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MARINE BIOLOGICAL LABORATORY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARINE BIOLOGICAL LABORATORY (EIN 04-2104690)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202201369349306690
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T10:02:12-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARINE BIOLOGICAL LABORATORYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone5082897239PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 MBL StreetAddressLine1Txt
CityWoods HoleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMary S HarringtonPersonNm
Person TitleDirector of FinancePersonTitleTxt
Phone5082897423PhoneNum
Signature2022-05-16SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNipam PatelPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 MBL StreetAddressLine1Txt
CityWoods HoleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02543ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$47,666,343GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mbl.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1888FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee327TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,027,047PYContributionsGrantsAmt
CY Contributions Grants$37,169,993CYContributionsGrantsAmt
PY Program Service Revenue$5,443,326PYProgramServiceRevenueAmt
CY Program Service Revenue$1,997,395CYProgramServiceRevenueAmt
PY Investment Income$2,470,524PYInvestmentIncomeAmt
CY Investment Income$5,581,371CYInvestmentIncomeAmt
PY Other Revenue$621,889PYOtherRevenueAmt
CY Other Revenue$161,760CYOtherRevenueAmt
PY Total Revenue$43,562,786PYTotalRevenueAmt
CY Total Revenue$44,910,519CYTotalRevenueAmt
PY Grants And Similar Paid$2,410,668PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,575,462CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$24,942,912PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$23,468,006CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,296,373CYTotalFundraisingExpenseAmt
PY Other Expenses$17,711,294PYOtherExpensesAmt
CY Other Expenses$14,935,966CYOtherExpensesAmt
PY Total Expenses$45,064,874PYTotalExpensesAmt
CY Total Expenses$40,979,434CYTotalExpensesAmt
PY Revenues Less Expenses-$1,502,088PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,931,085CYRevenuesLessExpensesAmt
Total Assets BOY$211,152,373TotalAssetsBOYAmt
Total Assets EOY$244,080,045TotalAssetsEOYAmt
Total Liabilities BOY$37,711,599TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,422,522TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$173,440,774NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$204,657,523NetAssetsOrFundBalancesEOYAmt
MissionThe Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science. Founded in Woods Hole, Massachusetts, in 1888, the MBL is a private, nonprofit institution and an affiliate of the University of Chicago.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$27,215,864ExpenseAmt
Grant$1,735,482GrantAmt
Revenue$16,043,847RevenueAmt
DescThe Marine Biological Laboratory maintains laboratories for the scientific study and investigation of a wide range of biological studies from biomedical to ecological research. MBL Resident Scientists are based full-time in Woods Hole and conduct funded research in areas of science that are relevant to the MBL's mission of fundamental biological discovery. Areas of focus include comparative evolution and genomics; the biology of marine organisms and microbiomes; neuroscience, regeneration, and development; ecology, ecosystems and global climate change; models of human disease; and cell biology, imaging, and computation.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,581,859ExpenseAmt
Grant$798,548GrantAmt
Revenue$3,345,702RevenueAmt
DescThe MBL offers a wide range of scientific courses, workshops, conferences, and internships throughout the year. Central to the MBL's identity are its advanced, discovery-based courses for graduate students, postdoctoral fellows, and faculty. In these courses students learn from internationally renowned scientists and are immersed in the laboratory, learning cutting-edge techniques while investigating contemporary research problems. Each year, MBL courses attract more than 500 of the best and brightest students in the world, from more than 300 institutions and over 30 countries. Course directors and faculty are leaders in their fields, drawn from leading universities and research institutions around the world.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,637,346ExpenseAmt
Grant$0GrantAmt
Revenue$843,384RevenueAmt
DescVisiting (Whitman) Research: The Marine Biological Laboratory hosts hundreds of researchers, postdocs, and graduate students from around the world to participate in scientific discovery courses, research, lectures, and field studies. As a convener of biology, the Marine Biological Laboratory is well known for fostering a highly collaborative environment, with scientists and students engaged in intensive research in a collegial and informal atmosphere. Largely a summer program, Whitman Center Scientists are provided with infrastructure and an informal, interactive scientific community that allows them to launch into research almost immediately upon their arrival. Advice and equipment are available from other researchers or from colleagues in the education program. Free from academic duties at their home institutions, some veteran Whitman Center Scientists report they do more hands-on research in three months at the MBL than they do during the rest of the year at their home institutions.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$33,435,069TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document78IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee327EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMary S HarringtonPersonNm
