CARNEGIE INSTITUTION OF WASHINGTON: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE INSTITUTION OF WASHINGTON (EIN 53-0196523)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201231369349300728
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T16:14:24-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196523 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE INSTITUTION OF WASHINGTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARN | NameControl |
| Phone | 2023876400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 P St NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200051910 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia Allen | Name |
| Title | Dir of Administration & Finance | Title |
| Phone | 2023876400 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Cynthia Allen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 P Street NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 398813989 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CIW.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | The conduct of scientific discovery, research and education in the fields of plant biology, developmental biology, earth and planetary sciences, astronomy, and global ecology | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 548 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 601555 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 116483 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 46571176 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 49611581 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12086437 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5043400 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 35162861 | InvestmentIncomePriorYear |
| Investment Income Current Year | 56229571 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1476369 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1682322 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 92344105 | TotalRevenuePriorYear |
| Total Revenue Current Year | 109202230 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4944047 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5181873 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 42007750 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 44756098 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 849230 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 44177056 | OtherExpensePriorYear |
| Other Expenses Current Year | 41428014 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 91128853 | TotalExpensesPriorYear |
| Total Expenses Current Year | 91365985 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1215252 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 17836245 | RevenuesLessExpensesCY |
| Total Assets BOY | 904176713 | TotalAssetsBOY |
| Total Assets EOY | 976554195 | TotalAssetsEOY |
| Total Liabilities BOY | 166728974 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 125161111 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 737447739 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 851393084 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of the Carnegie Insitution of Washington, as set forth in its articles of incorporation under an Act of Congress in 1904, is "to encourage, in the broadest and most liberal manner, investigation, research, and discovery, and the application of knowledge to the improvement of mankind." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 71357580 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Carnegie investigators are leaders in the fields of plant biology, developmental biology, earth and planetary sciences, astronomy and global ecology. Using molecular genetics and related methods, Carnegie biologists study the genes responsible for plant responses to light and the genetic controls over vaious growth and developmental processes including those that enable plants to survive disease and environmental stress. In addition, the department is a world leader in bioinformatics. It developed and now manages an online-integrated database, one of the most widely used biological databases in the world, that supplies all aspects of biological information on the most widely used modal plant, Arabidopsis. Researchers in developmental biology address fundamental questions in animal development and genetics at the cellular and molecular levels. Some researchers investigate the genetic programming behind cellular processes as cells develop, while others explore the genes that control growth and obesity, stimulate stem cells to become specialized body parts, and perform many other functions. Other researchers examine the physics and chemistry of Earth's deep interior and (Continued on Schedule O, Statement 1) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8752293 | Expense |
| Grants | 5181873 | Grants |
| Revenue | 0 | Revenue |
| Description | Education. Carnegie, a non-degree granting entity, is an advanced study organization at which highly qualified graduate scientists are offered postgraduate and post doctoral training for careers in education and research. Carnegie's postdoctoral scientific education is mostly conducted in the laboratory or in the field. The postdoctoral curriculum is heavily weighted toward training candidates to be capable researchers and teachers of research. The faculty consists of the professional staff of Carnegie, all of whom pursue their own research. Carnegie also offers certain training opportunities for predoctoral students who may pursue formal degrees at degree-granting insstitututions. Carnegie programs also train public elementary school teachers how to incorporate interactive science instruction into all aspects of the curriculum; helps improve the instruction of mathematics educaion of public school children by training individuals with mathematics or related degrees to become classroom instructors; introduces and trains high school students to career education pathways in the field of biotechnology; and makes information available concerning Carnegie's scientific research findings to students and the general public. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 0 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | none | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 80109873 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 187 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 548 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cynthia Allen | NamePerson |
| Telephone Number | 2023876400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 P St NW | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200051910 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Remi Barbier | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Samuel W Bodman | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| John C Botts | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| John F Crawford | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| W Gary Ernst | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Sandra M Faber | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Bruce W Ferguson | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Stephen P A Fodor | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| William Gayden | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Michael Gellert | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Robert G Goelet | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| William R Hearst III | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Suzanne Nora Johnson | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| MaryClaire King | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Rush D Holt Jr | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Deborah Rose | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Maxine F Singer | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Christopher T S Stone | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| William I M Turner Jr | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Michael G Wilson | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Mary Lou Zoback | |||||||||
| Trustee | 1 | X | 0 | 0 | 0 | ||||
| Richard Meserve | |||||||||
| President | 50 | 457000 | 0 | 58020 | X | ||||
| Gary Kowalczyk | |||||||||
| Director of Administration/Finance | 50 | 197000 | 0 | 37967 | X | ||||
| Lisa Klow | |||||||||
| Assistant Secretary to the Board | 40 | 55500 | 0 | 17364 | X | ||||
| Russel Hemley | |||||||||
| Department Director | 50 | 241592 | 0 | 53577 | X | ||||
| Wendy Freedman | |||||||||
| Department Director | 50 | 231789 | 0 | 39233 | X | ||||
| Sean Solomon | |||||||||
| Department Director | 50 | 231789 | 0 | 55045 | X | ||||
| Wolf Frommer | |||||||||
| Department Director | 50 | 231789 | 0 | 47754 | X | ||||
| Allan C Spradling | |||||||||
| Department Director | 50 | 0 | 0 | 0 | X | ||||
| Christopher Field | |||||||||
| Department Director | 50 | 231789 | 0 | 53061 | X | ||||
| Ken Caldeira | |||||||||
| Staff | 50 | 248389 | 0 | 42421 | X | ||||
| Ho Kwang Mao | |||||||||
| Staff | 50 | 228987 | 0 | 50579 | X | ||||
| Erik Hauri | |||||||||
| Staff | 50 | 190600 | 0 | 57226 | X | ||||
| Ronald Cohen | |||||||||
| Staff | 50 | 181800 | 0 | 31324 | X | ||||
| Joseph Gall | |||||||||
| Staff | 50 | 181800 | 0 | 41141 | X | ||||
| Steve Shectman | |||||||||
| Staff | 50 | 181578 | 0 | 38819 | X | ||||
| Patrick McCarthy | |||||||||
| Staff | 50 | 174059 | 0 | 0 | X | ||||
| Mark Phillips | |||||||||
| Staff | 50 | 173769 | 0 | 46281 | X | ||||
| Seung Rhee | |||||||||
| Staff | 50 | 156580 | 0 | 22643 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3595810 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 692455 | TotalOtherCompensation |
| Number Individuals GT100 K | 82 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Morgan Lewis Bockius LLP | |||||
| 1111 Pennsylvania Ave NW | Washington | DC | 20004 | Legal | 1368504 |
| Carl Zeiss NTS LLS | |||||
| One Corporation Way | Peabody | MA | 01960 | Engineering Services | 771387 |
| Alta Systems | |||||
| 50 CHUMASERO DRIVE Ste4K | SAN FRANCISCO | CA | 94312 | IT Services | 309150 |
| KPMG LLP | |||||
| 2001 M St NW | Washington | DC | 20036 | Accounting | 247950 |
| Paragon Engineering | |||||
| 2277 Joy Lane | Westcliffe | CO | 81252 | Engineering Services | 205510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 36268308 | GovernmentGrants |
| All Other Contributions | 13343273 | AllOtherContributions |
| Noncash Contributions | 99086 | NoncashContributions |
| Total Contributions | 49611581 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Magellan Telescope program | 541700 | 3824856 | 3824856 | 0 | $0 |
| Biomass Energy: The Climate-Protective Domain | 541700 | 188199 | 188199 | 0 | $0 |
| GMT Challenge program | 541700 | 153062 | 153062 | 0 | $0 |
| CLASlite on-line System program | 541700 | 134319 | 134319 | 0 | $0 |
| Strainmeter program | 541700 | 121546 | 121546 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 621418 | TotalRevenueColumn |
| Related Or Exempt Function Income | 621418 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5043400 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6490516 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 553742 | UnrelatedBusinessRevenue |
| Exclusion | $5,936,774 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1509583 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,509,583 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1563465 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1411624 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 151841 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 151841 | TotalRevenueColumn |
| Related Or Exempt Function Income | 151841 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 337939190 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 288200135 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 49739055 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49739055 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 47813 | UnrelatedBusinessRevenue |
| Exclusion | $49,691,242 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Loss on swap transactions | 900099 | -4155738 | -4155738 | 0 | $0 |
| Realized gain on currency transactions | 900099 | 32625 | 32625 | 0 | $0 |
| Capital gains of mutual funds | 900099 | 509109 | 509109 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 270258 | TotalRevenueColumn |
| Related Or Exempt Function Income | 270258 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -3343746 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 109202230 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1851495 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 601555 | UnrelatedBusinessRevenue |
| Exclusion | $57,137,599 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1393150 | Total |
| Program Services | 1393150 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3310244 | Total |
| Program Services | 3310244 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478479 | Total |
| Program Services | 478479 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2388882 | Total |
| Program Services | 1002732 | ProgramServices |
| Management And General | 1014999 | ManagementAndGeneral |
| Fundraising | 371151 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31483140 | Total |
| Program Services | 29818381 | ProgramServices |
| Management And General | 1490092 | ManagementAndGeneral |
| Fundraising | 174667 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4184885 | Total |
| Program Services | 3872326 | ProgramServices |
| Management And General | 271322 | ManagementAndGeneral |
| Fundraising | 41237 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4586477 | Total |
| Program Services | 3939082 | ProgramServices |
| Management And General | 613008 | ManagementAndGeneral |
| Fundraising | 34387 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2112714 | Total |
| Program Services | 1896973 | ProgramServices |
| Management And General | 182185 | ManagementAndGeneral |
| Fundraising | 33556 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2514009 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2514009 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270800 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 270800 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 947114 | Total |
| Program Services | 693746 | ProgramServices |
| Management And General | 236199 | ManagementAndGeneral |
| Fundraising | 17169 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1010519 | Total |
| Program Services | 850655 | ProgramServices |
| Management And General | 126603 | ManagementAndGeneral |
| Fundraising | 33261 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1301106 | Total |
| Program Services | 1176866 | ProgramServices |
| Management And General | 123735 | ManagementAndGeneral |
| Fundraising | 505 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3551176 | Total |
| Program Services | 3627678 | ProgramServices |
| Management And General | -91770 | ManagementAndGeneral |
| Fundraising | 15268 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2190502 | Total |
| Program Services | 2108013 | ProgramServices |
| Management And General | 53719 | ManagementAndGeneral |
| Fundraising | 28770 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562988 | Total |
| Program Services | 422018 | ProgramServices |
| Management And General | 79554 | ManagementAndGeneral |
| Fundraising | 61416 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2422372 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2422372 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8929459 | Total |
| Program Services | 8628029 | ProgramServices |
| Management And General | 292027 | ManagementAndGeneral |
| Fundraising | 9403 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 582227 | Total |
| Program Services | 216776 | ProgramServices |
| Management And General | 365239 | ManagementAndGeneral |
| Fundraising | 212 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Contracts & subawards | 10771812 | 10739540 | 13827 | 18445 |
| Research/education expense | 5145012 | 5070762 | 69821 | 4429 |
| Exchange rate (gain)/loss | -43658 | -10278 | -33380 | 0 |
| Bond administation expense | 11268 | 0 | 11268 | 0 |
| Other repair & maintenance expense | 161012 | 177791 | -17935 | 1156 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100296 | Total |
| Program Services | 696910 | ProgramServices |
| Management And General | 399188 | ManagementAndGeneral |
| Fundraising | 4198 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91365985 | Total |
| Program Services | 80109873 | ProgramServices |
| Management And General | 10406882 | ManagementAndGeneral |
| Fundraising | 849230 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32386055 | BOY |
| EOY | 1535761 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13775336 | BOY |
| EOY | 12845861 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 528226 | BOY |
| EOY | 1277323 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726200 | BOY |
| EOY | 709005 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4335291 | BOY |
| EOY | 8115208 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 246991794 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 92223657 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156738553 | BOY |
| EOY | 154768137 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319045426 | BOY |
| EOY | 364260169 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376641626 | BOY |
| EOY | 433042731 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 904176713 | BOY |
| EOY | 976554195 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52461005 | BOY |
| EOY | 11542260 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33916916 | BOY |
| EOY | 31307772 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65105000 | BOY |
| EOY | 65105000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15246053 | BOY |
| EOY | 17206079 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166728974 | BOY |
| EOY | 125161111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217326563 | BOY |
| EOY | 244949855 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465231580 | BOY |
| EOY | 551513903 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54889596 | BOY |
| EOY | 54929326 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 737447739 | BOY |
| EOY | 851393084 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 904176713 | BOY |
| EOY | 976554195 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 17836245 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 96109100 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 572581907 | BeginningOfYearBalance |
| Contributions | 11400 | Contributions |
| Investment Earnings Or Losses | 130037953 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2072508 | GrantsOrScholarships |
| Other Expenditures | 29759235 | OtherExpenditures |
| Administrative Expenses | 3846374 | AdministrativeExpenses |
| End Of Year Balance | 666953143 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 531558841 | BeginningOfYearBalance |
| Contributions | 32060 | Contributions |
| Investment Earnings Or Losses | 70665868 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2011688 | GrantsOrScholarships |
| Other Expenditures | 24852386 | OtherExpenditures |
| Administrative Expenses | 2810788 | AdministrativeExpenses |
| End Of Year Balance | 572581907 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 739270786 | BeginningOfYearBalance |
| Contributions | 321305 | Contributions |
| Investment Earnings Or Losses | -181429437 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1732944 | GrantsOrScholarships |
| Other Expenditures | 22719906 | OtherExpenditures |
| Administrative Expenses | 2150963 | AdministrativeExpenses |
| End Of Year Balance | 531558841 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.136 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.082 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.782 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 817117 | OtherCostOrOtherBasis |
| Book Value | 817117 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 88762976 | OtherCostOrOtherBasis |
| Depreciation | 25314303 | Depreciation |
| Book Value | 63448673 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 148802035 | OtherCostOrOtherBasis |
| Depreciation | 66909354 | Depreciation |
| Book Value | 81892681 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8609666 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 8609666 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 154768137 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 2339398 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 351172 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Real assets/natural resources | 149283842 | F |
| Altenative Investments | 281068319 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 433042731 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued postretirement benefit cost | Description |
| Amount | $17,206,079 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17206079 | TotalOfAmounts |
| Total Revenue | 109202230 | TotalRevenue |
| Total Expenses | 91365985 | TotalExpenses |
| Excess Or Deficit For Year | 17836245 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 97301469 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | -261675 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 97039794 | TotalAdjustments |
| Excess Or Deficit Per FS | 114876039 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 206722955 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 97301469 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | -261675 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 97039794 | RevenueNotRptdF990 |
| Revenue Subtotal | 109683161 | RevenueSubtotal |
| Investment Expenses Not Included | 930694 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -1411625 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -480931 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 109202230 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 92777610 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1411625 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1411625 | ExpensesNotRptdF990 |
| Expenses Subtotal | 91365985 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 91365985 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The organization's endowment funds are intended to support its overall mission of supporting scientific discovery "in the broades and most liberal manner". |
| SchD_P06_S00_L01e | Schedule D, Part VI, Line 1e | Art - $70,805: Construction in Progress - $8,538,861 |
| SchD_P10_S00_L00 | Schedule D, Part X | On July 1, 2007, Carnegie adopted the provisions of FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN48).FIN48 required that a tax position be recognized or derecognized based on a 'more-likely-than-not' threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of FIN48 had no impact on the statement of financial position or statement of activities. Carnegie does not believe its financial statements include (or reflect) any uncertain tax positions. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | FASB Accounting Standards Codification (ASC) 740-10, Income Taxes, requires that management evaluate tax positions taken by Carnegie and recognize a tax liability (or asset) if Carnegie has taken an uncertain tax position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Carnegie has analyzed the tax positions taken and has concluded that as of June 30, 2011, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Rental expenses |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Rental expenses |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Our non-discrimination policy is available on our website, www.ciw.edu, under Policies and Procedures. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | We receive grants and pass throughs from several Federal agencies including NSF, PHS, NASA, USDA, ONR, NIST, and others. These monies support our scientific research and education. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (26 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| South America | 2 | 65 | Program Services | Telescope operations for research | 5796446 |
| South America | 0 | 0 | Program Services | CAO Carbon Monitoring Research-Peru, Ecudor, Colombia, Brazil | 309653 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | AMASE Research Expedition | 255592 |
| South America | 0 | 0 | Program Services | Scientific observation runs | 180824 |
| South America | 0 | 0 | Program Services | LCO Fieldwork | 133987 |
| East Asia and the Pacific | 0 | 0 | Program Services | Strainmeter Installation, Mongolia Fieldwork and Anglo-Australian Observation | 85399 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Equipment research, Strainmeter installation, Observing run | 78837 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | IAU Symposium, EGU Mtg, MESSENGER Mtg, COSMOS 2010 Conference, Exoclimes Conference, COSPAR, EPSC | 68547 |
| East Asia and the Pacific | 0 | 0 | Program Services | International Conference on Craton Formation & Destruction, 5th International Archean Symposium, IUGG Mtg and Magellan Telescope Mtg | 47036 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Meetings/Conferences Attended | 41978 |
| South America | 0 | 0 | Program Services | Telescope engineering & maintenance | 30802 |
| East Asia and the Pacific | 0 | 0 | Program Services | Collaboration & Conferences | 24989 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Meetings & conferences | 19327 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Conferences & Meetings - Germany, France, UK, Italy | 17086 |
| Central America and the Caribbean | 0 | 0 | Program Services | Caribbean Community meeting-Belize | 15880 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Deep Carbon Observatory Meetings | 11160 |
| East Asia and the Pacific | 0 | 0 | Program Services | Conferences & meetings - China, Japan, S. Korea, Thailand | 7847 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | GAC/MAC 2011 Mtg, Geological Associate of Canada Mtg. | 6993 |
| South America | 0 | 0 | Program Services | Conference-Dynamics of Low Mass Stellar Systems, AGU Meeting of the Americas | 6612 |
| Sub-Saharan Africa | 0 | 0 | Program Services | CAO Carbon monitoring research-S. Africa | 6512 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Deep Carbon Observatory Meetings | 5549 |
| Central America and the Caribbean | 0 | 0 | Program Services | CAO Carbon Monitoring Research | 4103 |
| East Asia and the Pacific | 0 | 0 | Program Services | Deep Carbon Observatory Meetings | 3099 |
| South America | 0 | 0 | Program Services | Deep Carbon Observatory Meetings | 2788 |
| Russia and the newly independent States | 0 | 0 | Program Services | Deep Carbon Observatory Meetings | 2783 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Deep Carbon Observatory Meetings | 782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 65 | TotalNumberOfEmployees |
| Total Amount Spent | 7164611 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Fellowship | TypeOfAssistance |
| Region | South America | Region |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 478479 | AmountOfCashGrant |
| Manner Of Cash Disbursement | Check | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | As a research institution, Carnegie provides fellows with the opportunity to pursue independent research and the training to acquire the additional skills and expertise needed to become a successful scientist. Carnegie monitors the fellowship experience to achieve both objectives. Fellows pursue their research program relatively independently but have full access to Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie scientists. Fellows in the physical sciences typically collaborate with a senior staff member on research projects. This provides an ongoing vehicle for monitoring and supporting the work of the fellow. Carnegie's various administrative and research policies apply to fellows. In Carnegie's structure, department directors are responsible for assuring that fellows follow these procedures and carry out the research supported through externally or internally-funded fellowships. The fellows listed below are stationed at the Carnegie facility in Las Campanas, Chile. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Business Name Line2RecipientNameBusiness/BusinessNameLine2 | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||
| 10920 WILSHIRE BLVD STE 107 | LOS ANGELES | CA | 900246503 | 956006143 | 501(c)3 | 90704 | 0 | Participant support; academic partnership to train young scientists | ||
| STANFORD UNIVERSITY | ||||||||||
| PO BOX 873503 | SAN FRANCISCO | CA | 941444253 | 941156365 | 501(c)3 | 193459 | 0 | Participant support; academic partnership to train young scientists | ||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | 951643307 | 501(c)3 | 115183 | 0 | Participant support; academic partnership to train young scientists | ||
| UNIVERSITY OF ILLINOIS | ||||||||||
| 1901 SOUTH FIRST ST A | CHAMPAIGN | IL | 618207406 | 376000511 | 501(c)3 | 158922 | 0 | Participant support; academic partnership to train young scientists | ||
| ARIZONA STATE UNIVERSITY | ||||||||||
| PO BOX 873503 | TEMPE | AZ | 852873503 | 860196696 | 501(c)3 | 88481 | 0 | Participant support; academic partnership to train young scientists | ||
| NORTWESTERN UNIVERSITY | ||||||||||
| 633 CLARK ST RM G547 | EVANSTON | IL | 602081112 | 362167817 | 501(c)3 | 47307 | 0 | Participant support; academic partnership to train young scientists | ||
| PRINCETON UNIVERSITY | ||||||||||
| 4 NEW SOUTH BLDG PO BOX 36 | PRINCETON | NJ | 08544 | 210634501 | 501(c)3 | 122728 | 0 | Participant support; academic partnership to train young scientists | OFFICE OF RESEARCH AND PROJECT ADM | |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||||
| 700 ROSEDALE AVE | ST LOUIS | MO | 631121408 | 430653611 | 501(c)3 | 58991 | 0 | Participant support; academic partnership to train young scientists | ||
| THE UNIVERSITY OF ARIZONA | ||||||||||
| PO BOX 3520 | TUCSON | AZ | 857223520 | 742652689 | 501(c)3 | 53869 | 0 | Participant support; academic partnership to train young scientists | ||
| YALE UNIVERSITY | ||||||||||
| PO Box 208239 | NEW HAVEN | CT | 065208239 | 060646973 | 501(c)3 | 57139 | 0 | Participant support; academic partnership to train young scientists | ||
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||||
| 11200 SW 8th Street | MIAMI | FL | 33199 | 650177616 | 501(c)3 | 37156 | 0 | Participant support; academic partnership to train young scientists | ||
| OHIO STATE UNIVERSITY | ||||||||||
| 1960 KENNY RD | COLUMBUS | OH | 432101003 | 432101003 | 501(c)3 | 46283 | 0 | Participant support; academic partnership to train young scientists | OFFICE OF SPONSORED RESEARCH | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||
| 601 COLORADO STREET | AUSTIN | TX | 787012982 | 746000203 | 501(c)3 | 135408 | 0 | Participant support; academic partnership to train young scientists | ||
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||||
| UNIVERSITY STATION | BIRMINGHAM | AL | 35294 | 636005396 | 501(c)3 | 65973 | 0 | Participant support; academic partnership to train young scientists | ||
| UNIVERSITY OF MICHIGAN | ||||||||||
| 5000 WOVERLINE TOWER | ANN ARBOR | MI | 481091287 | 386006309 | 501(c)3 | 121547 | 0 | Participant support; academic partnership to train young scientists | 3000 S STATE STREET | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Fellowship | TypeOfGrant |
| Number Of Recipients | 68 | NumberOfRecipients |
| Amount Of Cash Grant | 3310244 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | As a research institution, Carnegie provides fellows with the opportunity to pursue independent research and the training to acquire the additional skills and expertise needed to become a successful scientist. Carnegie monitors the fellowship experience to achieve both objectives. Fellows pursue their research program relatively independently but have full access to Carnegie facilities and staff members and typically perform their experiments and scientific work on-site and in collaboration with other Carnegie scientists. Fellows in the biological sciences apply to Carnegie mainly to learn the research techniques and research areas of a particular Carnegie staff scientist, that is, to work in that principal investigator's (PI) lab. Labs routinely engage a number of different people,including a PI, technicians, postdoctoral scientists, and researchers. The PI monitors the work of the fellow on an ongoing basis, critiques the fellows' research, makes suggestions for avenues to explore, and provides ongoing mentoring. Fellows in the physical sciences typically collaborate with a senior staff member on research projects. This provides an ongoing vehicle for monitoring and supporting the work of the fellow. Fellows are asked to present and defend their research to other scientists both at Carnegie and at other institutions. This process helps to monitor a fellows' scientific progress and permits adjustments as necessary. Carnegie's various administrative and research policies apply to fellows. In Carnegie's structure, department directors are responsible for assuring that fellows follow these procedures and carry out the research supported through externally or internally-funded fellowships. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Meserve | |||||||||||||
| 457000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 58020 | 0 | 515020 | 0 | 0 | 0 |
| Gary Kowalczyk | |||||||||||||
| 197000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 37967 | 0 | 234967 | 0 | 0 | 0 |
| Lisa Klow | |||||||||||||
| 55500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17364 | 0 | 72864 | 0 | 0 | 0 |
| Russel Hemley | |||||||||||||
| 241592 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 53577 | 0 | 295169 | 0 | 0 | 0 |
| Sean Solomon | |||||||||||||
| 231789 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 55045 | 0 | 286834 | 0 | 0 | 0 |
| Wendy Freedman | |||||||||||||
| 231789 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 39233 | 0 | 271022 | 0 | 0 | 0 |
| Wolf Frommer | |||||||||||||
| 231789 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 47754 | 0 | 279543 | 0 | 0 | 0 |
| Christopher Field | |||||||||||||
| 231789 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 53061 | 0 | 284850 | 0 | 0 | 0 |
| Ken Caldeira | |||||||||||||
| 248389 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 42421 | 0 | 290810 | 0 | 0 | 0 |
| Ho Kwang Mao | |||||||||||||
| 228987 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50579 | 0 | 279566 | 0 | 0 | 0 |
| Erik Hauri | |||||||||||||
| 190600 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 57226 | 0 | 247826 | 0 | 0 | 0 |
| Ronald Cohen | |||||||||||||
| 181800 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31324 | 0 | 213124 | 0 | 0 | 0 |
| Joseph Gall | |||||||||||||
| 181800 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41141 | 0 | 222941 | 0 | 0 | 0 |
| Patrick McCarthy | |||||||||||||
| 174059 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 36879 | 0 | 210938 | 0 | 0 | 0 |
| Mark Phillips | |||||||||||||
| 173769 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 46281 | 0 | 220050 | 0 | 0 | 0 |
| Seung Rhee | |||||||||||||
| 156580 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 22643 | 0 | 179223 | 0 | 0 | 0 |
| Steve Shectman | |||||||||||||
| 181578 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38819 | 0 | 220397 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P02_S00_L00 | Identifier |
| Return Reference | Schedule J, Part II | ReturnReference |
| Explanation | See Statement 6 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Business Name Line2IssuerName/BusinessNameLine2 | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| Maryland Health & Higher Educational Facilities | ||||||||
| Authority (MHHEFA) on behalf of Carnegie | 520936091 | 574217JB2 | 2010-02-04 | 30580000 | Refund prior MHHEFA bonds issued to construct & equip new | 0 | 0 | 0 |
| California Educational Facilities Authority (CEFA) | ||||||||
| on behalf of Carnegie Institution of Washington | 521705592 | 130178VS2 | 2010-03-24 | 34525000 | Refund prior CEFA bonds issued to finance telescope proj and renovate | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 30505440 | 0 | 0 | 0 | 553594 | 0 | 0 | 30000000 | 0 | 0 | 2005 | 1 | 0 | 1 | 1 |
| 0 | 0 | 36365183 | 0 | 0 | 0 | 565183 | 0 | 0 | 35800000 | 0 | 17694 | 2003 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchK_P02_S00_L07 | Identifier |
| Return Reference | Schedule K, Part II, Line 7 | ReturnReference |
| Explanation | MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY(MHHEFA), on behalf of Carnegie. This issue was used to refund prior MHHEFA bonds of $30 million issued in October, 2002, the proceeds of which were used to construct and equip a new facility for Carnegie's Department of Embryology on the Johns Hopkins Homewood Campus in Baltimore, Maryland. Construction began in April 2003 and the facility was occupied in September 2005. The 2010 series was issued at a discount of $74,561 and amounts borrowed in excess of $30 million were used to cover issuance costs. CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY (CEFA), on behalf of Carnegie. This issue was used to refund $17.5 million of 1993 Series B California Educational Facilities Authority Revenue tax exempt bonds and $18.3 million of 2006 Series A CEFA Refunding Revenue tax-exempt bonds which refunded all outstanding 1993 Series A California Educational Facilities Authority Revenue tax exempt bonds. 1993 Series A & B bonds were used to finance the Magellan telescope project and the renovation of the facilities of the Observatories at Pasadena. The telescope project was completed in 2003. The 2010 Series was issued at a premium of $1,840,183 and amounts in exess of $35.8 million were used to cover issuance costs. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merit Energy Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee, William Gayden | Relationship |
| Amount Of Transaction | 1163053 | AmountOfTransaction |
| Description Of Transaction | Contributions to Merit Investment | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 69797 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 111020 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The organization uses its custodial bank, State Street, to process and sell stock contributions received from donors. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P03_S00_L04a | Form 990, Part III, Line 4a | planets Carnegie is a world-renowned center for petrology - study of rocks. It is also a world leader in high-pressure and high-temperature physics making significant contributions to both Earth and material sciences. Carnegie scientists are part of an interdisciplinary effort to investigate how life evolved on this planet and determine its potential for existing elsewhere. With various partners, Carnegie has launched a new multi-disciplinary, international initiative dedicated to achieving a transformational understanding of Earth's deep carbon cycle, including its poorly constrained resevoirs and fluxes, unknown role of deep biology, and unexplored influences of the deep carbon cycle on critical societal concerns related to energy, environment, and climate. Carnegie astronomers, unlike most in their filed, design and build their own instruments to capture the secrets of space. They are tracing the evolution of the universe from the spark of the Big Bang through star and galaxy formation, exploring the structure of the universe, and probing the mysteries of dark matter, dark energy, and the ever-accelerating rate at which the universe is expanding. Carnegie operated telescopes in Las Campanas Chile, at which a large part of the research is conducted, and is part of a consortium that has undertaken to design, construct and operate a telescope known as the Giant Magellan Telescope that, when complete, will be among the world's largest groundbased optical/infrared facilities. Carnegie research also includes interdisciplinary teams of astronomers and astrophysicists, geophysicists and geochemists, cosmochemists and planetary scientists. These teams are discovering planets outside our solar system, determining the age and structure of the universe, and studying the causes of earthquakes and volcanoes. Using innovative approaches to research on global ecology, Carnegie scientists are picking apart the complicated interactions of Earth's land, atmosphere, and oceans to understand how global systems operate. With a wide range of powerful tools--from satellites to the instruments of molecular biology--these scientists explore issues such as the global carbon cycle, the role of land and oceanic ecosystems, and much more. These ecologists also play an active role in the public arena, from serving on international panels investigatin climate change to promoting satellite imagery for the discovery of environmental "hotspots". |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The entire Board received a copy of the proposed filing by electronic means before it was submitted to the IRS. Any individual Board member who wished to make a comment concerning the filing provided comments to the Chair of the Audit Committee and the President prior to the filing. The Audit Committee reviewed the proposed filing in two steps. First, prior to the filing, the Committee received the form for detailed review and discussed the submission at a meeting of the Audit Committee. The Committee was asked, in particular, to review key governance and policy responses to assure the information accurately describes the Board's governance and fiduciary responsibilities. Any comments from the Committee were provided to the President so that any necessary revisions could be made. Second, within six months after the filing, the Audit Committee will provide the full board with any recommendations for future changes to the Form 990 submission and/or the Institution's policies or procedures. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Each year the Board of Trustees and key officers receive a conflict of interest package to complete that includes the Institution's policy, an updated list of organizations through which the Institution invests, and other information. Individuals receiving the package are required to respond by completing a signed, dated form. All conflicts of interest forms are collected by the Assistant Secretary to the Board and provided to Director, Administration and Finance. The Director, Administration and Finance, consults with the Institution's outside counsel concerning any issues and required follow-up resulting from the review. Required actions are fact specific. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Employee Affairs Committee of the Board of Trustees annually conducts a review of the compensation of the President and the Director, Administration and Finance. The review includes comparability data prepared by the Manager of Human Resources and Insurance. The results of the review are documented in the minutes of the meeting of the Committee. Both were reviewed in 2011. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The governing documents, audited financial statements, and employee conflict of interest policy are available on our website www.ciw.edu. The trustee conflict of interest policy is available upon written request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Net unrealized gains (losses) on investments = 97,301,469; Donated services and use of facilities = (261,675); Investment expenses = (930,694) |