MAX PLANCK FLORIDA CORPORATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MAX PLANCK FLORIDA CORPORATION (EIN 26-2117502)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349306247
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T14:12:17-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1555 PALM BEACH LAKES BLVD SUITE | AddressLine1Txt |
| Address Line2 | 700 | AddressLine2Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262117502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX PLANCK FLORIDA CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXP | BusinessNameControlTxt |
| Phone | 5619729000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHIAS HAURY | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 5619729000 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI BURDINE | PreparerPersonNm |
| PTIN | P00362629 | PTIN |
| Phone | 5616971785 | PhoneNum |
| Preparation | 2017-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 15:12:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 43125AECB17A7A37DAA4A03BB0C68462DF528842 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 19D2789BCC42DB11053A1878AF6F2584D0BCD1F3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX PLANCK FLORIDA INSTITUTE FOR NEUROSCIENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID FITZPATRICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,866,744 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MPFI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO EXPAND KNOWLEDGE OF THE BIOSCIENCES, EDUCATE AND TRAIN YOUNG SCIENTISTS FOR BIOMEDICAL RESEARCH AND IMPROVE HUMAN WELFARE BY APPLYING BREAKTHROUGHS IN RESEARCH TO THE ADVANCEMENT OF MEDICAL DIAGNOSIS AND MEDICAL CARE FOR THE PUBLIC'S BENEFIT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 170 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,569,158 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,806,054 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $132,379 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $224,706 | CYProgramServiceRevenueAmt |
| PY Investment Income | $674,263 | PYInvestmentIncomeAmt |
| CY Investment Income | $633,324 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,375,800 | PYTotalRevenueAmt |
| CY Total Revenue | $18,664,084 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $249,260 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,703,209 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,203,213 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $481,195 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,367,820 | PYOtherExpensesAmt |
| CY Other Expenses | $11,925,290 | CYOtherExpensesAmt |
| PY Total Expenses | $25,320,289 | PYTotalExpensesAmt |
| CY Total Expenses | $23,173,503 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,511 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,509,419 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,136,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,139,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $941,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $815,889 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $107,194,972 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,323,933 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S MISSION IS TO EXPAND KNOWLEDGE OF THE BIOSCIENCES, EDUCATE AND TRAIN YOUNG SCIENTISTS FOR BIOMEDICAL RESEARCH AND IMPROVE HUMAN WELFARE BY APPLYING BREAKTHROUGHS IN RESEARCH TO THE ADVANCEMENT OF MEDICAL DIAGNOSIS AND MEDICAL CARE FOR THE PUBLIC'S BENEFIT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,656,859 | ExpenseAmt |
| Revenue | $224,706 | RevenueAmt |
| Desc | MAX PLANCK FLORIDA CORPORATION ESTABLISHED ITS FIRST SCIENTIFIC DEPARTMENT IN THE SUMMER OF 2009 AND HAS EXPANDED TO TWO RESEARCH DIVISIONS AND SIX RESEARCH GROUPS TO FULFILL ITS PURPOSE TO EXPAND KNOWLEDGE OF THE BIOSCIENCES, AND EDUCATE AND TRAIN YOUNG SCIENTISTS FOR BIOMEDICAL RESEARCH. THE EIGHT RESEARCH LABS FOCUS IN THE AREAS OF DISORDERS OF NEURAL CIRCUIT FUNCTION, MECHANISMS OF SYNAPTIC SIGNALING & COMPUTATION, FUNCTIONAL ARCHITECTURE & DEVELOPMENT OF VISUAL CORTEX, CELLULAR ORGANIZATION OF CORTICAL CIRCUIT FUNCTION, MOLECULAR MECHANISMS OF SYNAPTIC FUNCTION, NEURONAL SIGNAL TRANSDUCTION, CELLULAR BASIS OF NEURAL CIRCUIT PLASTICITY AND DEVELOPMENT & FUNCTION OF INHIBITORY NEURAL CIRCUITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,000 | ExpenseAmt |
