SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE (EIN 51-0197108)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641349349310664
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:38:39-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DR SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510197108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 8586463100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL JONES | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 8586463100 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8586271400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID BRENNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES ROAD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $369,613,683 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBPDISCOVERY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE TRANSLATE SCIENCE INTO HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 611 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $775,448 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,145 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $107,001,067 | PYContributionsGrantsAmt |
| CY Contributions Grants | $100,911,209 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $669,975 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $781,895 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,533,478 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,431,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,067,961 | PYOtherRevenueAmt |
| CY Other Revenue | $1,277,545 | CYOtherRevenueAmt |
| PY Total Revenue | $123,272,481 | PYTotalRevenueAmt |
| CY Total Revenue | $114,401,821 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,300,127 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,796,159 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,758,791 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,874,465 | PYOtherExpensesAmt |
| CY Other Expenses | $48,311,457 | CYOtherExpensesAmt |
| PY Total Expenses | $111,174,592 | PYTotalExpensesAmt |
| CY Total Expenses | $116,107,616 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,097,889 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,705,795 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $326,353,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $337,965,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,142,392 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,635,805 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $268,211,594 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $282,330,095 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE'S MISSION IS TO ADVANCE THE BIOMEDICAL SCIENCES BY CULTIVATING THE NEXT GENERATION OF SCIENTIFIC LEADERS, PROVIDING MEANINGFUL OPPORTUNITIES FOR RESEARCHERS OF ALL BACKGROUNDS TO LEARN, INNOVATE, AND MAKE BREAKTHROUGH DISCOVERIES THAT IMPROVE HUMAN HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $95,573,862 | ExpenseAmt |
| Revenue | $908,475 | RevenueAmt |
| Desc | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE STUDIES THE TOUGHEST DISEASES. WE ARE FORWARD-LOOKING, COLLABORATIVE, FLEXIBLE AND MULTIDISCIPLINARY. WE EMBRACE DATA SCIENCE AND PROMOTE ENTREPRENEURSHIP. WE ARE CENTRAL TO A VIBRANT BIOMEDICAL COMMUNITY: LOCAL, NATIONAL AND INTERNATIONAL. WE ARE A LEADER WHOSE ACHIEVEMENTS ARE INSPIRING AND MEASURABLE.SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Desc |
| Total Program Service Expenses | $95,573,862 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 192 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 611 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8586463100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10901 NORTH TORREY PINES RD | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID BRENNER | ||||||||
| CEO & PRESIDENT | 50.00 | 0.00 | Yes (X) | Yes (X) | $994,322 | $0 | $351,204 | |
| KRISTIINA VUORI MD PHD | ||||||||
| PROFESSOR | 50.00 | 0.00 | $602,266 | $0 | $63,406 | Yes (X) | ||
| PETER ADAMS PHD | ||||||||
| PROGRAM DIRECTOR | 50.00 | 0.00 | $450,347 | $0 | $83,900 | Yes (X) | ||
| CARL WARE PHD | ||||||||
| CENTER DIRECTOR, IIDC | 50.00 | 0.00 | $449,559 | $0 | $64,740 | Yes (X) | ||
| MICHAEL JACKSON PHD | ||||||||
| DRUG DISCOVERY & DEV, SR VP | 50.00 | 0.00 | $443,835 | $0 | $65,838 | Yes (X) | ||
| JAMEY MARTH PHD | ||||||||
| PROGRAM DIRECTOR | 50.00 | 0.00 | $399,446 | $0 | $68,664 | Yes (X) | ||
| ROBIN RYAN | ||||||||
| CFO & TREASURER (THRU 11/15/24) | 50.00 | 0.00 | Yes (X) | $414,770 | $0 | $50,661 | ||
| NICHOLAS COSFORD | ||||||||
| PROFESSOR & TRUSTEE | 50.00 | 0.00 | Yes (X) | $305,473 | $0 | $78,848 | ||
| ADRIENNE CROWN JD | ||||||||
| GENERAL COUNSEL & SECRETARY | 50.00 | 0.00 | Yes (X) | $313,425 | $0 | $48,179 | ||
| MICHAEL JONES | ||||||||
| CFO & TREASURER (AS OF OCT 2024) | 50.00 | 0.00 | Yes (X) | $67,222 | $0 | $5,883 | ||
| DONALD KEARNS | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORI MOORE | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL R CUNNINGHAM | ||||||||
| TRUSTEE (THRU 11/1/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W DOWN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J EPSTEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GERHART | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS H OBENSHAIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM ROPER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TED ROTH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAZUMI SHIOSAKI PHD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LONNA J WILLIAMS STOLPER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID L SZEKERES JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART TANZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE CHAPIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,440,665 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $881,323 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 151 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | |||||
| PO BOX 844708 | DALLAS | TX | 75284 | PROFESSIONAL SERVICES | $433,527 |
| 1903 SOLUTIONS LLC | |||||
| 2549 EASTBLUFF DR STE 378 | NEWPORT BEACH | CA | 92660 | NETWORKING, SECURITY, IT SERVICES | $425,572 |
| BIODURO LLC | |||||
| 9601 JERONIMO RD | IRVINE | CA | 92618 | BIOTECHNOLOGY SERVICES | $404,003 |
| UNIVERSAL PROTECTION SERVICE LP | |||||
| PO BOX 31001-2374 | PASADENA | CA | 91110 | BUILDING SECURITY SERVICES | $286,557 |
| JAGGAER LLC | |||||
| 3020 CARRINGTON MILL BLVD STE 100 | MORRISVILLE | NC | 27560 | PROCUREMENT SERVICES | $233,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $69,435,701 | GovernmentGrantsAmt |
| All Other Contributions | $31,475,508 | AllOtherContributionsAmt |
| Noncash Contributions | $5,376 | NoncashContributionsAmt |
