INSTITUTE FOR ADVANCED STUDY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR ADVANCED STUDY (EIN 21-0634988)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349302970
- Schema version
- 2020v4.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:01:54-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR ADVANCED STUDY - LOUIS | BusinessNameLine1Txt |
| Business Name Line2 | BAMBERGER & MRS FELIX FULD FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 6097348200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EINSTEIN DRIVE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANINE PURCARO | PersonNm |
| Person Title | COO, ASSOC DIR FIN | PersonTitleTxt |
| Phone | 6097348046 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANINE | PersonFirstNm |
| Person Last | PURCARO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP GROFF - KPMG LLP | PreparerPersonNm |
| PTIN | P01247783 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANINE PURCARO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EINSTEIN DRIVE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $380,685,442 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IAS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1930 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | PURSUIT OF ADVANCED LEARNING AND EXPLORATION IN FIELDS OF PURE SCIENCE. SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 426 | TotalEmployeeCnt |
| Total Volunteers | 71 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,093,375 | PYContributionsGrantsAmt |
| CY Contributions Grants | $50,903,537 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,986,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,943,144 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,838,929 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,336,157 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$371,060 | CYOtherRevenueAmt |
| PY Total Revenue | $44,919,156 | PYTotalRevenueAmt |
| CY Total Revenue | $57,811,778 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,716,183 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,975,984 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,734,082 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,107,197 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,782,458 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,181,104 | PYOtherExpensesAmt |
| CY Other Expenses | $23,177,601 | CYOtherExpensesAmt |
| PY Total Expenses | $77,631,369 | PYTotalExpensesAmt |
| CY Total Expenses | $66,260,782 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$32,712,213 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,449,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $964,874,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,299,707,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $135,511,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,827,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $829,363,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,168,879,529 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE FOR ADVANCED STUDY (THE INSTITUTE) IS ONE OF THE WORLD'S LEADING CENTERS FOR THEORETICAL RESEARCH AND INTELLECTUAL INQUIRY. SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,242,545 | ExpenseAmt |
| Grant | $11,969,734 | GrantAmt |
| Revenue | $2,569,817 | RevenueAmt |
| Desc | SCHOOL PROGRAMS:THE WORK AT THE INSTITUTE TAKES PLACE IN FOUR SCHOOLS: HISTORICAL STUDIES, MATHEMATICS, NATURAL SCIENCES AND SOCIAL SCIENCES. SEE SCHEDULE O FOR FURTHER DETAILS. | Desc |
| Total Program Service Expenses | $33,242,545 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | 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 | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 426 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | BF | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | 0 | 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 | AK | 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 | 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 | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | 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 | OK | 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 | WV | 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 | JANINE PURCARO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6097348000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EINSTEIN DRIVE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBBERT DIJKGRAAF | ||||||||
| DIRECTOR / TRUSTEE | 40.00 | 0.00 | Yes (X) | $694,977 | $0 | $80,867 | ||
| CHARLES SIMONYI | ||||||||
| CHAIRMAN | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NANCY B PERETSMAN | ||||||||
| VICE CHAIRMAN | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NEIL A CHRISS | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NANCY S MACMILLAN | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER COLE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY TILGHMAN | ||||||||
| TRUSTEE | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA B BJORKLUND | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER W FERGUSON JR | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA PETERSON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AFSANEH BESCHLOSS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN OVERDECK | ||||||||
| TRUSTEE | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN NELSON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HEISING | ||||||||
