Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE FELLOWSHIP OF ORTHOPAEDIC
RESEARCHERS
Number and street (or P.O. box number if mail is not delivered to street address)320 HAMMOND HIGHWAY 406
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
METAIRIE, LA70005
A Employer identification number

64-0920136
B Telephone number (see instructions)

(504) 309-9845
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,954,414J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,120,188
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,474 6,474 6,474
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 65,743 0 65,743
12 Total. Add lines 1 through 11........ 1,192,405 6,474 72,217
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 388,536 0 0 388,536
14 Other employee salaries and wages...... 302,593 0 49,320 253,273
15 Pension plans, employee benefits....... 33,552 0 2,271 31,281
16a Legal fees (attach schedule)......... Click to see attachment 142,621 0 8,384 134,237
b Accounting fees (attach schedule)....... Click to see attachment 4,595 46 305 4,244
c Other professional fees (attach schedule).... Click to see attachment 63,495 0 265 63,230
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,297 485 3,813 39,999
19 Depreciation (attach schedule) and depletion... Click to see attachment 97,898 0 0
20 Occupancy.............. 62,266 0 6,577 55,689
21 Travel, conferences, and meetings....... 10,624 0 -202 10,826
22 Printing and publications.......... 48 0 0 48
23 Other expenses (attach schedule)....... Click to see attachment 104,203 0 20,233 83,970
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,254,728 531 90,966 1,065,333
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,254,728 531 90,966 1,065,333
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,323
b Net investment income (if negative, enter -0-) 5,943
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 214,076 76,409 76,409
2 Savings and temporary cash investments......... 1,504,468 1,666,868 1,666,868
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet1,127,263
Less: accumulated depreciation (attach schedule) bullet916,126 292,004 Click to see attachment211,137 211,137
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,010,548 1,954,414 1,954,414
Liabilities 17 Accounts payable and accrued expenses.......... 5,536 11,725
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 5,536 11,725
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 2,005,012 1,942,689
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 2,005,012 1,942,689
31 Total liabilities and net assets/fund balances (see instructions). 2,010,548 1,954,414
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,005,012
2
Enter amount from Part I, line 27a .....................
2
-62,323
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,942,689
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,942,689
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,295,432 2,163,114 0.598874
2016 1,188,867 2,391,036 0.497218
2015 1,382,484 2,286,782 0.604554
2014 1,322,284 2,003,931 0.659845
2013 1,114,286 2,102,005 0.530106
2
Total of line 1, column (d) .....................
2
2.890597
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.578119
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,807,988
5
Multiply line 4 by line 3......................
5
1,045,232
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
59
7
Add lines 5 and 6........................
7
1,045,291
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,082,365
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 59
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 59
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 59
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 40
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 19
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletLA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FORBONES.ORG
    14
    The books are in care ofbulletSTEPHEN COOK MD Telephone no.bullet (504) 309-9845