| Total Contributions | $100,911,209 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICE REVENUE | Desc |
| Business | 541990 | BusinessCd |
| Total Revenue Column | $781,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $781,895 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $781,895 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,290,034 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,848 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,284,186 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $216,365 | TotalRevenueColumnAmt |
| Exclusion | $216,365 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,000 | TotalRevenueColumnAmt |
| Exclusion | $165,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,353,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $255,211,862 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,141,138 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,141,138 | TotalRevenueColumnAmt |
| Exclusion | $5,141,138 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| RESEARCH ACTIVITIES | 541700 | $769,600 | $769,600 | |
| SALE OF REAGENTS | 541990 | $93,660 | $93,660 | |
| EQUIPMENT PROCEEDS | 541990 | $29,420 | $29,420 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $896,180 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,401,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $908,475 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $775,448 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,806,689 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,668,689 | TotalAmt |
| Program Services | $216,557 | ProgramServicesAmt |
| Management And General | $1,418,689 | ManagementAndGeneralAmt |
| Fundraising | $33,443 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,537,718 | TotalAmt |
| Program Services | $40,304,124 | ProgramServicesAmt |
| Management And General | $9,301,975 | ManagementAndGeneralAmt |
| Fundraising | $931,619 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,413,569 | TotalAmt |
| Program Services | $2,682,024 | ProgramServicesAmt |
| Management And General | $707,734 | ManagementAndGeneralAmt |
| Fundraising | $23,811 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,798,791 | TotalAmt |
| Program Services | $6,810,223 | ProgramServicesAmt |
| Management And General | $1,848,631 | ManagementAndGeneralAmt |
| Fundraising | $139,937 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,377,392 | TotalAmt |
| Program Services | $2,580,106 | ProgramServicesAmt |
| Management And General | $727,583 | ManagementAndGeneralAmt |
| Fundraising | $69,703 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,938 | TotalAmt |
| Program Services | $248,022 | ProgramServicesAmt |
| Management And General | $460,449 | ManagementAndGeneralAmt |
| Fundraising | $173,467 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,767 | TotalAmt |
| Program Services | $40,121 | ProgramServicesAmt |
| Management And General | $537,646 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,028 | TotalAmt |
| Management And General | $224,028 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,112 | TotalAmt |
| Management And General | $600,112 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,103 | TotalAmt |
| Program Services | $595,376 | ProgramServicesAmt |
| Management And General | $155,614 | ManagementAndGeneralAmt |
| Fundraising | $7,113 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295 | TotalAmt |
| Program Services | $295 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,312,286 | TotalAmt |
| Program Services | $4,854,687 | ProgramServicesAmt |
| Management And General | $385,381 | ManagementAndGeneralAmt |
| Fundraising | $72,218 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,820 | TotalAmt |
| Program Services | $1,328,124 | ProgramServicesAmt |
| Management And General | $542,389 | ManagementAndGeneralAmt |
| Fundraising | $40,307 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,272,585 | TotalAmt |
| Program Services | $5,837,695 | ProgramServicesAmt |
| Management And General | $410,611 | ManagementAndGeneralAmt |
| Fundraising | $24,279 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,772 | TotalAmt |
| Program Services | $243,322 | ProgramServicesAmt |
| Management And General | $43,818 | ManagementAndGeneralAmt |
| Fundraising | $3,632 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948,161 | TotalAmt |
| Program Services | $597,449 | ProgramServicesAmt |
| Management And General | $334,317 | ManagementAndGeneralAmt |
| Fundraising | $16,395 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,864 | TotalAmt |
| Program Services | $896,812 | ProgramServicesAmt |
| Management And General | $62,297 | ManagementAndGeneralAmt |
| Fundraising | $3,755 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,621,560 | TotalAmt |
| Program Services | $5,235,921 | ProgramServicesAmt |
| Management And General | $363,715 | ManagementAndGeneralAmt |
| Fundraising | $21,924 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,487 | TotalAmt |
| Management And General | $231,487 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCIENTIFIC COLLABORATIO | $13,371,531 | $13,371,531 | ||
| RESARCH SUPPLIES & SERV | $9,114,792 | $9,114,792 | ||
| RECRUITMENT | $368,062 | $279,904 | $86,483 | $1,675 |
| TUITION FEES | $135,017 | $135,017 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,777 | TotalAmt |
| Program Services | $201,760 | ProgramServicesAmt |
| Management And General | $330,504 | ManagementAndGeneralAmt |
| Fundraising | $195,513 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,107,616 | TotalAmt |
| Program Services | $95,573,862 | ProgramServicesAmt |
| Management And General | $18,774,963 | ManagementAndGeneralAmt |
| Fundraising | $1,758,791 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,821,604 | BOYAmt |
| EOY | $5,236,152 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573 | BOYAmt |
| EOY | $273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,689,710 | BOYAmt |
| EOY | $7,794,777 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,718 | BOYAmt |
| EOY | $916,882 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,045 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,645,175 | BOYAmt |
| EOY | $6,299,836 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,410 | BOYAmt |
| EOY | $435,126 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,857,014 | BOYAmt |
| EOY | $9,375,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $171,777,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $122,622,218 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,313,137 | BOYAmt |
| EOY | $49,155,061 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,913,843 | BOYAmt |