Phone5082897239PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 MBL StreetAddressLine1Txt
CityWoods HoleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02543ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Robert J Zimmer
Chair of the Board of Trustees140Yes (X)Yes (X)$0$1,831,643$617,373
Juan J de Pablo
Trustee140Yes (X)$0$629,939$83,137
Balaji Srinivasan
Former Trustee140Yes (X)$0$541,289$49,701Yes (X)
David B Fithian
Trustee140Yes (X)$0$414,956$31,967
Nipam Patel
Director of the MBL400Yes (X)$377,973$0$40,373
Paul E Speer
Chief Operating Officer400Yes (X)$295,867$0$59,056
Linda Hyman
Director of Education400$282,320$0$36,852Yes (X)
Lori Berko
Secretary of the MBL Corporation240Yes (X)$0$293,745$18,155
David B Mark Welch
Director, Division of Research400$233,780$0$67,060Yes (X)
Mary S Harrington
Treasurer & Director of Finance400Yes (X)$220,353$0$48,327
Mitchell L Sogin
Distinguished Scientist400$216,269$0$50,246Yes (X)
Joshua Rosenthal
Senior Scientist400$221,863$0$35,327Yes (X)
Roger T Hanlon
Director of the Marine Resource Center400$238,580$0$13,686Yes (X)
Jennifer Morgan
Director of the Eugene Bell Center400$201,425$0$24,664Yes (X)
Marie Russell
Director, Facilities and Services400$205,262$0$12,514Yes (X)
Meg Fofonoff
Trustee10Yes (X)$0$0$0
James Galloway
Trustee10Yes (X)$0$0$0
David Greene
Trustee10Yes (X)$0$0$0
Avram Hershko
Trustee10Yes (X)$0$0$0
David Hibbitt
Trustee10Yes (X)$0$0$0
William I Huyett
Trustee10Yes (X)$0$0$0
Constance T Keller
Trustee10Yes (X)$0$0$0
Chris Kennedy
Trustee10Yes (X)$0$0$0
Ethan Lerner
Trustee10Yes (X)$0$0$0
William A Linton
Trustee10Yes (X)$0$0$0
John McCarter
Trustee10Yes (X)$0$0$0
Saul Pannell
Vice Chair of the Board of Trustees10Yes (X)Yes (X)$0$0$0
John W Rowe
Trustee10Yes (X)$0$0$0
William T Speck
Trustee10Yes (X)$0$0$0
Timothy A Springer
Trustee10Yes (X)$0$0$0
Samme Thompson
Trustee10Yes (X)$0$0$0
Dyann R Wirth
Trustee10Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,493,692TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,711,572TotReportableCompRltdOrgAmt
Total Other Compensation$1,188,438TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K35IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Sodexo Inc and Affiliates
PO Box 360170PittsburghPA15251Food service$798,548
Walsh Brothers Incorporated
210 Commercial StBostonMA02109Construction services$235,175
Sandstorm Design Inc
4422 N Ravenswood AveChicagoIL60640Website design services$177,075Number 50
The University of Chicago
6054 S Drexel AveChicagoIL60637Research subaward$167,261Suite 300
The Regents of the University of Michigan
500 State StreetAnn ArborMI48109Research subaward$166,134
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$13,045,264RelatedOrganizationsAmt
Government Grants$11,412,928GovernmentGrantsAmt
All Other Contributions$12,711,801AllOtherContributionsAmt
Noncash Contributions$128,890NoncashContributionsAmt
Total Contributions$37,169,993TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition611600$403,699$403,699$0$0
Housing, dining & conferences721000$405,158$405,158$0$0
Specimen & research services541700$455,108$455,108$0$0
Rental income532000$631,291$0$0$631,291

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,139TotalRevenueColumnAmt
Related Or Exempt Func Income$102,139RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,997,395TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$714,441TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$714,441ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,025TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$12,025ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,622,754SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,750,572SecuritiesAmt
Other$5,252OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,872,182SecuritiesAmt
Other-$5,252OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,866,930TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,866,930ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$173,785TotalRevenueColumnAmt
Related Or Exempt Func Income$173,785RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$173,785OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,910,519TotalRevenueColumnAmt
Related Or Exempt Func Income$1,539,889RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,200,637ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,681,602TotalAmt
Program Services$1,681,602ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$736,576TotalAmt
Program Services$736,576ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$157,284TotalAmt
Program Services$157,284ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,452,303TotalAmt
Program Services$592,750ProgramServicesAmt
Management And General$782,216ManagementAndGeneralAmt
Fundraising$77,337FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,812,768TotalAmt
Program Services$13,703,314ProgramServicesAmt
Management And General$1,623,307ManagementAndGeneralAmt
Fundraising$486,147FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$916,929TotalAmt
Program Services$754,240ProgramServicesAmt
Management And General$132,945ManagementAndGeneralAmt
Fundraising$29,744FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,953,137TotalAmt
Program Services$3,251,739ProgramServicesAmt
Management And General$573,164ManagementAndGeneralAmt
Fundraising$128,234FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,332,869TotalAmt
Program Services$1,096,381ProgramServicesAmt
Management And General$193,252ManagementAndGeneralAmt
Fundraising$43,236FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$172,888TotalAmt
Program Services$0ProgramServicesAmt
Management And General$172,888ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$161,706TotalAmt
Program Services$0ProgramServicesAmt
Management And General$161,706ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$120,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$120,000FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,091,971TotalAmt