| Grant | $45,000 | GrantAmt |
| Desc | FUNDING FOR MAX PLANCK FLORIDA FOUNDATION, A SEPARATE FUNDRAISING ENTITY THAT WILL RAISE AND DISTRIBUTE FUNDS FOR THE BENEFIT OF THE MAX PLANCK FLORIDA CORPORATION TO FURTHER THE PURPOSE OF DEVELOPING AND OPERATING A SCIENTIFIC RESEARCH INSTITUTE IN FLORIDA. MAX PLANCK FLORIDA FOUNDATION IS A 501(C)(3) ENTITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE INSTITUTE AND THE MAX PLANCK SOCIETY HAVE A FUNDING AGREEMENT WHEREBY THE SOCIETY PROVIDES ANNUAL FUNDING FOR OPERATIONS OF THE ORGANIZATION UP TO A MAXIMUM OF 8 MILLION EUROS. DURING 2016, THE INSTITUTE RECEIVED $9,261,674 FROM THE SOCIETY WHICH CONSISTS OF $8,817,970 FOR OPERATIONS, $400,177 FOR RESEARCH GROUPS, AND $43,527 FOR GRADUATE PROGRAMS FUNDING.IN 2008, THE INSTITUTE ENTERED INTO A GRANT AGREEMENT WITH PALM BEACH COUNTY PROVIDING FOR $26,926,000 GENERAL OPERATING FUNDS OF WHICH $21,579,000 HAS BEEN RECEIVED THROUGH DECEMBER 31, 2016. THE INSTITUTE RECEIVED $3,028,000 AND $10,356,000 DURING THE YEARS ENDED DECEMBER 31, 2016 AND 2015, RESPECTIVELY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,701,859 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 170 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS FORCHHEIMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5619729000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BILL S HANSSON | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID AUTH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX W DREYFOOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE ELMORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS J FREEH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN-PIERRE GARNIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NASSER KAZEMINY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE MCELVEEN-HUNTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R MELLOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD POUSSOT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARKUS SCHLEIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLA J SHATZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHIAS HAURY | ||||||||
| COO | 40.00 | $238,799 | $0 | $21,667 | Yes (X) | |||
| WILLIAM PENNELL | ||||||||
| VP FINANCE & ADMINISTRATION | 40.00 | $184,782 | $0 | $17,235 | Yes (X) | |||
| BARBARA SUFLAS NOBLE | ||||||||
| VP OF INSTITUTE ADVANCEMENT | 12.00 | $196,516 | $0 | $48,132 | Yes (X) | 28.00 | ||
| DORIS FORCHHEIMER | ||||||||
| CONTROLLER | 40.00 | $98,352 | $0 | $10,080 | Yes (X) | |||
| DAVID FITZPATRICK | ||||||||
| CHIEF SCIENTIFIC DIRECTOR/ | 40.00 | $374,760 | $0 | $43,442 | Yes (X) | 1.00 | ||
| RYOHEI YASUDA | ||||||||
| SCIENTIFIC DIRECTOR | 40.00 | $245,983 | $0 | $12,652 | Yes (X) | |||
| JASON M CHRISTIE | ||||||||
| RESEARCH GROUP LEADER | 40.00 | $149,341 | $0 | $14,193 | Yes (X) | |||
| SAMUEL M YOUNG | ||||||||
| RESEARCH GROUP LEADER | 40.00 | $155,402 | $0 | $13,990 | Yes (X) | |||
| HYUNGBAE KWON | ||||||||
| RESEARCH GROUP LEADER | 40.00 | $142,345 | $0 | $4,737 | Yes (X) | |||
| HIROKI TANIGUCHI | ||||||||
| RESEARCH GROUP LEADER | 40.00 | $139,505 | $0 | $3,164 | Yes (X) | |||
| JAMES M SCHUMMERS | ||||||||
| RESEARCH GROUP LEADER | 40.00 | $140,559 | $0 | $15,176 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,066,344 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $204,468 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED UNIVERSAL | |||||
| 161 WASHINGTON ST STE 600 | CONSHOHOCKEN | PA | 19428 | SECURITY | $144,269 |
| T&M SERVICES | |||||
| 31 NE 1ST STREET | POMPANO BEACH | FL | 33060 | JANITORIAL SERVICES | $122,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $9,261,674 | RelatedOrganizationsAmt |
| Government Grants | $8,076,643 | GovernmentGrantsAmt |
| All Other Contributions | $467,737 | AllOtherContributionsAmt |
| Total Contributions | $17,806,054 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSTRUCTION REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $224,706 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,706 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $224,706 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $491,718 | TotalRevenueColumnAmt |
| Exclusion | $491,718 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,314,266 | SecuritiesAmt |
| Other | $30,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,202,660 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,606 | SecuritiesAmt |
| Other | $30,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,606 | TotalRevenueColumnAmt |
| Exclusion | $141,606 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,664,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,706 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $633,324 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $45,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,498,839 | TotalAmt |
| Program Services | $8,076,978 | ProgramServicesAmt |
| Management And General | $211,912 | ManagementAndGeneralAmt |
| Fundraising | $209,949 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,482 | TotalAmt |
| Program Services | $683,356 | ProgramServicesAmt |
| Management And General | $12,951 | ManagementAndGeneralAmt |
| Fundraising | $15,175 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,619 | TotalAmt |
| Program Services | $1,366,960 | ProgramServicesAmt |
| Management And General | $33,412 | ManagementAndGeneralAmt |
| Fundraising | $24,247 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,273 | TotalAmt |
| Program Services | $539,966 | ProgramServicesAmt |
| Management And General | $14,842 | ManagementAndGeneralAmt |
| Fundraising | $13,465 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,800 | TotalAmt |
| Program Services | $81,859 | ProgramServicesAmt |
| Management And General | $10,927 | ManagementAndGeneralAmt |
| Fundraising | $1,014 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,576 | TotalAmt |
| Program Services | $57,762 | ProgramServicesAmt |
| Management And General | $8,066 | ManagementAndGeneralAmt |
| Fundraising | $748 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,948 | TotalAmt |
| Management And General | $99,948 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,836 | TotalAmt |
| Program Services | $10,162 | ProgramServicesAmt |
| Management And General | $527 | ManagementAndGeneralAmt |
| Fundraising | $4,147 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,342 | TotalAmt |
| Program Services | $360,320 | ProgramServicesAmt |
| Management And General | $20,112 | ManagementAndGeneralAmt |
| Fundraising | $48,910 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,853 | TotalAmt |
| Program Services | $86,518 | ProgramServicesAmt |
| Management And General | $6,187 | ManagementAndGeneralAmt |
| Fundraising | $1,148 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,810 | TotalAmt |
| Program Services | $394,194 | ProgramServicesAmt |
| Management And General | $8,881 | ManagementAndGeneralAmt |
| Fundraising | $24,735 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,769 | TotalAmt |
| Program Services | $211,013 | ProgramServicesAmt |
| Management And General | $4,084 | ManagementAndGeneralAmt |
| Fundraising | $12,672 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,879,159 | TotalAmt |
| Program Services | $4,609,291 | ProgramServicesAmt |
| Management And General | $246,661 | ManagementAndGeneralAmt |
| Fundraising | $23,207 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,959 | TotalAmt |
| Program Services | $436,369 | ProgramServicesAmt |
| Management And General | $60,936 | ManagementAndGeneralAmt |
| Fundraising | $5,654 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUITING/CONTRACT SVC | $2,185,415 | $2,001,814 | $107,714 | $75,887 |
| SUPPLIES & EQUIPMENT | $1,675,252 | $1,661,299 | $9,931 | $4,022 |
| REPAIRS & MAINTENANCE | $1,034,000 | $909,849 | $111,975 | $12,176 |
| OTHER | $194,571 | $169,149 | $21,383 | $4,039 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,173,503 | TotalAmt |
| Program Services | $21,701,859 | ProgramServicesAmt |
| Management And General | $990,449 | ManagementAndGeneralAmt |
| Fundraising | $481,195 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,859 | BOYAmt |
| EOY | $408,893 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,733 | BOYAmt |
| EOY | $2,065,789 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542,340 | BOYAmt |
| EOY | $853,008 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,683 | BOYAmt |
| EOY | $673,068 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,929 | BOYAmt |
| EOY | $923,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,118,443 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,762,465 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,973,361 | BOYAmt |
| EOY | $68,355,978 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,079,214 | BOYAmt |
| EOY | $24,196,838 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,091,051 | BOYAmt |
| EOY | $6,584,724 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,371 | BOYAmt |
| EOY | $77,812 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,136,541 | BOYAmt |
| EOY | $104,139,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,569 | BOYAmt |
| EOY | $815,889 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,569 | BOYAmt |
| EOY | $815,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,117,836 | BOYAmt |
| EOY | $92,090,704 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,400,131 | BOYAmt |
| EOY | $7,494,273 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,677,005 | BOYAmt |
| EOY | $3,738,956 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,194,972 | BOYAmt |
| EOY | $103,323,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,136,541 | BOYAmt |
| EOY | $104,139,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,509,419 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $491,334 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$346,627 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $493,673 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,223,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,144,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,672,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,569,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,806,054 | CurrentTaxYearAmt |
| Total | $81,415,010 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,223,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,144,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,672,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,569,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,806,054 | CurrentTaxYearAmt |
| Total | $81,415,010 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $81,415,010 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,371,274 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,371,274 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $82,786,284 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $587,314 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $6,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,643,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,215,488 | DepreciationAmt |
| Book Value | $57,428,044 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,841,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,939,029 | DepreciationAmt |
| Book Value | $4,902,247 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $633,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $607,948 | DepreciationAmt |
| Book Value | $25,687 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,355,978 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ROBECO BOSTON | $1,483,566 | F |
| DIAMOND HILL | $1,905,652 | F |
| WCM INVESTMENTS | $2,498,844 | F |
| RICHMOND CAPITAL | $4,831,533 | F |
| WASMER SCHROEDER | $6,863,151 | F |
| OPERATING ACCOUNT | $19,485 | F |
| ALTERNATIVES | $1,684,571 | F |
| AMI LARGE CAP GROWTH | $1,641,774 | F |
| GREAT LAKES ADVISORS AIP | $1,861,079 | F |
| VANGUARD 500 INDEX-MPFI | $1,407,183 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,196,838 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN NET ASSETS OF THE FOUNDATION | Desc |
| Book Value | $6,584,724 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,584,724 | TotalBookValueProgramRltdAmt |
| Total Rev Etc Audited Fincl Stmt | $19,125,418 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $491,334 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $491,334 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,634,084 | RevenueSubtotalAmt |
| Other Revenues Not Included | $30,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $30,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,664,084 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,445,130 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $346,627 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $346,627 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,098,503 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $75,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $75,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,173,503 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON SALE OF ASSET 30,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CAPITAL CONTRIBUTION TRANSFER TO FOUNDATION 45,000. GAIN ON SALE OF ASSET 30,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX PLANCK FLORIDA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MAX PLANCK WAY | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 272007902 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $45,000 | CashGrantAmt |
| Purpose Of Grant | CAPITAL CONTRIBUTION TO FUND 501(C)(3) ENTITY. | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHIAS HAURY | ||||||||||||||
| COO | $238,799 | $0 | $0 | $0 | $0 | $0 | $17,500 | $0 | $4,167 | $0 | $260,466 | $0 | $0 | $0 |
| WILLIAM PENNELL | ||||||||||||||
| VP FINANCE & ADMINISTRATION | $184,782 | $0 | $0 | $0 | $0 | $0 | $11,158 | $0 | $6,077 | $0 | $202,017 | $0 | $0 | $0 |
| BARBARA SUFLAS NOBLE | ||||||||||||||
| VP OF INSTITUTE ADVANCEMENT | $196,516 | $0 | $0 | $0 | $0 | $0 | $42,000 | $0 | $6,132 | $0 | $244,648 | $0 | $0 | $0 |
| DAVID FITZPATRICK | ||||||||||||||
| CHIEF SCIENTIFIC DIRECTOR/ | $374,760 | $0 | $0 | $0 | $0 | $0 | $42,000 | $0 | $1,442 | $0 | $418,202 | $0 | $0 | $0 |
| RYOHEI YASUDA | ||||||||||||||
| SCIENTIFIC DIRECTOR | $245,983 | $0 | $0 | $0 | $0 | $0 | $7,511 | $0 | $5,141 | $0 | $258,635 | $0 | $0 | $0 |
| JASON M CHRISTIE | ||||||||||||||
| RESEARCH GROUP LEADER | $149,341 | $0 | $0 | $0 | $0 | $0 | $9,239 | $0 | $4,954 | $0 | $163,534 | $0 | $0 | $0 |
| SAMUEL M YOUNG | ||||||||||||||
| RESEARCH GROUP LEADER | $155,402 | $0 | $0 | $0 | $0 | $0 | $9,572 | $0 | $4,418 | $0 | $169,392 | $0 | $0 | $0 |
| JAMES M SCHUMMERS | ||||||||||||||
| RESEARCH GROUP LEADER | $140,559 | $0 | $0 | $0 | $0 | $0 | $8,800 | $0 | $6,376 | $0 | $155,735 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE TEAM TRAVELS FIRST-CLASS WHEN TRAVELING OVERSEAS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOLLOWING PERSONNEL CAN PARTICIPATE IN THE ELECTION OF THE OFFICERS & DIRECTORS: THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BODY REVIEWS FORM 990 AND THE RELATED SCHEDULES ALONG WITH THE AUDIT COMMITTEE AND MANAGEMENT. THESE INDIVIDUALS REVIEW FORM 990, PREPARED BY AN OUTSIDE CPA, IN ITS ENTIRETY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE AND COMMUNICATE TO THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED BOARD MEETING. THIS APPROVAL PROCESS IS DOCUMENTED WITH THE SIGNATURE OF THE COO OR CEO. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY USING THE FOLLOWING PRACTICES: CONFLICTS THAT ARISE MUST BE REPORTED TO THE BOARD WHEREBY APPROPRIATE ACTION IS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT DATA IS USED TO ESTABLISH COMPENSATION FOR EVERY KEY MANAGEMENT POSITION PRIOR TO AND AT THE TIME OF HIRE. THE BOARD OF TRUSTEES RATIFIES HIRES AT THE NEXT SCHEDULED BOARD MEETING. THE BOARD CHAIRMAN ALONG WITH ALL SENIOR OFFICERS PARTICIPATE IN HIRING, REVIEW AND DECISION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION PROVIDES COPIES OF FORM 990 AND ITS RELATED SCHEDULES UPON REQUEST FOR THE PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ONLY FOR INSPECTION ON PREMISES FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART VII, LINE 17 | THE VP OF INSTITUTE ADVANCEMENT IS COMPENSATED THROUGH MAX PLANCK FLORIDA CORPORATION. THIS INDIVIDUAL DEVOTES THE MAJORITY OF THEIR TIME TO THE RELATED ORGANIZATION MAX PLANCK FLORIDA FOUNDATION. |
| FORM 990, PART VII, LINES 1 AND 11 | THE ORGANIZATION IS UNABLE TO SECURE INFORMATION ON COMPENSATION PAID TO BILL HANSSON AND MARKUS SCHLEIER BY THE FOREIGN RELATED ORGANIZATION, MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE, AFTER MAKING A REASONABLE EFFORT TO OBTAIN THE INFORMATION AND IS UNABLE TO PROVIDE A REASONABLE ESTIMATE OF SUCH COMPENSATION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 493,673. |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAX PLANCK FLORIDA FOUNDATION | ||||||||||||||||
| ONE MAX PLANCK WAY | JUPITER | FL | 33458 | 272007902 | 501(C)(3) SUPPORTING ORGANIZATION | FL | 501(C)(3) | LINE 12A, I | MAX PLANCK FLORIDA CORPORATION | Yes (1) | ||||||
| MAX PLANCK SOCIETY FOR THE ADVANCEMENT OF SCIENCE | ||||||||||||||||
| INDEPENDENT NON-PROFIT RESEARCH ORGANIZATION | 501(C)(3) | LINE 7 | 0 | HOFGARTEN STREET 8 | MUNICH | GM | 80539 | GM | N/A | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MAX PLANCK FLORIDA FOUNDATION | ||
| C | $1,504,237 | FMV |
| MAX PLANCK FLORIDA FOUNDATION | ||
| O | $312,027 | FMV |
| MAX PLANCK GESELLSCHAFT | ||
| C | $9,261,674 | FMV |