| EOY | $209,292,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,462,501 | BOYAmt |
| EOY | $49,380,805 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,301 | BOYAmt |
| EOY | $70,238 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,353,986 | BOYAmt |
| EOY | $337,965,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,624,878 | BOYAmt |
| EOY | $18,458,990 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,645,487 | BOYAmt |
| EOY | $4,533,791 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,979,693 | BOYAmt |
| EOY | $30,553,769 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,892,334 | BOYAmt |
| EOY | $2,089,255 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,142,392 | BOYAmt |
| EOY | $55,635,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,481,486 | BOYAmt |
| EOY | $216,428,889 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,730,108 | BOYAmt |
| EOY | $65,901,206 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,211,594 | BOYAmt |
| EOY | $282,330,095 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,353,986 | BOYAmt |
| EOY | $337,965,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,705,795 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,824,296 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,444,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,047,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,423,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,001,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,911,209 | CurrentTaxYearAmt |
| Total | $505,827,352 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,444,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,047,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,423,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,001,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,911,209 | CurrentTaxYearAmt |
| Total | $505,827,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $74,132,621 | SubstantialContributorsTotAmt |
| Public Support Total170 | $431,694,731 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,237,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,458,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,515,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,582,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,671,399 | CurrentTaxYearAmt |
| Total | $37,466,280 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,145 | CurrentTaxYearAmt |
| Total | $75,337 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $543,368,969 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,296,681 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DUES TO ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES OF WHICH A PORTION IS USED FOR LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,494,698 | BeginningYearBalanceAmt |
| Contributions | $2,010,300 | ContributionsAmt |
| Investment Earnings Or Losses | $2,695,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,060,040 | OtherExpendituresAmt |
| End Year Balance | $27,140,701 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,212,422 | BeginningYearBalanceAmt |
| Contributions | $1,002,100 | ContributionsAmt |
| Investment Earnings Or Losses | $2,217,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $937,725 | OtherExpendituresAmt |
| End Year Balance | $23,494,698 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,548,272 | BeginningYearBalanceAmt |
| Contributions | $2,825 | ContributionsAmt |
| Investment Earnings Or Losses | $1,615,074 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $953,749 | OtherExpendituresAmt |
| End Year Balance | $21,212,422 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,536,441 | BeginningYearBalanceAmt |
| Contributions | $1,805 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,492,894 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $497,080 | OtherExpendituresAmt |
| End Year Balance | $20,548,272 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,914,852 | BeginningYearBalanceAmt |
| Contributions | $3,687 | ContributionsAmt |
| Investment Earnings Or Losses | $4,470,604 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $852,702 | OtherExpendituresAmt |
| End Year Balance | $23,536,441 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,758,161 | OtherCostOrOtherBasisAmt |
| Book Value | $12,758,161 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,863,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,138,754 | DepreciationAmt |
| Book Value | $27,724,509 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,313 | OtherCostOrOtherBasisAmt |
| Book Value | $53,313 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,102,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,483,464 | DepreciationAmt |
| Book Value | $8,619,078 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,155,061 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY LPS | $11,493,770 | F |
| TOTAL RETURN HEDGE FUNDS | $428,555 | F |
| SELECT EQUITY FUNDS | $30,707,392 | F |
| HC ALTERNATIVE CREDIT OPP | $6,751,088 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $49,380,805 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $70,238 |
| FINANCE LEASE LIABILITIES | $2,019,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,089,255 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $130,291,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,824,296 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $664,720 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $275 | OtherRevenueAmt |
| Revenue Not Reported | $16,489,291 | RevenueNotReportedAmt |
| Revenue Subtotal | $113,801,709 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $600,112 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $600,112 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,401,821 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $116,172,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $664,720 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $664,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $115,507,280 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $600,112 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $224 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $600,336 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $116,107,616 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INSTITUTE'S ENDOWMENT FUNDS ARE ESTABLISHED FOR VARIOUS PURPOSES: SCIENTIFIC RESEARCH, CEO CHAIR, PRESIDENTIAL CHAIR, CANCER AND NEUROSCIENCE LEADERSHIP CHAIRS, AND UNRESTRICTED AS TO INCOME. |