Program Services$935,527ProgramServicesAmt
Management And General$119,751ManagementAndGeneralAmt
Fundraising$36,693FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$197,243TotalAmt
Program Services$98,862ProgramServicesAmt
Management And General$13,711ManagementAndGeneralAmt
Fundraising$84,670FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,912,164TotalAmt
Program Services$1,272,012ProgramServicesAmt
Management And General$616,114ManagementAndGeneralAmt
Fundraising$24,038FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$94,553TotalAmt
Program Services$89,315ProgramServicesAmt
Management And General$2,021ManagementAndGeneralAmt
Fundraising$3,217FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$810,760TotalAmt
Program Services$587,479ProgramServicesAmt
Management And General$214,897ManagementAndGeneralAmt
Fundraising$8,384FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,523,732TotalAmt
Program Services$3,505,194ProgramServicesAmt
Management And General$980,291ManagementAndGeneralAmt
Fundraising$38,247FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,387,351TotalAmt
Program Services$1,104,331ProgramServicesAmt
Management And General$240,012ManagementAndGeneralAmt
Fundraising$43,008FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Subcontracts$796,928$796,928$0$0
Equipment & equipment maintenance$818,993$712,151$89,346$17,496
Serials$428,390$284,579$138,411$5,400
Supplies$1,884,874$1,788,807$90,171$5,896

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$534,413TotalAmt
Program Services$285,998ProgramServicesAmt
Management And General$103,789ManagementAndGeneralAmt
Fundraising$144,626FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$40,979,434TotalAmt
Program Services$33,435,069ProgramServicesAmt
Management And General$6,247,992ManagementAndGeneralAmt
Fundraising$1,296,373FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,276,308BOYAmt
EOY$2,571,335EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,759,497BOYAmt
EOY$7,632,143EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$387,958BOYAmt
EOY$890,257EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$230,250BOYAmt
EOY$230,250EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$100,488BOYAmt
EOY$104,800EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$856,306BOYAmt
EOY$814,284EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$196,511,601LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$95,119,265LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$103,605,990BOYAmt
EOY$101,392,336EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,720,989BOYAmt
EOY$15,398,185EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$83,248,253BOYAmt
EOY$111,068,394EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,966,334BOYAmt
EOY$3,978,061EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$211,152,373BOYAmt
EOY$244,080,045EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,286,624BOYAmt
EOY$4,396,972EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,493,557BOYAmt
EOY$6,638,159EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,710,165BOYAmt
EOY$23,808,281EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,221,253BOYAmt
EOY$4,579,110EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,711,599BOYAmt
EOY$39,422,522EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$86,604,119BOYAmt
EOY$90,260,866EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$86,836,655BOYAmt
EOY$114,396,657EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$173,440,774BOYAmt
EOY$204,657,523EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$211,152,373BOYAmt
EOY$244,080,045EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,931,085ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$24,588,203NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$2,697,461OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,667,579CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,315,367CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,567,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,027,047CurrentTaxYearMinus1YearAmt
Current Tax Year$37,169,993CurrentTaxYearAmt
Total$174,747,129TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,667,579CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,315,367CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,567,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,027,047CurrentTaxYearMinus1YearAmt
Current Tax Year$37,169,993CurrentTaxYearAmt
Total$174,747,129TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,609,380SubstantialContributorsTotAmt
Public Support Total170$171,137,749PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$838,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$811,730CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,074,778CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$781,462CurrentTaxYearMinus1YearAmt
Current Tax Year$702,416CurrentTaxYearAmt
Total$4,208,972TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$163,239CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$167,320CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$407,546CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$601,008CurrentTaxYearMinus1YearAmt
Current Tax Year$173,785CurrentTaxYearAmt
Total$1,512,898TotalAmt
FieldValueIRS element (for citing)
Total Support$180,468,999TotalSupportAmt
Gross Receipts Rltd Activities$38,776,828GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94829PublicSupportCY170Pct
Public Support PY1700.96728PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10FormAndLineReferenceDesc
ExplanationOther income shows miscellaneous activity.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$120,110OtherActivitiesAmt
Total Lobbying Expenditures$120,110TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1FormAndLineReferenceDesc
