JACKSON LABORATORY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON LABORATORY (EIN 01-0211513)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349311210
- Schema version
- 2023v5.1
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T18:23:50+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street Two Financial Cente | AddressLine1Txt |
| Address Line2 | r | AddressLine2Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010211513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jackson Laboratory | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 2072886000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET | AddressLine1Txt |
| City | BAR HARBOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas Abbott | PersonNm |
| Person Title | Senior Vice President & CFO | PersonTitleTxt |
| Phone | 2072886045 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA KENNEY | PreparerPersonNm |
| PTIN | P01245482 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LON CARDON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET | AddressLine1Txt |
| City | BAR HARBOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $630,315,995 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL. OUR MISSION IS TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 3303 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $2,818,094 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $671,190 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $119,479,687 | PYContributionsGrantsAmt |
| CY Contributions Grants | $116,852,173 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $416,727,477 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $439,470,117 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,680,856 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,565,603 | CYInvestmentIncomeAmt |
| PY Other Revenue | $627,550 | PYOtherRevenueAmt |
| CY Other Revenue | -$84,238 | CYOtherRevenueAmt |
| PY Total Revenue | $553,515,570 | PYTotalRevenueAmt |
| CY Total Revenue | $572,803,655 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,773,594 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,940,710 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $291,592,343 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $324,314,275 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,930,233 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $238,449,779 | PYOtherExpensesAmt |
| CY Other Expenses | $250,126,877 | CYOtherExpensesAmt |
| PY Total Expenses | $532,815,716 | PYTotalExpensesAmt |
| CY Total Expenses | $577,381,862 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,699,854 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,578,207 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,394,651,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,467,831,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $442,780,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $470,905,582 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $951,870,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $996,925,622 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $302,858,507 | ExpenseAmt |
| Grant | $175,529 | GrantAmt |
| Revenue | $437,825,494 | RevenueAmt |
| Desc | DEVELOP AND PROVIDE GENETIC RESOURCES THE JACKSON LABORATORY (JAX) IS A GLOBAL RESOURCE FOR DEVELOPING, DISTRIBUTING AND ANALYZING INNOVATIVE MODELS OF HUMAN DISEASE. IT OFFERS AN ARRAY OF MODEL CREATION, HUSBANDRY AND DIAGNOSTIC AND ANALYTICAL SERVICES, RANGING FROM CUSTOM BREEDING AND STRAIN PRESERVATION TO DRUG EFFICACY STUDIES AND GENOME SEQUENCING, ALL FOCUSED ON EMPOWERING BASIC SCIENTIFIC RESEARCH AND DRUG DISCOVERY. JAX MAINTAINS CLOSE TO 13,500 GENETICALLY DISTINCT STRAINS OF RESEARCH MICE. IN 2023, DISTRIBUTED THEM TO RESEARCHERS FROM MORE THAN 2,400 ORGANIZATIONS, IN UPWARDS OF 68 COUNTRIES USED JAX RESEARCH MICE TO SUPPORT EFFORTS TO FIND CURES FOR THE WORLD'S MOST DEVASTATING HUMAN DISEASES AND BRING ADVANCED THERAPIES TO PATIENTS. THE LABORATORY ALSO HOSTS THE MOUSE GENOME INFORMATICS DATABASES, THE WORLD'S SOURCE FOR INFORMATION ON MOUSE GENETICS AND BIOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $174,415,118 | ExpenseAmt |
| Grant | $1,550,374 | GrantAmt |
| Revenue | $625,744 | RevenueAmt |
| Desc | BIOMEDICAL RESEARCH THE LABORATORY'S RESEARCHERS COMBINE EXPERIENCE IN MAMMALIAN GENETICS AND HUMAN GENOMICS TO SHAPE AN INTEGRATED APPROACH TO PERSONALIZED MEDICINE. SCIENTISTS WORK COLLABORATIVELY AND CROSS-DISCIPLINE, LEVERAGING EXPERTISE IN CANCER, IMMUNOLOGY, NEUROGENETICS, LIFE-CYCLE BIOLOGY, THE MICROBIOME, AND COMPUTATIONAL BIOLOGY. MORE THAN 400 JAX STAFF MEMBERS HOLD ADVANCED DEGREES AND THE LABORATORY SUPPORTS NEARLY 60 RESEARCH TEAMS. FACULTY MEMBERS HAVE 324 ACTIVE SPONSORED RESEARCH COLLABORATION AGREEMENTS WITH 245 ACADEMIC RESEARCH AND CLINICAL INSTITUTIONS. MULTIPLE LABORATORY CENTERS COORDINATE EXPERTISE AROUND CRITICAL RESEARCH AREAS. SINCE 1983 THE LABORATORY HAS HAD A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, ONE OF ONLY SEVEN SUCH DESIGNATED INSTITUTIONS IN THE UNITED STATES. TO DATE 26 NOBEL PRIZES ARE ASSOCIATED WITH LABORATORY RESEARCH, EDUCATION PROGRAMS AND RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,894,491 | ExpenseAmt |
| Grant | $1,214,807 | GrantAmt |
| Revenue | $615,756 | RevenueAmt |
| Desc | EDUCATION AND TRAINING THE LABORATORY OFFERS EDUCATIONAL PROGRAMS FOR SCIENTISTS THROUGHOUT THEIR CAREERS FROM STEM EDUCATION FOR HIGH SCHOOL STUDENTS AND TRAINING FOR SCIENCE AND MATH TEACHERS TO COURSES AND CONFERENCES FOR EXPERIENCED RESEARCHERS DEFINING THE CUTTING EDGE OF GENOMICS INTO THEIR PRACTICES. FOR MORE INFORMATION ON THE LABORATORY'S PROGRAM SERVICES, PLEASE REFER TO THE JACKSON LABORATORY ACCOMPLISHMENTS AT HTTPS://WWW.JAX.ORG/ABOUT-US/OUR-IMPACT/MEDICAL-IMPACT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $489,168,116 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 320 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3303 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | AL | 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 | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | NY | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS ABBOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2072886045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAIN STREET | AddressLine1Txt |
| City | BAR HARBOR | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04609 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Lon Cardon PHD FMEDSCI | ||||||||||
| President & CEO | 40.0 | 0 | Yes (X) | Yes (X) | $1,872,421 | $0 | $235,857 | |||
| TIMOTHY D DATTELS | ||||||||||
| BOARD CHAIR | 5.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Adaora Adimora MD MPH | ||||||||||
| Trustee (End 08/24/23) | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| BERTRAND GARCIA-MORENO PHD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CARLA E BRODLEY PHD | ||||||||||
| VICE CHAIR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Hewett PhD | ||||||||||
| Trustee (End 08/24/23) | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David Roux | ||||||||||
| Trustee (End 08/24/23) | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Dennis Paustenbach PhD | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| DINAKAR SINGH | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Eric Horvitz MD PhD | ||||||||||
| Trustee (Start 12/18/23) | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK MOSS PHD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| GEOFFREY W SMITH JD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE G MONTGOMERY | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JANET ROSSANT PHD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY M FRIEDMAN MD PHD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JENNY E ROOKE PHD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Joan Steitz PhD | ||||||||||
| Trustee (End 08/24/23) | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN A GIBBONS JR | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN LOWRY | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Joshua Broder | ||||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE H DAUM | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MARY KATE WOLD JD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MELISSA C GUZY | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY J COX PHD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| NEAL B MILCH JD | ||||||||||
| VICE CHAIR | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| OTIS W BRAWLEY MD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA WAITE JD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN B FINK JD | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS C BARRY | ||||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Daniel Hoag | ||||||||||
| General Counsel & Secretary | 40.0 | 0 | Yes (X) | $547,000 | $0 | $95,001 | ||||
| Douglas Abbott | ||||||||||
| Senior Vice President and CFO | 40.0 | 0 | Yes (X) | $543,036 | $0 | $114,066 | ||||
| S Catherine Longley | ||||||||||
| Executive Vice President & COO | 40.0 | 0 | Yes (X) | $1,302,770 | $0 | $116,356 | ||||
| Andy Greene | ||||||||||
| Senior Vice President for Research | 40.0 | 0 | $488,812 | $0 | $89,574 | Yes (X) | ||||
| Charles Lee MD | ||||||||||
| SCIENTIFIC DIRECTOR, JAX GM | 40.0 | 0 | $542,872 | $0 | $66,916 | Yes (X) | ||||
| Mitchell Kennedy | ||||||||||
| Executive VP & President, JMCRS | 40.0 | 0 | $724,685 | $0 | $66,055 | Yes (X) | ||||
| Nadia A Rosenthal | ||||||||||
| SCIENTIFIC DIRECTOR | 40.0 | 0 | $545,282 | $0 | $33,291 | Yes (X) | ||||
| Brian Bannerman | ||||||||||
| Vice President, JMCRS Finance | 40.0 | 0 | $497,494 | $0 | $60,863 | Yes (X) | ||||
| David Grass | ||||||||||
| VP, JMCRS MICE & SERVICE OPS (UNTIL 10/23) | 40.0 | 0 | $732,495 | $0 | $55,586 | Yes (X) | ||||
| James Keck | ||||||||||
| Senior Director, Innovation and Product Development | 40.0 | 0 | $496,833 | $0 | $50,695 | Yes (X) | ||||
| Jens Rueter | ||||||||||
| Chief Medical Officer | 40.0 | 0 | $508,930 | $0 | $64,977 | Yes (X) | ||||
| MaryEllen Joseph | ||||||||||
| VP, JMCRS Global Sales, Marketing, & Customer Support (UNTIL 10/23) | 40.0 | 0 | $606,130 | $0 | $34,558 | Yes (X) | ||||
| Edison T Liu MD | ||||||||||
| FORMER PRESIDENT & CEO | 40.0 | 0 | $443,759 | $0 | $54,854 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,852,518 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,138,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 631 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITING TURNER CONTRACTING | |||||
| 300 EAST JOPPA ROAD | BALTIMORE | MD | 21286 | Construction Management | $20,007,622 |
| BIOTRANS LLC | |||||
| 9 LIDGERWOOD PLACE | MORRISTOWN | NJ | 07960 | Transportation | $11,029,584 |
| TLR VENTURES INC | |||||
| 2719 SEQUOIA WAY | BELMONT | CA | 94002 | Consulting Services | $9,924,282 |
| MARKETONE BUILDERS INC | |||||
| 1200 R ST STE 150 | SACRAMENTO | CA | 95811 | Construction Management | $6,119,731 |
| LANDRYFRENCH CONSTRUCTION CO | |||||
| 160 PLEASANT HILL ROAD | SCARBOROUGH | ME | 04074 | Construction Management | $5,251,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 187 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $100,439,962 | GovernmentGrantsAmt |
| All Other Contributions | $16,412,211 | AllOtherContributionsAmt |
| Noncash Contributions | $168,453 | NoncashContributionsAmt |
| Total Contributions | $116,852,173 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Genetic Resources | 541700 | $438,228,617 | $437,186,558 | $1,042,059 |
| Training & Education | 541700 | $615,756 | $615,756 | |
| Research | 541700 | $625,744 | $625,744 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| 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) |
|---|---|---|
| Total Program Service Revenue | $439,470,117 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,672,570 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,776,035 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,896,535 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $692,170 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $373,285 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $318,885 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $318,885 | TotalRevenueColumnAmt |
| Exclusion | $318,885 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,009,088 | SecuritiesAmt |
| Other | $23,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,459,893 | SecuritiesAmt |
| Other | $679,162 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,450,805 | SecuritiesAmt |
| Other | -$656,162 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,106,967 | TotalRevenueColumnAmt |
| Exclusion | -$2,106,967 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Other revenue | $763,406 | $763,406 |
| FX gain | $81,668 | $81,668 |
| Loss From Joint Venture | -$1,248,197 | -$1,248,197 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| 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) |
|---|---|---|
| Other Revenue Total | -$403,123 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $572,803,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $438,024,935 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,818,094 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,108,453 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,999 | TotalAmt |
| Program Services | $333,999 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,606,711 | TotalAmt |
| Program Services | $2,606,711 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,303,808 | TotalAmt |
| Program Services | $1,979,101 | ProgramServicesAmt |
| Management And General | $5,324,707 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,364,005 | TotalAmt |
| Program Services | $198,627,010 | ProgramServicesAmt |
| Management And General | $35,215,937 | ManagementAndGeneralAmt |
| Fundraising | $2,521,058 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,119,599 | TotalAmt |
| Program Services | $15,555,240 | ProgramServicesAmt |
| Management And General | $2,365,253 | ManagementAndGeneralAmt |
| Fundraising | $199,106 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,288,780 | TotalAmt |
| Program Services | $34,970,140 | ProgramServicesAmt |
| Management And General | $9,894,222 | ManagementAndGeneralAmt |
| Fundraising | $424,418 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,238,083 | TotalAmt |
| Program Services | $14,485,915 | ProgramServicesAmt |
| Management And General | $2,568,307 | ManagementAndGeneralAmt |
| Fundraising | $183,861 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,898,061 | TotalAmt |
| Program Services | $47,449 | ProgramServicesAmt |
| Management And General | $2,850,612 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,500 | TotalAmt |
| Management And General | $383,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,000 | TotalAmt |
| Management And General | $63,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,446 | TotalAmt |
| Management And General | $296,446 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,173,936 | TotalAmt |
| Program Services | $24,535,464 | ProgramServicesAmt |
| Management And General | $6,548,936 | ManagementAndGeneralAmt |
| Fundraising | $89,536 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,899 | TotalAmt |
| Program Services | $1,289,802 | ProgramServicesAmt |
| Management And General | $313,097 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,381,167 | TotalAmt |
| Program Services | $849,633 | ProgramServicesAmt |
| Management And General | $489,083 | ManagementAndGeneralAmt |
| Fundraising | $42,451 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,104,402 | TotalAmt |
| Program Services | $11,862,333 | ProgramServicesAmt |
| Management And General | $6,111,065 | ManagementAndGeneralAmt |
| Fundraising | $131,004 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,269,606 | TotalAmt |
| Program Services | $2,269,606 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,020,073 | TotalAmt |
| Program Services | $16,821,346 | ProgramServicesAmt |
| Management And General | $1,198,723 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,443,524 | TotalAmt |
| Program Services | $6,347,264 | ProgramServicesAmt |
| Management And General | $1,863,085 | ManagementAndGeneralAmt |
| Fundraising | $233,175 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,638 | TotalAmt |
| Program Services | $357,167 | ProgramServicesAmt |
| Management And General | $43,246 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,167,101 | TotalAmt |
| Program Services | $8,847,851 | ProgramServicesAmt |
| Management And General | $319,250 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,336,709 | TotalAmt |
| Program Services | $51,623,791 | ProgramServicesAmt |
| Management And General | $2,712,918 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,099,024 | TotalAmt |
| Program Services | $3,979,741 | ProgramServicesAmt |
| Management And General | $119,283 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $85,299,039 | $81,586,854 | $3,620,157 | $92,028 |
| Service fees/credit card, bank etc | $5,803,717 | $3,839,038 | $1,959,375 | $5,304 |
| Interco service fees | $3,207,008 | $3,207,008 | ||
| Equipment rental | $1,324,008 | $1,228,044 | $87,901 | $8,063 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,853,019 | TotalAmt |
| Program Services | $1,917,609 | ProgramServicesAmt |
| Management And General | -$64,590 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,381,862 | TotalAmt |
| Program Services | $489,168,116 | ProgramServicesAmt |
| Management And General | $84,283,513 | ManagementAndGeneralAmt |
| Fundraising | $3,930,233 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,777,217 | BOYAmt |
| EOY | $218,967,247 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,515,968 | BOYAmt |
| EOY | $38,994,196 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,044,565 | BOYAmt |
| EOY | $46,411,449 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,879,627 | BOYAmt |
| EOY | $13,153,603 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,620,335 | BOYAmt |
| EOY | $14,428,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,213,924,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $569,286,225 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,202,886 | BOYAmt |
| EOY | $644,638,311 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,013,777 | BOYAmt |
| EOY | $271,615,863 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,155,605 | BOYAmt |
| EOY | $138,816,143 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,441,590 | BOYAmt |
| EOY | $80,805,544 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,651,570 | BOYAmt |
| EOY | $1,467,831,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,582,083 | BOYAmt |
| EOY | $91,166,944 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,109,251 | BOYAmt |
| EOY | $14,787,574 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $25,000,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,089,305 | BOYAmt |
| EOY | $339,951,064 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,780,639 | BOYAmt |
| EOY | $470,905,582 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,307,249 | BOYAmt |
| EOY | $900,559,320 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,563,682 | BOYAmt |
| EOY | $96,366,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,870,931 | BOYAmt |
| EOY | $996,925,622 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,651,570 | BOYAmt |
| EOY | $1,467,831,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,578,207 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,019,508 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $3,613,390 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $131,073,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,912,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,757,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,479,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,852,173 | CurrentTaxYearAmt |
| Total | $611,075,688 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,073,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,912,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,757,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,479,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,852,173 | CurrentTaxYearAmt |
| Total | $611,075,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,935,953 | SubstantialContributorsTotAmt |
| Public Support Total170 | $602,139,735 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,604,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,487,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,312,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,435,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,116,543 | CurrentTaxYearAmt |
| Total | $72,955,883 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $339,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $293,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $496,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $672,190 | CurrentTaxYearAmt |
| Total | $2,281,803 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $344,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,640,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $711,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $845,074 | CurrentTaxYearAmt |
| Total | $3,662,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $689,976,001 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,952,619,123 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8727 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8485 | 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 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 344223.0, COLUMN B - 121238.0, COLUMN C - 1640811.0, COLUMN D - 711281.0, COLUMN E - 845074.0, COLUMN F - 3662627.0; | 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 | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $281,388 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $63,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $344,388 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2023 WAS $344,388, WHICH IS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES OF $281,388, $18,000 PAID TO MAINE STREET SOLUTION, AND $45,000 TO DONOVAN STRATEGIES. Donovan Strategies advised JAX on Department of Defense related legislative opportunities, and advocated for insertion of language into the funding bill. Maine Street Solutions, based in Augusta, Maine, provided information to JAX on bills being considered by the Maine Legislature. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $627,623 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $376,169,379 | BeginningYearBalanceAmt |
| Contributions | $1,747,526 | ContributionsAmt |
| Investment Earnings Or Losses | $46,394,947 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $219,566 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,679,253 | OtherExpendituresAmt |
| End Year Balance | $410,413,033 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $445,636,754 | BeginningYearBalanceAmt |
| Contributions | $2,931,591 | ContributionsAmt |
| Investment Earnings Or Losses | -$61,281,789 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $159,911 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,957,266 | OtherExpendituresAmt |
| End Year Balance | $376,169,379 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $386,957,560 | BeginningYearBalanceAmt |
| Contributions | $6,864,818 | ContributionsAmt |
| Investment Earnings Or Losses | $61,288,861 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,474,485 | OtherExpendituresAmt |
| End Year Balance | $445,636,754 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $306,403,790 | BeginningYearBalanceAmt |
| Contributions | $32,802,634 | ContributionsAmt |
| Investment Earnings Or Losses | $55,001,080 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,249,944 | OtherExpendituresAmt |
| End Year Balance | $386,957,560 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,889,680 | BeginningYearBalanceAmt |
| Contributions | $3,045,938 | ContributionsAmt |
| Investment Earnings Or Losses | $46,408,311 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $166,468 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,773,671 | OtherExpendituresAmt |
| End Year Balance | $306,403,790 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.7771 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.1417 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0812 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,830,667 | OtherCostOrOtherBasisAmt |
| Book Value | $16,830,667 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $835,659,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $373,306,205 | DepreciationAmt |
| Book Value | $462,353,299 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $254,212,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,980,020 | DepreciationAmt |
| Book Value | $58,232,817 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,221,528 | OtherCostOrOtherBasisAmt |
| Book Value | $107,221,528 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $644,638,311 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE | Desc |
| Book Value | $138,816,143 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $138,816,143 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN SUBSIDIARIES | $60,284,516 |
| EMPLOYEE BENEFIT ASSETS | $18,625,556 |
| ME DOL UNEMPLOYMENT BOND CD | $1,107,201 |
| CHARITABLE GIFT ANNUITY FUND | $452,162 |
| OTHER ASSETS | $336,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $80,805,544 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETIREMENT PLAN OBLIGATIONS | $4,850,309 |
| BONDS | $335,100,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $339,951,064 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $651,194,866 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $46,019,508 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $31,998,416 | OtherRevenueAmt |
| Revenue Not Reported | $78,017,924 | RevenueNotReportedAmt |
| Revenue Subtotal | $573,176,942 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$373,287 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$373,287 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $572,803,655 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $608,236,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $37,526,087 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $37,526,087 | ExpensesNotReportedAmt |
| Expenses Subtotal | $570,710,419 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,671,443 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,671,443 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $577,381,862 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | CERTAIN DONORS CONTRIBUTE WORKS OF ART IN LIEU OF CASH CONTRIBUTIONS. THE LABORATORY HAS UNDERTAKEN TO HOLD THE ITEMS FOR PRESERVATION FOR FUTURE GENERATIONS. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | An irrevocable pledge of $25,000,000 was made to JAX to fund and support a physical location for the Jackson Laboratory Data Science Initiative (DSI) at the Roux Institute, Northeastern University campus in Portland, Maine. The pledge provided additional benefits to JAX as consideration for a separate educational and collaborative research agreement with Northeastern University. The collaboration between JAX and NU will support JAX's strategic mission of DSI, including: * ability to conduct cutting-edge computational medicine research; * development and training of the next generation of scientists and tech professionals; * development of cutting-edge technologies in Maine; * expansion of its footprint in Maine; and * enhancement of its reputation throughout Maine, New England, and around the globe. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE INVESTMENT AND SPENDING POLICIES FOR THE ENDOWMENT ASSETS HAVE BEEN ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR THE PROGRAMS SUPPORTED BY THE ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT FUNDS WERE PRIMARILY SPENT ON RESEARCH, TRAINING AND EDUCATION. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE LABORATORY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO THE CODE. IN ACCORDANCE WITH GAAP, THE LABORATORY ASSESSES WHETHER THERE ARE UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Foreign Subsidiary Not Reported on 990 - 36647848 Non-Operating Expenses - -4642885 Reclass of Royalty Expense - -6547 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Rental Expenses - -373287 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | FOREIGN SUBSIDIARY NOT REPORTED ON 990 - 37152800 RENTAL EXPENSES - 373287 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | NON-OPERATING EXPENSES - 6664896 RECLASS OF ROYALTY EXPENSE - 6547 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $29,226,459 | |
| South America | 0 | 0 | Program Services | $0 | Genetic Resources |
| East Asia and the Pacific | 0 | 0 | Program Services | $0 | Genetic Resources |
| Europe (Including Iceland and Greenland) | 5 | Program Services | $803,464 | Genetic Resources | |
| Sub-Saharan Africa | 0 | 0 | Program Services | $0 | Genetic Resources |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | $0 | Genetic Resources |
| Russia and Neighboring States | 0 | 0 | Program Services | $0 | Genetic Resources |
| South Asia | 1 | Program Services | $463,953 | Genetic Resources | |
| Middle East and North Africa | 0 | 0 | Program Services | $0 | Genetic Resources |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $30,493,876 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,493,876 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| TOWN OF BAR HARBOR | |||||||||
| 49 PARK STREET | BAR HARBOR | ME | 04609 | 016000061 | Gov't | $119,254 | FMV | General Support | |
| CITY OF ELLSWORTH | |||||||||
| 1 CITY HALL PLAZA | ELLSWORTH | ME | 04605 | 016000027 | Gov't | $56,275 | FMV | General Support | |
| CONNECTICUT SCIENCE CENTER INC | |||||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | 061538101 | 501(C)(3) | $23,333 | FMV | General Support | |
| SACRAMENTO POLICE FOUNDATION | |||||||||
| 5960 S LAND PARK DR | SACRAMENTO | CA | 95822 | 680433279 | 501(C)(3) | $7,000 | FMV | General Support | |
| Maine Science Festival | |||||||||
| c/o Maine Discovery Museum | Bangor | ME | 04401 | 010527022 | 501(C)(3) | $6,500 | FMV | General Support | 74 Main Street |
| SACRAMENTO FOOD BANK & SERVICE | |||||||||
| 3333 THIRD AVE | SACRAMENTO | CA | 95817 | 943315566 | 501(C)(3) | $10,000 | FMV | General Support | |
| American Society Human Genetics | |||||||||
| 6120 Executive Boulevard 500 | Rockville | MD | 20852 | 521419397 | 501(C)(3) | $7,581 | FMV | General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS/STIPENDS | GrantTypeTxt |
| Recipient | 1153 | RecipientCnt |
| Cash Grant | $2,606,711 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE TOWN OF BAR HARBOR, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE TOWN. IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE CITY OF ELLSWORTH, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE CITY. THE MISSION OF THE CONNECTICUT SCIENCE CENTER TO INSPIRE LIFE-LONG LEARNING THROUGH THE OPERATION OF A SCIENCE CENTER IS CLOSELY ALIGNED WITH THE ORGANIZATION'S EDUCATIONAL MISSION. IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE SACRAMENTO POLICE DEPARTMENT, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE SACRAMENTO POLICE FOUNDATION. THE MISSION OF THE MAINE SCIENCE FESTIVAL IS CLOSELY ALIGNED WITH THE ORGANIZATION'S EDUCATION MISSION. IN RECOGNITION OF THE IMPORTANCE OF THE WORK DONE BY THE SACRAMENTO FOOD BANK & SERVICE, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE ORGANIZATION. THE MISSION OF THE AMERICAN SOCIETY OF HUMAN GENETICS DEDICATED TO THE FURTHERANCE OF SCIENCE IS CLOSELY ALIGNED WITH THE ORGANIZATION'S RESEARCH MISSION. THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS IS DETERMINED ON AN ANNUAL BASIS. VARYING AMOUNTS OF ASSISTANCE IN THE FORM OF GRANTS, FELLOWSHIPS AND STIPENDS ARE AWARDED TO SUMMER STUDENTS, LABORATORY INTERNS, GRADUATE STUDENTS, INSTRUCTORS AND COURSE ATTENDEES BASED ON NEED AND MERIT. ALL RECIPIENTS OF STIPENDS AND SCHOLARSHIPS EITHER WORK AT THE LABORATORY UNDER THE SUPERVISION OF LABORATORY EMPLOYEES OR ATTEND COURSES. CONFERENCE ORGANIZERS REGULARLY MONITOR ATTENDANCE OF COURSES BY GRANT RECIPIENTS, AND RESPONSIBLE FACULTY MEMBERS OVERSEE AND MONITOR OTHER FORMS OF SCHOLARSHIP ASSISTANCE TO INDIVIDUAL STUDENTS, INTERNS OR OTHER SCIENTISTS THROUGH OVERSIGHT OF THEIR ASSIGNMENTS. THE LABORATORY GRANTS SCHOLARSHIPS TO A SELECT NUMBER OF HIGH SCHOOL STUDENTS ON AN ANNUAL BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lon Cardon PHD FMEDSCI | ||||||||||||||
| President & CEO | $1,113,219 | $0 | $440,000 | $0 | $319,202 | $0 | $201,808 | $0 | $34,049 | $0 | $2,108,278 | $0 | $0 | $0 |
| S Catherine Longley | ||||||||||||||
| Executive Vice President & COO | $599,440 | $0 | $218,934 | $0 | $484,396 | $0 | $102,671 | $0 | $13,685 | $0 | $1,419,126 | $0 | $456,786 | $0 |
| Douglas Abbott | ||||||||||||||
| Senior Vice President and CFO | $433,601 | $0 | $107,500 | $0 | $1,935 | $0 | $83,000 | $0 | $31,066 | $0 | $657,102 | $0 | $0 | $0 |
| Daniel Hoag | ||||||||||||||
| General Counsel & Secretary | $431,478 | $0 | $98,550 | $0 | $16,972 | $0 | $63,686 | $0 | $31,315 | $0 | $642,001 | $0 | $0 | $0 |
| Mitchell Kennedy | ||||||||||||||
| Executive VP & President, JMCRS | $623,077 | $0 | $0 | $0 | $101,608 | $0 | $65,769 | $0 | $286 | $0 | $790,740 | $0 | $0 | $0 |
| Charles Lee MD | ||||||||||||||
| SCIENTIFIC DIRECTOR, JAX GM | $458,407 | $0 | $79,844 | $0 | $4,621 | $0 | $33,000 | $0 | $33,916 | $0 | $609,788 | $0 | $0 | $0 |
| Nadia A Rosenthal | ||||||||||||||
| SCIENTIFIC DIRECTOR | $467,866 | $0 | $69,477 | $0 | $7,939 | $0 | $33,000 | $0 | $291 | $0 | $578,573 | $0 | $0 | $0 |
| Andy Greene | ||||||||||||||
| Senior Vice President for Research | $430,654 | $0 | $0 | $0 | $58,158 | $0 | $45,025 | $0 | $44,549 | $0 | $578,386 | $0 | $0 | $0 |
| Edison T Liu MD | ||||||||||||||
| FORMER PRESIDENT & CEO | $345,064 | $0 | $0 | $0 | $98,695 | $0 | $31,980 | $0 | $22,874 | $0 | $498,614 | $0 | $0 | $0 |
| David Grass | ||||||||||||||
| VP, JMCRS MICE & SERVICE OPS (UNTIL 10/23) | $362,988 | $0 | $97,744 | $0 | $271,763 | $0 | $29,541 | $0 | $26,045 | $0 | $788,081 | $0 | $0 | $0 |
| MaryEllen Joseph | ||||||||||||||
| VP, JMCRS Global Sales, Marketing, & Customer Support (UNTIL 10/23) | $433,356 | $0 | $54,960 | $0 | $117,814 | $0 | $26,500 | $0 | $8,058 | $0 | $640,688 | $0 | $0 | $0 |
| Jens Rueter | ||||||||||||||
| Chief Medical Officer | $426,440 | $0 | $79,948 | $0 | $2,542 | $0 | $33,000 | $0 | $31,977 | $0 | $573,907 | $0 | $0 | $0 |
| Brian Bannerman | ||||||||||||||
| Vice President, JMCRS Finance | $319,562 | $0 | $95,020 | $0 | $82,912 | $0 | $31,879 | $0 | $28,984 | $0 | $558,357 | $0 | $0 | $0 |
| James Keck | ||||||||||||||
| Senior Director, Innovation and Product Development | $304,133 | $0 | $86,370 | $0 | $106,330 | $0 | $27,151 | $0 | $23,544 | $0 | $547,528 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | THE JACKSON LABORATORY GROSSES UP THE AMOUNT ADDED TO WAGES FOR IMPUTED INSURANCE PREMIUMS FOR LIFE, DISABILITY, AND LONG TERM CARE BENEFITS FOR THE SENIOR MANAGEMENT GROUP TO COVER TAXES. THE LABORATORY ALSO GROSSES UP WAGES TO COVER THE TAX IMPACT OF GIFT CARDS AND OTHER AWARDS OR PRIZES TO EMPLOYEES SO THAT RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | THE LABORATORY PROVIDES A HOUSING ALLOWANCE TO THE PRESIDENT. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | DAVID GRASS RECEIVED A SEVERANCE PAYMENT OF $120,114. MARYELLEN JOSEPH RECEIVED A SEVERANCE PAYMENT OF $116,027. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F): CONTRIBUTIONS MADE: PRESIDENT/CEO $168,808 EXECUTIVE VICE PRESIDENT/COO $70,000 EXECUTIVE VICE PRESIDENT & PRESIDENT, JMCRS $58,846 SR VP & CHIEF FINANCIAL OFFICER $50,000 GENERAL COUNSEL $30,686 SR VP PRESIDENT FOR RESEARCH $14,252 DISTRIBUTIONS MADE: EXECUTIVE VICE PRESIDENT/COO $456,786 |
| Schedule J, Part I, Line 7 Non-fixed payments | THE TOTAL COMPENSATION PACKAGE OF CERTAIN OFFICERS, KEY EMPLOYEES, AND OTHER EMPLOYEES INCLUDES VARIABLE COMPENSATION AWARDED BASED ON PERFORMANCE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN SAWYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KEY EMPLOYEE -N ROSENTHAL | RelationshipDescriptionTxt |
| Transaction | $279,044 | TransactionAmt |
| Transaction | EMPLOYMENT - FAMILY MEMBER | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $168,453 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | IN 2023, 450 MOUSE STRAINS WERE DONATED TO THE LABORATORY OR DEVELOPED BY JAX RESEARCH STAFF WITH ACADEMIC/FOUNDATION OR PUBLICLY FUNDED RESEARCH PROGRAMS. THE LABORATORY MAKES THESE RESOURCES PUBLICLY ACCESSIBLE THROUGH ITS REPOSITORY, PRODUCTION AND RESEARCH SERVICES. DISTRIBUTION OF THESE STRAINS HELPS SUPPORT CURES FOR THE WORLD'S MOST PREVALENT HUMAN DISEASES AND ACCELERATES THE TIME TO BRING NEW THERAPIES TO PATIENTS. THE LABORATORY COLLABORATED WITH OTHER NON-PROFIT PATIENT FOUNDATIONS FOR RARE DISEASES TO ESTABLISH MOUSE RESOURCES TO FURTHER PRECLINICAL THERAPEUTIC STUDIES. THE LABORATORY MAKES THE JAX CLINICAL KNOWLEDGEBASE (CKB) RESOURCE PUBLICLY AVAILABLE, ENABLING CLINICIANS, AND TRANSLATIONAL RESEARCHERS TO INTERPRET COMPLEX CANCER GENOMIC PROFILES. ACCEPTANCE AND USAGE OF CKB HAS BEEN STEADILY INCREASING; CKB HAS RECEIVED OVER 1,100,000 VISITS SINCE ITS LAUNCH IN 2016. THE PUBLIC SITE HAD OVER 3,800,000 PAGE VIEWS IN THAT PERIOD. |
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | THE PURPOSES OF THE LABORATORY ARE SCIENTIFIC, MEDICAL, CHARITABLE, AND EDUCATIONAL TO DISCOVER PRECISE GENOMIC SOLUTIONS FOR DISEASE AND EMPOWER THE BIOMEDICAL COMMUNITY. TO ACCOMPLISH THIS MISSION, THE LABORATORY: 1) CONDUCTS BASIC BIOMEDICAL RESEARCH TO INCREASE THE KNOWLEDGE OF DEVELOPMENT, GROWTH, REPRODUCTION, PHYSIOLOGY, AND PATHOPHYSIOLOGY THROUGH RESEARCH WITH GENETICALLY DEFINED EXPERIMENTAL MOUSE MODELS AND OTHER MODELS OF DISEASE; 2) CONDUCTS TRANSLATIONAL BIOMEDICAL RESEARCH TO IDENTIFY THE GENOMIC IMPACT ON HUMAN DISEASE, PROMOTE THE ESTABLISHMENT OF MORE PRECISE, TARGETED THERAPIES, OFFER CUTTING EDGE GENOMIC DIAGNOSTICS TO IMPROVE PATIENT CARE, AND PROVIDE ADVANCED COMPUTATIONAL TOOLS, DATABASES AND KNOWLEDGE MANAGEMENT SYSTEMS TO THE BIOMEDICAL RESEARCH AND MEDICAL COMMUNITIES; 3) TRAINS AND EDUCATES STUDENTS, SCIENTISTS, PHYSICIANS, AND OTHER PROFESSIONALS IN THESE AREAS; AND 4) PROMOTES SCIENTIFIC DISCOVERY THROUGH THE PROVISION OF MOUSE MODELS AND OTHER MODELS OF HUMAN DISEASE AND THE PROVISION OF RESEARCH, CLINICAL, COMPUTATIONAL AND INFORMATION SERVICES TO THE GLOBAL SCIENTIFIC AND MEDICAL COMMUNITIES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE OF THE JACKSON LABORATORY'S BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE IRS FORM 990 BEFORE IT IS PROVIDED TO THE BOARD OF TRUSTEES. AFTER THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE'S REVIEW, THE IRS FORM 990 IS FINALIZED AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE JACKSON LABORATORY REQUESTS ALL OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES COMPLETE A "CERTIFICATION OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY AND CODE OF ETHICS" FORM AND A "CONFLICT OF INTEREST DISCLOSURE FORM" QUESTIONNAIRE, AND DISTRIBUTES ALL POLICIES REGARDING THE CONFLICT OF INTEREST AND CODE OF ETHICS. THIS PROCESS IS DONE ANNUALLY. THE DISCLOSURE AND COMPLIANCE ATTESTATIONS ARE RETURNED TO THE GENERAL COUNSEL, WHERE THEY ARE RECORDED AND TALLIED FOR COMPLETENESS. DISCLOSURES, AS WELL AS ANY FOLLOW UP QUESTIONS, ARE ROUTED THROUGH GENERAL COUNSEL, AND IF NECESSARY THE AUDIT AND ENTERPRISE RISK COMMITTEE. TRUSTEES AND EXECUTIVES WITH AN APPARENT OR ACTUAL CONFLICT OF INTEREST RECUSE THEMSELVES FROM DECISION MAKING. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES SETS COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND THE COMMITTEE REVIEWS THE COMPENSATION AND BENEFITS FOR THE OFFICERS AND CERTAIN KEY EMPLOYEES LISTED IN SCHEDULE J. MEMBERS OF THE COMMITTEE ARE INDEPENDENT TRUSTEES SELECTED BY THE CHAIR OF THE BOARD OF TRUSTEES. THE COMMITTEE IS GUIDED BY COMPENSATION MARKET DATA FOR SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS. MARKET DATA IS PREPARED FOR THE COMMITTEE BY AN EXTERNAL EXECUTIVE COMPENSATION FIRM WHICH CONSIDERS COMPENSATION INFORMATION REPORTED IN FORM 990'S OF COMPARABLE ORGANIZATIONS AND THE RESULTS OF RECOGNIZED COMPENSATION SURVEYS. THE CHIEF HUMAN RESOURCES OFFICER IS AVAILABLE TO THE COMMITTEE TO PROVIDE ANY OTHER DATA NEEDED. THE CEO AND COO MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO REVIEW THE COMPENSATION OF THEIR DIRECT REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG AND ON THE ORGANIZATION'S PUBLIC WEBSITE WWW.JAX.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT WWW.JAX.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON LABORATORY HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1209 ORANGE STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010211513 | EIN |
| Primary Activities | HOLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $3,833,677 | TotalIncomeAmt |
| End Of Year Assets | $60,355,170 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON LABORATORY | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE JACKSON LAB M&T (SHANGHAI) CO LTD | ||||||||||||
| MEDICAL SCIENCE | CH | THE JACKSON LABORATORY HOLDINGS LLC | C Corporation | $3,221,788 | $3,054,166 | 1 | Yes (true) | |||||
| THE JACKSON LABORATORY ANITECH BIOTECHNOLOGY LIMITED | ||||||||||||
| MEDICAL SCIENCE | CH | THE JACKSON LABORATORY HONG KONG HOLDINGS LTD | C Corporation | $1,503,034 | $296,626 | 0.51 | Yes (true) | 10 LIN HE NORTH STREET SHUNYI DIST | BEIJING | CHINA | CH | 101300 |
| THE JACKSON LABORATORY HONG KONG HOLDINGS LTD | ||||||||||||
| GENETIC RESOURCES | HK | THE JACKSON LABORATORY HOLDINGS LLC | C Corporation | $404,441 | $491,390 | 1 | Yes (true) | 402 JARDINE HOUSE 1 CONNAUGHT PLAC | CENTRAL HONG KONG | HONG KONG | HK | 999077 |
| THE JACKSON LABORATORY JAPAN HOLDINGS INC | ||||||||||||
| HOLDING COMPANY | JA | THE JACKSON LABORATORY HOLDINGS LLC | C Corporation | $4,997,268 | $86,957,080 | 1 | Yes (true) | |||||
| THE JACKSON LABORATORY JAPAN INC | ||||||||||||
| GENETIC RESOURCES | JA | THE JACKSON LABORATORY JAPAN HOLDINGS INC | C Corporation | $39,038,324 | $89,198,320 | 1 | Yes (true) | |||||
| THE JACKSON LABORATORY UK LTD | ||||||||||||
| ADMIN OF EUROPEAN EMPLOYEES & PAYROLL | UK | THE JACKSON LABORATORY HOLDINGS LLC | C Corporation | $688,132 | $196,438 | 1 | Yes (true) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE JACKSON LABORATORY M&T (SHANGHAI) CO LTD | ||
| R | $3,914,507 | fmv |
| THE JACKSON LABORATORY UK LTD | ||
| B | $150,816 | FMV |
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