| PART X, LINE 2: | THE INSTITUTE HAS NO MATERIAL DEFERRED TAX ASSETS OR DEFERRED TAX LIABILITIES RECORDED AS OF JUNE 30, 2025 AND 2024. THE INSTITUTE DID NOT RECOGNIZE A CHANGE IN LIABILITY FOR UNRECOGNIZED TAX BENEFITS (THE DIFFERENCE BETWEEN A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND THE BENEFIT RECOGNIZED AND MEASURED IN THE FINANCIAL STATEMENTS). THERE WERE NO LIABILITIES FOR UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2025 AND 2024. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 32 | PROGRAM SERVICES | EMPLOYEES ATTENDING AND OR/SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS. | $102,105 |
| EAST ASIA AND THE PACIFIC | 0 | 6 | PROGRAM SERVICES | EMPLOYEES ATTENDING AND OR/SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS. | $13,780 |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | EMPLOYEES ATTENDING AND OR/SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS. | $77 |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | EMPLOYEES ATTENDING AND OR/SPEAKING AT SCIENTIFIC CONFERENCES AND COLLABORATIONS. | $2,086 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $18,673,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 40 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Subtotal Spent | $18,791,460 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $18,791,460 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 3: | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE DOES NOT MAINTAIN ONGOING OPERATIONS IN FOREIGN JURISDICTIONS. HOWEVER, THE INSTITUTE'S SCIENTISTS DO TRAVEL TO VARIOUS SCIENTIFIC CONFERENCES IN OTHER COUNTRIES TO SHARE THE INSTITUTE'S SCIENTIFIC DISCOVERIES, AS WELL AS, TO LEARN FROM OTHER SCIENTISTS ACROSS THE WORLD. |
| SCHEDULE F, PART I, LINE 3(F): | THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN PART I, LINE 3, COLUMN F. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID BRENNER | ||||||||||||||
| CEO & PRESIDENT | $985,455 | $0 | $0 | $0 | $8,867 | $0 | $334,500 | $0 | $16,704 | $0 | $1,345,526 | $0 | $0 | $0 |
| KRISTIINA VUORI MD PHD | ||||||||||||||
| PROFESSOR | $599,404 | $0 | $0 | $0 | $2,862 | $0 | $34,500 | $0 | $28,906 | $0 | $665,672 | $0 | $0 | $0 |
| PETER ADAMS PHD | ||||||||||||||
| PROGRAM DIRECTOR | $347,573 | $0 | $100,000 | $0 | $2,774 | $0 | $34,500 | $0 | $49,400 | $0 | $534,247 | $0 | $0 | $0 |
| CARL WARE PHD | ||||||||||||||
| CENTER DIRECTOR, IIDC | $424,744 | $0 | $0 | $0 | $24,815 | $0 | $34,500 | $0 | $30,240 | $0 | $514,299 | $0 | $0 | $0 |
| MICHAEL JACKSON PHD | ||||||||||||||
| DRUG DISCOVERY & DEV, SR VP | $439,745 | $0 | $0 | $0 | $4,090 | $0 | $34,500 | $0 | $31,338 | $0 | $509,673 | $0 | $0 | $0 |
| JAMEY MARTH PHD | ||||||||||||||
| PROGRAM DIRECTOR | $393,004 | $0 | $0 | $0 | $6,442 | $0 | $34,500 | $0 | $34,164 | $0 | $468,110 | $0 | $0 | $0 |
| ROBIN RYAN | ||||||||||||||
| CFO & TREASURER (THRU 11/15/24) | $409,032 | $0 | $0 | $0 | $5,738 | $0 | $34,500 | $0 | $16,161 | $0 | $465,431 | $0 | $0 | $0 |
| NICHOLAS COSFORD | ||||||||||||||
| PROFESSOR & TRUSTEE | $301,619 | $0 | $0 | $0 | $3,854 | $0 | $29,502 | $0 | $49,346 | $0 | $384,321 | $0 | $0 | $0 |
| ADRIENNE CROWN JD | ||||||||||||||
| GENERAL COUNSEL & SECRETARY | $310,697 | $0 | $0 | $0 | $2,728 | $0 | $31,080 | $0 | $17,099 | $0 | $361,604 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS GENERALLY NOT PERMITTED, EXCEPT UNDER VERY LIMITED AND RARE CIRCUMSTANCES AND CONDITIONS, SUCH AS A MEDICAL CONDITION REQUIREMENT AND URGENT CIRCUMSTANCES. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES ARE NEGOTIATED IN THE HIRING PROCESS FOR CERTAIN EMPLOYEES. IT IS OFFERED TO EXECUTIVES AND FACULTY. THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE FOR PERSONAL USE IS OFFERED TO EXECUTIVE STAFF. THE AMOUNTS WERE TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | A RETENTION BONUS WAS SET UP FOR THE PRESIDENT AND CEO, DR. DAVID BRENNER, WHERE VESTING WILL OCCUR THE EARLIEST OF 09/14/27. DISTRIBUTION IS A ONE-TIME LUMP SUM PAYMENT UPON VESTING. |
| PART I, LINE 7 | SOME SENIOR EXECUTIVES HAVE EMPLOYMENT AGREEMENTS STIPULATING A BONUS WILL BE PAID TO THEM PROVIDED CERTAIN GOALS OR ACCOMPLISHMENTS ARE ACHIEVED. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 956000934 | BondIssuerEIN |
| CUSIP | 79742YAQ5 | CUSIPNum |
| Bond Issued | 2015-11-12 | BondIssuedDt |
| Issue Price | $61,963,256 | IssuePriceAmt |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $27,230,000 | RetiredAmt |
| Total Proceeds | $61,963,256 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $289,386 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $61,673,870 | OtherSpentProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.01290 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.01290 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I: | REFINANCE 2006 AND 2012 BONDS WITH ISSUE DATES OF 02/01/2006 AND 11/15/2012 , RESPECTIVELY. |
| SCHEDULE K, PART V: | FOR THE BOND ISSUES LISTED IN PART I, THE ALTERNATIVE PERIOD USED FOR THE REPORTING REQUIREMENTS IN THIS SECTION IS THE TWELVE MONTHS ENDED DECEMBER 31, 2024. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMINO PHARMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | 35% CONTROLLED ENTITY OF BOARD MEMBER | RelationshipWithOrgTxt |
| Loan Purpose | ACCOUNTS RECEIVABLE PROGRAM ACTIVITIES SUBAWARD AGREEMENT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $8,045 | OriginalPrincipalAmt |
| Balance Due | $8,045 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $8,045 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMINO PHARMA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | 35% CONTROLLED ENTITY OF BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $1,980,000 | TransactionAmt |
| Transaction | PAYMENTS TO RELATED ENTITY FOR GRANT-FUNDED PROGRAM ACTIVITIES UNDER NIH AWARDS, IN WHICH BOTH THE ORGANIZATION AND THE ENTITY PARTICIPATE AS SUBRECIPIENTS. AMOUNTS REPRESENT ALLOWABLE COSTS INCURRED UNDER SUBAWARD AGREEMENTS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | DURING THE TAX YEAR, THE ORGANIZATION MADE PAYMENTS OF APPROXIMATELY $1,980,000 TO AN ENTITY IN WHICH A CURRENT MEMBER OF THE BOARD OF DIRECTORS HOLDS AN APPROXIMATE 38.5% OWNERSHIP INTEREST. THESE PAYMENTS WERE MADE IN CONNECTION WITH GRANT-FUNDED ACTIVITIES UNDER AWARDS FROM THE NATIONAL INSTITUTES OF HEALTH (NIH), IN WHICH BOTH THE ORGANIZATION AND THE RELATED ENTITY PARTICIPATE AS SUBRECIPIENTS. THE PAYMENTS REPRESENT ALLOWABLE COSTS INCURRED BY THE ENTITY IN CARRYING OUT ITS PORTION OF PROGRAMMATIC ACTIVITIES UNDER THE APPLICABLE SUBAWARD AGREEMENTS.THIS RELATIONSHIP WAS DISCLOSED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE PRIOR YEAR BUT WAS NOT REPORTED ON THE PRIOR YEAR FORM 990.THE BOARD MEMBER DISCLOSED THIS FINANCIAL INTEREST IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE ORGANIZATION FOLLOWS POLICIES AND PROCEDURES CONSISTENT WITH FEDERAL REGULATIONS AND SPONSOR REQUIREMENTS, INCLUDING THOSE OF THE NIH, TO IDENTIFY, MANAGE, AND MITIGATE POTENTIAL