MARINE BIOLOGICAL LABORATORY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARINE BIOLOGICAL LABORATORY (EIN 04-2104690)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202631349349311308
- Schema version
- 2024v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T16:50:22-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINE BIOLOGICAL LABORATORY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 5082897239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MBL Street | AddressLine1Txt |
| City | Woods Hole | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Damian N Desiderio | PersonNm |
| Person Title | Chief Financial & Operating Officer | PersonTitleTxt |
| Phone | 5082897239 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Nipam Patel | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MBL Street | AddressLine1Txt |
| City | Woods Hole | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,160,647 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mbl.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The Marine Biological Laboratory (MBL) is dedicated to scientific discovery - exploring fundamental biology, understanding biodiversity and the environment, and informing the human condition through research and education in biology, biomedicine, and environmental science. Founded in Woods Hole, Massachusetts, in 1888, the MBL is a private, nonprofit institution and an affiliate of the University of Chicago. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 441 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $5,681 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $788 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,173,808 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,516,654 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,567,886 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,518,345 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,469,377 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,114,533 | CYInvestmentIncomeAmt |
| PY Other Revenue | $137,480 | PYOtherRevenueAmt |
| CY Other Revenue | $207,635 | CYOtherRevenueAmt |
| PY Total Revenue | $57,348,551 | PYTotalRevenueAmt |
| CY Total Revenue | $55,357,167 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,902,958 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,277,746 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,819,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,910,762 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,526,985 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,020,634 | PYOtherExpensesAmt |
| CY Other Expenses | $21,115,610 | CYOtherExpensesAmt |
| PY Total Expenses | $55,742,822 | PYTotalExpensesAmt |
| CY Total Expenses | $56,304,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,605,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$946,951 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $245,049,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $246,532,340 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,380,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,318,349 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $209,668,660 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $212,213,991 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the world's leading scientists who are attracted by the MBL's unique resources and strengths, and who come to the MBL to conduct research for weeks or months at a time. Their work spans biological scales from molecules and cells to ecosystems. The MBL trains students from high school to postdoctoral levels. Central to the MBL's identity are its advanced graduate level research courses. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,429,251 | ExpenseAmt |
| Grant | $3,115,475 | GrantAmt |
| Revenue | $24,481,273 | RevenueAmt |
| Desc | The Marine Biological Laboratory (MBL) maintains laboratories for the scientific study and investigation of a wide range of biological topics, from biomedical to ecological research. MBL Resident Scientists are based full-time in Woods Hole and conduct funded research in areas of science that are relevant to the MBL's mission of fundamental biological discovery. Areas of focus include new discoveries emerging from the study of new research organisms, encompassing studies in cell biology, regenerative biology, neuroscience, sensory physiology, and comparative evolution and genomics; the study of microbiomes and microbial diversity and ecology in a variety of ocean, organismal, and terrestrial habitats; innovation in imaging and computation, illuminating cellular function and previously unknown biology; and adaptation and resilience of environmental systems and organisms in the face of global change. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,887,269 | ExpenseAmt |
| Grant | $2,260,277 | GrantAmt |
| Revenue | $13,552,325 | RevenueAmt |
| Desc | The Marine Biological Laboratory (MBL) offers a wide range of scientific courses (from high school to post-doctoral level), workshops, conferences, and internships throughout the year. Central to the MBL's identity are its advanced, discovery-based courses for graduate students, postdoctoral fellows, and faculty. In these courses students learn from internationally renowned scientists and are immersed in the laboratory, learning cutting-edge techniques while investigating contemporary research problems. Each year, MBL advanced courses attract more than 500 graduate students and postdoctoral researchers from more than 300 institutions and over 30 countries. Course directors and faculty are leaders in their fields, drawn from leading universities and research institutions around the world. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,326,523 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,614,209 | RevenueAmt |
| Desc | Visiting (Whitman) Research: The Marine Biological Laboratory (MBL) hosts hundreds of researchers, postdocs, and graduate students from around the world to participate in scientific discovery courses, research, lectures, and field studies. As a convener of biology, the MBL is well known for fostering a highly collaborative environment, with scientists and students engaged in intensive research in a collegial and informal atmosphere. Whitman Center Scientists are provided with infrastructure and an informal, interactive scientific community that allows them to launch into research almost immediately upon their arrival. Advice and equipment are available from other researchers or from colleagues in the education program. Free from academic duties at their home institutions, some veteran Whitman Center Scientists report they do more hands-on research in three months at the MBL than they do during the rest of the year at their home institutions. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $47,643,043 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 198 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 441 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Damian N Desiderio CPA | PersonNm |
| Phone | 5082897239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MBL Street | AddressLine1Txt |
| City | Woods Hole | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02543 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A Paul Alivisatos | ||||||||||
| Former Chair of the Board of Trustees | 1 | 40 | Yes (X) | $0 | $2,031,564 | $51,177 | ||||
| Juan J de Pablo | ||||||||||
| Trustee | 2 | 40 | $0 | $718,364 | $59,745 | Yes (X) | ||||
| Lori Berko | ||||||||||
| Secretary of the MBL Corporation | 2 | 40 | $0 | $660,240 | $44,024 | Yes (X) | ||||
| Nipam H Patel | ||||||||||
| Director of the MBL | 40 | 0 | $508,513 | $0 | $53,019 | Yes (X) | Yes (X) | |||
| Linda Hyman | ||||||||||
| Director of Education | 40 | 0 | $298,527 | $0 | $40,498 | Yes (X) | ||||
| Paul E Speer | ||||||||||
| Chief Operating Officer | 40 | 0 | $294,682 | $0 | $38,588 | Yes (X) | ||||
| Anne Sylvester | ||||||||||
| Director of Research | 40 | 0 | $281,671 | $0 | $13,586 | Yes (X) | ||||
| Mary S Harrington | ||||||||||
| Chief Financial Officer | 40 | 0 | $236,781 | $0 | $48,608 | Yes (X) | ||||
| Joshua Rosenthal | ||||||||||
| Senior Scientist | 40 | 0 | $245,598 | $0 | $35,038 | Yes (X) | ||||
| David B Mark Welch | ||||||||||
| Senior Scientist | 40 | 0 | $200,283 | $0 | $65,566 | Yes (X) | ||||
| Jennifer Morgan | ||||||||||
| Director of the Eugene Bell Center | 40 | 0 | $220,337 | $0 | $11,019 | Yes (X) | ||||
| Marie Russell | ||||||||||
| Director of Facilities and Services | 40 | 0 | $217,346 | $0 | $11,019 | Yes (X) | ||||
| Alexandra Z Worden PhD | ||||||||||
| Senior Scientist | 40 | 0 | $214,109 | $0 | $12,713 | Yes (X) | ||||
| William I Huyett | ||||||||||
| Chair of the Board of Trustees | 1 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Saul J Pannell | ||||||||||
| Vice Chair of the Board of Trustees | 1 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Walter E Massey | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Peter D Barbey | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Susan M Fitzpatrick | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Margaret J Fofonoff | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| David A Greene | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Avram Hershko | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Catherine E Hibbitt | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Constance T Keller | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Christopher G Kennedy | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Jean A King | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| David Johnson | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Max Paul Rosen | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Catherine Thomas | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Lewis T Williams | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Ethan A Lerner | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| William A Linton | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| John W McCarter | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Brien OBrien | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Ronald P OHanley | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| John W Rowe | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert Rosiello | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Timothy A Springer | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Samme L Thompson | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Dyann F Wirth | ||||||||||
| Trustee | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,717,847 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,410,168 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $484,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo Inc and Affiliates | |||||
| PO Box 360170 | Pittsburgh | PA | 15251 | Food service | $2,388,778 |
| Reliable Roofing & Sheet Metal LLC | |||||
| 290 Vanderbilt Ave Suite 4 | Norwood | MA | 02062 | Construction | $1,085,975 |
| CES Northeast LLC | |||||
| 620 Herndon Parkway Suite 120 | Herndon | VA | 20170 | Construction | $798,186 |
| Yale University | |||||
| PO Box 1873 | New Haven | CT | 06508 | Sub-Award | $529,531 |
| Woods Hole Oceanographic Institution | |||||
| 569 Woods Hole Road MS 14 | Woods Hole | MA | 02543 | Sub-award | $611,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $7,579,467 | RelatedOrganizationsAmt |
| Government Grants | $16,506,146 | GovernmentGrantsAmt |
| All Other Contributions | $15,431,041 | AllOtherContributionsAmt |
| Noncash Contributions | $84,077 | NoncashContributionsAmt |
| Total Contributions | $39,516,654 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition | 611000 | $3,280,467 | $3,280,467 | $0 | $0 |
| Housing, dining & conference | 721000 | $3,570,019 | $3,570,019 | $0 | $0 |
| Specimen & research services | 541700 | $572,347 | $572,347 | $0 | $0 |
| Rental income | 532000 | $751,846 | $0 | $0 | $751,846 |
| Gift shop | 459420 | $303,827 | $298,146 | $5,681 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,839 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,518,345 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,257,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,257,066 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,800 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,660,947 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,740,737 | SecuritiesAmt |
| Other | $62,743 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,920,210 | SecuritiesAmt |
| Other | -$62,743 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,857,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,857,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $205,835 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $205,835 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,357,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,966,653 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,681 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,868,179 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,966,012 | TotalAmt |
| Program Services | $2,966,012 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,633 | TotalAmt |
| Program Services | $1,208,633 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,101 | TotalAmt |
| Program Services | $1,103,101 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,060 | TotalAmt |
| Program Services | $680,289 | ProgramServicesAmt |
| Management And General | $863,347 | ManagementAndGeneralAmt |
| Fundraising | $103,424 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,582,715 | TotalAmt |
| Program Services | $18,359,364 | ProgramServicesAmt |
| Management And General | $1,542,208 | ManagementAndGeneralAmt |
| Fundraising | $681,143 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,039,252 | TotalAmt |
| Program Services | $1,746,500 | ProgramServicesAmt |
| Management And General | $218,301 | ManagementAndGeneralAmt |
| Fundraising | $74,451 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,929,010 | TotalAmt |
| Program Services | $3,364,967 | ProgramServicesAmt |
| Management And General | $420,600 | ManagementAndGeneralAmt |
| Fundraising | $143,443 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,712,725 | TotalAmt |
| Program Services | $1,466,849 | ProgramServicesAmt |
| Management And General | $183,347 | ManagementAndGeneralAmt |
| Fundraising | $62,529 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,687 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,687 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,700 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $129,700 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,110 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $120,110 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,899,148 | TotalAmt |
| Program Services | $1,623,947 | ProgramServicesAmt |
| Management And General | $254,380 | ManagementAndGeneralAmt |
| Fundraising | $20,821 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,674 | TotalAmt |
| Program Services | $48,000 | ProgramServicesAmt |
| Management And General | $18,584 | ManagementAndGeneralAmt |
| Fundraising | $8,090 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,215 | TotalAmt |
| Program Services | $163,096 | ProgramServicesAmt |
| Management And General | $63,141 | ManagementAndGeneralAmt |
| Fundraising | $9,978 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,027 | TotalAmt |
| Program Services | $458,460 | ProgramServicesAmt |
| Management And General | $97,758 | ManagementAndGeneralAmt |
| Fundraising | $88,809 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,438,591 | TotalAmt |
| Program Services | $1,574,940 | ProgramServicesAmt |
| Management And General | $832,439 | ManagementAndGeneralAmt |
| Fundraising | $31,212 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,825 | TotalAmt |
| Program Services | $840,318 | ProgramServicesAmt |
| Management And General | $11,266 | ManagementAndGeneralAmt |
| Fundraising | $10,241 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,023 | TotalAmt |
| Program Services | $83,504 | ProgramServicesAmt |
| Management And General | $17,938 | ManagementAndGeneralAmt |
| Fundraising | $39,581 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,332 | TotalAmt |
| Program Services | $528,930 | ProgramServicesAmt |
| Management And General | $225,931 | ManagementAndGeneralAmt |
| Fundraising | $8,471 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,843,975 | TotalAmt |
| Program Services | $3,802,985 | ProgramServicesAmt |
| Management And General | $1,003,369 | ManagementAndGeneralAmt |
| Fundraising | $37,621 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762,815 | TotalAmt |
| Program Services | $1,138,497 | ProgramServicesAmt |
| Management And General | $601,756 | ManagementAndGeneralAmt |
| Fundraising | $22,562 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Hospitality Services | $2,248,072 | $2,248,072 | $0 | $0 |
| Supplies | $2,047,766 | $1,969,514 | $71,096 | $7,156 |
| Equipment & equip maintenance | $1,032,569 | $852,517 | $173,545 | $6,507 |
| Serials | $454,878 | $295,006 | $154,094 | $5,778 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,203 | TotalAmt |
| Program Services | $1,115,542 | ProgramServicesAmt |
| Management And General | $239,603 | ManagementAndGeneralAmt |
| Fundraising | $45,058 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,304,118 | TotalAmt |
| Program Services | $47,643,043 | ProgramServicesAmt |
| Management And General | $7,134,090 | ManagementAndGeneralAmt |
| Fundraising | $1,526,985 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,537,321 | BOYAmt |
| EOY | $4,754,907 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,555,730 | BOYAmt |
| EOY | $9,698,706 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,209 | BOYAmt |
| EOY | $1,492,484 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,250 | BOYAmt |
| EOY | $230,250 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,657 | BOYAmt |
| EOY | $148,163 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,589 | BOYAmt |
| EOY | $604,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $218,080,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,809,498 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,245,808 | BOYAmt |
| EOY | $107,270,961 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,726,462 | BOYAmt |
| EOY | $14,523,395 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,842,424 | BOYAmt |
| EOY | $102,480,236 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,646,639 | BOYAmt |
| EOY | $5,328,930 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,049,089 | BOYAmt |
| EOY | $246,532,340 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,622,417 | BOYAmt |
| EOY | $5,192,039 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,058,000 | BOYAmt |
| EOY | $8,272,600 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,887,629 | BOYAmt |
| EOY | $19,835,745 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,383 | BOYAmt |
| EOY | $1,017,965 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,380,429 | BOYAmt |
| EOY | $34,318,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,546,488 | BOYAmt |
| EOY | $100,850,386 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,122,172 | BOYAmt |
| EOY | $111,363,605 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,668,660 | BOYAmt |
| EOY | $212,213,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,049,089 | BOYAmt |
| EOY | $246,532,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$946,951 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,896,199 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,403,917 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $37,169,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,556,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,770,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,173,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,516,654 | CurrentTaxYearAmt |
| Total | $213,187,133 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,169,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,556,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,770,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,173,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,516,654 | CurrentTaxYearAmt |
| Total | $213,187,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $290,836 | SubstantialContributorsTotAmt |
| Public Support Total170 | $212,896,297 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $702,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,016,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $633,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,312,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,258,866 | CurrentTaxYearAmt |
| Total | $4,923,822 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,788 | CurrentTaxYearAmt |
| Total | $5,019 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,835 | CurrentTaxYearAmt |
| Total | $764,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $218,880,381 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $32,617,013 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97266 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97353 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income shows miscellaneous activity. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $120,110 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $120,110 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The MBL employs a lobbyist to contact various people/agencies to advocate for funding beneficial to the MBL. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,311,896 | BeginningYearBalanceAmt |
| Contributions | $1,691,936 | ContributionsAmt |
| Investment Earnings Or Losses | $9,406,261 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,660,947 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $100,749,146 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,972,348 | BeginningYearBalanceAmt |
| Contributions | $1,073,205 | ContributionsAmt |
| Investment Earnings Or Losses | $7,548,193 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,281,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $99,311,896 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,915,115 | BeginningYearBalanceAmt |
| Contributions | $1,228,444 | ContributionsAmt |
| Investment Earnings Or Losses | $2,777,759 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,948,970 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $95,972,348 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,363,398 | BeginningYearBalanceAmt |
| Contributions | $866,932 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,636,592 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,678,623 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $96,915,115 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,248,252 | BeginningYearBalanceAmt |
| Contributions | $1,533,546 | ContributionsAmt |
| Investment Earnings Or Losses | $30,175,118 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,593,518 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $110,363,398 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0606 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6192 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3202 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $52,931,085 | OtherCostOrOtherBasisAmt |
| Book Value | $52,931,085 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $119,413,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,185,125 | DepreciationAmt |
| Book Value | $40,227,921 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $45,494,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,624,373 | DepreciationAmt |
| Book Value | $13,869,947 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $242,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $242,008 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $107,270,961 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $100,749,146 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,731,090 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $102,480,236 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest rate swap | $763,379 |
| Other liabilities | $204,355 |
| Charitable gift annuities payable | $50,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,017,965 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $55,783,965 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $3,955,876 | OtherRevenueAmt |
| Revenue Not Reported | $3,955,876 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,828,089 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,529,078 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,529,078 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,357,167 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,599,047 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,599,047 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,705,071 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,705,071 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,304,118 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | Rare books, journals and prints are located and used in the MBL Library for research and preservation. |
| Schedule D, Part V, Line 4 | The endowment funds were established to support a variety of purposes, including research, scholarships, the MBL Library, and plant. |
| Schedule D, Part X, Line 2 | The Laboratory is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The Laboratory is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements. Management believes that the Laboratory's income tax returns for years ended prior to 2018 are no longer subject to examination by tax authorities in its major tax jurisdiction. |
| Schedule D, Part XI, Line 2d | Investment earnings used for operations of $5,660,947 is excluded from Operating Revenue on the Form 990, offset by Financial aid of $1,705,071 included within "Tuition,net" on the Audited Financial Statements, but presented as an expense on the Form 990. |
| Schedule D, Part XI, Line 4b | The following amounts are included in Non-operating revenue within the Audited Financial Statements, but for purposes of the Form 990 the they are included in revenue on Part VIII: Federal and Non federal funding for plant of $124,968 and $317,750; Affiliate revenue of $500,000; loss of sale of non-operating asset of $102,126; Endowment interest & dividends of $762,500; and Endowment realized gains of $1,925,986. |
| Schedule D, Part XII, Line 4b | Financial aid of $1,705,071 included within "Tuition, net" revenue on the Audited Financial Statements, but presented as an expense for the purpose of the Form 990. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Grants and scholarship assistance | $406,961 |
| South Asia | 0 | 0 | Program Services | Scholarship assistance | $173,157 |
| East Asia and the Pacific | 0 | 0 | Program Services | Scholarship assistance | $135,013 |
| South America | 0 | 0 | Program Services | Scholarship assistance | $125,493 |
| Middle East and North Africa | 0 | 0 | Program Services | Grants and scholarship assistance | $105,410 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Scholarship assistance | $77,407 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Grants and scholarship assistance | $54,356 |
| Russia and Neighboring States | 0 | 0 | Program Services | Scholarship assistance | $25,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $1,103,101 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Middle East and North Africa | Research | $91,911 | EFT |
| Europe (including Iceland and Greenland) | Research | $50,211 | EFT |
| North America (including Canada and Mexico, but not the United States) | Research | $19,546 | EFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Scholarship & Research Award | Europe (including Iceland and Greenland) | 78 | $356,750 |
| Scholarship & Research Award | South Asia | 46 | $173,157 |
| Scholarship | East Asia and the Pacific | 41 | $135,013 |
| Scholarship | South America | 31 | $125,493 |
| Scholarship | Sub-Saharan Africa | 20 | $77,407 |
| Scholarship | North America (including Canada and Mexico, but not the United States) | 11 | $34,810 |
| Scholarship | Russia and Neighboring States | 6 | $25,304 |
| Scholarship | Middle East and North Africa | 4 | $13,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | For subawards to institutions outside the United States, a budget, including the budget for the subaward, is prepared by the Office of Sponsored Programs (OSP) and forwarded to the prime funding agency for approval. When approval is received, an agreement between the MBL and the subawardee is prepared. The agreement is required to include a budget, justification and description of work to be completed. Additional information such as an annual audit report may be requested as applicable. This agreement must be approved and signed by a signatory official of the subawardee. Additional reporting is required of all foreign subawards including itemized invoices with detailed justification of charges to verify their appropriateness and reasonableness and prepared on a basis comparable to Generally Accepted Accounting Principles (GAAP) of the United States of America. Invoices are reviewed by OSP and then forwarded to the MBL Principle Investigator (PI) for review, approval, and certification that they have been monitoring the progress of the project each time an invoice is approved. Approved invoices are forwarded to MBL Financial Services for processing. MBL may also require progress reports the same as stipulated by the prime agreement and the MBL PI. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| University of South Carolina | |||||||||
| 1600 Hampton St | Suite 414 | Columbia | SC | 29208 | 576001153 | Government | $46,549 | Research | |
| University of Chicago | |||||||||
| 5801 South Ellis Ave | Chicago | IL | 60637 | 362177139 | 501(c)(3) | $247,177 | Research | ||
| Regents of the University of Minnesota | |||||||||
| 450 McNamara Alumni Center | 200 Oak St SE | Minneapolis | MN | 55455 | 416007513 | Government | $191,632 | Research | |
| Massachusetts Audobon Society | |||||||||
| 208 S Great Rd | Lincoln | MA | 01773 | 042104702 | 501(c)(3) | $27,140 | Research | ||
| Northeastern University | |||||||||
| 360 Huntington Ave | Boston | MA | 02115 | 041679980 | 501(c)(3) | $133,561 | Research | ||
| University of Texas at Dallas | |||||||||
| 800 West Campbell Rd | AD15 | Richardson | TX | 75080 | 751305566 | Government | $457,737 | Research | |
| University of New Hampshire | |||||||||
| 51 College Rd | Durham | NH | 03824 | 026000937 | Government | $49,944 | Research | ||
| University of Georgia Research Foundation | |||||||||
| 475 North Lumpkin Street | Athens | GA | 30602 | 581353149 | 501(c)(3) | $63,431 | Research | ||
| Clark University | |||||||||
| 950 Main St | Worcester | MA | 01610 | 042111203 | 501(c)(3) | $48,211 | Research | ||
| Woods Hole Oceanographic Inst | |||||||||
| 569 Woods Hole Rd | MS 14 | Woods Hole | MA | 02543 | 042105850 | 501(c)(3) | $415,927 | Research | |
| Yale University | |||||||||
| 105 Wall St | New Haven | CT | 06511 | 060646973 | 501(c)(3) | $585,015 | Research | ||
| Villanova University | |||||||||
| 800 Lancaster Ave | Villanova | PA | 19085 | 231352688 | 501(c)(3) | $25,449 | Research | ||
| Virginia Institute of Marine Science (VIMS) | |||||||||
| 1375 Greate Rd | Gloucester Point | VA | 23062 | 546001795 | Government | $42,828 | Research | ||
| Boston University | |||||||||
| 1 Silber Way | Boston | MA | 02215 | 042103547 | 501(c)(3) | $43,722 | Research | ||
| University of Illinois Chicago | |||||||||
| 809 S Marshfield Ave | MC551 | Chicago | IL | 60612 | 376000511 | Government | $72,155 | Research | |
| Children's Hospital Medical Center (Cincinnati Children's Hospital) | |||||||||
| 3333 Burnet Ave | Cincinnati | OH | 45229 | 310537059 | 501(c)(3) | $64,558 | Research | ||
| University of Washington | |||||||||
| 1410 NE Campus Pkwy | Seattle | WA | 98195 | 916001537 | Government | $38,824 | Research | ||
| Saint Francis University | |||||||||
| 117 Evergreen Dr | Loretto | PA | 15940 | 250965419 | 501(c)(3) | $36,537 | Research | ||
| University of California Irvine | |||||||||
| 160 Aldrich Hall | Ivine | CA | 92697 | 952226406 | Government | $24,971 | Research | Office of Research | |
| Nature Conservancy | |||||||||
| 4245 North Fairfax Dr | Suite 100 | Arlington | VA | 22203 | 530242652 | 501(c)(3) | $190,080 | Research | |
| Rutgers University | |||||||||
| 3 Rutgers Plaza 2nd Floor | New Brunswick | NJ | 08901 | 226001086 | 501(c)(3) | $82,312 | Research | Research & Sponsored Programs | |
| Albert Einstein College of Medicine | |||||||||
| 1300 Morris Park Ave | Bronx | NY | 10461 | 131624102 | 501(c)(3) | $58,830 | Research | ||
| Duke University | |||||||||
| 2138 Campus Dr | Durham | NC | 27708 | 560532129 | 501(c)(3) | $12,205 | Research | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Scholarships | 174 | $904,000 | Awards values are the amount of tuition and housing waived. |
| Research Awards | 16 | $304,632 | Award values are the amount of lab space and housing waived. |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | The Grants Accountant, Controller, and Chief Financial Officer oversee all grant, contract, or cooperative agreement awards compliance. This includes establishing a new job center for each award, reconciling allowable expenses to the sponsor's requirements, accounting of all costs on active awards, ensuring grant contract or cooperative agreement expenses do not exceed the award revenues, completing all billing to government and private agencies, and completing a financial close-out of all finished awards assuring proper reporting to federal and non-federal agencies. |
| Schedule I, Part III | Research award oversight is provided by the Division of Research staff. Research award applications are reviewed by a committee of internal and external scientists, who meet with the Director of Research to make their recommendations for the final determination of recipients and award amounts. The Senior Administrator in the Division of Research tracks the awardee's research progress and expenditures through their stay at the MBL, reviewing the required reports that are due one month after completion of the research award term, and ensuring awardees remain within budget. Scholarships are awarded by the Division of Research from grants and contributions received by the MBL, some of which are restricted for specific use. The Director of Education determines student eligibility and the amount of the scholarship. Awards are first applied to cover tuition costs, and then cover room, board, and travel if the amount awarded is sufficient. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A Paul Alivisatos | ||||||||||||||
| Former Chair of the Board of Trustees | $0 | $1,399,992 | $0 | $399,360 | $0 | $232,212 | $0 | $27,600 | $0 | $23,577 | $0 | $2,082,741 | $0 | $0 |
| Juan J de Pablo | ||||||||||||||
| Trustee | $0 | $539,345 | $0 | $171,347 | $0 | $7,673 | $0 | $27,600 | $0 | $32,145 | $0 | $778,110 | $0 | $0 |
| Lori Berko | ||||||||||||||
| Secretary of the MBL Corporation | $0 | $508,272 | $0 | $149,163 | $0 | $2,804 | $0 | $27,600 | $0 | $16,424 | $0 | $704,263 | $0 | $0 |
| Nipam H Patel | ||||||||||||||
| Director of the MBL | $508,513 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $27,019 | $0 | $561,532 | $0 | $0 | $0 |
| Linda Hyman | ||||||||||||||
| Director of Education | $298,527 | $0 | $0 | $0 | $0 | $0 | $26,988 | $0 | $13,510 | $0 | $339,025 | $0 | $0 | $0 |
| Paul E Speer | ||||||||||||||
| Chief Operating Officer | $294,682 | $0 | $0 | $0 | $0 | $0 | $20,222 | $0 | $18,365 | $0 | $333,269 | $0 | $0 | $0 |
| Anne Sylvester | ||||||||||||||
| Director of Research | $281,671 | $0 | $0 | $0 | $0 | $0 | $13,586 | $0 | $0 | $0 | $295,257 | $0 | $0 | $0 |
| Mary S Harrington | ||||||||||||||
| Chief Financial Officer | $236,781 | $0 | $0 | $0 | $0 | $0 | $26,570 | $0 | $22,038 | $0 | $285,389 | $0 | $0 | $0 |
| Joshua Rosenthal | ||||||||||||||
| Senior Scientist | $245,598 | $0 | $0 | $0 | $0 | $0 | $13,000 | $0 | $22,038 | $0 | $280,636 | $0 | $0 | $0 |
| David B Mark Welch | ||||||||||||||
| Senior Scientist | $200,283 | $0 | $0 | $0 | $0 | $0 | $25,037 | $0 | $40,529 | $0 | $265,849 | $0 | $0 | $0 |
| Jennifer Morgan | ||||||||||||||
| Director of the Eugene Bell Center | $220,337 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,019 | $0 | $231,356 | $0 | $0 | $0 |
| Marie Russell | ||||||||||||||
| Director of Facilities and Services | $217,346 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,019 | $0 | $228,365 | $0 | $0 | $0 |
| Alexandra Z Worden PhD | ||||||||||||||
| Senior Scientist | $214,109 | $0 | $0 | $0 | $0 | $0 | $12,713 | $0 | $0 | $0 | $226,822 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57583RFL4 | CUSIPNum |
| Bond Issued | 2006-04-26 | BondIssuedDt |
| Issue Price | $34,000,000 | IssuePriceAmt |
| Purpose | Renovation of Facilities and Refinancing | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $14,075,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $34,629,135 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $134,301 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $19,644,135 | CapitalExpendituresAmt |
| Other Spent Proceeds | $14,985,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0256 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0013 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0269 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.3 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trans America | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 1.5 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $461,298 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Stock donations are received in the MBL's Morgan Stanley account and sold as soon as possible by Morgan Stanley. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | On July 1, 2013 the Laboratory entered into an affiliation agreement with the University of Chicago (the University) located in Chicago, Illinois. Under this affiliation the University became the sole member of the Laboratory. The University of Chicago as sole member has the right to exercise all powers to approve or disapprove of certain fundamental decisions concerning the Corporation. |
| Form 990, Part VI, Section A, Line 7a | The University as sole member has the power to appoint and remove members of the Board of Trustees. |
| Form 990, Part VI, Section A, Line 7b | The University of Chicago as sole member has the power to take certain actions with respect to the MBL after prior consultation with the MBL's Board of Trustees, and the power to approve or disapprove certain actions taken by the MBL. |
| Form 990, Part VI, Section B, Line 11b | Prior to filing the Form 990, members of the Audit & Risk Committee of the Laboratory's Board of Trustees were given an opportunity to review the Form 990 allowing them to review the form, provide comments, and ask questions. Subsequent to the Committees' review, the form was made available to the full Board of Trustees for review prior to filing. |
| Form 990, Part VI, Section B, Line 12c | All trustees, officers, senior faculty, senior administrators, and other employees of the Laboratory are subject to conflict of interest policies that among other things, define material financial disclosure of information and specify procedures to be followed in managing these conflicts. The Laboratory's conflict of interest (COI) policies for trustees and officers requires disclosure whenever a trustee or a related party engages in an activity that could be considered a conflict of interest. Trustees are reminded that questions regarding the COI policy may be raised informally and confidentially at any time with the Chair of the Board of Trustees, the Chair of the Nominating and Governance Committee, or the University of Chicago's General Counsel. All trustees must annually disclose actual and potential conflicts of interest by completing a confidential COI Disclosure Statement and Acknowledgement, and these disclosures must be updated as new information becomes available that could affect the trustee's stated interests. The MBL's Chief Financial Officer reviews all COI forms submitted and compiles disclosures into a confidential database, advising MBL and University of Chicago leadership and the Nominating and Governance Committee of any conflicts reported. Regardless of these efforts, Trustees must be alert to any and all potential conflicts. To the extent a potential conflict has not been addressed, it should be brought to the immediate attention of the Chair of the Board, the Chair of the Nominating and Governance Committee, or the University of Chicago's General Counsel. The Trustee should also abstain from participating in or voting on the matter. Actions in this regard will be reflected in any official meeting minutes. The Laboratory requires that employees (MBL staff members) complete a COI statement annually. The statement is reviewed by the Director of Human Resources and the Director of Research. If it is believed there may be a conflict of interest on any of the statements, it is brought to the attention of the MBL Chief Financial Officer for reporting and for resolution. Any MBL staff member who is or will be involved in an MBL business transaction in which a potential for conflict of interest may exist is required to report such potential conflict to the Chief Financial Officer. The MBL shall take action to ensure that the transaction, if it is to proceed, is on fair and reasonable terms and in the best interest of the Laboratory. Someone other than the individual with the conflict must initiate the resolutions for action and make the necessary decisions and control the transaction(s). The individual with the conflict must recuse themselves from the decision-making process. |
| Form 990, Part VI, Section C, Line 19 | The Conflict of Interest policy is available on MBL's website. Audited financial statements are available on the website and the Form 990 is available upon request. In addition, audited financial statements, Form 990, and governing documents are available on public websites and the Commonwealth of Massachusetts' website. |
| Form 990, Part XI, Line 9 | Adjustments for non-operating activities: decrease in interest rate swap agreement of $179,877; increase for the change in value of annuities of $21,185; increase in post-retirement health care asset value of $659,975; non-operating gain on insurance proceeds of $94,800 and $4,000,000 change in net assets released from board designations. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362177139 | EDUCATION & RESEARCH | IL | 501 (C) (3) | 12 | N/A | 0 | |||||||
| ARCH DEVELOPMENT CORPORATION | |||||||||||||||||
| 5555 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | 363485244 | TECH TRANSFER | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| CHICAGO HOME FOR THE INCURABLES | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362169138 | SUPP RESEARCH | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| CHICAGO TUMOR INSTITUTE | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 237136019 | SUPP RESEARCH | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| COURT THEATRE FUND | |||||||||||||||||
| 5535 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363203660 | SUPP THE ARTS | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| LAKE PARK ASSOCIATES | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366111317 | PROPERTY HOLDING | IL | 501 (C) (2) | 0 | University of Chicago | ||||||||
| QUADRANGLE CLUB | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 361655190 | SOCIAL CLUB | IL | 501 (C) (7) | 7 | 0 | University of Chicago | |||||||
| UCHICAGO RESEARCH INTERNATIONAL LTD | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 262741573 | RESEARCH | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||||
| EDUCATION | 0 | University of Chicago | One Bartholomew Close | Barts Square | LONDON | UK | EC1A 7BL | UK | |||||||||
| UNIV OF CHGO BOOTH SCHL OF BUSINESS | |||||||||||||||||
| EDUCATION | 0 | University of Chicago | 101PENANG RD 238466 | SINGAPORE | SN | SN | |||||||||||
| UNIV OF CHGO FOUNDATION IN HONG KONG LTD | |||||||||||||||||
| FUNDRAISING | 0 | University of Chicago | RM100 FAR EAST CTR | CO WM FAN and Co | HONG KONG | HK | HK | ||||||||||
| UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 364225812 | EDUCATION | IL | 501 (C) (3) | 2 | 0 | University of Chicago | |||||||
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366056201 | SUPP RESEARCH | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| UNIVERSITY OF CHICAGO CENTER IN PARIS | |||||||||||||||||
| EDUCATION | 0 | University of Chicago | 6 RUE THOMAS MANN 75013 | PARIS | FR | FR | |||||||||||
| UNIVERSITY OF CHICAGO CLOISTERS CLUB | |||||||||||||||||
| 1212 E 59TH STREET | CHICAGO | IL | 60637 | SOCIAL CLUB | IL | 0 | University of Chicago | ||||||||||
| UNIVERSITY OF CHICAGO MEDICAL CENTER | |||||||||||||||||
| 5841 S MARYLAND AVENUE | CHICAGO | IL | 60637 | 363488183 | HOSPITAL | IL | 501 (C) (3) | 3 | 0 | University of Chicago | |||||||
| UNIVERSITY OF CHICAGO PROPERTY HOLDING CORPORATION | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 366108743 | PROPERTY HOLDING | IL | 501 (C) (2) | 0 | University of Chicago | ||||||||
| UNIVERSITY OF CHICAGO RETIREE MEDICAL TRUST | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363999692 | MEDICAL TRUST | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 363020034 | MALPRACTICE TRUST | IL | 501 (C) (3) | 12 | 0 | University of Chicago | |||||||
| UNIVERSITY OF CHICAGO TRUST (INDIA) | |||||||||||||||||
| FUNDRAISING | 0 | University of Chicago | L-9 East Wing | Raheja Towers Mg Road | BANGALORE | IN | 560001 | IN | |||||||||
| SOUTHEAST CHICAGO COMMISSION | |||||||||||||||||
| 1511 East 53rd Street | CHICAGO | IL | 60615 | 362226282 | ECONOMIC DEVELOPMENT | IL | 501 (C) (3) | 7 | 0 | University of Chicago | |||||||
| FERMI FORWARD DISCOVERY GROUP LLC | |||||||||||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 933319101 | MANAGEMENT | IL | 501(C)(3) | 7 | 0 | University of Chicago | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | Address Line2USAddress/AddressLine2Txt | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UChicago (Beijing) Consulting Co LTD | |||||||||||||||
| Unit 1-10 Culture Place | of Remmin University | Beijing | CH | Consulting | CH | University of Chicago | C | ||||||||
| UChicago Center in India Private Limited | |||||||||||||||
| Unit 5-10 Grd Fl DLF Capital Point | Baba Khara Singh Marg | New Delhi | IN | Consulting | IN | University of Chicago | C | ||||||||
| SC Curriculum Inc | |||||||||||||||
| Science curriculum | University of Chicago | C | 70 West Madison Street | Chicago | IL | 60602 | IL | ||||||||
| Phoenix Overlay Fund Ltd | |||||||||||||||
| Investing | CJ | University of Chicago | C | 401 N Michigan Ave | Chicago | IL | 60611 | c/o Invst Offic | |||||||
| CHARITABLE REMAINDER TRUSTS (69) | |||||||||||||||
| CHAR RMDR TRUST | University of Chicago | T | 5801 S ELLIS AVENUE | Chicago | IL | 60637 | IL | ||||||||
| POOLED INCOME FUND (1) | |||||||||||||||
| POOLED INC FUND | University of Chicago | C | 5801 S ELLIS AVENUE | Chicago | IL | 60637 | IL | ||||||||
| CAPSTONE CPP 2012 1 FUND | |||||||||||||||
| 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | INVESTMENT | CJ | University of Chicago | C | KY1-9008 | ||||||||
| KOHINOOR CORE (CAYMAN) FUND | |||||||||||||||
| PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | INVESTMENT | CJ | University of Chicago | C | KY1-1104 | ||||||||
| PENSO FUND PLATFORM SPC - SEG PORTFOLIO | |||||||||||||||
| PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | INVESTMENT | CJ | University of Chicago | C | KY1-1104 | 981360251 | |||||||
| STANDARD GENERAL OFFSHORE FUND LTD | |||||||||||||||
| INVESTMENT | University of Chicago | C | 767 5TH AVE 12TH FLOOR | NEW YORK | NY | 10153 | NY | ||||||||
| TARPON ALL EQUITIES FUND LP | |||||||||||||||
| MAPLES CORPORATE SERVICES LTD | OP UGLAND HOUSE OUTH CHURCH ST | GRAND CAYMAN | CJ | INVESTMENT | University of Chicago | C | IL | KY1-1104 | |||||||
| VIEWFORTH EUROPEAN EQUITY FUND LIMITED | |||||||||||||||
| 190 ELGIN AVENUE GEORGE TOWN | GRAND CAYMAN | CJ | INVESTMENT | CJ | University of Chicago | C | KY1-9001 | ||||||||
| CHARITABLE LEAD TRUST (0) | |||||||||||||||
| CHAR LEAD TRUST | University of Chicago | T | 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | IL | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF CHICAGO | ||
| c | $7,579,467 | The amounts received by the MBL represents $5,000,000 for operational support; $500,000 for non-operational support; and $2,079,467 for specific programmatic activities. |
| UNIVERSITY OF CHICAGO | ||
| m | $0 | The University performs fundraising services by including MBL within online solicitations and some major donor solicitations. |
| UNIVERSITY OF CHICAGO | ||
| q | $0 | The University of Chicago holds courses and conducts occasional research at the MBL and reimburses MBL at standard rates for meeting room and laboratory rentals, housing and dining services, and research service purchases. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | The University of Chicago, a 501(c)(3) organization, is the direct controlling organization of the Marine Biological Laboratory. For purposes of completeness, the following information is provided. The related organizations listed below are diregarded entites of the University of Chicago: 53rd Street Labs, LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Real Estate Holding Legal Domicile: Illinois; 6014 Cottage Grove LPA Holdings, LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Property Holding Company Legal Domicile: Illinois; Center for Research in Security Prices LLC - 105 West Adams Street, Suite 1700, Chicago, IL 60603 Primary Activity: Securities Research and Data Legal Domicile: Illinois; Harper Court Holdings 2, LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Holding Company Legal Domicile: Illinois; Harper Court Holdings, LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Holding Company Legal Domicile: Illinois; LPA Management, LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 Primary Activity: Property Management Legal Domicile: Illinois; Theory and Computing Sciences Building Trust - 5801 S. Ellis Avenue, Chicago, IL 60637 EIN: 51-6596577 Primary Activity: Research Building Legal Domicile: Illinois; UChicago Argonne LLC - 5801 S. Ellis Avenue, Chicago, IL 60637 EIN: 68-0628477 Primary Activity: Manage Lab Legal Domicile: Illinois; UChicago Impact LLC - 1307 E. 60th Street, Chicago, IL 60637 EIN: 61-1682394 Primary Activity: Education Legal Domicile: Illinois; UChicago Trading - 5801 S. Ellis Avenue, Chicago, IL 60637 EIN: 30-0517735 Primary Activity: Investing; Univ. of Chicago Foundation Ltd - 5th Fl Alder Castle, 10 Noble, London, United Kingdom EIN: 98-0525557 Primary Activity: Fundraising. | ExplanationTxt |