| TRUSTEE | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NARAYANA MURTHY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID M RUBENSTEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIO DRAGHI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANETTE LERMAN-NEUBAUER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID F MARQUARDT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MANJUL BHARGAVA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SVENNILSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN REES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EWINE F VAN DISHOECK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JORN RAUSING | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN-KRISTIN ACHLEITNER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD HARCOURT | ||||||||
| TRUSTEE SINCE 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED HU | ||||||||
| TRUSTEE SINCE 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE SPEISER | ||||||||
| TRUSTEE SINCE 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE YU | ||||||||
| TRUSTEE SINCE 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| E ROBERT FERNHOLZ | ||||||||
| TRUSTEE UNTIL 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VEENA DAS | ||||||||
| TRUSTEE UNTIL 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORRAINE DASTON | ||||||||
| TRUSTEE UNTIL 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| R MARTIN CHAVEZ | ||||||||
| TRUSTEE UNTIL 5/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANINE PURCARO | ||||||||
| ASS DIR FOR FINANCE | 40.00 | 0.00 | $363,992 | $0 | $52,065 | Yes (X) | ||
| ELIZABETH B WOOD | ||||||||
| ASS DIR FOR DEV | 40.00 | 0.00 | $424,511 | $0 | $69,889 | Yes (X) | ||
| MARK BAUMGARTNER | ||||||||
| CHIEF INVSTMT OFFICER UNTIL 11/2020 | 40.00 | 0.00 | $1,566,881 | $0 | $64,828 | Yes (X) | ||
| JEFFREY GATTO | ||||||||
| INVESTMENT DIRECTOR | 40.00 | 0.00 | $827,290 | $0 | $49,715 | Yes (X) | ||
| MATIAS ZALDARRIAGA | ||||||||
| NATURAL SCIENCE FAC | 40.00 | 0.00 | $465,551 | $0 | $66,936 | Yes (X) | ||
| JAMES STONE | ||||||||
| NATURAL SCIENCE FAC | 40.00 | 0.00 | $446,021 | $0 | $59,713 | Yes (X) | ||
| CAMILLO DE LELLIS | ||||||||
| MATHEMATICS FAC | 40.00 | 0.00 | $421,310 | $0 | $67,889 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,210,533 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $511,902 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 65 | 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 |
|---|---|---|---|---|---|
| WS CUMBY INC | |||||
| 938 LINCOLN AVENUE | SPRINGFIELD | PA | 19064 | GENERAL CONTRACTOR | $1,023,033 |
| SWEETWATER CONSTRUCTION CORP | |||||
| PO BOX 5297 | NORTH BRANCH | NJ | 08876 | GENERAL CONTRACTOR | $736,266 |
| CONTINENTAL RESOURCES INC | |||||
| PO BOX 4196 | BOSTON | MA | 02211 | COMPUTER EQUIPMENT | $435,090 |
| ALBOURNE AMERICA LLC | |||||
| 655 MONTGOMERY ST SUITE 1910 | SAN FRANCISCO | CA | 94111 | CONSULTANT | $403,333 |
| KPMG LLP | |||||
| PO BOX 120511 | DALLAS | TX | 75312 | ACCOUNTANT | $298,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,005,780 | FundraisingAmt |
| Government Grants | $4,733,371 | GovernmentGrantsAmt |
| All Other Contributions | $44,164,386 | AllOtherContributionsAmt |
| Noncash Contributions | $3,211,789 | NoncashContributionsAmt |
| Total Contributions | $50,903,537 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AUXILIARY SERVICES | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $2,943,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,569,817 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $373,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,943,144 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,895,609 | TotalRevenueColumnAmt |
| Exclusion | -$6,895,609 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,397,452 | SecuritiesAmt |
| Other | $1,241,418 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $321,637,671 | SecuritiesAmt |
| Other | $769,433 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,759,781 | SecuritiesAmt |
| Other | $471,985 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,231,766 | TotalRevenueColumnAmt |
| Exclusion | $11,231,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $95,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,005,780 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $466,560 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$371,060 | TotalRevenueColumnAmt |
| Exclusion | -$371,060 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,811,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,569,817 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,338,424 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,250 | TotalAmt |
| Program Services | $306,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,591,996 | TotalAmt |
| Program Services | $10,591,996 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,738 | TotalAmt |
| Program Services | $1,077,738 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,516,677 | TotalAmt |
| Program Services | $169,750 | ProgramServicesAmt |
| Management And General | $876,750 | ManagementAndGeneralAmt |
| Fundraising | $470,177 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,071,744 | TotalAmt |
| Program Services | $12,940,082 | ProgramServicesAmt |
| Management And General | $8,149,623 | ManagementAndGeneralAmt |
| Fundraising | $982,039 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,258,632 | TotalAmt |