CONFLICTS OF INTEREST. THE INTERESTED BOARD MEMBER RECUSED THEMSELVES FROM ANY DELIBERATIONS OR DECISIONS RELATED TO THESE TRANSACTIONS.ALL TRANSACTIONS WERE CONDUCTED IN THE ORDINARY COURSE OF OPERATIONS AND IN ACCORDANCE WITH THE TERMS OF THE APPLICABLE GRANT AND SUBAWARD AGREEMENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A: | PUBLISHED RESEARCH JULY 1, 2024-JUNE 30, 2025 CANCER RACHAEL N. MCVICAR, PHD; RABI MURAD, PHD; ELIZABETH M. KWONG, PHD; ASUKA ALVARADO; BETHANY A. GRIMMIG, PHD; RUSLAN NURYYEV: BRIAN JAMES, PHD; CHESKA M. GALAPATE; KOEN M.O. GALENKAMP, PHD; COSIMO COMMISSO, PHD; AND EVAN Y. SNYDER, MD, PHD. "A THERAPY FOR SUPPRESSING CANONICAL AND NONCANONICAL SARS-COV-2 VIRAL ENTRY AND AN INTRINSIC INTRAPULMONARY INFLAMMATORY RESPONSE." PNAS. JULY 19, 2024 PETER D. ADAMS, PHD; NIRMALYA DASGUPTA, PHD; XUE LEI, PHD; CHRISTINA HUAN SHI, PHD; ROUVEN ARNOLD, PHD; MARCOS G. TENECHE; KARL N. MILLER, PHD; ADARSH RAJESH; ANDREW DAVIS; VALESCA ANSCHAU, PHD; ALEXANDRE R. CAMPOS; AARON HAVAS, PHD; SHANSHAN YIN, PHD; ZONG MING CHUA; TIANHUI LIU; JESSICA PROULX, PHD; MICHAEL ALCARAZ; AND KEVIN Y. YIP, PHD; AND OTHERS. "HISTONE CHAPERONE HIRA, PROMYELOCYTIC LEUKEMIA (PML) PROTEIN AND P62/SQSTM1 COORDINATE TO REGULATE INFLAMMATION DURING CELL SENESCENCE." MOLECULAR CELL. AUGUST 22, 2024 HANXIAO ZHANG; CHENYU ZHOU; ZARITH MOHAMMAD; JIANHUA ZHAO, PHD. "STRUCTURAL BASIS OF HUMAN 20S PROTEASOME BIOGENESIS." NATURE COMMUNICATIONS. SEPTEMBER 18, 2024 KEVIN THARP, PHD. "HAVE PLASTIC CULTURE MODELS PREVENTED THE DISCOVERY OF EFFECTIVE CANCER THERAPEUTICS?" BRITISH JOURNAL OF PHARMACOLOGY. NOVEMBER 3, 2024 CARL WARE, PHD, AND COLLEAGUES. "TARGETING THE TNF AND TNFR SUPERFAMILIES IN AUTOIMMUNE DISEASE AND CANCER." NATURE REVIEWS DRUG DISCOVERY. OCTOBER 24, 2024 ELENA B. PASQUALE, PHD, WITH COLLEAGUES ELSEWHERE. "FREQUENT EPHA2 RECEPTOR MUTATIONS IN CHOLANGIOCARCINOMA DISRUPT RECEPTOR FORWARD SIGNALING SUPPORTING A TUMOR SUPPRESSOR ROLE." BIOCHEMICA ET BIOPHYSICA ACTA. FEBRUARY 28, 2025 COSIMO COMMISSO, PHD, GUILLEM LAMBIES BARJAU, PHD, AND COLLEAGUES. "CELL POLARITY PROTEINS PROMOTE MACROPINOCYTOSIS IN RESPONSE TO METABOLIC STRESS." NATURE COMMUNICATIONS. DECEMBER 3, 2024 SANJU SINHA, PHD, AND COLLEAGUES. "CHARTING THE TRANSCRIPTOMIC LANDSCAPE OF PRIMARY AND METASTATIC CANCERS IN RELATION TO THEIR ORIGIN AND TARGET NORMAL TISSUES." SCIENCE ADVANCES. DECEMBER 6, 2024 ANINDYA BAGCHI, PHD, WITH COLLEAGUES ELSEWHERE. "A FORWARD GENETIC SCREEN IDENTIFIES POTASSIUM CHANNEL ESSENTIALITY IN SHH MEDULLOBLASTOMA MAINTENANCE." DEVELOPMENTAL CELL. JANUARY 2025 DEBANJAN DHAR, PHD; SOURADIPTA GANGULY, PHD; MARCOS G. TENECHE, PHD; PETER D. ADAMS, PHD, WITH COLLEAGUES ELSEWHERE. "FBP1 CONTROLS LIVER CANCER EVOLUTION FROM SENESCENT MASH HEPATOCYTES." NATURE. JANUARY 1, 2025 REMA IYER, PHD; ANIRUDDHA J. DESHPANDE, PHD, WITH COLLEAGUES ELSEWHERE. "DE NOVO DESIGN OF PEPTIDE BINDERS TO CONFORMATIONALLY DIVERSE TARGETS WITH CONTRASTIVE LANGUAGE MODELING." SCIENCE ADVANCES. JANUARY 22, 2025 ROBERT ARDECKY, PHD, AND STEVEN H. OLSON, PHD, WITH COLLEAGUES ELSEWHERE. "STRUCTURE-ACTIVITY RELATIONSHIPS OF THIADIAZOLE AGONISTS OF THE HUMAN SECRETIN RECEPTOR." SLAS DISCOVERY. AUGUST 7, 2024 EDUARD SERGIENKO, PHD, MERVE DEMIR, PHD, LAURA KOEPPING, LYNN FUJIMOTO, ANDREY A. BOBKOV, PHD, AND JIANHUA ZHAO, PHD, WITH COLLEAGUES ELSEWHERE. "STRUCTURAL BASIS FOR SUBSTRATE BINDING, CATALYSIS AND INHIBITION OF CANCER TARGET MITOCHONDRIAL CREATINE KINASE BY A COVALENT INHIBITOR." STRUCTURE. JANUARY 27, 2025 LUTZ TAUTZ, PHD, JIANQIAN WU, MAREK R. BARANOWSKI, ALEXANDER E. ALESHIN, LESTER J. LAMBERT, PHD, LAURENT J.S. DEBACKER, YE NA HAN, RANAJIT DAS, PHD, DOUGLAS J. SHEFFLER, PHD, ANDREY A. BOBKOV, PHD, AND NICHOLAS COSFORD, PHD, WITH COLLEAGUES ELSEWHERE. "FRAGMENT SCREENING IDENTIFIES NOVEL ALLOSTERIC BINDERS AND BINDING SITES IN THE VHR (DUSP3) PHOSPHATASE." ACS OMEGA. JANUARY 31, 2025 PETER D. ADAMS, PHD, AND COLLEAGUES. "P53 ENHANCES DNA REPAIR AND SUPPRESSES CYTOPLASMIC CHROMATIN FRAGMENTS AND INFLAMMATION IN SENESCENT CELLS." NATURE COMMUNICATIONS. MARCH 5, 2025 SANJU SINHA, PHD, WITH COLLEAGUES ELSEWHERE. "PRODE RECOVERS ESSENTIAL AND CONTEXT-ESSENTIAL GENES THROUGH NEIGHBORHOOD-INFORMED SCORES." GENOME BIOLOGY. FEBRUARY 2025 XUEQIN SUN, PHD, AND LAURENCE HADDADIN. "STEM CELLS IN CANCER: FROM MECHANISMS TO THERAPEUTIC STRATEGIES." REVIEW. CELLS. APRIL 3, 2025 BROOKE EMERLING, PHD, ALICIA LLORENTE, PHD, GURPREET K. ARORA, PHD, AND RABI MURAD, PHD. "PHOSPHOINOSITIDE KINASES IN CANCER: FROM MOLECULAR MECHANISMS TO THERAPEUTIC OPPORTUNITIES." NATURE REVIEWS CANCER. APRIL 3, 2025 KELLY KERSTEN, PHD, WITH COLLEAGUES ELSEWHERE. "TUMOR CELL HETEROGENEITY DRIVES SPATIAL ORGANIZATION OF THE INTRATUMORAL IMMUNE RESPONSE." JOURNAL OF EXPERIMENTAL MEDICINE. APRIL 1, 2025 LUCAS CHAVEZ, PHD, WITH COLLEAGUES ELSEWHERE. "CHROMATIN MODIFICATION ABNORMALITIES BY CHD7 AND KMT2C LOSS PROMOTE MEDULLOBLASTOMA PROGRESSION." CELL REPORTS. MAY 27, 2025 ROBERT J. WECHSLER-REYA, PHD, WITH COLLEAGUES ELSEWHERE. "ISOCITRATE DEHYDROGENASE 1 PRIMES GROUP-3 MEDULLOBLASTOMAS FOR CUPROPTOSIS." CANCER CELL. MAY 12, 2025 KEVIN YIP, PHD, WITH COLLEAGUES ELSEWHERE. "AUTOPHAGY IS AN UPSTREAM MEDIATOR OF CHROMATIN DYNAMICS IN NORMAL AND AUTOIMMUNE GERMINAL CENTRE B CELLS." JOURNAL OF CLINICAL INVESTIGATION. MAY 15, 2025 ANDREI L. OSTERMAN, PHD, WITH COLLEAGUES ELSEWHERE. "THE CELL-PERMEABLE IRON CHELATOR M606 INHIBITS MYCN-DRIVEN NEUROBLASTOMA VIA AN E2F3-MEDIATED RESPONSE." PNAS. JUNE 10, 2025 YU XIN (WILL) WANG, PHD, WITH COLLEAGUES ELSEWHERE. "MULTIOMIC PROFILING REVEALS THAT PROSTAGLANDIN E2 REVERSES AGED MUSCLE STEM CELL DYSFUNCTION, LEADING TO INCREASED REGENERATION AND STRENGTH." CELL STEM CELL. JUNE 10, 2025 CARDIOVASCULAR AND MUSCULAR DISEASES KAREN OCORR, PHD; CHRISTIANI DONDI, PHD; GEORG VOGLER, PHD; ANJALI GUPTA, PHD; STANLEY M. WALLS, ANAIS KERVADEC, PHD; MICHAELA R. ROMERO; SODA B. DIOP, PHD; ALEXANDRE R. COLAS, PHD; ROLF BODMER, PHD; AND OTHERS. "THE NUTRIENT SENSOR CRTC & SARCALUMENIN / THINMAN REPRESENT A NEW PATHWAY IN CARDIAC HYPERTROPHY." CELL REPORTS. AUGUST 27, 2024 ALESSANDRA SACCO, PHD, ALESSANDRA CECCHINI, PHD, WITH COLLEAGUES ELSEWHERE. "TENASCIN-C FROM THE TISSUE MICROENVIRONMENT PROMOTES MUSCLE STEM CELL MAINTENANCE AND FUNCTION THROUGH ANNEXIN A2." COMMUNICATIONS BIOLOGY. NOVEMBER 1, 2024 AHMED I. MAHMOUD, PHD, WITH HESHAM A. SADEK. "LEVERAGING TRANSCRIPTIONAL READOUTS AS A PLATFORM FOR DRUG REPURPOSING IN CARDIOMYOPATHY." CIRCULATION. MAY 20, 2025 JOSE LUIS MILLAN, PHD, WITH COLLEAGUES ELSEWHERE. "DENTOALVEOLAR DEFECTS AND IMPAIRED ALVEOLAR BONE HEALING IN A NEURAL CREST DIRECTED CONDITIONAL KNOCKOUT MOUSE MODEL OF HYPOPHOSPHATASIA." BONE. MAY 19, 2025 NEUROLOGIC DISEASES JEROLD CHUN, MD, PHD, AND CHRISTINE S. LIU, PHD. "ISOSEQL: COMPARING