    Located atbullet320 HAMMOND HWY SUITE 406METARIRIELA ZIP+4bullet70005
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SAMANTHA L SALKELD DIRECTOR
    40.00     		143,600 11,690 720
    410 HECTOR AVENUE
    NEW ORLEANS,LA70005
    STEPHEN D COOK MD DIRECTOR
    40.00     		212,500 20,746 720
    410 HECTOR AVENUE
    NEW ORLEANS,LA70005
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LAURA PATRON STAFF
    40.00     		93,780 10,245 720
    114 COUNTRY MANOR RD
    BELLE CHASSE,LA70037
    LIAM NOLAN STAFF
    40.00     		61,980 4,922 0
    2223 CARROLLTON AVENUE
    NEW ORLEANS,LA70118
    MICHAEL HARRISON STAFF
    40.00     		61,980 4,922 0
    1434 CARROLLTON AVENUE
    METAIRIE,LA70005
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HAUG PARTNERS LLP PATENT ATTORNEY FEES 125,914
    745 FIFTH AVENUE
    NEW YORK,NY10151
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 BROWN CARTILAGE (CARTILAGE REPAIR & REGENERATION PROGRAM)PATIENTS, WHOSE ACTIVITIES ARE LIMITED DUE TO ARTHRITIC KNEES BUT WHOSE PAIN IS NOT YET SEVERE ENOUGH TO WARRANT A TOTAL KNEE REPLACEMENT, FACE A PAUCITY OF TREATMENT OPTIONS. THE ARTICULAR CARTILAGE REPLACEMENT PROGRAM HAS SUCCESSFULLY DEVELOPED A NOVEL MINIMALLY INVASIVE DEVICE TO REPLACE THE LOST AND DAMAGED CARTILAGE AND BONE IN THE MEDICAL CONDYLE AND THE PATELLA OF THE KNEE IN THESE PATIENTS. THIS PROGRAM BEGAN WITH A THOROUGH LITERATURE SEARCH AND ANATOMIC STUDIES OF THE KNEE. AN ANALYSIS OF THE ECONOMIC OPTIMIZATION FOR TREATMENTS FOR THE KNEE WAS ALSO UNDERTAKEN TO ASSESS THE VIABILITY OF VARIOUS NOVEL APPROACHES. NEXT, A SERIES OF PROTOTYPE IMPLANTS AND INSTRUMENTS WERE DEVELOPED TO MEET THE DESIGN CRITERIA OF THE IMPLANTS FOR BOTH THE MEDICAL CONDYLE AND THE PATELLA. ONCE THE DESIGN WAS FINALIZED, PROGRAMS OF EXTENSIVE MECHANICAL TESTING AND IN VIVO ANIMAL STUDY WERE UNDER TAKEN. 139,010
    2 BROWN PROSTHESIS (DIRECT TO SKELETON ATTACHMENT PROSTHESIS PROGRAM)RECOVERY FROM AN AMPUTATION IS A LONG AND COMPLEX PROCESS, OFTEN PRODUCING LESS THAN DESIRABLE RESULTS. EVEN A REHABILITATION THAT IS TERMED SUCCESSFUL WILL OFTEN INVOLVE COMPLICATIONS SUCH AS RESIDUAL LIMB SKIN BREAKDOWN, PAIN AND POOR CONTROL OF THE PROSTHETIC LIMB. THE PROSTHETIC ATTACHMENT PROGRAM HAS SOUGHT TO DEVELOP A PROSTHETIC LIMB IN WHICH AN IMPLANT WITHIN THE RESIDUAL LIMB REACTS WITH THE PROSTHETIC SOCKET TO PROVIDE A STABLE, NON-CONTACT CONNECTION BETWEEN THE PATIENT AND THE PROSTHESIS. THE INTERACTION OF THE SPECIALLY DESIGNED MAGNETIC SYSTEM RESULTS IN A SYSTEM OF FORCES, BY WHICH THE PROSTHESIS AND THE PATIENT'S SKELETON ARE HELD IN MECHANICAL EQUILIBRIUM, ELIMINATING PAIN AND SOFT TISSUE COMPLICATIONS ASSOCIATED WITH TRADITIONAL LIMB PROSTHESES. 565,860
    3 MARSHAL "MAGNETIC SPINAL IMPLANT" PROGRAMINSTABILITY AND DEGENERATION OF THE SPINE IS A DEBILITATING CONDITION THAT AFFECTS MILLION OF PEOPLE. TREATMENTS TYPICALLY INVOLVE SURGICAL STABILIZATION WITH VARYING RESULTS AND WIDE VARIATION IN OUTCOMES. THE PURPOSE OF THE MARSHAL "MAGNETIC SPINAL IMPLANT" PROGRAM IS TO EXPLORE AND DETERMINE THE VIABILITY OF THE USE OF MAGNETS TO STABILIZE AND RECONSTRUCT THE SPINE SAFELY, AND WITH IMPROVEMENT OVER CURRENT TREATMENTS AND TECHNOLOGIES, THERE BY RELIEVING PAIN AND SUFFERING. THE GOAL OF THE PROGRAM IS TO EXPLORE THE FEASIBILITY OF THIS STRATEGY AND DEVELOP A COMMERCIALLY VIABLE DEVICE THAT USES MAGNETIC TECHNOLOGY. IN 2018 THE PROGRAM FURTHER EXPLORED THE REGULATORY PATHWAY, FEASIBILITY OF VARIOUS MAGNETIC TECHNOLOGIES AND BIOCOMPATIBLE COATING TECHNOLOGIES, AND THE ANATOMIC AND OTHER TECHNICAL REQUIREMENT FOR AN IMPLANTABLE DEVICE FOR THE STABILIZATION OF THE CERVICAL SPINE. 309,550