| Program Services | $1,587,375 | ProgramServicesAmt |
| Management And General | $578,228 | ManagementAndGeneralAmt |
| Fundraising | $93,029 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,891,895 | TotalAmt |
| Program Services | $124,054 | ProgramServicesAmt |
| Management And General | $3,760,571 | ManagementAndGeneralAmt |
| Fundraising | $7,270 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,249 | TotalAmt |
| Program Services | $961,610 | ProgramServicesAmt |
| Management And General | $350,283 | ManagementAndGeneralAmt |
| Fundraising | $56,356 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,063 | TotalAmt |
| Management And General | $283,063 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,038 | TotalAmt |
| Management And General | $305,038 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,640,397 | TotalAmt |
| Management And General | $2,640,397 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,534,834 | TotalAmt |
| Program Services | $451,837 | ProgramServicesAmt |
| Management And General | $1,018,799 | ManagementAndGeneralAmt |
| Fundraising | $64,198 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,053 | TotalAmt |
| Program Services | $149,381 | ProgramServicesAmt |
| Management And General | $610,550 | ManagementAndGeneralAmt |
| Fundraising | $29,122 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575,030 | TotalAmt |
| Program Services | $386,618 | ProgramServicesAmt |
| Management And General | $1,158,052 | ManagementAndGeneralAmt |
| Fundraising | $30,360 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535,225 | TotalAmt |
| Program Services | $2,286,266 | ProgramServicesAmt |
| Management And General | $248,959 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,085 | TotalAmt |
| Program Services | $732,500 | ProgramServicesAmt |
| Management And General | $14,557 | ManagementAndGeneralAmt |
| Fundraising | $3,028 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,838 | TotalAmt |
| Program Services | $124,189 | ProgramServicesAmt |
| Management And General | $294,275 | ManagementAndGeneralAmt |
| Fundraising | $2,374 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,843,384 | TotalAmt |
| Management And General | $2,843,384 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,814,771 | TotalAmt |
| Program Services | $646,003 | ProgramServicesAmt |
| Management And General | $7,168,768 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,171 | TotalAmt |
| Management And General | $408,171 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS & PERIODICALS | $685,531 | $682,226 | $2,032 | $1,273 |
| RECRUITING | $251,104 | $13,552 | $237,552 | |
| GAS, TIRES & SERVICES | $62,353 | $62,353 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,724 | TotalAmt |
| Program Services | $11,118 | ProgramServicesAmt |
| Management And General | $224,374 | ManagementAndGeneralAmt |
| Fundraising | $43,232 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,260,782 | TotalAmt |
| Program Services | $33,242,545 | ProgramServicesAmt |
| Management And General | $31,235,779 | ManagementAndGeneralAmt |
| Fundraising | $1,782,458 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,749 | BOYAmt |
| EOY | $41,968 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,665,565 | BOYAmt |
| EOY | $18,895,570 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,663,179 | BOYAmt |
| EOY | $6,168,509 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,349,626 | BOYAmt |
| EOY | $1,889,517 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,294 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,038 | BOYAmt |
| EOY | $1,081,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $254,169,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,570,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,365,491 | BOYAmt |
| EOY | $134,599,181 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,030,232 | BOYAmt |
| EOY | $236,767,527 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,936,245 | BOYAmt |
| EOY | $896,643,940 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,665,547 | BOYAmt |
| EOY | $3,619,544 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,874,966 | BOYAmt |
| EOY | $1,299,707,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,880,698 | BOYAmt |
| EOY | $11,737,370 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,330,177 | BOYAmt |
| EOY | $10,023,764 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,225,000 | BOYAmt |
| EOY | $29,200,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,075,421 | BOYAmt |
| EOY | $79,866,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,511,296 | BOYAmt |
| EOY | $130,827,743 | 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 | $344,629,564 | BOYAmt |
| EOY | $472,933,096 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,734,106 | BOYAmt |
| EOY | $695,946,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,363,670 | BOYAmt |
| EOY | $1,168,879,529 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,874,966 | BOYAmt |
| EOY | $1,299,707,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,449,004 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $343,297,280 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,667,583 | 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,863,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,351,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,389,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,093,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,903,537 | CurrentTaxYearAmt |