LONG-READ ISOFORMS ACROSS MULTIPLE DATASETS." BIOINFORMATICS. DECEMBER 26, 2025. SU-CHUN ZHANG, MD, PHD, SAKTHIKUMAR MATHIVANAN, PHD, WITH COLLEAGUES ELSEWHERE. "THE INTERMEDIATE FILAMENT PROTEIN GFAP REGULATES MITOCHONDRIAL FISSION IN ASTROCYTES." PNAS. DECEMBER 2, 2025. ELENA B. PASQUALE, PHD; MIKE MATSUMOTO; MARICEL GOMEZ-SOLER, PHD, AND COLLEAGUES. "MISSENSE MUTATIONS OF THE EPHRIN RECEPTOR EPHA1 ASSOCIATED WITH ALZHEIMER'S DISEASE DISRUPT RECEPTOR SIGNALING FUNCTIONS." JOURNAL OF BIOLOGICAL CHEMISTRY. FEBRUARY 2025 JEROLD CHUN, MD, PHD, AND SBP COLLEAGUES. "RNA ISOFORM DIVERSITY IN HUMAN NEURODEGENERATIVE DISEASES." ENEURO. DECEMBER 10, 2024 MICHAEL JACKSON, PHD, AND STEVEN H. OLSON, PHD, WITH COLLEAGUES ELSEWHERE. "BIASED ALLOSTERIC MODULATOR OF NEUROTENSIN RECEPTOR 1 REDUCES ETHANOL DRINKING AND RESPONSES TO ETHANOL ADMINISTRATION IN RODENTS." ADDICTION NEUROSCIENCE. DECEMBER 2024 STEVEN H. OLSON, PHD, AND OTHERS. "STRUCTURALLY TARGETED MUTAGENESIS IDENTIFIES KEY RESIDUES SUPPORTING -SYNUCLEIN MISFOLDING IN MULTIPLE SYSTEM ATROPHY." JOURNAL OF PARKINSON'S DISEASE. OCTOBER 17, 2024 DOUGLAS J. SHEFFLER, PHD, AND NICHOLAS COSFORD, PHD, WITH COLLEAGUES ELSEWHERE. "17-ESTRADIOL STATUS ALTERS NMDAR FUNCTION AND ANTIPSYCHOTIC-LIKE ACTIVITY IN FEMALE RATS." MOLECULAR PSYCHIATRY. APRIL 7, 2025 RABI MURAD, PHD, WITH COLLEAGUES ELSEWHERE. "PPAR GENETIC DELETION REVEALS GLOBAL TRANSCRIPTIONAL CHANGES IN THE BRAIN AND EXACERBATES CEREBRAL INFARCTION IN A MOUSE MODEL OF STROKE." INTERNATIONAL JOURNAL OF MOLECULAR SCIENCES. APRIL 25, 2025 JEROLD CHUN, MD, PHD, JULIET NICODEMUS AND COLLEAGUES AT SANFORD BURNHAM PREBYS. "SEQUENCE DIVERSITY AND ENCODED ENZYMATIC DIFFERENCES OF MONOCISTRONIC L1 ORF2 MRNA VARIANTS IN THE AGED NORMAL AND ALZHEIMER'S DISEASE BRAIN." JOURNAL OF NEUROSCIENCE. MAY 14, 2025 MICHAEL JACKSON, PHD, AND STEVE OLSON, PHD, WITH COLLEAGUES ELSEWHERE. "ARRESTIN-BIASED ALLOSTERIC MODULATOR OF NEUROTENSIN RECEPTOR 1 ALLEVIATES ACUTE AND CHRONIC PAIN." CELL. MAY 15, 2025 XIAO TIAN, PHD, WITH COLLEAGUES ELSEWHERE. "EXPANDING THE LANDSCAPE OF AGING VIA ORBITRAP ASTRAL MASS SPECTROMETRY AND TANDEM MASS TAG INTEGRATION." NATURE COMMUNICATIONS. MAY 22, 2025 |
| FORM 990, PART III, LINE 4A (CONT): | DMITRY A. RODIONOV, PHD, AND TANIA N.N. TANWEE, WITH COLLEAGUES ELSEWHERE. "XYLANOLYTIC METABOLISM IS REGULATED BY COORDINATION OF TRANSCRIPTION FACTORS XYNR AND XYLR IN EXTREMELY THERMOPHILIC CALDICELLULOSIRUPTORALES." APPLIED AND ENVIRONMENTAL MICROBIOLOGY. JUNE 4, 2025 METABOLIC AND LIVER DISEASES DAVID BRENNER, PHD, DEBANJAN DHAR, PHD, AND SOURADIPTA GANGULY, PHD. "LIPID ASSOCIATED MACROPHAGES PROMOTION OF FIBROSIS RESOLUTION DURING MASH REGRESSION REQUIRES TREM2." PNAS. AUGUST 22, 2024 ANDREI L. OSTERMAN, PHD, AND COLLEAGUES. "A MICROBIOME-DIRECTED THERAPEUTIC FOOD FOR CHILDREN RECOVERING FROM SEVERE ACUTE MALNUTRITION." SCIENCE TRANSLATIONAL MEDICINE. OCTOBER 2, 2024 JAMEY D. MARTH, PHD, WITH COLLEAGUES ELSEWHERE. "AN ULTRASENSITIVE AND MODULAR PLATFORM TO DETECT SIGLEC LIGANDS AND CONTROL IMMUNE CELL FUNCTION." SCIENCE ADVANCES. OCTOBER 2, 2024 DMITRY A. RODIONOV, PHD, WITH COLLEAGUES ELSEWHERE. "GLYCOSIDE HYDROLASE-MEDIATED GLUCOMANNAN CATABOLISM IN SEGATELLA COPRI, A TARGET OF MICROBIOTA-DIRECTED FOODS FOR MALNOURISHED CHILDREN." PNAS. DECEMBER 2, 2025. CEDA STAMENKOVIC, CHIARA NICOLETTI, PHD, ALESSANDRA SACCO, PHD, WITH COLLEAGUES ELSEWHERE. "DIETARY METHIONINE RESTRICTION STARTED LATE IN LIFE PROMOTES HEALTHY AGING IN A SEX-SPECIFIC MANNER." SCIENCE ADVANCES. APRIL 18, 2025 JAMEY MARTH, PHD, JOHN HINTZE, PHD, ROBERT FRAUMENI, MAYANK SARASWAT, PHD, WITH COLLEAGUES ELSEWHERE. "COMPOSITIONAL AND TOPOLOGICAL DETERMINANTS OF A PHYSIOLOGICAL ASHWELL-MORELL RECEPTOR LIGAND." PNAS. APRIL 10, 2025 SOURADIPTA GANGULY, PHD, DEBANJAN DHAR, PHD, WITH COLLEAGUES ELSEWHERE. "MASH ADIPOSE TISSUE MACROPHAGES SECRETE EXTRACELLULAR VESICLES THAT ACTIVATE LIVER FIBROSIS IN OBESE MALE MICE." GASTROENTEROLOGY. APRIL 7, 2025 BOBBY NG AND HUDSON FREEZE, PHD, WITH COLLEAGUES ELSEWHERE. "BI-ALLELIC UGGT1 VARIANTS CAUSE A CONGENITAL DISORDER OF GLYCOSYLATION." AMERICAN JOURNAL OF HUMAN GENETICS. APRIL 19, 2025 HUDSON FREEZE, PHD, WITH COLLEAGUES ELSEWHERE. "SLC35A2 LOSS-OF-FUNCTION VARIANTS AFFECT GLYCOMIC SIGNATURES, NEURONAL FATE AND NETWORK DYNAMICS." BRAIN. MAY 26, 2025 INSOOK JANG, PHD, PAMELA ITKIN-ANSARI, PHD, AND RANDAL J. KAUFMAN, PHD, WITH COLLEAGUES ELSEWHERE." QUANTIFICATION OF FOLDED AND MISFOLDED PROINSULIN FORMS USING NONREDUCING SDS-PAGE AND PROINSULIN-SPECIFIC IMMUNOBLOTTING." BIO-PROTOCOL. JUNE 5, 2025 GIAU VAN VO, PHD, WITH COLLEAGUES ELSEWHERE. "HERBAL MEDICINE IN DIABETES TREATMENT: AN UPDATED STRATEGY WITH FLAVONOID COMPOUNDS IN PRECLINICAL AND CLINICAL STUDIES." CHEMISTRY & BIODIVERSITY. MAY 30, 2025. DAVID BRENNER, MD, AND ROBERT F. SCHWABE. "HEPATIC STELLATE CELLS: BALANCING HOMEOSTASIS, HEPATOPROTECTION AND FIBROGENESIS IN HEALTH AND DISEASE." NATURE REVIEWS: GASTROENTEROLOGY & HEPATOLOGY. MAY 22, 2025. DAVID BRENNER, MD, WITH SOURADIPTA GANGULY, PHD, RABI MURAD, PHD, AND COLLEAGUES ELSEWHERE. "REGULATION OF HEPATIC STELLATE CELL PHENOTYPES IN METABOLIC DYSFUNCTION-ASSOCIATED STEATOHEPATITIS." GASTROENTEROLOGY. MARCH 20, 2025. DEBANJAN DHAR, PHD, DAVID BRENNER, MD, WITH COLLEAGUES ELSEWHERE. "IMMUNOPATHOGENIC MECHANISMS AND IMMUNOREGULATORY THERAPIES IN MASLD." CELLULAR AND MOLECULAR IMMUNOLOGY. JUNE 10, 2025. EDUARD SERGIENKO, PHD, STEVE OLSON, PHD, AND COLLEAGUES AT THE PREBYS CENTER. "TARGETING OF A BILE ACID RECEPTOR, TAKEDA G PROTEIN RECEPTOR 5 [TGR5], BY A NOVEL FIRST-IN-CLASS COMPETITIVE ANTAGONIST, SBI-364, DIMINISHES HEPATIC AND RENAL CYSTOGENESIS IN POLYCYSTIC LIVER AND KIDNEY DISEASE." ACS PHARMACOLOGY & TRANSLATIONAL SCIENCE. JUNE 30, 2025. OTHER ALEX ROSA CAMPOS, PHD, AND SVETLANA MAURYA, PHD, WITH COLLEAGUES ELSEWHERE. "DEEP, UNBIASED, AND QUANTITATIVE MASS SPECTROMETRY-BASED PLASMA PROTEOME ANALYSIS OF INDIVIDUAL RESPONSES TO MRNA COVID-19 VACCINE." JOURNAL OF PROTEOME RESEARCH. FEBRUARY 4, 2025 DERON R. HERR, PHD, WITH COLLEAGUES ELSEWHERE. "ELECTROGENIC STAPHYLOCOCCUS EPIDERMIDIS DIMINISHES THE ULTRAVIOLET B-INDUCED LABILE IRONS IN MOUSE SKIN." CURRENT MICROBIOLOGY. FEBRUARY 2025 ANDREY A. BOBKOV, PHD, WITH COLLEAGUES ELSEWHERE. "STRUCTURAL DIVERSITY AND OLIGOMERIZATION OF BACTERIAL UBIQUITIN-LIKE PROTEINS." STRUCTURE. APRIL 8, 2025 DERON HERR, PHD, WITH COLLEAGUES ELSEWHERE. "PROFILING ELECTRIC SIGNALS OF ELECTROGENIC PROBIOTIC BACTERIA USING SELF-ATTENTION ANALYSIS." APPLIED MICROBIOLOGY AND BIOTECHNOLOGY. APRIL 22, 2025 GAUTAM GUPTA, WITH COLLEAGUES ELSEWHERE. "MECHANISTIC INSIGHTS INTO LONG COVID: VIRAL PERSISTENCE, IMMUNE DYSREGULATION, AND MULTI-ORGAN DYSFUNCTION." COMPREHENSIVE PHYSIOLOGY. JUNE 2025. LARS PACHE, PHD, WITH COLLEAGUES ELSEWHERE. "GLOBAL SIRNA