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    1,835,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,835,521
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,835,521
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,533
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,807,988
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    90,399
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,065,333
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    17,032
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,082,365
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    59
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,082,306
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    2000-04-06
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    0 108,156 724 624 109,504
    b 85% of line 2a ......... 0 91,933 615 530 93,078
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		1,082,365 1,295,439 1,188,867 1,382,484 4,949,155
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		1,082,365 1,295,439 1,188,867 1,382,484 4,949,155
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		60,266 72,104 79,701 76,226 288,297
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aSTUDY SUPPORT         65,743
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 6,474  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		         
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 6,474 65,743
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    72,217
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A THE MISSION OF THE FOUNDATION IS TO EXPAND SCIENTIFIC KNOWLEDGE IN AREAS THAT ARE TRADITIONALLY UNDER-INVESTIGATED BUT HAVE POTENTIAL TO REDUCE HUMAN SUFFERING. AS SUCH, THE FOUNDATION HAS DEVELOPED NOVEL APPROACHES TO THE DEVELOPMENT AND EVALUATION OF NUMEROUS ORTHPAEDIC IMPLANTS AND OTHER NOVEL MEDICAL TECHNOLOGIES. THE FOUNDATION RECEIVED STUDY SUPPORT FOR COLLABORATIVE RESERACH PROGRAMS THAT ARE IN LINE WITH THE FOUNDATIONS SCIENTIFIC EXPERTISE IN THE FIELD OF EVALUATING NOVEL ORTHOPAEDIC IMPLANTS AND MATERIALS. STUDY SUPPORT WAS RECEIVED FOR PROGRAMS THAT CONSIST OF INDIVIDUAL SCIENTIFIC INVESTIGATIONS OF SPINAL RECONSTRUCTION AND STABILIZING DEVICES, PROSTHETIC ATTACHMENT METHODS AND RECONSTRUCTIVE DEVICES AIMED AT THE ARTICULAR JOINTS. GENERALLY, THESE STUDIES INVOLVE AVENUES OF RESEARCH WHICH ARE GENERALLY BEYOND THE CAPABILITIES OF INDUSTRY AND ARE BETTER SUITED TO AN ACADEMIC AND SCIENTIFIC ENVIRONMENT. FUNDS HAVE BEEN UTILIZED TO FURTHER EXPLORE TREATMENTS FOR OSETOARTHRITIS
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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 taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE FELLOWSHIP OF ORTHOPAEDIC
    RESEARCHERS
    Employer identification number