| Total | $170,601,936 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,863,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,351,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,389,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,093,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,903,537 | CurrentTaxYearAmt |
| Total | $170,601,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $81,016,241 | SubstantialContributorsTotAmt |
| Public Support Total170 | $89,585,695 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $587,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,413,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,504,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$6,895,609 | CurrentTaxYearAmt |
| Total | -$3,321,453 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,912,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,034,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,459,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,008,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $468,827 | CurrentTaxYearAmt |
| Total | $6,884,322 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $174,164,805 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,705,991 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | DINING SERVICES AND SPECIAL EVENTS - 2016 AMOUNT: $ 1,912,610. 2017 AMOUNT: $ 2,034,797. 2018 AMOUNT: $ 1,459,332. 2019 AMOUNT: $ 1,008,756. 2020 AMOUNT: $ 468,827. | ExplanationTxt |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $203,508 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $784,419,388 | BeginningYearBalanceAmt |
| Contributions | $34,866,174 | ContributionsAmt |
| Investment Earnings Or Losses | $344,079,226 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $38,021,135 | OtherExpendituresAmt |
| End Year Balance | $1,125,343,653 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $776,382,578 | BeginningYearBalanceAmt |
| Contributions | $18,466,830 | ContributionsAmt |
| Investment Earnings Or Losses | $43,513,262 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,943,282 | OtherExpendituresAmt |
| End Year Balance | $784,419,388 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $787,278,295 | BeginningYearBalanceAmt |
| Contributions | $7,861,743 | ContributionsAmt |
| Investment Earnings Or Losses | $29,647,681 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,405,141 | OtherExpendituresAmt |
| End Year Balance | $776,382,578 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $765,850,415 | BeginningYearBalanceAmt |
| Contributions | $6,031,846 | ContributionsAmt |
| Investment Earnings Or Losses | $56,599,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,203,240 | OtherExpendituresAmt |
| End Year Balance | $787,278,295 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $754,598,233 | BeginningYearBalanceAmt |
| Contributions | $1,220,230 | ContributionsAmt |
| Investment Earnings Or Losses | $49,760,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,728,282 | OtherExpendituresAmt |
| End Year Balance | $765,850,415 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30740 | 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 | $373,738 | OtherCostOrOtherBasisAmt |
| Book Value | $373,738 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,631,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,572,217 | DepreciationAmt |
| Book Value | $120,059,346 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,898,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,706,081 | DepreciationAmt |
| Book Value | $5,192,142 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,266,428 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,292,473 | DepreciationAmt |
| Book Value | $8,973,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $134,599,181 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $416,378,136 | F |
| HEDGE & OFFSHORE FUNDS | $480,265,804 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $896,643,940 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS | $1,508,768 |
| POSTRETIREMENT BEN. OBLIGATION | $22,078,537 |
| ASSET RETIREMENT OBLIGATION | $1,230,146 |
| BOND SWAP LIABILITY | $2,371,138 |
| TAXABLE BOND ISSUE & AMORT COSTS | $50,374,429 |
| FINANCE LEASE LIABILITY | $2,183,672 |
| OPERATING LEASE LIABILITY | $119,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $79,866,609 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $399,887,422 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $343,297,280 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $952,201 | OtherRevenueAmt |
| Revenue Not Reported | $344,249,481 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,637,941 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,640,397 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$466,560 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,173,837 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,811,778 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $60,371,563 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $466,560 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $466,560 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,905,003 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,640,397 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,715,382 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,355,779 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $66,260,782 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS LISTED IN THE INTERNAL REVENUE SERVICE PUBLICATION 78. THE INSTITUTE HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE CODE. THERE ARE CERTAIN TRANSACTIONS THAT COULD BE DEEMED UNRELATED BUSINESS INCOME AND WOULD RESULT IN A TAX LIABILITY. MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE POTENTIAL TAX LIABILITIES USING A THRESHOLD OF MORE LIKELY THAN NOT. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT NEED TO BE RECORDED. |