SCREEN IDENTIFIES HUMAN HOST FACTORS CRITICAL FOR SARS-COV-2 REPLICATION AND LATE STAGES OF INFECTION." PLOS BIOLOGY. JUNE 12, 2025 KEVIN YIP, PHD, WITH COLLEAGUES ELSEWHERE. "EBV-SISRNA-3 CONTRIBUTES TO THE FORMATION OF G4-ASSOCIATED R-LOOP UPSTREAM OF EBV LYTIC REPLICATION ORIGIN IN LATENTLY INFECTED CELLS." CELL & BIOSCIENCE. JUNE 27, 2025. SELECT AWARDS AND GRANTS CHUCK SPRUCK, PHD, STEVEN OLSON, PHD, AND EDUARD SERGIENKO, PHD, WERE AWARDED A 5-YEAR, $4 MILLION GRANT TO PURSUE THEIR WORK DISCOVERING POTENT SELECTIVE INHIBITORS OF THE HISTONE METHYLTRANSFERASE SUV39H1 FOR THE TREATMENT OF CANCER. NOTABLY, THE AWARD ORIGINATED WITH AN SBP LEAD DISCOVERY INITIATIVE GRANT. CAROLINE KUMSTA, PHD, RECEIVED A 5-YEAR, $2.9 MILLION GRANT FROM THE NATIONAL INSTITUTES OF HEALTH AND THE NATIONAL INSTITUTE ON AGING TO STUDY HORMETIC REGULATION OF AUTOPHAGY IN AGING. ANIRUDDHA DESHPANDE, PHD, WAS AWARDED A 3-YEAR, $1.6 MILLION GRANT FROM THE CALIFORNIA INSTITUTE FOR REGENERATIVE MEDICINE TO STUDY HOW NORMAL AND CANCER STEM CELLS DIFFER IN THEIR EPIGENETIC STATES. HE ALSO RECEIVED A $50,000 GRANT FROM THE RALLY FOUNDATION TO INVESTIGATE CHROMATIN CONTROL OF LEUKEMIA STEM CELL IDENTITY. MARZIA SCORTEGAGNA, PHD, WAS AWARDED A 3-YEAR, $975,000 GRANT FROM THE DEPARTMENT OF THE ARMY TO STUDY HOW WHITE ADIPOSE TISSUE SURROUNDING LYMPH NODES MODULATES ANTI-MELANOMA IMMUNITY. ANNE BANG, PHD, RECEIVED A $165,000 AWARD FROM THE FOUNDATION FOR PRADER-WILLI RESEARCH TO SCREEN FOR DRUGS THAT MELIORATE SECRETORY GRANULE PHENOTYPES IN IPSC-DERIVED NEURONS OF THE GENETIC DISORDER. HUDSON FREEZE, PHD, RECEIVED A $117,000 GRANT FROM THE NATIONAL INSTITUTES OF HEALTH AND THE DEPARTMENT OF HEALTH AND HUMAN SERVICES TO ADVANCE HIS WORK IN CONGENITAL DISORDERS OF GLYCOSYLATION. MICHAEL JACKSON, PHD, RECEIVED A 5-YEAR, $4.5 MILLION GRANT FROM THE NATIONAL INSTITUTES OF HEALTH AND DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PURSUE THE DISCOVERY AND OPTIMIZATION OF APOE4 CORRECTORS FOR THE TREATMENT OF ALZHEIMER'S DISEASE. COSIMO COMMISSO, PHD, WAS AWARDED A 5-YEAR, $2.8 MILLION GRANT FROM THE NATIONAL INSTITUTES OF HEALTH AND NATIONAL CANCER INSTITUTE TO STUDY MACROPINOCYTOSIS INHIBITION AS A GLUTAMINE MIMETIC SENSITIZATION STRATEGY IN PANCREATIC CANCER. LINDA M. BRADLEY, PHD, RECEIVED A 5-YEAR, $3.4 MILLION GRANT FROM THE NATIONAL INSTITUTES OF HEALTH AND DEPARTMENT OF HEALTH AND HUMAN SERVICES TO INVESTIGATE REWIRING T CELL EXHAUSTION WITH IMMUNE CHECKPOINT BLOCKADE THERAPY. COSIMO COMMISSO, PHD, WAS AWARDED A 3-YEAR, $536,000 GRANT FROM THE NATIONAL INSTITUTES OF HEALTH AND DEPARTMENT OF HEALTH AND HUMAN SERVICES TO STUDY THE AGING PANCREAS AS A PRO-IMMUNOGENIC NICHE. ANNE BANG, PHD, IS PART OF A MULTI-INSTITUTION TEAM TO RECEIVE A $12.7 MILLION GRANT FROM THE CALIFORNIA INSTITUTE FOR REGENERATIVE MEDICINE (CIRM) TO CREATE A NEW RESEARCH CENTER AT UC SAN DIEGO TO STUDY HOW GENETICS INFLUENCE NEURODEVELOPMENT AND DISEASES LIKE AUTISM AND SCHIZOPHRENIA. ANIRUDDHA DESHPANDE, PHD, RECEIVED A 2-YEAR, $297,000 AWARD FROM THE AMERICAN CANCER SOCIETY TO INVESTIGATE RISK-ASSOCIATED "STEMNESS" ATTRIBUTES IN AMYOTROPHIC LATERAL SCLEROSIS. STEMNESS COMBINES THE ABILITY OF A CELL TO PERPETUATE ITS LINEAGE, TO GIVE RISE TO DIFFERENTIATED CELLS, AND TO INTERACT WITH ITS ENVIRONMENT TO MAINTAIN A BALANCE BETWEEN QUIESCENCE, PROLIFERATION, AND REGENERATION. SU-CHUN ZHANG, MD, PHD, RECEIVED A 2-YEAR, $1.2 MILLION GRANT FROM THE UNIVERSITY OF WISCONSIN-MADISON TO STUDY HOW TRISOMY 21 ALTERS HUMAN CORTICAL DEVELOPMENT AND NEURAL PLASTICITY. ANNE BANG, PHD, WAS AWARDED A 2-YEAR, $341,000 GRANT FROM UES, INC. TO SUPPORT FURTHER DEVELOPMENT OF HUMAN CELL-BASED PREDICTIVE METHODS OF NEUROTOXICITY. ALICIA LLORENTE LOPEZ, PHD, RECEIVED A 2-YEAR AMERICAN CANCER SOCIETY POSTDOCTORAL FELLOWSHIP FOR $148,000 TO EXPLORE PI5P4KG AS A NOVEL MOLECULAR VULNERABILITY OF THERAPY-RESISTANT BREAST CANCER. AMBROISE EDOUARD MANCEAU, PHD, RECEIVED AN ACS 2-YEAR FELLOWSHIP FOR $217,000 TO HELP ESTABLISH THE THERAPEUTIC POTENTIAL OF TARGETING ATP2B1/4 IN PANCREATIC CANCER. |
| FORM 990, PART III, LINE 4A (CONT): | PIER LORENZO PURI, MD, WAS AWARDED A 1-YEAR, $137,000 GRANT FROM THE JAIN FOUNDATION TO HELP CREATE A SINGLE CELL GENE EXPRESSION ATLAS OF DYSFERLIN-DEFICIENT MUSCLES. DEFICIENCY IN THE DYSFERLIN PROTEIN IS DUE TO A RARE, INHERITED DISORDER CHARACTERIZED BY MUSCLE WEAKNESS AND WASTING. JIANHUA ZHAO, PHD, WAS RECEIVED A $97,000 PILOT GRANT FROM THE NIH/DHHS TO PURSUE DEVELOPMENT OF A SPECIFIC PROTEASE SS18-SSX FUSIONS IN SYNOVIAL SARCOMA. VALERIA GUGLIELMI, PHD, A POSTDOCTORAL ASSOCIATE IN MAXIMILIAN D'ANGELO'S LAB RECEIVED A ONE-YEAR, $25,000 SEED GRANT FROM THE PATIENT ADVOCACY GROUP SOFT BONES TO STUDY HOW HYPOPHOSPHATASIA (HPP) ALTERS IMMUNE CELLS AND IMMUNE RESPONSE. MAXIMILIANO D'ANGELO, PHD, RECEIVED A TWO-YEAR, $297,000 DISCOVERY BOOST GRANT FROM THE AMERICAN CANCER SOCIETY TO IDENTIFY MODULATORS OF NUCLEAR PORE COMPLEX (NPC) ASSEMBLY. NPCS ARE THE CHANNELS THROUGH WHICH ALL MOLECULES PASS INTO AND OUT OF CELL NUCLEI, AND THUS CONTROL ACCESS TO THE CELL'S GENETIC INFORMATION. LUTZ TAUTZ, PHD, RECEIVED A 3-YEAR, $112,000 ADMINISTRATIVE SUPPLEMENT FROM THE NIH/DHHS FOR FRAGMENT-BASED DISCOVERY OF STEP MODULATORS IN ALZHEIMER'S DISEASE. TE XIA LOH, XXX, WAS AWARDED A 2-YEAR, $60,000 GRANT FROM THE PHRMA FOUNDATION TO INVESTIGATE OVERCOMING RESISTANCE TO PARP INHIBITION IN SMALL-CELL LUNG CANCER. BROOKE EMERLING, PHD, PATRICK KEARNEY, PHD, AND ERIC WANG, PHD, WERE AWARDED A $500,000 TARGETED GRANT TO INVESTIGATE COMPOUNDS THAT BREAK DOWN AN ENZYME REQUIRED BY THE TP53 GENE, THE MOST FREQUENTLY MUTATED GENE IN CANCERS. MICHAEL JACKSON, PHD, AND PANDURANGAN VIJAYANAND, MD, PHD, AT LA JOLLA INSTITUTE FOR IMMUNOLOGY RECEIVED A $250,000 DISCOVERY GRANT TO FURTHER LEVERAGE T CELLS TO BOOST TUMOR IMMUNE RESPONSES. STEVE OLSON, PHD, RECEIVED A $125,000 FLOWTHROUGH FUNDING AWARD FROM THE TEAM JACK FOUNDATION (VIA COLUMBIA UNIVERSITY) TO STUDY DEVELOPMENT OF A BRAIN-RESTRICTED MYC INHIBITOR FOR MEDULLOBLASTOMA. ERIC WANG, PHD, RECEIVED A 3-YEAR, $1.5 MILLION GRANT FROM THE TOBACCO-RELATED DISEASE RESEARCH PROGRAM TO OPTIMIZE SMALL MOLECULE DEGRADERS OF HELLS HELICASE TO OVERCOME PARP INHIBITOR RESISTANCE IN SCLC. ANNE BANG, PHD, WAS AWARDED A 1-YEAR, $500,000 GRANT FROM DANIEL AND PHYLLIS EPSTEIN TO DEVELOP A HUMAN-INDUCED PLURIPOTENT STEM CELL MODEL TO STUDY THE EFFECTS OF ATOMOXETINE ON NEURONAL NETWORK ACTIVITY, NEUROINFLAMMATION AND NEUROPROTECTION. ELENA PASQUALE, PHD, RECEIVED 5-YEAR, $1 MILLION AWARD FROM THE NIH/DEPART OF HEALTH AND HUMAN SERVICES TO STUDY EPHA1 HOMOTYPIC AND EPHA1-EPHA1-EPHA2 HETEROTYPIC INTERACTIONS IN CELL REGULATION. ALSO, A $27,000 AWARD FROM THE NIH/DEPART OF HEALTH AND HUMAN SERVICES TO STUDY EPH RECEPTOR HETEROINTERACTIONS