ExplanationThe MBL employs a lobbyist to contact various people/agencies to advocate for funding beneficial to the MBL.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,248,252BeginningYearBalanceAmt
Contributions$1,533,546ContributionsAmt
Investment Earnings Or Losses$30,175,118InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,593,519GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$110,363,397EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,193,942BeginningYearBalanceAmt
Contributions$2,375,450ContributionsAmt
Investment Earnings Or Losses$2,096,520InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,417,660GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$83,248,252EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,102,761BeginningYearBalanceAmt
Contributions$398,596ContributionsAmt
Investment Earnings Or Losses$5,331,976InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,443,586GrantsOrScholarshipsAmt
Other Expenditures$1,195,805OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$83,193,942EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$80,129,471BeginningYearBalanceAmt
Contributions$1,117,418ContributionsAmt
Investment Earnings Or Losses$6,286,898InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,431,026GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$83,102,761EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,261,128BeginningYearBalanceAmt
Contributions$209,323ContributionsAmt
Investment Earnings Or Losses$8,061,846InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,402,826GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$80,129,471EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0996BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.5459PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.3545TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$52,931,085OtherCostOrOtherBasisAmt
Book Value$52,931,085BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$109,438,158OtherCostOrOtherBasisAmt
Depreciation$67,926,171DepreciationAmt
Book Value$41,511,987BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$33,399,267OtherCostOrOtherBasisAmt
Depreciation$27,193,094DepreciationAmt
Book Value$6,206,173BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$743,091OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$743,091BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$101,392,336TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescUniversity of Chicago Total Return Investment PoolDesc
Book Value$111,068,394BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$111,068,394TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Annuities and trusts payable$203,111
Interest rate swap$4,181,673
Other liabilities$194,326
FieldValueIRS element (for citing)
Total Liability$4,579,110TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$69,657,652TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$24,588,203NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$158,930OtherRevenueAmt
Revenue Not Reported$24,747,133RevenueNotReportedAmt
Revenue Subtotal$44,910,519RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$44,910,519TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$38,440,903TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included-$2,538,531OtherExpensesIncludedAmt
Expenses Not Reported-$2,538,531ExpensesNotReportedAmt
Expenses Subtotal$40,979,434ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$40,979,434TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4Rare books, journals and prints are located and used in the MBL Library for research and preservation.
Schedule D, Part V, Line 4The endowment funds were established to support a variety of purposes, including research, scholarships, the MBL Library, and plant.
Schedule D, Part X, Line 2The Laboratory is a tax exempt organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The Laboratory is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements. Management believes that the Laboratory's income tax returns for years ended prior to 2017 are no longer subject to examination by tax authorities in its major tax jurisdiction.
Schedule D, Part XI, Line 2dOther non-operating revenue of $158,930.
Schedule D, Part XII, Line 2dDecrease in interest rate swap liability, -$1,524,454; change in value of annuities, $3,247; increase in post-retirement health care asset value, -$1,017,323.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific00Program ServicesScholarship assistance$23,503
Europe (including Iceland and Greenland)00Program ServicesScholarship assistance$20,020
South Asia00Program ServicesScholarship assistance$17,603
South America00Program ServicesScholarship assistance$9,786
North America (including Canada and Mexico, but not the United States)00Program ServicesScholarship assistance$9,628
Sub-Saharan Africa00Program ServicesScholarship assistance$5,628
FieldValueIRS element (for citing)
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Total Spent$86,168TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
ScholarshipEast Asia and the Pacific10$23,503EFT$0
ScholarshipEurope (including Iceland and Greenland)8$20,020EFT$0
ScholarshipSouth Asia7$17,603EFT$0
ScholarshipSouth America5$9,786EFT$0
ScholarshipNorth America (including Canada and Mexico, but not the United States)2$9,628EFT$0
ScholarshipSub-Saharan Africa2$5,628EFT$0
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationFor sub awards to institutions outside the United States, a budget, including the budget for the sub award, is prepared by the Office of Sponsored Programs (OSP) and forwarded to the prime funding agency for approval. When the approval is received, an agreement between the MBL and the sub awardee is prepared. The agreement is required to include a budget, justification, and description of work to be completed. Additional information such as an annual audit report may be requested as applicable. This agreement must be approved and signed by a signatory official of the sub awardee. Additional reporting is required of all foreign sub awards including itemized invoices with detailed justification of charges to verify their appropriateness and reasonableness and prepared on a basis comparable to Generally Accepted Accounting Principles (GAAP) of the United States of America. Invoices are reviewed by OSP and then forwarded to the MBL Principal Investigator (PI) for review, approval, and certification that they have been monitoring the progress of the project each time an invoice is approved. Approved invoices are forwarded to MBL Financial Services for processing. MBL may also require progress reports the same as stipulated by the prime agreement and the MBL PI.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
The Regents of the University of California
120 TheorySuite 200IvineCA92697943067788501(c)(3)$24,810Research
University of South Carolina
901 Summer StColumbiaSC29208570937350501(c)(3)$32,289Research
Massachusetts Audobon Society
208s Great RdLincolnMA01773042104702501(c)(3)$27,000Research
Clark University
950 Main StWorcesterMA01610042111203501(c)(3)$75,728Research
University of Connecticut
438 Whitney Road ExtUnit 1133StorrsCT06269060772160Government$101,698Research
University of Michigan
1015 LSAAnn ArborMI48109386006309501(c)(3)$166,134Research
Michigan State University
426 Auditorium RdRoom 2East LansingMI48824386005984501(c)(3)$57,254Research
University of Minnesota
1300 S 2nd StSuite 206MinneapolisMN55454416007513Government$81,132Research
University of New Hampshire
51 College RdDurhamNH03824026000937501(c)(3)$73,042Research
Woods Hole Oceanographic Institute
221 Oyster Pond RdWoods HoleMA02543042105850501(c)(3)$82,901Research
Utah State University
400 Old Main HillLoganUT84322876000052501(c)(3)$15,629Research
Woodwell Climate Research Center Inc
149 Woods Hole RdFalmouthMA02540043005094501(c)(3)$47,992Research
Nature Conservancy
4245 North Fairfax DriveArlingtonVA22203530242652501(c)(3)$14,030Research
University of California at San Diego
9500 Gilman Dr Dept 0505La JollaCA92093943067788501(c)(3)$50,378Research
The Regents of the University of California
1608 Fourth StreetSuite 220BerkeleyCA94710946002123501(c)(3)$192,383Research
University of Chicago
6054 S Drexel AveSuite 300ChicagoIL60637362177139501(c)(3)$167,261Research
Duke University
324 Blackwell StDurhamNC27701560532129501(c)(3)$29,475Research
Clifford A Goudey & Associates
21 Marlboro StNewburyportMA01950007485171Other$43,419Research
University of Illinois
28395 Network PlaceChicagoIL60673376000511501(c)(3)$36,974Research
University of Massachusetts Amherst
405 Goodell Blvd140 Hicks WayAmherstMA01003043167352Government$61,591Research
University of Massachusetts Boston
100 Morrissey BlvdBostonMA02125043167352Government$45,519Research
Towson University
8000 York RdTowsonMD21252520939453501(c)(3)$24,658Research
University of Vermont and State Agricultural College
85 S Prospect StWaterman 237BurlingtonVT05405030179440501(c)(3)$128,083Research
Villanova University
800 Lancaster AveVillanovaPA19085520939453501(c)(3)$40,680Research
William Marsh Rice University
PO Box 1892HoustonTX77251741109620501(c)(3)$55,494Research
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Scholarships34$242,756Award values are the amount of tuition and housing waived.
Research Awards16$493,821Award values are the amount of lab space and housing waived.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationThe Staff Accountant (grants), Manager of Financial Reporting, and Director of Finance oversee all grant, contract or cooperative agreement awards compliance. This includes establishing a new job cost center for each award, reconciling allowable expenses to the sponsor's requirements, accounting of all costs on active awards, ensuring grant contract or cooperative agreement expenses do not exceed the award revenues, completing all billing to government and private agencies, and completing a financial close-out of all finished awards assuring proper reporting to federal and non-federal agencies.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Nipam Patel
Director of the MBL$377,973$0$0$0$0$0$13,000$0$27,373$0$418,346$0$0$0
Paul E Speer
Chief Operating Officer$295,867$0$0$0$0$0$26,000$0$33,056$0$354,923$0$0$0
Mary S Harrington
Treasurer & Director of Finance$220,353$0$0$0$0$0$26,000$0$22,327$0$268,680$0$0$0
David B Mark Welch
Director, Division of Research$233,780$0$0$0$0$0$26,000$0$41,060$0$300,840$0$0$0
Linda Hyman
Director of Education$282,320$0$0$0$0$0$23,166$0$13,686$0$319,172$0$0$0
Roger T Hanlon
Director of the Marine Resource Center$238,580$0$0$0$0$0$0$0$13,686$0$252,266$0$0$0
Jennifer Morgan
Director of the Eugene Bell Center$201,425$0$0$0$0$0$13,500$0$11,164$0$226,089$0$0$0
Joshua Rosenthal
Senior Scientist$221,863$0$0$0$0$0$13,000$0$22,327$0$257,190$0$0$0
Marie Russell
Director, Facilities and Services$205,262$0$0$0$0$0$1,350$0$11,164$0$217,776$0$0$0
Mitchell L Sogin
Distinguished Scientist$216,269$0$0$0$0$0$22,873$0$27,373$0$266,515$0$0$0
Robert J Zimmer
Chair of the Board of Trustees$0$1,427,603$0$218,742$0$185,299$0$417,600$0$199,773$0$2,449,017$0$0
Lori Berko
Secretary of the MBL Corporation$0$274,762$0$18,583$0$400$0$10,712$0$7,443$0$311,900$0$0
Juan J de Pablo
Trustee$0$495,097$0$119,177$0$15,665$0$19,600$0$63,537$0$713,076$0$0
David B Fithian
Trustee$0$379,546$0$32,365$0$3,046$0$22,800$0$9,167$0$446,924$0$0
Balaji Srinivasan
Former Trustee$0$458,846$0$79,077$0$3,367$0$22,800$0$26,901$0$590,991$0$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Massachusetts Development Finance AgencyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP57583RFL4CUSIPNum
Bond Issued2006-04-26BondIssuedDt
Issue Price$34,000,000IssuePriceAmt
PurposeRenovation of facilities and refinancingPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$10,070,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$34,629,135TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$134,301CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$0IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$19,644,135CapitalExpendituresAmt
Other Spent Proceeds$14,985,000OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2008SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease ArrangementsYes (1)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts0EngageBondCounselContractsInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.0347PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0013PrivateBusConcerningUBIPct
Total Private Business Use0.0360TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestYes (1)BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And RecYes (1)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1Morgan StanleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge30.3TermOfHedgePct
Superintegrated HedgeYes (1)SuperintegratedHedgeInd
Hedge Terminated0HedgeTerminatedInd
Gross Proceeds Invested In GICYes (1)GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line1Trans AmericaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of GIC1.5TermOfGICPct
Regulatory Safe Harbor StsfdYes (1)RegulatorySafeHarborStsfdInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$47,720NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSuppliesDesc
Contribution2ContributionCnt
Noncash Contributions Rpt F990$57,675NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 32bFormAndLineReferenceDesc
ExplanationStock donations are typically received in the MBL's Morgan Stanley account and sold as soon as possible by Morgan Stanley.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6On July 1, 2013 the Laboratory entered into an affiliation agreement with the University of Chicago (the University) located in Chicago, Illinois. Under this affiliation the University became the sole member of the Laboratory. The University of Chicago as sole member has the right to exercise all powers to approve or disapprove of certain fundamental decisions concerning the Corporation.
Form 990, Part VI, Section A, Line 7aThe University as sole member has the power to appoint and remove members of the Board of Trustees.
Form 990, Part VI, Section A, Line 7bThe University of Chicago as sole member has the power to take certain actions with respect to the MBL after prior consultation with the MBL's Board of Trustees, and the power to approve or disapprove certain actions taken by the MBL.
Form 990, Part VI, Section B, Line 11bPrior to filing the Form 990, members of the Executive Committee and Audit Committee of the Laboratory's Board of Trustees were given an opportunity to review portions of the Form 990 relevant to the areas of oversight of those Committees, allowing them to review the form, provide comments, and ask any questions. Subsequent to the Committees' review, the form is made available to the full Board of Trustees for review prior to filing.
Form 990, Part VI, Section B, Line 12cAll trustees, officers, senior faculty, senior administrators, and other employees of the Laboratory are subject to conflict of interest policies that among other things, define material financial disclosure of information and specify procedures to be followed in managing these conflicts. The Laboratory's conflict of interest (COI) policies for trustees and officers requires disclosure whenever a trustee or a related party engages in an activity that could be considered a conflict of interest. Trustees are reminded that questions regarding the COI policy may be raised informally and confidentially at any time with the Chair of the Board of Trustees, the Chair of the Nominating and Governance Committee, or the University of Chicago's Vice President and General Counsel. All trustees must annually disclose actual and potential conflicts of interest by completing a confidential COI Disclosure Statement and Acknowledgement, and these disclosures must be updated as new information becomes available that could affect the trustee's stated interests. The MBL's Director of Finance, in consultation with the Nominating and Governance Committee and senior MBL and University of Chicago administration, will compile the disclosures into a confidential database. The Chair of the Board of Trustees will also review all disclosed potential conflicts of interest before making Board committee assignments. Regardless of these efforts, Trustees must be alert to any and all potential conflicts. To the extent a potential conflict has not been addressed, it should be brought to the immediate attention of the Chair of the Board, the Chair of the Nominating and Governance Committee, or the University of Chicago's Vice President and General Counsel. The Trustee should also abstain from participating in or voting on the matter. Actions in this regard will be reflected in any official meeting minutes. The Laboratory requires that employees (MBL staff members) complete a COI statement annually. The statement is reviewed by the Director of Human Resources and the Director of the Division of Research. If it is believed there may be a conflict of interest on any of the statements, it is brought to the attention of the MBL Compliance Committee for resolution. Any MBL staff member who is or will be involved in an MBL business transaction in which a potential for conflict of interest may exist is required to report such potential conflict to the Chief Operating Officer. The MBL shall take action to ensure that the transaction, if it is to proceed, is on fair and reasonable terms and in the best interest of the Laboratory. Someone other than the individual with the conflict must initiate the resolutions for action and make the necessary decisions and control the transaction(s). The individual with the conflict must recuse themselves from the decision-making process.
Form 990, Part VI, Section C, Line 19The Conflict of Interest policy is available on MBL's website. Audited financial statements and Form 990 are available upon request to organization. In addition, audited financial statements, Form 990, and governing documents are available on public websites and the Commonwealth of Massachusetts' website.
Form 990, Part XI, Line 9Adjustments for non-operating activities: decrease in interest rate swap liability of $1,524,454; deduct change in value of annuities of $-3,247; increase in post-retirement healthcare care asset value of $1,017,323; add non-operating gain on insurance proceeds of $158,929.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUECHICAGOIL60637362177139EDUCATION & RESEARCHIL501 (C) (3)N/A0
ARCH DEVELOPMENT CORPORATION
5555 S WOODLAWN AVENUECHICAGOIL60637363485244TECH TRANSFERIL501 (C) (3)012UNIV OF CHICAGO
ASIAN HEALTH COALITION
180 W WASHINGTON STCHICAGOIL60602311607193HEALTHCARE ACCESSIBILITYIL501 (C) (3)010UNIV OF CHICAGOSUITE 1000
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60th StreetCHICAGOIL60637362167012POLICY RESEARCH CENTERIL501 (C) (3)N/A07
CHICAGO HOME FOR THE INCURABLES
5801 S ELLIS AVENUECHICAGOIL60637362169138SUPP RESEARCHIL501 (C) (3)012UNIV OF CHICAGO
CHICAGO TUMOR INSTITUTE
5801 S ELLIS AVENUECHICAGOIL60637237136019SUPP RESEARCHIL501 (C) (3)012UNIV OF CHICAGO
COURT THEATRE FUND
5535 S ELLIS AVENUECHICAGOIL60637363203660SUPP THE ARTSIL501 (C) (3)012UNIV OF CHICAGO
FERMI RESEARCH ALLIANCE LLC
PO BOX 500BATAVIAIL60510571239010MANAGE LABIL501 (C) (3)N/A07
HYMEN MILGROM SUPPORTING ORGANIZATION
33 N LASALLE STCHICAGOIL60602466789522SUPP EDUCATION RESEARCHVA501 (C) (3)N/A015SUITE 2131
LAKE PARK ASSOCIATES
5801 S ELLIS AVENUECHICAGOIL60637366111317PROPERTY HOLDINGIL501 (C) (2)0UNIV OF CHICAGO
NATIONAL OPINION RESEARCH CENTER
55 E MONROE AVENUECHICAGOIL60603362167808SO SCI SURVEYSIL501 (C) (3)N/A07
THE JOHN CRERAR FOUNDATION
5730 S ELLIS AVENUECHICAGOIL60637363155157SUPPORT THE LIBRARYIL501 (C) (3)N/A015
THE QUADRANGLE CLUB
5801 S ELLIS AVENUECHICAGOIL60637361655190SOCIAL CLUBIL501 (C) (7)0UNIV OF CHICAGO
UCHICAGO RESEARCH INTERNATIONAL LTD
5801 S ELLIS AVENUECHICAGOIL60637262741573RESEARCHIL501 (C) (3)012UNIV OF CHICAGO
UNIV OF CHICAGO CHARTER SCHOOL CORP
5801 S ELLIS AVENUECHICAGOIL60637364225812EDUCATIONIL501 (C) (3)02UNIV OF CHICAGO
UNIVERSITY OF CHICAGO CANCER RESEARCH FUND
5801 S ELLIS AVENUECHICAGOIL60637366056201SUPP RESEARCHIL501 (C) (3)012UNIV OF CHICAGO
UNIVERSITY OF CHICAGO CLOISTERS CLUB
1212 E 59TH STREETCHICAGOIL60637SOCIAL CLUBIL0UNIV OF CHICAGO
UNIVERSITY OF CHICAGO MEDICAL CTR
5841 S MARYLAND AVENUECHICAGOIL60637363488183HOSPITALIL501 (C) (3)03UNIV OF CHICAGO
UNIVERSITY OF CHICAGO PROPERTY HOLDING CORP
5801 S ELLIS AVENUECHICAGOIL60637366108743PROPERTY HOLDINGIL501 (C) (2)0UNIV OF CHICAGO
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST
5801 S ELLIS AVENUECHICAGOIL60637363999692MEDICAL TRUSTIL501 (C) (3)012UNIV OF CHICAGO
UNIVERSITY OF CHICAGO SELF INSURANCE TRUST
5801 S ELLIS AVENUECHICAGOIL60637363020034MALPRACTICE TRUSTIL501 (C) (3)012UNIV OF CHICAGO
UCM COMMUNITY HEALTH & HOSPITAL DIVISION INC
208 South LaSalle StreetCHICAGOIL60604363181170PROMOTE HEALTHY COMMUNITIES & HEALTHCARE SERVICESIL501 (C) (3)013UNIV OF CHICAGO MEDICAL CENTER
UCHICAGO RESEARCH BANGLADESH LTD
RESEARCH0UCHGO RSCH INTLHSE 388 ROAD 24NEW DOHDHAKABGBG
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATION0UNIV OF CHICAGOOne Bartholomew CloseBarts SquareLONDONUKUKEC1A 7BL
UNIV OF CHGO BOOTH SCHL OF BUSINESS
EDUCATION0UNIV OF CHICAGO101PENANG RD 238466SINGAPORESNSN
UNIV OF CHGO FOUNDATION IN HONG KONG LTD
FUNDRAISING0UNIV OF CHICAGORM100 FAR EAST CTRCO WM FAN and CoHONG KONGHKHK
UNIVERSITY OF CHICAGO CENTER IN PARIS
EDUCATION0UNIV OF CHICAGO6 RUE THOMAS MANN 75013PARISFRFR
UNIVERSITY OF CHICAGO TRUST (INDIA)
FUNDRAISING0UNIV OF CHICAGOL-9 East WingRaheja Towers Mg RoadBANGALOREININ560001

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
UChicago (Beijing) Consulting Co LTD
Unit 1-10 Culture PlaceRemmin UniversityBeijingCHConsultingCHUniversity of ChicagoC
UChicago Center in India Private Limited
2/11 B Jangpura ANew DelhiINConsultingINUniversity of ChicagoC
SC Curriculum Inc
Science curriculumUniversity of ChicagoC70 West Madison StreetChicagoIL60602IL
Phoenix Overlay Fund Ltd
InvestingCJUniversity of ChicagoC401 N Michigan AveChicagoIL60611
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IIFormAndLineReferenceDesc
ExplanationThe University of Chicago, a 501(c)(3) organization, is the direct controlling organization of the Marine Biological Laboratory. For purposes of completeness, the following information is provided: The related organizations listed below are disregarded entities of the University of Chicago: UChicago Argonne LLC -68-0628477, 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Manage Lab Legal Domicile: Illinois University of Chicago Foundation Ltd - 98-0525557, 5th FL Alder Castle, 10 Noble, London, United Kingdom Primary Activity: Fundraising Legal Domicile: United Kingdom Theory and Computing Sciences Building Trust - 51-6596577 - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Research Building Legal Domicile: Illinois UChicago Trading - 30-0517735, 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Investing Legal Domicile: Illinois Maroon Investments LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Holding Company Legal Domicile: Delaware UChicago Impact LLC - 61-1682394, 1307 E. 60th Street, Chicago, IL 60637 Primary Activity: Education Legal Domicile: Illinois Harper Court LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Holding Company Legal Domicile: Illinois LPA Management LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Property Management Legal Domicile: Illinois 6014 Cottage Grove LPA Holdings LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Property Holding Company Legal Domicile: Illinois Center for Research in Securities Prices LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Securities Research and Data Legal Domicile: Illinois For purposes of completeness, please note the following: The entities listed below are disregarded entities of The University of Chicago Medical Center: UCMC Community Physicians LLC, 5841 S. Maryland Ave., Chicago, IL 60637 EIN: 38-3865637 Primary Activity: Physician Services Legal Domicile: Illinois University of Chicago Medicine Care Network LLC, 5841 S. Maryland Ave., Chicago, IL 60637 EIN: 47-4222269 Primary Activity: Healthcare Legal Domicile: Illinois UCM Global LLC, 5841 S. Maryland Ave., Chicago, IL 60637 EIN: 32-0579811 Primary Activity: International Medical Consulting Legal Domicile: Illinois Also note: The University of Chicago Medical Center is a less than 50% member in a joint venture with UCMC/SCH Oncology JV LLC, a tax exempt entity, 1850 Silver Cross Blvd, New Lenox, IL 60451, EIN: 32-2436795 And The University of Chicago Medicine Care Network, LLC, a disregarded entity of the University of Chicago Medical Center, is the sole member of the following related entities: UCM Care Network Medical Group Inc. 5841 S. Maryland Ave., Chicago, IL 60637 EIN: 47-4221241 Primary Activity: Healthcare Legal Domicile: Illinois University of Chicago Medicine Care Network Affiliated Physicians LLC, 5841 S. Maryland, Chicago, IL 60637, EIN: 47-4233918 Primary Activity: Healthcare Legal Domicile: Illinois The following entity is a disregarded entity of UChicago Research International, a related entity: UChicago Research Bangladesh LLC, 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Support Research Legal Domicile: IllinoisExplanationTxt