    64-0920136
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE FELLOWSHIP OF ORTHOPAEDIC
    RESEARCHERS         		Employer identification number
    64-0920136
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THE BROWN FOUNDATION
     
    320 HAMMOND HWY STE 500
     
    METAIRIE, LA70005

    		$ 150,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    THE SPLICEOSOME TRUST
     
    7001 PRESTON RD STE 400
     
    DALLAS, TX75205

    		$ 970,188


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE FELLOWSHIP OF ORTHOPAEDIC
    RESEARCHERS         		Employer identification number

    64-0920136
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE FELLOWSHIP OF ORTHOPAEDIC
    RESEARCHERS         		Employer identification number

    64-0920136
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & BOOKKEEPING 4,595 46 305 4,244

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    TY 2018 DepreciationSchedule
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER EQUIPMENT 2008-05-15 2,618 2,618 SL 5.000000000000 0 0 0  
    ENGATECH PRINTER 2009-12-21 41,400 41,400 SL 5.000000000000 0 0 0  
    COMPUTER & MEMORY 2010-01-12 6,613 6,613 SL 5.000000000000 0 0 0  
    COMPUTER FOR INSTRON 2011-03-27 737 737 SL 5.000000000000 0 0 0  
    3D PRINTER 2011-06-09 4,021 4,021 SL 5.000000000000 0 0 0  
    DESK FILE CABINETS 2004-02-04 2,133 2,133 SL 7.000000000000 0 0 0  
    DESK CHAIR 2004-02-04 326 326 SL 7.000000000000 0 0 0  
    FURNITURE 2005-07-29 912 912 SL 7.000000000000 0 0 0  
    CHAIRS 2005-10-03 87 87 SL 7.000000000000 0 0 0  
    OFFICE CHAIRS & TABLES 2005-10-10 145 145 SL 7.000000000000 0 0 0  
    FILING CABINET 2006-12-04 1,574 1,574 SL 7.000000000000 0 0 0  
    BOOKCASES 2006-12-04 522 522 SL 7.000000000000 0 0 0  
    OFFICE FURNITURE 2007-02-21 5,337 5,337 SL 7.000000000000 0 0 0  
    PHONE SYSTEM 2007-02-12 3,840 3,840 SL 5.000000000000 0 0 0  
    OFFICE FURNITURE 2007-10-04 600 600 SL 7.000000000000 0 0 0  
    OFFICE FURNITURE 2007-10-30 637 637 SL 7.000000000000 0 0 0  
    3D PRINTER STAND 2010-01-11 482 482 SL 7.000000000000 0 0 0  
    DESKS 2010-01-11 1,260 1,260 SL 7.000000000000 0 0 0  
    BOOK CASES 2010-08-11 1,088 1,088 SL 7.000000000000 0 0 0  
    BOOK CASES 2011-05-16 1,213 1,139 SL 7.000000000000 74 0 74  
    LAB RENOVATIONS 2010-07-01 57,703 11,099 SL 39.000000000000 1,480 0 1,480  
    MOTION TRACKING SYSTEM - PMT 1 2001-10-01 16,479 16,479 SL 7.000000000000 0 0 0  
    MOTION TRACKING SYSTEM - PMT 2 2002-01-01 16,479 16,479 SL 7.000000000000 0 0 0  
    MOTION TRACKING SYSTEM SOFTWARE 2002-10-28 2,100 2,100 SL 7.000000000000 0 0 0  
    MOTION TRACKING SYSTEM ADDITION 2002-11-04 8,690 8,690 SL 7.000000000000 0 0 0  
    SURGICAL INSTRUMENTS 2003-10-01 733 733 SL 7.000000000000 0 0 0  
    SURGICAL INSTRUMENTS 2003-11-05 388 388 SL 7.000000000000 0 0 0  
    LASER PARTICAL COUNTER 2004-06-21 11,000 11,000 SL 7.000000000000 0 0 0  
    PURE AIR FUME HOOD 2004-07-31 2,252 2,252 SL 7.000000000000 0 0 0  
    CENTRIFUGE 2005-03-23 219 219 SL 7.000000000000 0 0 0  
    TRANSFORMER 2005-05-21 1,414 1,414 SL 7.000000000000 0 0 0  
    INSTRON SYSTEM 2005-06-21 88,082 88,082 SL 7.000000000000 0 0 0  
    MONITOR 2005-07-11 289 289 SL 5.000000000000 0 0 0  
    DEEP FREEZE 2005-07-11 490 490 SL 7.000000000000 0 0 0  
    STAINLESS STEELE TABLE 2005-07-29 202 202 SL 7.000000000000 0 0 0  
    CABINETS 2005-10-03 1,933 1,933 SL 7.000000000000 0 0 0  
    SURGICAL LIGHTS 2005-10-03 255 255 SL 7.000000000000 0 0 0  
    FUME HOOD 2005-12-05 4,431 4,431 SL 7.000000000000 0 0 0  
    CABINET 2006-04-11 550 550 SL 7.000000000000 0 0 0  
    LAB FLOORING 2007-03-02 2,188 2,188 SL 7.000000000000 0 0 0  
    REFRIGERATOR 2007-01-30 609 609 SL 7.000000000000 0 0 0  
    FILTRATION EQUIPMENT 2007-04-19 1,067 1,067 SL 7.000000000000 0 0 0  
    SENSORS 2007-05-02 1,985 1,985 SL 7.000000000000 0 0 0  
    CAPTAIR FUME HOOD 2007-07-27 1,318 1,318 SL 7.000000000000 0 0 0  
    LINEAR ABRASER TABER 2007-04-12 6,150 6,150 SL 7.000000000000 0 0 0  
    WORKTABLE 2008-04-07 283 283 SL 7.000000000000 0 0 0  
    X-RAY MACHINE 2008-10-03 107,264 107,264 SL 7.000000000000 0 0 0  
    WATER FILTRATION LAB EQ 2010-03-16 4,915 4,915 SL 7.000000000000 0 0 0  
    COMPRESSION LOAD CELL 2011-12-16 583 583 SL 5.000000000000 0 0 0  
    LAB WASHER & ACCESSORIES 2010-04-21 9,640 9,640 SL 7.000000000000 0 0 0  
    ACID STORAGE CABINET 2010-09-16 1,008 1,008 SL 7.000000000000 0 0 0  
    INSTRUMENT CASES 2011-09-07 21,001 19,000 SL 7.000000000000 2,001 0 2,001  
    SENSOR SYSTEM 2011-11-22 6,150 6,150 SL 5.000000000000 0 0 0  
    ABAQUS RESEARCH SOFTWARE 2010-08-30 3,025 3,025 SL 3.000000000000 0 0 0  
    3D APPLICATION SOFTWARE 2010-09-30 12,075 12,075 SL 3.000000000000 0 0 0  
    ACROBAT SOFTWARE 2010-12-03 299 299 SL 3.000000000000 0 0 0  
    ACROBAT SOFTWARE 2011-02-28 598 598 SL 3.000000000000 0 0 0  
    LAPTOP COMPUTER 2012-02-10 1,087 1,087 SL 5.000000000000 0 0 0  
    LARGE SCREEN MONITOR 2012-09-13 1,319 1,319 SL 5.000000000000 0 0 0  
    REFRIGERATED CENTRIFUGE 2012-04-20 9,333 7,554 SL 7.000000000000 1,333 0 1,333  
    CT SCANNER 2012-09-14 316,584 241,205 SL 7.000000000000 45,226 0 45,226  
    COMPUTER FOR CT SCANNER 2012-09-25 8,603 8,603 SL 5.000000000000 0 0 0  
    INSTRON HOSES 2012-10-18 427 315 SL 7.000000000000 61 0 61  
    MICRO CT TABLE 2012-10-22 745 548 SL 7.000000000000 106 0 106  
    CONFERENCE TABLE 2012-05-17 1,639 1,307 SL 7.000000000000 234 0 234  
    DEDICATED CIRCUITS 2012-11-20 2,052 269 SL 39.000000000000 53 0 53  
    MICROSOFT OFFICE SUITE 2012-02-13 207 207 SL 3.000000000000 0 0 0  
    NETWORK DRIVE 2013-09-11 1,466 1,270 SL 5.000000000000 196 0 196  
    VIDEO MONITOR, CONNECTORS TO CAMERA 2013-09-26 2,826 2,401 SL 5.000000000000 425 0 425  
    SCALE 2013-01-02 2,240 1,600 SL 7.000000000000 320 0 320  
    SCANNING ELECTRON MICROSCOPE 2013-08-16 148,638 92,014 SL 7.000000000000 21,234 0 21,234  
    LIGHTHEAD WITH CAMERA PROJECTION 2013-08-29 17,814 11,231 SL 7.000000000000 2,545 0 2,545  
    DEDICATED CIRCUITS 2013-09-26 3,529 383 SL 39.000000000000 90 0 90  
    PAINTING 2013-08-15 730 84 SL 39.000000000000 19 0 19  
    DESIGN SOFTWARE 2013-11-05 815 815 SL 3.000000000000 0 0 0  
    SCANNING ELECTRON MICROSCOPE ADDITIONS 2014-01-16 1,717 960 SL 7.000000000000 245 0 245  
    WIRELESS MICROPHONE AUDIO SOUND SYSTEM 2014-01-30 3,650 2,041 SL 7.000000000000 521 0 521  
    EQUIPMENT HOSES 2014-05-13 1,885 987 SL 7.000000000000 269 0 269  
    FILE CABINETS 2014-06-12 2,049 1,050 SL 7.000000000000 293 0 293  
    CARBONITE 2014-06-29 1,026 1,026 SL 3.000000000000 0 0 0  
    MLC CAD SYSTEMS 2014-06-26 5,795 5,795 SL 3.000000000000 0 0 0  
    3D APPLICATION 2014-07-17 3,279 3,279 SL 3.000000000000 0 0 0  
    JMAG ELECTROMECHANICAL DESIGN 2014-11-12 8,064 8,064 SL 3.000000000000 0 0 0  
    DELL COMPUTER 2015-08-16 1,108 518 SL 5.000000000000 222 0 222  
    DELL COMPUTER 2015-08-26 1,706 796 SL 5.000000000000 341 0 341  
    CARBONITE 2015-06-29 1,026 855 SL 3.000000000000 171 0 171  
    DASSAULT SYSTEMS 3D APPLICATIONS 2015-10-27 3,405 2,459 SL 3.000000000000 946 0 946  
    POWERSYS JMAG SOFTWARE 2015-12-29 8,820 5,880 SL 3.000000000000 2,940 0 2,940  
    DELL COMPUTER (DW) 2016-06-01 568 180 SL 5.000000000000 114 0 114  
    DELL COMPUTER (JMAG) 2016-11-21 1,689 366 SL 5.000000000000 338 0 338  
    LAUDA E10 HEATING CIRCULATOR 2016-10-04 745 133 SL 7.000000000000 106 0 106  
    TEKSCAN, INC FSVW2, F-SOCKET VERSA TEK WIRELESS SYSTEM 2016-11-22 19,821 3,068 SL 7.000000000000 2,832 0 2,832  
    DESK, TABLE AND CHAIR -USED VOA 2016-06-03 100 22 SL 7.000000000000 14 0 14  
    QB AND ADOBE (DW) 2016-06-02 105 55 SL 3.000000000000 35 0 35  
    MS OFFICE PROF PLUS (DW) 2016-07-10 169 84 SL 3.000000000000 56 0 56  
    MS OFFICE 2016 (JMAG) 2016-12-15 252 91 SL 3.000000000000 84 0 84  
    POWERSYS JMAG SOFTWARE 2016-12-22 7,938 2,646 SL 3.000000000000 2,646 0 2,646  
    DIGITAL MICROSCOPE - VHX-6000 2017-08-21 63,792 3,038 SL 7.000000000000 9,113 0 9,113  
    MS OFFICE SOFTWARE 2017-02-07 241 74 SL 3.000000000000 80 0 80  
    KEYENCE VH-ZST ZOOM LENS 2018-08-21 17,032   SL 5.000000000000 1,135 0 1,135  

    TY 2018 LandEtcSchedule2
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER EQUIPMENT 2,618 2,618 0  
    ENGATECH PRINTER 41,400 41,400 0  
    COMPUTER & MEMORY 6,613 6,613 0  
    COMPUTER FOR INSTRON 737 737 0  
    3D PRINTER 4,021 4,021 0  
    DESK FILE CABINETS 2,133 2,133 0  
    DESK CHAIR 326 326 0  
    FURNITURE 912 912 0  
    CHAIRS 87 87 0  
    OFFICE CHAIRS & TABLES 145 145 0  
    FILING CABINET 1,574 1,574 0  
    BOOKCASES 522 522 0  
    OFFICE FURNITURE 5,337 5,337 0  
    PHONE SYSTEM 3,840 3,840 0  
    OFFICE FURNITURE 600 600 0  
    OFFICE FURNITURE 637 637 0  
    3D PRINTER STAND 482 482 0  
    DESKS 1,260 1,260 0  
    BOOK CASES 1,088 1,088 0  
    BOOK CASES 1,213 1,213 0  
    LAB RENOVATIONS 57,703 12,579 45,124  
    MOTION TRACKING SYSTEM - PMT 1 16,479 16,479 0  
    MOTION TRACKING SYSTEM - PMT 2 16,479 16,479 0  
    MOTION TRACKING SYSTEM SOFTWARE 2,100 2,100 0  
    MOTION TRACKING SYSTEM ADDITION 8,690 8,690 0  
    SURGICAL INSTRUMENTS 733 733 0  
    SURGICAL INSTRUMENTS 388 388 0  
    LASER PARTICAL COUNTER 11,000 11,000 0  
    PURE AIR FUME HOOD 2,252 2,252 0  
    CENTRIFUGE 219 219 0  
    TRANSFORMER 1,414 1,414 0  
    INSTRON SYSTEM 88,082 88,082 0  
    MONITOR 289 289 0  
    DEEP FREEZE 490 490 0  
    STAINLESS STEELE TABLE 202 202 0  
    CABINETS 1,933 1,933 0  
    SURGICAL LIGHTS 255 255 0  
    FUME HOOD 4,431 4,431 0  
    CABINET 550 550 0  
    LAB FLOORING 2,188 2,188 0  
    REFRIGERATOR 609 609 0  
    FILTRATION EQUIPMENT 1,067 1,067 0  
    SENSORS 1,985 1,985 0  
    CAPTAIR FUME HOOD 1,318 1,318 0  
    LINEAR ABRASER TABER 6,150 6,150 0  
    WORKTABLE 283 283 0  
    X-RAY MACHINE 107,264 107,264 0  
    WATER FILTRATION LAB EQ 4,915 4,915 0  
    COMPRESSION LOAD CELL 583 583 0  
    LAB WASHER & ACCESSORIES 9,640 9,640 0  
    ACID STORAGE CABINET 1,008 1,008 0  
    INSTRUMENT CASES 21,001 21,001 0  
    SENSOR SYSTEM 6,150 6,150 0  
    ABAQUS RESEARCH SOFTWARE 3,025 3,025 0  
    3D APPLICATION SOFTWARE 12,075 12,075 0  
    ACROBAT SOFTWARE 299 299 0  
    ACROBAT SOFTWARE 598 598 0  
    LAPTOP COMPUTER 1,087 1,087 0  
    LARGE SCREEN MONITOR 1,319 1,319 0  
    REFRIGERATED CENTRIFUGE 9,333 8,887 446  
    CT SCANNER 316,584 286,431 30,153  
    COMPUTER FOR CT SCANNER 8,603 8,603 0  
    INSTRON HOSES 427 376 51  
    MICRO CT TABLE 745 654 91  
    CONFERENCE TABLE 1,639 1,541 98  
    DEDICATED CIRCUITS 2,052 322 1,730  
    MICROSOFT OFFICE SUITE 207 207 0  
    NETWORK DRIVE 1,466 1,466 0  
    VIDEO MONITOR, CONNECTORS TO CAMERA 2,826 2,826 0  
    SCALE 2,240 1,920 320  
    SCANNING ELECTRON MICROSCOPE 148,638 113,248 35,390  
    LIGHTHEAD WITH CAMERA PROJECTION 17,814 13,776 4,038  
    DEDICATED CIRCUITS 3,529 473 3,056  
    PAINTING 730 103 627  
    DESIGN SOFTWARE 815 815 0  
    SCANNING ELECTRON MICROSCOPE ADDITIONS 1,717 1,205 512  
    WIRELESS MICROPHONE AUDIO SOUND SYSTEM 3,650 2,562 1,088  
    EQUIPMENT HOSES 1,885 1,256 629  
    FILE CABINETS 2,049 1,343 706  
    DELL COMPUTER 1,108 740 368  
    DELL COMPUTER 1,706 1,137 569  
    CARBONITE 1,026 1,026 0  
    DASSAULT SYSTEMS 3D APPLICATIONS 3,405 3,405 0  
    POWERSYS JMAG SOFTWARE 8,820 8,820 0  
    DELL COMPUTER (DW) 568 294 274  
    DELL COMPUTER (JMAG) 1,689 704 985  
    LAUDA E10 HEATING CIRCULATOR 745 239 506  
    TEKSCAN, INC FSVW2, F-SOCKET VERSA TEK WIRELESS SYSTEM 19,821 5,900 13,921  
    DESK, TABLE AND CHAIR -USED VOA 100 36 64  
    QB AND ADOBE (DW) 105 90 15  
    MS OFFICE PROF PLUS (DW) 169 140 29  
    MS OFFICE 2016 (JMAG) 252 175 77  
    POWERSYS JMAG SOFTWARE 7,938 5,292 2,646  
    DIGITAL MICROSCOPE - VHX-6000 63,792 12,151 51,641  
    MS OFFICE SOFTWARE 241 154 87  
    KEYENCE VH-ZST ZOOM LENS 17,032 1,135 15,897  


    TY 2018 LegalFeesSchedule
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 142,621 0 8,384 134,237


    TY 2018 OtherExpensesSchedule
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS & REFERENCE MATERIALS 1,033 0 96 937
    EQUIPMENT EXPENSE 1,599 0 24 1,575
    INSURANCE - GENERAL LIABILITY 0 0 66 -66
    INSURANCE - WORKERS COMP 3,093 0 221 2,872
    LAB SUPPLIES 588 0 22 566
    MAINTENANCE EXPENSE 36,373 0 963 35,410
    MEMBERSHIPS 3,700 0 252 3,448
    MISCELLANEOUS EXPENSE -320 0 -80 -240
    OFFICE EXPENSE 890 0 43 847
    OFFICE SUPPLIES 2,293 0 106 2,187
    POSTAGE 35 0 3 32
    SHIPPING EXPENSE 2,072 0 688 1,384
    CONTINUING EDUCATION 1,150 0 0 1,150
    STUDY EXPENSES 3,278 0 3,307 -29
    STUDY SUPPLIES 6,164 0 5,088 1,076
    TELEPHONE & INTERNET 6,576 0 215 6,361
    STUDY EQUIPMENT 399 0 399 0
    ANIMAL RESOURCES 35,280 0 8,820 26,460


    TY 2018 OtherIncomeSchedule2
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    STUDY SUPPORT 65,743   65,743


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 49,403 0 0 49,403
    INDEPENDENT CONTRACTOR 1,313 0 132 1,181
    PAYROLL FEES 1,746 0 58 1,688
    COMPUTER SOFTWARE SUPPORT 11,033 0 75 10,958


    TY 2018 TaxesSchedule
    Name:
    THE FELLOWSHIP OF ORTHOPAEDIC
     
    RESEARCHERS
    EIN:
    64-0920136
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX EXPENSE 43,823 438 3,809 39,576
    TAXES & LICENSES 427 0 4 423
    TAXES ON INVESTMENT INCOME 47 47 0 0