IN SIGNALING. STEVEN OLSON, PHD, WAS AWARDED A 5-YEAR, $2 MILLION GRANT FROM THE NIH/DEPARTMENT OF HEALTH AND HUMAN SERVICES TO INVESTIGATE NEUROTENSIN RECEPTOR 1 AS A NOVEL TARGET FOR OPIOID USE DISORDER AND DISCOVERY OF NEW SMALL MOLECULE PROBES. ALSO, A $24,000 AWARD FROM THE IAN'S FRIENDS FOUNDATION FOR "IT'S ALL IN YOUR HEAD: BRAIN-RESTRICTED DRUGS FOR MEDULLOBLASTOMA." LINDA M. BRADLEY, PHD, RECEIVED A 2-YEAR, $478,000 AWARD FROM THE NIH/DEPARTMENT OF HEALTH AND HUMAN SERVICES TO STUDY IMMUNE CHECKPOINT BLOCKADE TARGETING THE NOVEL PSGL-1/VISTA AXIS FOR PANCREATIC CANCER. ANDREI OSTERMAN, PHD, WAS AWARDED A 5-YEAR, $1.3 MILLION GRANT FROM THE NIH/DEPARTMENT OF HEALTH AND HUMAN SERVICES TO RESEARCH GENOMIC AND METABOLOMICS FOUNDATIONS OF HUMAN-MICROBIAL SYMBIOSIS IN THE GUT. JOSE LUIS MILLAN, PHD, RECEIVED A 2-YEAR, $1.2 MILLION AWARD FROM ALETA THERAPEUTICS TO STUDY SMALL MOLECULE INHIBITOR OF ENPP1 IN THE TREATMENT OF LATE-ONSET HYPOPHOSPHATASIA. ANIRUDDHA DESHPANDE, PHD, RECEIVED A 3-YEAR, $2.3 MILLION GRANT FROM THE NIH/DHHS TO SCREEN FOR INHIBITORS OF THE CHROMATIN READER PROTEIN SGF29, WHICH PLAYS A CRUCIAL ROLE IN REGULATING GENE EXPRESSION. ANNE BANG, PHD, RECEIVED A 3-YEAR, $1.9 MILLION GRANT FROM CIRM, IN COLLABORATION WITH UC SAN DIEGO, TO MODEL THE GENETIC BASIS OF PSYCHOPATHOLOGY IN SCHIZOPHRENIA AND AUTISM. SHE WAS ALSO AWARDED A 1-YEAR, $25,000 GRANT FROM THE ALS ASSOCIATION, IN COLLABORATION WITH UC SAN DIEGO, TO CONDUCT HIGH-THROUGHPUT IMAGING SCREENING TO RESTORE TDP-43 LOCALIZATION IN AGED NEURONS. EVAN SNYDER, MD, PHD, RECEIVED A 3-YEAR, $1 MILLION GRANT FROM THE DEPARTMENT OF THE ARMY TO STUDY A CHEMICAL ENGINEERING APPROACH TO ALS THAT AMPLIFIES A MORE SOPHISTICATED VIEW OF THE MULTIMODAL THERAPEUTIC ACTIONS OF DONOR AND HOST NEURAL STEM CELLS IN THAT DISEASE. KELLY KERSTEN, PHD, RECEIVED A 3-YEAR, $255,000 GRANT FROM THE MELANOMA RESEARCH ALLIANCE TO STUDY REWIRING EXHAUSTED T CELL-DERIVED CHEMOKINES TO IMPROVE ANTI-TUMOR IMMUNITY. MAXIMILIANO D'ANGELO, PHD, RECEIVED A 1-YEAR, $97,500 AWARD FROM SANFORD BURNHAM PREBYS TO DISSECT THE ROLE OF NUP210, A NUCLEAR PORE PROTEIN, IN LEUKEMIA CELL ADHESION AND SURVIVAL. COSIMO COMMISSO, PHD, (ON BEHALF OF THE CANCER CENTER) WAS AWARDED A 2-YEAR, $8.1 MILLION CANCER CENTER SUPPORT GRANT FROM THE NATIONAL INSTITUTES OF HEALTH/DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE AWARD REPRESENTS THE CENTER'S MERIT EXTENSION, AND LINKED TO OUR NCI DESIGNATION. SHEA GRENIER DAVIS, A PHD GRADUATE STUDENT IN COMMISSO'S LAB, WAS AWARDED A 3-YEAR, $122,000 GRANT FROM THE NATIONAL INSTITUTES OF HEALTH/DEPARTMENT OF HEALTH AND HUMAN SERVICES. AHMED MAHMOUD, PHD, RECEIVED A 2-YEAR, $77,000 GRANT FROM THE NATIONAL INSTITUTES OF HEALTH/DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PURSUE LABEL-FREE SINGLE-CELL IMAGING FOR QUALITY CONTROL OF CARDIOMYOCYTE BIOMANUFACTURING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY THE INSTITUTE'S TAX ADVISORS AND IS REVIEWED BY THE INSTITUTE'S FINANCE DEPARTMENT, SELECTED MEMBERS OF MANAGEMENT INCLUDING THE CFO AND AUDIT COMMITTEE, AND PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE REQUIRES ALL TRUSTEES, OFFICERS, MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS, AND EMPLOYEES TO ANNUALLY ACKNOWLEDGE RECEIPT OF THE CONFLICT OF INTEREST (COI) POLICY AND TO DISCLOSE ANY INTERESTS, RELATIONSHIPS, OR ARRANGEMENTS INCLUDING ANY MATERIAL FINANCIAL INTEREST OR RELATED PARTY TRANSACTION THAT COULD GIVE RISE TO AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST. EACH INDIVIDUAL PROVIDES A SIGNED CERTIFICATION AFFIRMING RECEIPT, REVIEW, UNDERSTANDING OF, AND AGREEMENT TO COMPLY WITH THE COI POLICY, CONSISTENT WITH RECOGNIZED GOVERNANCE BEST PRACTICES. THE INSTITUTE REVIEWS ALL DISCLOSURE STATEMENTS AND CONDUCTS A RISK ASSESSMENT TO DETERMINE WHETHER A CONFLICT OF INTEREST OR RELATED-PARTY TRANSACTION EXISTS AND WHETHER MITIGATION IS REQUIRED, INCLUDING RECUSAL OR ABSTENTION FROM DECISION-MAKING, RESTRICTION OF ACCESS TO NONPUBLIC INFORMATION, OR OTHER APPROPRIATE SAFEGUARDS. THIS REVIEW PROCESS IS ALSO DESIGNED TO HELP ENSURE THAT COMPENSATION AND OTHER ECONOMIC BENEFITS ARE REVIEWED AND APPROVED USING DISINTERESTED DECISION-MAKING AND APPROPRIATE SUPPORT SO THAT NO INDIVIDUAL RECEIVES AN IMPROPER ECONOMIC BENEFIT FROM THE INSTITUTE. WHEN AN ACTUAL OR POTENTIAL CONFLICT IS IDENTIFIED, THE MATTER IS REFERRED TO THE BOARD OF TRUSTEES OR THE APPROPRIATE BOARD DELEGATED COMMITTEE FOR REVIEW AND MANAGEMENT. INDIVIDUALS WITH A CONFLICT WITH RESPECT TO A MATTER REQUIRING BOARD OR COMMITTEE ACTION DO NOT PARTICIPATE IN DELIBERATIONS, VOTING, OR EFFORTS TO INFLUENCE THE DECISION. THE BOARD OF TRUSTEES OR COMMITTEE CONSIDERS SUCH MATTERS UNDER HEIGHTENED SCRUTINY BY DISINTERESTED TRUSTEES TO ENSURE DECISIONS ARE MADE ON AN ARM'S-LENGTH BASIS AND IN THE BEST INTERESTS OF THE INSTITUTE. DEPENDING ON THE FACTS AND CIRCUMSTANCES, THE BOARD OF TRUSTEES OR COMMITTEE MAY IMPLEMENT ADDITIONAL MANAGEMENT MEASURES, WHICH MAY INCLUDE RECUSAL FROM SPECIFIED AGENDA ITEMS, ENHANCED OVERSIGHT, USE OF INDEPENDENT COMPARABILITY DATA, OR A WRITTEN MANAGEMENT PLAN. ALL DETERMINATIONS AND RECUSAL OR ABSTENTION ACTIONS ARE DOCUMENTED IN CONTEMPORANEOUS MINUTES, AND RECORDS OF DISCLOSURES, REVIEWS, AND RESOLUTIONS ARE MAINTAINED IN ACCORDANCE WITH THE INSTITUTE'S DOCUMENT-RETENTION POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO/PRESIDENT AND OTHER OFFICERS IS ESTABLISHED IN ACCORDANCE WITH INSTITUTE POLICIES DESIGNED TO MEET THE IRS "REBUTTABLE PRESUMPTION OF REASONABLENESS" REQUIREMENTS UNDER TREASURY REGULATIONS 53.4958 6. AN INDEPENDENT COMPENSATION COMMITTEE, COMPOSED OF TRUSTEES WITH NO CONFLICTS OF INTEREST, REVIEWS COMPARABILITY DATA AT LEAST BIENNIALLY. THE COMMITTEE USES DATA PROVIDED BY AN EXTERNAL CONSULTANT EVALUATING COMPENSATION FROM THE INSTITUTE AND COMPARABLE ORGANIZATIONS. CONSISTENT WITH CALIFORNIA CORPORATIONS CODE 5210 AND 5231, THE BOARD DELEGATES TO THE COMMITTEE THE AUTHORITY TO REVIEW AND APPROVE COMPENSATION FOR ALL OFFICERS OTHER THAN THE CEO. THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE COMMITTEE AND THEN SUBMITTED TO THE EXECUTIVE COMMITTEE FOR FINAL APPROVAL. AS REQUIRED BY THE CALIFORNIA NONPROFIT INTEGRITY ACT, THE COMPENSATION OF THE CEO/PRESIDENT AND CFO IS REVIEWED AND APPROVED TO ENSURE IT IS "JUST AND REASONABLE." ALL DELIBERATIONS, COMPARABILITY DATA REVIEWED, COMMITTEE MEMBERS PARTICIPATING, AND THE BASIS FOR DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN ACCORDANCE WITH IRS SAFE HARBOR PROCEDURES. APPROVED COMPENSATION PACKAGES ARE IMPLEMENTED AND RETAINED IN THE BOARD'S WRITTEN AND ELECTRONIC RECORDS. THIS PROCESS WAS LAST DONE IN JUNE 2025. THE INSTITUTE DOES NOT HAVE ANY KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |