. DEFINITION OF RELATED ORGANIZATION. ORGANIZATIONS MAY BE RELATED IN SEVERAL WAYS; THE RELATIONSHIPS ARE NOT MUTUALLY EXCLUSIVE. RELATED ORGANIZATIONS ARE TAX-EXEMPT OR TAXABLE ORGANIZATIONS RELATED TO THE TAX-EXEMPT ORGANIZATION IN ONE OR MORE OF THE FOLLOWING WAYS. "RELATIONSHIP 1. ONE ORGANIZATION OWNS OR CONTROLS THE OTHER ORGANIZATION. "RELATIONSHIP 2. THE SAME PERSON(S) OWNS OR CONTROLS BOTH ORGANIZATIONS. "RELATIONSHIP 3. THE ORGANIZATIONS HAVE A RELATIONSHIP AS SUPPORTING AND SUPPORTED ORGANIZATIONS. "RELATIONSHIP 4. THE ORGANIZATIONS USE A COMMON PAYMASTER. "RELATIONSHIP 5. THE OTHER ORGANIZATION PAYS PART OF THE COMPENSATION THAT THE ORGANIZATION WOULD OTHERWISE BE CONTRACTUALLY OBLIGATED TO PAY "RELATIONSHIP 6. THE ORGANIZATIONS CONDUCT JOINT PROGRAMS OR SHARE FACILITIES OR EMPLOYEES. OWNERSHIP. THE TERM OWNERSHIP IS HOLDING (DIRECTLY OR INDIRECTLY) 50% OR MORE OF THE VOTING POWER IN A CORPORATION, PROFITS INTEREST IN A PARTNERSHIP, OR BENEFICIAL INTEREST IN A TRUST. CONTROL. THE TERM CONTROL IS HAVING 50% OR MORE OF THE VOTING POWER IN A GOVERNING BODY, OR THE POWER TO APPOINT 50% OR MORE OF AN ORGANIZATION'S GOVERNING BODY, OR THE POWER TO APPROVE AN ORGANIZATION'S BUDGETS OR EXPENDITURES (AN EFFECTIVE VETO POWER OVER THE ORGANIZATION'S BUDGETS AND EXPENDITURES). ALSO, CONTROL CAN BE INDIRECT BY OWNING OR CONTROLLING ANOTHER ORGANIZATION WITH SUCH POWER. COMMON PAYMASTER. IN GENERAL A COMMON PAYMASTER OF A GROUP OF RELATED CORPORATIONS IS ANY MEMBER THEREOF THAT DISBURSES REMUNERATION TO EMPLOYEES OF TWO OR MORE OF THOSE CORPORATIONS ON THEIR BEHALF AND THAT IS RESPONSIBLE FOR KEEPING BOOKS AND RECORDS FOR THE PAYROLL WITH RESPECT TO THOSE EMPLOYEES.
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE COMPENSATION REVIEW: EACH YEAR, MTF REVIEWS AND ASSESSES THE REASONABLENESS OF TOTAL COMPENSATION ARRANGEMENTS FOR OUR EXECUTIVE TEAM, INCLUDING THE CEO. THE ANALYSIS INCORPORATES COMPENSATION SURVEY DATA, FORM 990'S OF COMPANIES OF RELATED INDUSTRIES AND SIMILAR SIZE. A BLEND OF BOTH FOR-PROFIT AND NOT-FOR-PROFIT COMPANIES IS USED. EVERY THIRD YEAR, MTF RETAINS THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO ASCERTAIN AND DETERMINE THAT MTF IS PAYING AND PROVIDING A REASONABLE TOTAL COMPENSATION PACKAGE TO THEIR EXECUTIVES AND TO PROVIDE AN OPINION LETTER OF THEIR FINDINGS. COMPENSATION COMMITTEE REVIEW MTF'S BOARD OF DIRECTORS ESTABLISHED A COMPENSATION COMMITTEE IN 1996. THE RESPONSIBILITY OF THE COMMITTEE WAS TO INITIALLY REVIEW AND RECOMMEND TO THE BOARD APPROVAL OF EXECUTIVE AND STAFF COMPENSATION AND CHANGES TO BENEFITS. IN 2000, THE AUTHORITY OF THE COMMITTEE WAS EXPANDED TO INCLUDE THE APPROVAL OF SUCH COMPENSATION AND BENEFITS AND REPORTING SUCH APPROVALS TO THE BOARD. THE COMPENSATION COMMITTEE TYPICALLY MEETS SEMI-ANNUALLY TO REVIEW MERIT AND BONUS RECOMMENDATIONS. A COPY OF THE COMPENSATION COMMITTEE AGENDA, MEETING MATERIALS, AND MEETING MINUTES ARE MAINTAINED.
COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B YES. THE PROCESS IS THE SAME AS DESCRIBED ABOVE IN LINE 15A.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST, MTF WILL PROVIDE PUBLIC DOCUMENTS THROUGH EMAIL, MAILINGS OR OFFICE VISITS.
ADDITIONAL INFORMATION FORM 990, PART VII SECTION A, COLUMN D, LINE 16 THE REFERENCED EMPLOYEE'S REPORTABLE COMPENSATION INCLUDES 363,850 DUE TO A CHANGE IN THE STATUS OF A NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT AS PER INTERNAL REVENUE CODE SECTION 457(F).
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
MUSCULOSKELETAL TRANSPLANT
FOUNDATION INC
Employer identification number

22-2803458
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) BIOCON INC

125 MAY STREET

EDISON,NJ08837
22-3619257 		HOLDING CO DC 501C3 11B NA
 
 
No
(2) DEUTSCHES INSTITUT FUR ZELL-UND
GEWEBEERSATZ GMBH DBA DIZG
INNOVATIONS PARK WUHLHEIDE
MANFRED-VON ARDENNE BLDG 42
BERLIN,BERLIN  
GM
TISSUE DIS GM     BIOCON INC
 
 
No
(3) MAY STREET MEDICAL LLC

125 MAY STREET

EDISON,NJ08837
22-3751785 		RENTAL DE 501C3 11B BIOCON INC
 
 
No
(4) OLYPHANT LLC

125 MAY STREET

EDISON,NJ08837
22-3619257 		RENTAL DE 501C3 11B BIOCON INC
 
 
No






For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BIOCON INC

 Q 54,770 ACCTG BOOKSRECORDS
(2) DIZG GMBH

 R 427,000 ACCTG BOOKSRECORDS
(3) DIZG GMBH

 O 138,000 ACCTG BOOKSRECORDS
(4) DIZG GMBH

 F 126,000 ACCTG BOOKSRECORDS
(5) DIZG GMBH

 R 159,000 ACCTG BOOKSRECORDS
(6) MAY STREET MEDICAL LLC

 R 2,900,000 ACCTG BOOKSRECORDS
(7) MAY STREET MEDICAL LLC

 K 297,637 ACCTG BOOKSRECORDS
(8) MAY STREET MEDICAL LLC

 A 313,500 ACCTG BOOKSRECORDS
(9) MAY STREET MEDICAL LLC

 J 2,562,624 ACCTG BOOKSRECORDS
(10) OLYPHANT LLC

 D 4,800,000 ACCTG BOOKSRECORDS
(11) BIOCON INC

 Q 54,770 ACCTG BOOKSRECORDS
(12) DIZG GMBH

 R 427,000 ACCTG BOOKSRECORDS
(13) DIZG GMBH

 O 138,000 ACCTG BOOKSRECORDS
(14) DIZG GMBH

 F 126,000 ACCTG BOOKSRECORDS
(15) DIZG GMBH

 R 159,000 ACCTG BOOKSRECORDS
(16) MAY STREET MEDICAL LLC

 R 2,900,000 ACCTG BOOKSRECORDS
(17) MAY STREET MEDICAL LLC

 K 297,637 ACCTG BOOKSRECORDS
(18) MAY STREET MEDICAL LLC

 A 313,500 ACCTG BOOKSRECORDS
(19) MAY STREET MEDICAL LLC

 J 2,562,624 ACCTG BOOKSRECORDS
(20) OLYPHANT LLC

 D 4,800,000 ACCTG BOOKSRECORDS
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
ADDITIONAL INFORMATION SCHEDULE R MAY STREET MEDICAL LLC IS A SINGLEMEMBER LLC WHOSE SOLE MEMBER IS BIOCON INC OLYPHANT LLC IS A SINGLEMEMBER LLC WHOSE SOLE MEMBER IS BIOCON INC
Additional Data


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Software Version: