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HEFFTER RESEARCH INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HEFFTER RESEARCH INSTITUTE (EIN 85-1073501)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-24
IRS object ID
202341149349300874
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-24T15:25:35-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010494526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & NoyesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 507AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851073501EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Heffter Research InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEFFBusinessNameControlTxt
Phone2122388786PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 East Putnam Avenue 413AddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068305424ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGeorge GreerPersonNm
Person TitleChairPersonTitleTxt
Phone2122388786PhoneNum
Signature2023-04-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGeorgePersonFirstNm
Person LastGreerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonConnor SmartPreparerPersonNm
PTINP02285543PTIN
Phone2078792100PhoneNum
Preparation2023-04-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGeorge GreerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 East Putnam Avenue 413AddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068305424ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$450,321GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.heffter.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2020FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionScientific research to relieve suffering and to understand the human mind.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$965,745PYContributionsGrantsAmt
CY Contributions Grants$448,148CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$7,073PYInvestmentIncomeAmt
CY Investment Income$2,173CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$972,818PYTotalRevenueAmt
CY Total Revenue$450,321CYTotalRevenueAmt
PY Grants And Similar Paid$663,797PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$988,864CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,307PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,350CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,032CYTotalFundraisingExpenseAmt
PY Other Expenses$23,958PYOtherExpensesAmt
CY Other Expenses$34,195CYOtherExpensesAmt
PY Total Expenses$721,062PYTotalExpensesAmt
CY Total Expenses$1,025,409CYTotalExpensesAmt
PY Revenues Less Expenses$251,756PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$575,088CYRevenuesLessExpensesAmt
Total Assets BOY$1,949,890TotalAssetsBOYAmt
Total Assets EOY$1,233,990TotalAssetsEOYAmt
Total Liabilities BOY$699,150TotalLiabilitiesBOYAmt
Total Liabilities EOY$647,422TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,250,740NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$586,568NetAssetsOrFundBalancesEOYAmt
MissionThe Institute's mission is to promote research of the highest scientific quality in order to contribute to a greater understanding of the mind, leading to the improvement of the human condition, and to alleviate suffering.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,007,845ExpenseAmt
Grant$988,864GrantAmt
Revenue$0RevenueAmt
DescSince its inception, HRI has been helping to design, review, and fund the leading studies on psilocybin at prominent research institutions in the United States and Europe. HRI's research has explored psilocybin for the treatment of cancer-related distress and addiction and for basic science research into the physiology of brain activity, cognition, and behavior. The results of these studies and research are submitted for publication in recognized scientific journals. In 2022, HRI paid and/or pledged over $980,000 in grants to advance scientific causes.Desc
Total Program Service Expenses$1,007,845TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Megan ButlerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2035547725PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 East Putnam Avenue 413AddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068305424ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
George Greer
Chairman (part year); President5.00Yes (X)Yes (X)$2,350$0$0
Mark A Geyer PhD
Director0.50Yes (X)$0$0$0
Roland Griffiths PhD
Director0.50Yes (X)$0$0$0
Charles Grob MD
Director0.50Yes (X)$0$0$0
Dennis J McKenna PhD
Director0.50Yes (X)$0$0$0
Janis Phelps
Director0.50Yes (X)$0$0$0
T Cody Swift
Director0.50Yes (X)$0$0$0
Franz X Vollenweider MD
Director0.50Yes (X)$0$0$0
David E Nichols PhD
Vice President0.50Yes (X)Yes (X)$0$0$0
Carey Turnbull
Treasurer0.50Yes (X)Yes (X)$0$0$0
Claudia Turnbull
Secretary0.50Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,350TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$448,148AllOtherContributionsAmt
Total Contributions$448,148TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,173TotalRevenueColumnAmt
Exclusion$2,173ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$450,321TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,173ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$776,678TotalAmt
Program Services$776,678ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,032TotalAmt
Program Services$1,032ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$211,154TotalAmt
Program Services$211,154ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,350TotalAmt
Program Services$940ProgramServicesAmt
Management And General$940ManagementAndGeneralAmt
Fundraising$470FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,515TotalAmt
Management And General$8,515ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$177TotalAmt
Program Services$71ProgramServicesAmt
Management And General$71ManagementAndGeneralAmt
Fundraising$35FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,643TotalAmt
Program Services$1,058ProgramServicesAmt
Management And General$1,058ManagementAndGeneralAmt
Fundraising$527FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$44TotalAmt
Program Services$22ProgramServicesAmt
Management And General$22ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Fundraising$5,000FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$926TotalAmt
Management And General$926ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescScientists/researchDesc
Total$16,890TotalAmt
Program Services$16,890ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,025,409TotalAmt
Program Services$1,007,845ProgramServicesAmt
Management And General$11,532ManagementAndGeneralAmt
Fundraising$6,032FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$560,000BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$601,633BOYAmt
EOY$645,817EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$788,257BOYAmt
EOY$588,173EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,949,890BOYAmt
EOY$1,233,990EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$699,150BOYAmt
EOY$647,422EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$699,150BOYAmt
EOY$647,422EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,250,740BOYAmt
EOY$586,568EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,250,740BOYAmt
EOY$586,568EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,949,890BOYAmt
EOY$1,233,990EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$575,088ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$89,084OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$941,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$875,661CurrentTaxYearMinus1YearAmt
Current Tax Year$448,148CurrentTaxYearAmt
Total$2,265,744TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$941,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$875,661CurrentTaxYearMinus1YearAmt
Current Tax Year$448,148CurrentTaxYearAmt
Total$2,265,744TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,477,587SubstantialContributorsTotAmt
Public Support Total170$788,157PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$15CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,073CurrentTaxYearMinus1YearAmt
Current Tax Year$2,173CurrentTaxYearAmt
Total$9,261TotalAmt
FieldValueIRS element (for citing)
Total Support$2,275,005TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Public Support Test, Short Year:FormAndLineReferenceDesc
ExplanationThe Organization's initial tax year covered the reporting period of May 8, 2020 to December 31, 2020. Accordingly, the Organization's initial tax year, as reported on its 2020 Form 990, was a short-year tax return, and the 2020 column on Schedule A, Part II, therefore represents a short tax year.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific - Australia00Grants to a foreign university for medical research.N/A$75,000
Europe - Sweden, Netherlands00Grants to a foreign university for medical research.N/A$136,154
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$211,154SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$211,154TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
Europe - SwedenFunding for medical and scientific research$24,000Wire transfer$0
Europe - SwedenFunding for medical and scientific research$112,154Wire transfer$0
East Asia and the Pacific - AustraliaFunding for medical and scientific research$75,000Wire transfer$0
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III Accounting Method:
Schedule F, Page 1, Part I, Line 2:The institute mandates that all grant recipients must submit to the institute status reports and progress-summaries on any research or projects funded by institute-grants. Such reports are provided to the President of the institute's board of directors on a regular basis. In turn, the President provides these reports to the entire board of directors for their own review.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Yale University
PO Box 2038New HavenCT06521060646973501(c)(3)$283,156$0Funding for medical and scientific research
Johns Hopkins University
3910 Keswick Road Suite N2100BaltimoreMD21211520595110501(c)(3)$151,800$0Funding for medical and scientific research
Dana Farber Cancer Institute
450 Brookline AvenueBostonMA02215042263040501(c)(3)$138,405$0Funding for medical and scientific research
University of Utah
332 South 1400 East Suite 150Salt Lake CityUT84112876000525GOV$78,317$0Funding for medical and scientific research
University of Minnesota Foundation
200 Oak Street SE Suite 500MinneapolisMN55455416042488501(c)(3)$75,000$0Funding for medical and scientific research
NYU School of Medicine
70 Washington Square SouthNew YorkNY10012135562308501(c)(3)$50,000$0Funding for medical and scientific research
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe institute mandates that all grant recipients must submit to the institute status reports and progress-summaries on any research or projects funded by institute-grants. Such reports are provided to the President of the institute's board of directors on a regular basis. In turn, the President provides these reports to the entire board of directors for their own review.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Carey Turnbull and Claudia Turnbull, who both served on the institute's board of directors, share a family relationship.
Form 990, Part VI, Section B, line 11bThe Form 990 is prepared by an independent CPA firm and is then reviewed by the Financial Committee, which is composed of the Board's president and treasurer. Prior to filing the Form 990, all board members receive a copy of the return, with instructions drawing their attention to certain aspects of the Form. Board members are strongly encouraged to review the return, ask questions, and to provide feedback.
Form 990, Part VI, Section B, line 12cEach board member is required to sign a conflict of interest policy-statement each year, and to identify on this form any direct or indirect conflicts that may exist. If a board member has a direct or indirect conflict of interest, the member is required to recuse themselves from any deliberations and decision-making that is related to the conflict. All recusals are documented in the minutes.
Form 990, Part VI, Section B, line 15aThe chair of the Institute's board also serves the organization as its medical director, and is compensated at a contracted rate of $129 per hour. The rate was determined by comparing the chair's role, expertise, and services offered to those of Dr. Michael Bogenschutz while Dr. Bogenschutz was serving as the Director of Psychiatric Research at the University of New Mexico in 2015; at such time, Dr. Bogenschutz was compensated at a rate of $150 per hour. The board determined that Dr. Bogenschutz's role with the University of New Mexico was similar in nature to the Institute's chair and medical director position; accordingly, the board based the compensation paid to its chair on this rate. The acting-chair did not participate in this deliberation and subsequent decision.
Form 990, Part VI, Section C, line 19The Institute's governing documents, the conflict of interest policy, and financial statements are available to the public upon request (postage and printing charges incurred while providing the requested materials will be applied). Individuals may request documents by phone, mail, or email.
Form 990, Part XI, line 9:Transfers of net assets from predecessor organization 1,000. Write-off and reduction of prior year pledges -90,084.

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