| SCHEDULE D, PART III, LINE 1A- RARE BOOK COLLECTION | THE INSTITUTE HOLDS A COLLECTION OF RARE BOOKS USED TO FURTHER SCHOLARLY RESEARCH, IN ACCORDANCE WITH THE MISSION STATEMENT. A VALUATION OF THE RARE BOOK COLLECTION IS INCLUDED IN THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS. |
| SCHEDULE D, PART V, LINE 4 - ENDOWMENT FUND | THE INSTITUTE'S ENDOWMENT FUNDS PROVIDE ONGOING SUPPORT FOR ITS EXEMPT PURPOSES. |
| SCHEDULE D, PART XI, LINE 2D - OTHER | CHANGE IN FAIR VALUE OF BOND SWAP LIABILITY $952,201 |
| SCHEDULE D, PART XI, LINE 4B - OTHER | FUNDRAISING EXPENSE RECLASS ($466,560) |
| SCHEDULE D, PART XII, LINE 2D - OTHER | FUNDRAISING EXPENSE RECLASS $466,560 |
| SCHEDULE D, PART XII, LINE 4B - OTHER | NET PERIODIC PENSION COST $3,715,382 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ADVERTISEMENTS ARE PUBLISHED IN EDUCATIONAL CHRONICLES AND JOURNALS. NOTICES ARE ALSO POSTED AT COLLEGES AND UNIVERSITIES. A NONDISCRIMINATION STATEMENT CAN BE FOUND ON THE INSTITUTE'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY GRANTS ARE RECEIVED FROM VARIOUS GOVERNMENTAL AGENCIES INCLUDING THE DEPARTMENT OF ENERGY, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, THE NATIONAL SCIENCE FOUNDATION AND THE NATIONAL ENDOWMENT FOR THE HUMANITIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SCHOLAR COLLABORATION | $4,594 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | SCHOLAR COLLABORATION | $93,846 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | SCHOLAR COLLABORATION | $5,007 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | SCHOLAR COLLABORATION | $5,801 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | SCHOLAR COLLABORATION | $3,825 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $595,310,104 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $334,000 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTMAKING | $743,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $596,500,915 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $596,500,915 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| STIPEND PAYMENT | EAST ASIA AND THE PACIFIC | 3 | $334,000 | WIRE | N/A | N/A |
| STIPEND PAYMENT | EUROPE (INCLUDING ICELAND & GREENLAND) | 19 | $743,738 | WIRE | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | MONITORING THE USE OF GRANT FUNDS THE INSTITUTE FOR ADVANCED STUDY'S GRANTS ARE AWARDED THROUGH A HIGHLY COMPETITIVE SELECTION PROCESS. AWARDEES (REFERRED TO AS MEMBERS OF THE INSTITUTE), TYPICALLY WORK AND RESIDE AT THE INSTITUTE'S PRINCETON, N.J. CAMPUS. EACH MEMBER IS ASSOCIATED WITH ONE OF THE INSTITUTE'S FOUR SCHOOLS: HISTORICAL STUDIES, MATHEMATICS, NATURAL SCIENCES, OR SOCIAL SCIENCE. THROUGHOUT THE ACADEMIC YEAR, EACH SCHOOL HAS ITS OWN SCHEDULE OF ACADEMIC ACTIVITIES, SUCH AS SEMINARS, CONFERENCES, MEMBERS' PRESENTATIONS, ETC., WHICH PROMOTE COLLABORATION AND CROSS POLLINATION OF IDEAS. INVOLVEMENT IN THESE ACTIVITIES IS A VITAL COMPONENT OF THE MEMBERS' EXPERIENCE. DUE TO THE TRAVEL RESTRICTIONS BROUGHT ABOUT BY THE COVID-19 PANDEMIC, SEVERAL MEMBERS WHO WERE CHOSEN IN FY 2021 WERE UNABLE TO TRAVEL TO THE INSTITUTE'S CAMPUS IN NEW JERSEY, AND THEREFORE PARTICIPATED IN THEIR SCHOOLS' RESPECTIVE PROGRAMS REMOTELY (SOME FROM LOCATIONS ABROAD). THE INSTITUTE WAS ABLE TO FACILITATE REMOTE ACTIVITY USING ON-LINE CONFERENCE PLATFORMS SUCH AS ZOOM, AND THE SCHOOLS WERE ABLE TO FUNCTION NORMALLY FROM AN ACADEMIC PERSPECTIVE. IN ADDITION TO THE MONITORED PARTICIPATION IN THE SCHOOLS' ACADEMIC PROGRAMS, THE MEMBERS ARE ALSO REQUIRED TO SUBMIT NARRATIVE REPORTS DESCRIBING THE RESEARCH CONDUCTED DURING THEIR APPOINTMENT WITH THE INSTITUTE. |
| PART I, LINE 3: | FOREIGN INVESTMENTS THE INVESTMENT EXPENDITURES REPORTED IN SCHEDULE F, PART I, LINE 3 COLUMN (F) IS THE MARKET VALUE AS OF JUNE 30, 2021 AS THIS IS HOW THE INVESTMENTS ARE ACCOUNTED FOR ON THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $2,101,280 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,005,780 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $95,500 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $13,810 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $38,610 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $414,140 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $2,101,280 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,005,780 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $95,500 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $13,810 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $38,610 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $414,140 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $466,560 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$371,060 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MATHEMATICAL SCIENCES RESEARCH INSTITUTE | |||||||
| 17 GAUSS WAY | BERKELEY | CA | 94720 | 942650833 | 501(C)(3) | $200,000 | VIRTUAL PROGRAM |
| PRINCETON PUBLIC SCHOOLS | |||||||
| 25 VALLEY ROAD | PRINCETON | NJ | 08540 | 221817947 | PRINCETON | $100,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIP GRANTS TO MEMBERS | GrantTypeTxt |
| Recipient | 187 | RecipientCnt |
| Cash Grant | $10,591,996 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH YEAR, THE INSTITUTE FOR ADVANCED STUDY SELECTS APPROXIMATELY 190 MEMBERS FROM AN AVERAGE OF MORE THAN 1,500 APPLICANTS. MEMBERS ARE SELECTED BY THE FACULTY OF EACH SCHOOL, AND COME TO THE INSTITUTE FOR PERIODS AS SHORT AS ONE TERM OR AS LONG AS SEVERAL YEARS. YOUNG SCHOLARS AND APPLICANTS FROM NON-TRADITIONAL BACKGROUNDS WHO HAVE OUTSTANDING PROMISE ARE CONSIDERED, AS ARE SENIOR SCHOLARS WHOSE REPUTATIONS ARE ALREADY WELL ESTABLISHED. THE MAJOR CONSIDERATION IN THE APPOINTMENT PROCESS IS THE EXPECTATION THAT EACH MEMBER'S PERIOD OF RESIDENCE AT THE INSTITUTE WILL RESULT IN WORK OF SIGNIFICANCE AND ORIGINALITY. MANY MEMBERS PURSUE RESEARCH RELATED TO SPECIFIC INTERESTS OF ONE OR MORE OF THE FACULTY. IN OTHER INSTANCES, THE RESEARCH OF MEMBERS IS IN AREAS NOT CURRENTLY REPRESENTED BY A MEMBER OF THE FACULTY. APPLICATIONS MUST BE SUBMITTED DURING THE ACADEMIC YEAR PRECEDING THE YEAR IN MEMBERSHIP. APPLICATION MATERIALS AND GUIDELINES ARE AVAILABLE FROM EACH OF THE FOUR SCHOOLS ON OUR WEB SITE: SCHOOL OF HISTORICAL STUDIES, SCHOOL OF MATHEMATICS, SCHOOL OF NATURAL SCIENCES, AND SCHOOL OF SOCIAL SCIENCE. OUR WEB SITE ALSO CONTAINS INFORMATION ON OUR SPECIAL PROGRAMS INCLUDING: PROGRAM FOR WOMEN AND MATHEMATICS, THE INSTITUTE FOR ADVANCED STUDY / PARK CITY MATHEMATICS INSTITUTE, AND PROSPECTS IN THEORETICAL PHYSICS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| 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 | 0 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK BAUMGARTNER | ||||||||||||||
| CHIEF INVSTMT OFFICER UNTIL 11/2020 | $622,141 | $0 | $917,500 | $0 | $27,240 | $0 | $39,452 | $0 | $27,194 | $0 | $1,633,527 | $0 | $0 | $0 |
| JEFFREY GATTO | ||||||||||||||
| INVESTMENT DIRECTOR | $378,225 | $0 | $445,072 | $0 | $3,993 | $0 | $39,452 | $0 | $12,007 | $0 | $878,749 | $0 | $0 | $0 |
| ROBBERT DIJKGRAAF | ||||||||||||||
| DIRECTOR / TRUSTEE | $646,882 | $0 | $0 | $0 | $48,095 | $0 | $39,452 | $0 | $41,415 | $0 | $775,844 | $0 | $0 | $0 |
| MATIAS ZALDARRIAGA | ||||||||||||||
| NATURAL SCIENCE FAC | $438,654 | $0 | $0 | $0 | $26,897 | $0 | $39,451 | $0 | $27,692 | $0 | $532,694 | $0 | $0 | $0 |
| JAMES STONE | ||||||||||||||
| NATURAL SCIENCE FAC | $438,884 | $0 | $0 | $0 | $7,137 | $0 | $39,451 | $0 | $20,468 | $0 | $505,940 | $0 | $0 | $0 |
| ELIZABETH B WOOD | ||||||||||||||
| ASS DIR FOR DEV | $393,632 | $0 | $0 | $0 | $30,879 | $0 | $39,452 | $0 | $32,402 | $0 | $496,365 | $0 | $0 | $0 |
| CAMILLO DE LELLIS | ||||||||||||||
| MATHEMATICS FAC | $394,866 | $0 | $0 | $0 | $26,444 | $0 | $39,451 | $0 | $28,645 | $0 | $489,406 | $0 | $0 | $0 |
| JANINE PURCARO | ||||||||||||||
| ASS DIR FOR FINANCE | $338,213 | $0 | $0 | $0 | $25,779 | $0 | $39,452 | $0 | $14,434 | $0 | $417,878 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING THE INSTITUTE OWNS A RESIDENCE IMMEDIATELY ADJACENT TO THE CAMPUS WHERE IT REQUIRES THE DIRECTOR TO RESIDE. IAS PROVIDES MAINTENANCE AND HOUSE-KEEPING SERVICES FOR THE PROPERTY. IAS TREATS SUCH HOUSING AS NON-TAXABLE HOUSING PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER UNDER INTERNAL REVENUE CODE SECTION 119. THE VALUE OF THE HOUSING IS INCLUDED IN THE DIRECTOR'S NON-TAXABLE BENEFITS IN COLUMN D OF SCHEDULE J. THE DIRECTOR ALSO RECEIVES SOME PERSONAL AND COMPANION TRAVEL, AN AUTOMOBILE, AND PROFESSIONAL FINANCIAL PLANNING SERVICES, ALL OF WHICH ARE TREATED AS TAXABLE AND INCLUDED IN HIS FORM W-2 AMOUNTS ABOVE. |
| PART I, LINE 7 | INCENTIVE PAY TWO INVESTMENT OFFICE EMPLOYEES RECEIVE INCENTIVE COMPENSATION BASED ON THEIR INDIVIDUAL JOB PERFORMANCE AND ON THE RELATIVE PERFORMANCE OF IAS' ENDOWMENT COMPARED WITH MARKET INDICES AND MARKET COMPARISON GROUPS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NJ EDU FAC AUTH IAS ISSUE 2006 SERIES B | ||||||||
| A | 221829511 | 64605LQ92 | 2006-07-19 | $29,600,000 | ADVANCE REFUNDING - 2001 & 1997 | 0 | 0 | 0 |
| NJ EDU FAC AUTH IAS ISSUE 2006 SERIES C | ||||||||
| B | 221829511 | 64605L7Q5 | 2007-03-15 | $20,000,000 | CAPITAL IMPROVEMENTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $13,500,000 | $32,214,439 | $473,908 | $29,126,092 | 2006 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $6,900,000 | $20,814,743 | $266,350 | 2012 | 0 | 0 | Yes (1) | Yes (1) | $19,733,650 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| 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 (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SEE PART VI | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 21.000000000000 | 0 | 0 | 0 | Yes (1) | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I | 1. BOND ISSUE A, COLUMN (F): NJ EDU FAC AUTH ISSUE 2006 SERIES B THIS ISSUE ADVANCE REFUNDED A PORTION OF THE NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY BONDS, INSTITUTE FOR ADVANCED STUDY ISSUE 1997 SERIES G AND 2001 SERIES A. |
| SCHEDULE K, PART II, LINE 3 | THE DIFFERENCE BETWEEN THE PROCEEDS LISTED IN PART II AND 3 AND THE ISSUE PRICE IN PART I COLUM (E) IS DUE TO INVESTMENT EARNINGS. |
| SCHEDULE K, PART IV, LINE 2C | COLUMN (A) JUNE 30, 2021 FOR THE 2006 B BOND COLUMN (B) 2006 SERIES C BOND REBATE CALCULATION COMPUTED ON JULY 7, 2021 FOR JUNE 30, 2021 PERIOD |
