WELLCOME LEAP INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WELLCOME LEAP INC (EIN 84-5192069)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-10
- IRS object ID
- 202330419349100228
- Schema version
- 2021v4.2
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-10T16:41:37-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 845192069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLCOME LEAP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 7033441775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9942 CULVER BLVD 1277 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REGINA DUGAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7034050316 | PhoneNum |
| Signature | 2023-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REGINA | PersonFirstNm |
| Person Last | DUGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2023-02-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $553,318,259 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $333,199,923 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $133,651 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,651 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,926,259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $346,259,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,651 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,009,212 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,004,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,471,546 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,468,060 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,876,484 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,744,051 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $323,343 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $348,343 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $202,379 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,059 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $195,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,297,314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,862,131 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $182,756 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $194,115 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $407,636 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $450,413 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $278,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $317,544 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,243,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,573,118 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,243,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,573,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $259,016,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,592 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250,000 | CashBOYAmt |
| Cash EOY | $250,000 | CashEOYAmt |
| Cash EOYFMV | $250,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,687,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,394,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,394,360 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $498,247,804 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $262,797,797 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $498,247,804 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $498,247,804 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $17,662,844 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $48,645,485 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $48,645,485 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,001,585 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $328,017 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $782,311 | LandBOYAmt |
| Land EOY | $673,568 | LandEOYAmt |
| Land EOYFMV | $673,568 | LandEOYFMVAmt |
| Other Assets BOY | $132,229 | OtherAssetsBOYAmt |
| Other Assets EOY | $107,042 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,042 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $293,312,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $553,318,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $553,318,259 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $652,502 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $230,519 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $791,133 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,202,477 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,443,635 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,432,996 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $64,956 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $200,221 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $291,804,091 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $550,685,042 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $291,869,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $550,885,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $293,312,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $553,318,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $291,869,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $259,016,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $550,885,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $550,885,263 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $1,859 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WELLCOMELEAP.ORG | WebsiteAddressTxt |
| Individual With Books | KEN GABRIEL COO | IndividualWithBooksNm |
| Phone | 9165038105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9942 CULVER BLVD 1277 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REGINA DUGAN | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | DIRECTOR, PRESIDENT & CEO | 40.00 | $712,500 | $0 | $0 |
| JAY FLATLEY | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | DIRECTOR & CHAIR | 1.00 | $0 | $0 | $0 |
| MICHAEL FERGUSON | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEREMY FARRAR | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RACHEL ROGERS | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | SECRETARY | 40.00 | $194,906 | $0 | $0 |
| KAIGHAM GABRIEL | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | COO | 40.00 | $684,000 | $0 | $0 |
| HO CHING | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FIONA POWRIE | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JANA L WELLING | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | COMPTROLLER & SR. DI | 40.00 | $154,933 | $0 | $0 |
| SARAH VON OLDENBURG | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | OPERATIONS AND DIGIT | 40.00 | $111,375 | $0 | $0 |
| ELICA KYOSEVA | ||||||||
| 9942 CULVER BLVD 1277 | CULVER CITY | CA | 90232 | PROGRAM DIRECTOR | 40.00 | $59,615 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | CityForeignAddress/CityNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| DNA SCRIPT | |||||||||
| 650 GATEWAY BLVD | SOUTH SAN FRANCISCO | CA | 94080 | RESEARCH SERVICES | $4,590,936 | ||||
| UNIVERSITY OF SHEFFIELD | |||||||||
| RESEARCH SERVICES | $3,849,686 | SHEFFIELD S10 2TN | UK | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | RESEARCH SERVICES | $3,552,471 | ||||
| UNIVERSITY OF AUCKLAND | |||||||||
| RESEARCH SERVICES | $3,077,944 | AUCKLAND CBD | NZ | AUCKLAND | |||||
| UNIVERSITY OF CAMBRIDGE | |||||||||
| RESEARCH SERVICES | $2,869,667 | THE OLD SCHOOLS TRINITY LN | UK | CAMBRIDGE | CB2 1TN | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 108 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,865,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,865,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,865,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $387,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,477,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,273,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,273,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,787 | TotalTaxAmt |
| Distributable Before Adj | $1,272,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,272,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,272,083 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,573,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,573,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,272,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,085,289 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,124,518 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,209,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,573,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,272,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,301,035 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $98,510,842 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,510,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,085,289 | ExcessFromYear2Amt |
| Excess From Year1 | $30,124,518 | ExcessFromYear1Amt |
| Excess From Current Year | $67,301,035 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,651 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| COST SHARING REIMBURSEMENT | $12,925,023 | ||
| EXCHANGE GAIN/LOSS | 03 | $1,236 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,887 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,925,023 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,059,910 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PROGRAM COST REIMBURSEMENT FOR A CO-BRANDED PROGRAM FOCUSED ON DEMONSTRATING AND ACCELERATING EXPANDED CAPABILITIES FOR MRNA/LNP TECHONOLOGIES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WELLCOME TRUST | BusinessNameLine1Txt |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 EUSTON ROAD | AddressLine1Txt |
| City | LONDON | CityNm |
| Province Or State | ENGLAND | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | NW1 2BE | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $333,199,545 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX FEES | CategoryTxt |
| Amt | $202,379 | Amt |
| Net Investment Income | $5,059 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $195,320 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $323,343 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $348,343 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LONG TERM DEPOSITS | Desc |
| BOY Book Value | $132,229 | BOYBookValueAmt |
| EOY Book Value | $107,042 | EOYBookValueAmt |
| EOYFMV | $107,042 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $56,267 | $0 | $85,354 |
| BRAND & VISUAL | $196,626 | $0 | $206,251 |
| BANK CHARGES | $25,939 | $0 | $25,939 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| COST SHARING REIMBURSEMENT | $12,925,023 | $12,925,023 |
| EXCHANGE GAIN/LOSS | $1,236 | $1,236 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $83,737 | $94,680 |
| ACCRUED LIABILITIES | $707,396 | $2,107,797 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STRATEGY, ANALYTICS, & COMMUNICATIONS | $1,467,238 | $0 | $1,510,052 |
| WEBSITE DEVELOPMENT & MAINTENANCE | $122,833 | $0 | $133,357 |
| BOD/ADVISOR SERVICES | $0 | $0 | $12,500 |
| PAYROLL PROCESSING FEES | $109,618 | $0 | $109,618 |
| CONSULTING FEES | $236,061 | $0 | $270,686 |
| PROGRAMS - RESEARCH AND DEVELOPMENT SERVICES | $79,361,564 | $0 | $60,825,918 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $182,756 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $182,756 | DisbursementsCharitablePrpsAmt |