| SCHEDULE K, PART IV, LINE 4B | THE HEDGE PROVIDER IS WELLS FARGO BANK. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TWO SIGMA | |||
| TRUSTEE | $2,016,030 | INVESTMENT FEES | 0 |
| MARIA DE JONG | |||
| SPOUSE OF DIRECTOR | $75,000 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,211,789 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE INSTITUTE IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I | SUMMARY PURSUIT OF ADVANCED LEARNING AND EXPLORATION. IN FIELDS OF PURE SCIENCE AND HIGH SCHOLARSHIP TO THE UTMOST DEGREE THAT THE FACILITIES AND THE ABILITY OF THE FACULTY AND SCHOLARS PERMIT. |
| FORM 990, PART III, LINE 1 | ORGANIZATION MISSION THE INSTITUTE FOR ADVANCED STUDY (THE INSTITUTE) IS ONE OF THE WORLD'S LEADING CENTERS FOR THEORETICAL RESEARCH AND INTELLECTUAL INQUIRY. THE INSTITUTE EXISTS TO ENCOURAGE AND SUPPORT FUNDAMENTAL RESEARCH IN THE SCIENCES AND HUMANITIES - THE ORIGINAL, OFTEN SPECULATIVE, THINKING THAT PRODUCES ADVANCES IN KNOWLEDGE THAT CHANGE THE WAY WE UNDERSTAND THE WORLD. IT PROVIDES FOR THE MENTORING OF SCHOLARS BY FACULTY, AND IT OFFERS ALL WHO WORK HERE THE FREEDOM TO UNDERTAKE RESEARCH THAT WILL MAKE SIGNIFICANT CONTRIBUTIONS IN ANY OF THE BROAD RANGE OF FIELDS IN THE SCIENCES AND HUMANITIES STUDIED AT THE INSTITUTE. THE INSTITUTE IS A PRIVATE, INDEPENDENT ACADEMIC INSTITUTION LOCATED IN PRINCETON, NEW JERSEY. IT WAS FOUNDED IN 1930 BY PHILANTHROPISTS LOUIS BAMBERGER AND HIS SISTER, CAROLINE BAMBERGER FULD, AND ESTABLISHED THROUGH THE VISION OF THE FOUNDING DIRECTOR, ABRAHAM FLEXNER. PAST FACULTY HAVE INCLUDED ALBERT EINSTEIN, WHO REMAINED AT THE INSTITUTE UNTIL HIS DEATH IN 1955, AND DISTINGUISHED SCIENTISTS AND SCHOLARS SUCH AS KURT GODEL, J. ROBERT OPPENNHEIMER, ERWIN PANOFSKY, HETTY GOLDMAN, HOMER A. THOMPSON, JOHN VON NEUMANN, GEORGE KENNAN, HERMANN WEYL AND CLIFFORD GEERTZ. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICES WORK AT THE INSTITUTE TAKES PLACE IN FOUR SCHOOLS: HISTORICAL STUDIES, MATHEMATICS, NATURAL SCIENCES, AND SOCIAL SCIENCE. CURRENTLY, A PERMANENT FACULTY OF TWENTY-FIVE EMINENT ACADEMICS GUIDES THE WORK OF THE SCHOOLS AND EACH YEAR AWARDS FELLOWSHIPS TO SOME 190 VISITING MEMBERS, FROM ABOUT ONE HUNDRED UNIVERSITIES AND RESEARCH INSTITUTIONS THROUGHOUT THE WORLD. DR. ROBBERT DIJKGRAAF IS THE CURRENT DIRECTOR OF THE INSTITUTE. ROBBERT DIJKGRAAF IS A MATHEMATICAL PHYSICIST WHO HAS MADE SIGNIFICANT CONTRIBUTIONS TO STRING THEORY AND THE ADVANCEMENT OF SCIENCE EDUCATION. FOR HIS CONTRIBUTIONS TO SCIENCE, DIJKGRAAF WAS AWARDED THE SPINOZA PRIZE, THE HIGHEST SCIENTIFIC AWARD IN THE NETHERLANDS, IN 2003, AND WAS NAMED A KNIGHT OF THE ORDER OF THE NETHERLANDS LIONS IN 2012. DIJKGRAAF IS A DISTINGUISHED PUBLIC POLICY ADVISER AND PASSIONATE ADVOCATE FOR SCIENCE AND THE ARTS. MANY OF HIS ACTIVITIES, WHICH HAVE INCLUDED FREQUENT APPEARANCES ON DUTCH TELEVISION, A MONTHLY NEWSPAPER COLUMN IN NRC HANDELSBLAD, SEVERAL BOOKS FOR GENERAL AUDIENCES, AND THE LAUNCH OF THE SCIENCE EDUCATION WEBSITE PROEFJES.NL, ARE AT THE INTERFACE BETWEEN SCIENCE AND SOCIETY. THE INSTITUTE FOR ADVANCED STUDY IS DEDICATED TO THE DISINTERESTED PURSUIT OF KNOWLEDGE. IN THE MORE THAN NINTEY-ONE YEARS SINCE ITS FOUNDING, THE WORK OF THE INSTITUTE'S FACULTY AND MEMBERS HAS HAD PERMANENT IMPACT, IN BOTH INTELLECTUAL AND PRACTICAL TERMS. AT THE BEGINNING OF COMPUTING, ONE OF THE FIRST STORED PROGRAM COMPUTERS WAS DESIGNED AND BUILT ON THE INSTITUTE'S CAMPUS, AND ITS STRUCTURE (VON NEUMANN ARCHITECTURE) HAS INFLUENCED THE DEVELOPMENT OF TODAY'S COMPUTERS AND FORMED THE MATHEMATICAL BASIS FOR COMPUTER SOFTWARE. THE FOUNDATIONS OF GAME THEORY, A POWERFUL TOOL IN ECONOMICS, WERE FORMED IN THE SCHOOL OF MATHEMATICS AT THE INSTITUTE, AND MUCH OF THE BASIS FOR MODERN THEORETICAL METEOROLOGY WAS LAID BY RESEARCH THERE. RESEARCH IN THE SCHOOL OF NATURAL SCIENCES HAS GREATLY ADVANCED PARTICLE PHYSICS, INCLUDING STRING THEORY AND ASTROPHYSICS. RESEARCH IN THE SCHOOL OF SOCIAL SCIENCE HAS WIDE-REACHING IMPACT ON THE FIELD OF GLOBAL DEVELOPMENT. BOOKS BY FACULTY IN THE SCHOOL OF HISTORICAL STUDIES HAVE BECOME KEY TEXTS IN A RANGE OF HISTORICAL DISCIPLINES AND, IN PARTICULAR, HAVE MADE ESSENTIAL CONTRIBUTIONS TO THE ESTABLISHMENT OF ART HISTORY AS A DISCIPLINE IN THE UNITED STATES. THE INSTITUTE'S MORE THAN SEVEN-THOUSAND FORMER MEMBERS HOLD POSITIONS OF INTELLECTUAL AND SCIENTIFIC LEADERSHIP THROUGHOUT THE ACADEMIC WORLD. SOME THIRTY-FIVE NOBEL LAUREATES AND FORTY-TWO OUT OF SIXTY FIELDS MEDALISTS, AS WELL AS MANY WINNERS OF THE WOLF AND MACARTHUR PRIZES, HAVE BEEN AFFILIATED WITH THE INSTITUTE. THE INSTITUTE HAS NO FORMAL LINKS TO OTHER EDUCATIONAL INSTITUTIONS. HOWEVER, SINCE ITS FOUNDING, IT HAS ENJOYED CLOSE, COLLABORATIVE TIES WITH PRINCETON UNIVERSITY AND OTHER NEARBY INSTITUTIONS. THE ABUNDANT NATURAL BEAUTY OF THE INSTITUTE'S 800-ACRE SITE, INCLUDING THE INSTITUTE WOODS, FARM FIELDS, AND WETLANDS, FORM A KEY LINK IN A NETWORK OF GREEN SPACES IN CENTRAL NEW JERSEY. THESE LANDS, THE MAJORITY OF WHICH HAVE BEEN PERMANENTLY CONSERVED, PROVIDE A TRANQUIL ENVIRONMENT FOR THE INSTITUTE SCHOLARS AND MEMBERS OF THE COMMUNITY. IN ADDITION TO THE MAIN WORK TAKING PLACE IN THE FOUR SCHOOLS, THERE ARE SEVERAL SPECIAL PROGRAMS: THE INSTITUTE FOR ADVANCED STUDY/PARK CITY MATHEMATICS INSTITUTE IS AN INNOVATIVE PROGRAM THAT INTEGRATES MATHEMATICS EDUCATION, RESEARCH AND STUDENTS; THE PROGRAM IN INTERDISCIPLINARY STUDIES DRAWS TOGETHER VISITORS FROM A VARIETY OF FIELDS INCLUDING ASTROPHYSICS, COMPUTER SCIENCE, PSYCHOLOGY, AND PHILOSOPHY; THE PROGRAM FOR WOMEN AND MATHEMATICS, A MENTORING PROGRAM SPONSORED JOINTLY WITH PRINCETON UNIVERSITY, ENCOURAGES WOMEN TO PURSUE CAREERS IN MATHEMATICS; AND THE PROSPECTS IN THEORETICAL PHYSICS IS A SUMMER PROGRAM FOR ADVANCED GRADUATE STUDENTS AND POSTDOCS IN THEORETICAL PHYSICS. THE INSTITUTE ALSO HAS AN ARTIST-IN-RESIDENCE PROGRAM THAT PROVIDES AN ANNUAL SERIES OF CONCERTS AND LECTURES FOR THE INSTITUTE AND THE BROADER COMMUNITY. |
| FORM 990, PART VI | FORM 990 PART VI LINE 14 DOCUMENT RETENTION UNDER THE INSTITUTE'S DOCUMENT RETENTION POLICY, THE INSTITUTE'S PRACTICE IS TO RETAIN DOCUMENTS FOR SEVEN YEARS. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPY OF FORM 990 THE RETURN IS PREPARED BY KPMG, THE INSTITUTE'S INDEPENDENT ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE INSTITUTE AND IN CONSULTATION WITH THE INSTITUTE'S STAFF. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN CAREFULLY REVIEWED BY THE INSTITUTE'S MANAGEMENT AND STAFF. CHANGES ARE MADE AS APPROPRIATE. THE BOARD OF TRUSTEES OF THE INSTITUTE HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND DISCUSSES ANY RECOMMENDED CHANGES WITH MANAGEMENT OF THE INSTITUTE. THE FORM 990 IS REVIEWED, IN ITS ENTIRETY, INCLUDING SCHEDULE B, BY THE INSTITUTE'S BOARD OF TRUSTEES. THE TERMS OF GIFTS LISTED IN SCHEDULE B REQUIRED CONFIDENTIALITY, AND THEREFORE, ALTHOUGH THE DONORS ARE LISTED IN THE SCHEDULE B PROVIDED TO THE BOARD, THE AMOUNT OF THE INDIVIDUAL GIFTS ARE NOT. |
| FORM 990, PART VI, SECTION B, LINE 12C | COI POLICY PURSUANT TO THE BYLAWS, EACH TRUSTEE IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY WHICH COMMITS THEM TO DISCLOSING, IN THE COURSE OF THEIR PARTICIPATION IN DELIBERATIONS OF THE BOARD OF TRUSTEES OR ITS COMMITTEES, ANY CONFLICTS OF INTEREST WITH RESPECT TO MATTERS UNDER CONSIDERATION. EACH TRUSTEE (INCLUDING ANY IDENTIFIED AS AN INTERESTED PERSON IN PART IV OF SCHEDULE L), THEREFORE, WILL RECUSE HIMSELF/HERSELF FROM ANY BOARD OR COMMITTEE MEETING AS REQUIRED TO AVOID A CONFLICT GENERATED BY ANY MATERIAL FINANCIAL INTEREST, AFFILIATION OR OTHER MATERIAL RELATIONSHIP OR INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL STAFF POSITIONS THE INSTITUTE'S POLICY IS TO PAY REASONABLE COMPENSATION UNDER SECTION 4958 TO ATTRACT AND RETAIN A HIGH CALIBER OF EMPLOYEES TO CARRY OUT ITS EDUCATIONAL MISSION. THE INSTITUTE PERIODICALLY CONDUCTS A REVIEW TO DETERMINE THE REASONABLE COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND SETS COMPENSATION WITHIN THE RANGE OF REASONABLE COMPENSATION. NO INTERESTED PARTY IS PERMITTED TO PARTICIPATE IN ANY REVIEW OR DECISION. THE LAST REVIEW WAS PERFORMED IN 2020. DIRECTOR AND ASSOCIATE DIRECTORS: THE INSTITUTE PARTICIPATES IN A SURVEY OF TOP ADMINISTRATIVE POSITIONS AT SIMILAR INSTITUTIONS EVERY 24 MONTHS. THIS SURVEY, CONDUCTED BY MERCER, REVIEWS CASH AND NON-CASH COMPENSATION BENEFITS AND TRENDS. BASED ON THIS SURVEY DATA, THE ASSOCIATE DIRECTOR FOR FINANCE AND ADMINISTRATION, ALONG WITH THE CHIEF HUMAN RESOURCES OFFICER, PREPARES A MEMO FOR THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WITH DATA FROM THE SURVEY AND, GENERALLY, A RANGE OF POSSIBLE RECOMMENDATIONS FOR THE SALARY ACTION FOR THE DIRECTOR. FOR THE TWO ASSOCIATE DIRECTORS' SALARIES, THE DIRECTOR, ALONG WITH THE CHIEF HUMAN RESOURCES OFFICER, PREPARES A MEMO FOR THE BOARD, AGAIN WITH DATA FOR COMPARABLE POSITIONS AT SIMILAR INSTITUTIONS, AND THE DIRECTOR MAKES A RECOMMENDATION ON THE SALARY INCREASE FOR EACH OF THESE POSITIONS. THE COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS, REVIEWS THE RECOMMENDATIONS AND DETERMINES THE ACTIONS TO BE TAKEN. THE COMMITTEE DOCUMENTS ITS DECISIONS ON ALL THREE POSITIONS IN WRITING TO THE CHIEF HUMAN RESOURCES OFFICER. INVESTMENT OFFICE: THE INSTITUTE PARTICIPATES IN A SURVEY ANNUALLY CONDUCTED BY MERCER FOR INVESTMENT OFFICES OF FOUNDATIONS AND UNIVERSITIES. THE SURVEY PROVIDES WAGES AND BENEFITS (INCLUDING INCENTIVE STRUCTURES) FOR KEY INVESTMENT OFFICE PERSONNEL AT INSTITUTIONS WITH ENDOWMENTS COMPARABLE IN SIZE AND COMPLEXITY TO THE INSTITUTE. THE ASSOCIATE DIRECTOR FOR FINANCE AND ADMINISTRATION, IN CONSULTATION WITH THE DIRECTOR AND THE CHIEF HUMAN RESOURCES OFFICER, PREPARES A SET OF RECOMMENDATIONS FOR REVIEW BY THE COMPENSATION COMMITTEE IN CONJUNCTION WITH THE INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES. THE RESULTS ARE COMMUNICATED IN WRITING BY A MEMBER OF THE COMPENSATION COMMITTEE TO THE ASSOCIATE DIRECTOR. THE ASSOCIATE DIRECTOR THEN INFORMS THE CHIEF INVESTMENT OFFICER AND INVESTMENT DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE INSTITUTE'S WEBSITE. |
| FORM 990, PART VI LINE 6 - MEMBERS | THE CORPORATION HAS NO MEMBERS. ITS BOARD OF TRUSTEES OVERSEES AND IS RESPONSIBLE FOR THE AFFAIRS AND OPERATIONS OF THE CORPORATION. NEW TRUSTEES ARE ELECTED BY THE CURRENT TRUSTEES OF THE INSTITUTE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF BOND SWAP LIABILITY 952,201. NET PERIODIC PENSION COST 3,715,382. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAS-POOLED INCOME FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EINSTEIN DRIVE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226439543 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of EOY Assets | $39,107 | ShareOfEOYAssetsAmt |
| Ownership | 0.74000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |