JACKSON LABORATORY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON LABORATORY (EIN 01-0211513)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349323300
- Schema version
- 2021v4.2
- 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 | 2022-11-15T15:52:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | CFO | PersonTitleTxt |
| Phone | 2072886000 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | ABBOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA D'AGOSTINO | PreparerPersonNm |
| PTIN | P01245482 | PTIN |
| Phone | 6179881000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LON CARDON | PrincipalOfficerNm |
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 | $649,297,028 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 2983 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $1,976,394 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $291,792 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $122,912,211 | PYContributionsGrantsAmt |
| CY Contributions Grants | $120,757,756 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $362,474,943 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $415,233,744 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,966,854 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,968,069 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150,028 | PYOtherRevenueAmt |
| CY Other Revenue | $1,914,826 | CYOtherRevenueAmt |
| PY Total Revenue | $527,504,036 | PYTotalRevenueAmt |
| CY Total Revenue | $572,874,395 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,340,034 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,892,537 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $245,058,305 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $266,577,106 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,544,177 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $216,160,594 | PYOtherExpensesAmt |
| CY Other Expenses | $240,025,612 | CYOtherExpensesAmt |
| PY Total Expenses | $463,558,933 | PYTotalExpensesAmt |
| CY Total Expenses | $509,495,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $63,945,103 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $63,379,140 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,211,767,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,458,479,631 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $293,249,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $448,097,405 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $918,518,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,010,382,226 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $262,329,267 | ExpenseAmt |
| Grant | $165,454 | GrantAmt |
| Revenue | $414,058,418 | RevenueAmt |
| Desc | DEVELOP AND PROVIDE GENETIC RESOURCESTHE 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 13,000 GENETICALLY DISTINCT STRAINS OF RESEARCH MICE. IN 2021, DISTRIBUTED THEM TO RESEARCHERS FROM MORE THAN 2,000 ORGANIZATIONS, IN UPWARDS OF 64 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.IN 2021, 600 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 750,000 VISITS SINCE ITS LAUNCH IN 2016. THE PUBLIC SITE HAD OVER 2,500,000 PAGE VIEWS IN THAT PERIOD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $158,767,163 | ExpenseAmt |
| Grant | $1,555,310 | GrantAmt |
| Revenue | $835,256 | RevenueAmt |
| Desc | BIOMEDICAL RESEARCHTHE 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 MORE THAN 65 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 | $8,785,327 | ExpenseAmt |
| Grant | $1,171,773 | GrantAmt |
| Revenue | $340,070 | RevenueAmt |
| Desc | EDUCATION AND TRAININGTHE 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 2021 ANNUAL REPORT AT HTTPS://WWW.JAX.ORG/ABOUT-US/LEGAL-INFORMATION/FINANCIALS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $1,640,811 | RevenueAmt |
| Desc | INTERCOMPANY REVENUE/OTHER REVENUE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $1,640,811 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $429,881,757 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 263 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2983 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDISON T LIU MD UNTIL 1121 | ||||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $1,488,347 | $0 | $303,294 | ||||
| BERTRAND GARCIA-MORENO PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| CARLA E BRODLEY PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN LOWRY | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| MELISSA C GUZY | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN C SCHIMENTI PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| SANDRA WAITE JD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| ADAORA A ADIMORA MD MPH | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| CHARLES E HEWETT PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| GEOFFREY W SMITH JD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID J ROUX | ||||||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS C BARRY | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| OTIS W BRAWLEY MD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| KATHLEEN A CORBET UNTIL 821 | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| TIMOTHY D DATTELS | ||||||||||
| VICE BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JULIE H DAUM | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| LON CARDON PHD FMEDSCI | ||||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $71,385 | $0 | $9,519 | ||||
| STEVEN B FINK JD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOAN A STEITZ PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEFFREY M FRIEDMAN MD PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN A GIBBONS JR | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| NEAL B MILCH JD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| GEORGE G MONTGOMERY | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| FRANK MOSS PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| DENNIS J PAUSTENBACH PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JENNY E ROOKE PHD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOSHUA BRODER | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARY KATE WOLD JD | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEAN HOFFMAN | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| S CATHERINE LONGLEY | ||||||||||
| EXECUTIVE VICE PRESIDENT & COO | 40.00 | Yes (X) | $866,847 | $0 | $111,515 | |||||
| DOUGLAS ABBOTT | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $488,440 | $0 | $87,749 | |||||
| DANIEL HOAG | ||||||||||
| GENERAL COUNSEL & SECRETARY | 40.00 | Yes (X) | $340,224 | $0 | $17,938 | |||||
| AUROBINDO NAIR | ||||||||||
| EXECUTIVE VP & PRESIDENT JMCRS | 40.00 | $1,479,984 | $0 | $96,810 | Yes (X) | |||||
| KENNETH H FASMAN | ||||||||||
| SENIOR VICE PRESIDENT RESEARCH | 40.00 | $593,048 | $0 | $127,967 | Yes (X) | |||||
| NADIA A ROSENTHAL | ||||||||||
| SCIENTIFIC DIRECTOR | 40.00 | $515,344 | $0 | $30,359 | Yes (X) | |||||
| CHARLES LEE MD | ||||||||||
| SCIENTIFIC DIRECTOR, JAX GM | 40.00 | $431,762 | $0 | $60,483 | Yes (X) | |||||
| JENS RUETER | ||||||||||
| MEDICAL DIRECTOR | 40.00 | $462,148 | $0 | $58,841 | Yes (X) | |||||
| BARBARA-JEAN BORMANN-KENNEDY | ||||||||||
| VP SCI TRANSLATION/ALLIANCES | 40.00 | $460,327 | $0 | $30,247 | Yes (X) | |||||
| CHARLES MILLER | ||||||||||
| CEO, THE JACKSON LABORATORY ANITECH BIOTECH LTD | 40.00 | $548,909 | $90,000 | $71,132 | Yes (X) | |||||
| KATHY VANDEGRIFT UNTIL 1121 | ||||||||||
| ASSOC. GM, SITE DIR & PROD | 40.00 | $477,438 | $0 | $54,565 | Yes (X) | |||||
| EMILY SCHORER | ||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | $453,314 | $0 | $30,196 | Yes (X) | |||||
| JOHN RYAN | ||||||||||
| FORMER GENERAL COUNSEL & SECRETARY | 0.00 | $157,599 | $0 | $1,400 | 0.00 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,835,116 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $90,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,092,015 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 419 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BIOTRANS LLC | |||||
| 9 LIDGERWOOD PLACE | MORRISTOWN | NJ | 07960 | TRANSPORTATION | $8,725,873 |
| ROPES & GRAY | |||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | LEGAL SERVICES | $3,603,570 |
| E L SHEA | |||||
| 23 CHURCH STREET | ELLSWORTH | ME | 04605 | CONSTRUCTION MGMT | $3,366,411 |
| WHITING TURNER CONTRACTING | |||||
| 300 EAST JOPPA ROAD | BALTIMORE | MD | 21286 | CONSTRUCTION MGMT | $3,125,175 |
| WRIGHT-RYAN CONSTRUCTION INC | |||||
| 10 DANFORTH STREET | PORTLAND | ME | 04101 | CONSTRUCTION MGMT | $3,030,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 156 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $101,646,691 | GovernmentGrantsAmt |
| All Other Contributions | $19,111,065 | AllOtherContributionsAmt |
| Noncash Contributions | $1,359,121 | NoncashContributionsAmt |
| Total Contributions | $120,757,756 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| GENETIC RESOURCES | 541700 | $362,741,785 | $362,371,288 | $370,497 |
| COVID TESTING | 541700 | $51,316,633 | $51,316,633 | |
| RESEARCH | 541700 | $835,256 | $835,256 | |
| TRAINING & EDUCATION | 541700 | $340,070 | $340,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $415,233,744 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,038,013 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,605,897 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,432,116 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,499 | TotalRevenueColumnAmt |
| Exclusion | $95,499 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $178,516 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $178,516 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $178,516 | TotalRevenueColumnAmt |
| Exclusion | $178,516 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,111,189 | SecuritiesAmt |
| Other | $241,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,395,960 | SecuritiesAmt |
| Other | $26,673 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,715,229 | SecuritiesAmt |
| Other | $214,827 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,930,056 | TotalRevenueColumnAmt |
| Exclusion | $18,930,056 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LIQUIDTION OF A STOCK | 900099 | $924,834 | $924,834 |
| INTERCOMPANY REVENUE | 900099 | $372,192 | $372,192 |
| OTHER REVENUE | 900099 | $343,785 | $343,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,640,811 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $572,874,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $416,504,058 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,976,394 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,636,187 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,852 | TotalAmt |
| Program Services | $303,852 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,588,685 | TotalAmt |
| Program Services | $2,588,685 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,121,017 | TotalAmt |
| Program Services | $2,718,747 | ProgramServicesAmt |
| Management And General | $4,402,270 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,270,136 | TotalAmt |
| Program Services | $163,713,321 | ProgramServicesAmt |
| Management And General | $26,957,106 | ManagementAndGeneralAmt |
| Fundraising | $2,599,709 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,471,753 | TotalAmt |
| Program Services | $14,378,249 | ProgramServicesAmt |
| Management And General | $1,862,914 | ManagementAndGeneralAmt |
| Fundraising | $230,590 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,843,084 | TotalAmt |
| Program Services | $28,308,755 | ProgramServicesAmt |
| Management And General | $7,092,056 | ManagementAndGeneralAmt |
| Fundraising | $442,273 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,871,116 | TotalAmt |
| Program Services | $11,749,805 | ProgramServicesAmt |
| Management And General | $1,934,728 | ManagementAndGeneralAmt |
| Fundraising | $186,583 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,497,832 | TotalAmt |
| Management And General | $4,497,832 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,805 | TotalAmt |
| Management And General | $357,805 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,879 | TotalAmt |
| Management And General | $399,879 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,435,699 | TotalAmt |
| Program Services | $13,471,002 | ProgramServicesAmt |
| Management And General | $8,752,356 | ManagementAndGeneralAmt |
| Fundraising | $212,341 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,337 | TotalAmt |
| Program Services | $1,233,813 | ProgramServicesAmt |
| Management And General | $316,277 | ManagementAndGeneralAmt |
| Fundraising | $7,247 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,428 | TotalAmt |
| Program Services | $735,755 | ProgramServicesAmt |
| Management And General | $492,406 | ManagementAndGeneralAmt |
| Fundraising | $50,267 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,812,117 | TotalAmt |
| Program Services | $13,427,914 | ProgramServicesAmt |
| Management And General | $4,281,748 | ManagementAndGeneralAmt |
| Fundraising | $102,455 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,193,776 | TotalAmt |
| Program Services | $2,193,776 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,491,203 | TotalAmt |
| Program Services | $15,087,639 | ProgramServicesAmt |
| Management And General | $1,345,221 | ManagementAndGeneralAmt |
| Fundraising | $58,343 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,661 | TotalAmt |
| Program Services | $1,078,906 | ProgramServicesAmt |
| Management And General | $933,794 | ManagementAndGeneralAmt |
| Fundraising | $69,961 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,166 | TotalAmt |
| Program Services | -$16,660 | ProgramServicesAmt |
| Management And General | $21,684 | ManagementAndGeneralAmt |
| Fundraising | $142 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,852,500 | TotalAmt |
| Program Services | $7,489,256 | ProgramServicesAmt |
| Management And General | $353,977 | ManagementAndGeneralAmt |
| Fundraising | $9,267 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,968,126 | TotalAmt |
| Program Services | $47,385,148 | ProgramServicesAmt |
| Management And General | $3,143,841 | ManagementAndGeneralAmt |
| Fundraising | $439,137 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,231,834 | TotalAmt |
| Program Services | $3,097,781 | ProgramServicesAmt |
| Management And General | $117,398 | ManagementAndGeneralAmt |
| Fundraising | $16,655 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $95,960,187 | $91,921,927 | $3,932,579 | $105,681 |
| OTHER SERVICES | $5,037,945 | $3,363,730 | $1,669,261 | $4,954 |
| INTERCO SERVICE FEE | $4,304,564 | $4,304,564 | ||
| SETTLEMENTS | $1,900,000 | $1,900,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658,553 | TotalAmt |
| Program Services | $1,345,792 | ProgramServicesAmt |
| Management And General | $304,189 | ManagementAndGeneralAmt |
| Fundraising | $8,572 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,495,255 | TotalAmt |
| Program Services | $429,881,757 | ProgramServicesAmt |
| Management And General | $75,069,321 | ManagementAndGeneralAmt |
| Fundraising | $4,544,177 | 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 | $174,228,236 | BOYAmt |
| EOY | $277,847,895 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,082,968 | BOYAmt |
| EOY | $13,889,936 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,708,726 | BOYAmt |
| EOY | $82,948,141 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,457,156 | BOYAmt |
| EOY | $11,892,387 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,003,604 | BOYAmt |
| EOY | $10,488,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,030,097,287 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $473,064,872 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,778,988 | BOYAmt |
| EOY | $557,032,415 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,775,421 | BOYAmt |
| EOY | $332,258,387 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,181,099 | BOYAmt |
| EOY | $113,377,340 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,551,430 | BOYAmt |
| EOY | $58,744,185 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,767,628 | BOYAmt |
| EOY | $1,458,479,631 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,999,564 | BOYAmt |
| EOY | $81,419,513 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,477,565 | BOYAmt |
| EOY | $14,872,726 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,717,633 | BOYAmt |
| EOY | $345,076,310 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,054,248 | BOYAmt |
| EOY | $6,728,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,249,010 | BOYAmt |
| EOY | $448,097,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,169,016 | BOYAmt |
| EOY | $907,368,411 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,349,602 | BOYAmt |
| EOY | $103,013,815 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,518,618 | BOYAmt |
| EOY | $1,010,382,226 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,767,628 | BOYAmt |
| EOY | $1,458,479,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $63,379,140 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,932,045 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $552,423 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,092,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,234,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,073,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,912,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,757,756 | CurrentTaxYearAmt |
| Total | $586,071,373 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,092,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,234,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,073,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,912,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,757,756 | CurrentTaxYearAmt |
| Total | $586,071,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,153,958 | SubstantialContributorsTotAmt |
| Public Support Total170 | $550,917,415 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,445,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,347,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,604,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,487,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,312,028 | CurrentTaxYearAmt |
| Total | $70,195,815 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $475,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $339,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $479,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $293,179 | CurrentTaxYearAmt |
| Total | $1,810,678 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $310,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,031,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $344,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,640,811 | CurrentTaxYearAmt |
| Total | $11,448,182 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $669,526,048 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,639,624,953 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $116,001 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $116,001 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCH. C, PART II-B, LINE 1G | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITY BY NON-ELECTING 501(C)(3) ORGANIZATION THE TOTAL LOBBYING EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2021 WAS $116,001, WHICH IS AN ALLOCATION OF EMPLOYEE COMPENSATION FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $306,944 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $167,681,269 | BeginningYearBalanceAmt |
| Contributions | $115,378,127 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,079,673 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $147,601 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,942,442 | OtherExpendituresAmt |
| End Year Balance | $261,889,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $142,754,972 | BeginningYearBalanceAmt |
| Contributions | $4,085,113 | ContributionsAmt |
| Investment Earnings Or Losses | $25,071,184 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $44,189 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,185,811 | OtherExpendituresAmt |
| End Year Balance | $167,681,269 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80540 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,265,669 | OtherCostOrOtherBasisAmt |
| Book Value | $14,265,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $747,646,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,532,323 | DepreciationAmt |
| Book Value | $445,113,737 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,668,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,532,549 | DepreciationAmt |
| Book Value | $47,136,143 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,516,866 | OtherCostOrOtherBasisAmt |
| Book Value | $50,516,866 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $557,032,415 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE | Desc |
| Book Value | $113,377,340 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $113,377,340 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT PLAN OBLIGATIONS | Desc |
| Amt | $6,728,856 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,728,856 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $634,623,337 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,932,045 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $33,816,897 | OtherRevenueAmt |
| Revenue Not Reported | $61,748,942 | RevenueNotReportedAmt |
| Revenue Subtotal | $572,874,395 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $572,874,395 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $515,804,213 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,595,790 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,595,790 | ExpensesNotReportedAmt |
| Expenses Subtotal | $507,208,423 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,286,832 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,286,832 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $509,495,255 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | CERTAIN DONORS CONTRIBUTE WORKS OF ART IN LIEU OF CASH CONTRIBUTIONS. THE LABORATORY HAS UNDERTAKEN TO HOLD THE ITEMS FOR PRESERVATION FOR FUTURE GENERATIONS. |
| PART V, LINE 4: | 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. |
| PART X, LINE 2: | 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. JAX SHANGHAI AND JAX BEIJING ARE TAXABLE ENTITIES ORGANIZED UNDER THE REGULATIONS OF THE PEOPLE'S REPUBLIC OF CHINA. JAX HONG KONG IS A TAXABLE ENTITY ORGANIZED UNDER THE REGULATIONS OF HONG KONG. JAX JAPAN HOLDINGS AND JAX JAPAN ARE TAXABLE ENTITIES ORGANIZED UNDER THE REGULATIONS OF JAPAN. 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN SUBSIDIARY NOT REPORTED ON 990 36,236,142. NON-OPERATING EXPENSES -2,419,245. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN SUBSIDIARY NOT REPORTED ON 990 8,595,790. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NON-OPERATING EXPENSES 2,286,832. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $30,084,510 | |||
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | GENETIC RESOURCES | |||
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | GENETIC RESOURCES | |||
| NORTH AMERICA | PROGRAM SERVICES | GENETIC RESOURCES | |||
| SOUTH AMERICA | PROGRAM SERVICES | GENETIC RESOURCES | |||
| SOUTH ASIA | PROGRAM SERVICES | $24,932 | GENETIC RESOURCES | ||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | $327,196 | RESEARCH | ||
| RUSSIA AND THE NEWLY INDEPENDENT STATES | PROGRAM SERVICES | GENETIC RESOURCES | |||
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | GENETIC RESOURCES | |||
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | $49,370 | GENETIC RESOURCES | 1 | 0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | PROGRAM SERVICES | $824,190 | GENETIC RESOURCES | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 1 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 5 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Subtotal Spent | $30,436,638 | SubtotalSpentAmt |
| Continuation Spent | $873,560 | ContinuationSpentAmt |
| Total Spent | $31,310,198 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| FORM 990, SCH. F, PART I, LINE 3, COLUMN F | THE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| TOWN OF BAR HARBOR | ||||||||||
| 49 PARK STREET | BAR HARBOR | ME | 04609 | 016000061 | GOV'T | $112,409 | $0 | FMV | N/A | GENERAL SUPPORT |
| UNITED WAY OF EASTERN MAINE | ||||||||||
| 700 MAIN STREET SUITE 1 | BANGOR | ME | 04401 | 010211478 | 501(C)(3) | $10,500 | $0 | FMV | N/A | GENERAL SUPPORT |
| CITY OF ELLSWORTH | ||||||||||
| 1 CITY HALL PLAZA | ELLSWORTH | ME | 04605 | 016000027 | GOV'T | $53,045 | $0 | FMV | N/A | GENERAL SUPPORT |
| CONNECTICUT SCIENCE FAIR ASSOCIATION | ||||||||||
| 45 COLES ROAD | CROMWELL | CT | 06416 | 066070725 | 501(C)(3) | $7,500 | $0 | FMV | N/A | GENERAL SUPPORT |
| CONNECTICUT SCIENCE CENTER INC | ||||||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | 061538101 | 501(C)(3) | $23,333 | $0 | FMV | N/A | GENERAL SUPPORT |
| SACRAMENTO POLICE FOUNDATION | ||||||||||
| 5960 S LAND PARK DR | SACRAMENTO | CA | 95822 | 680433279 | 501(C)(3) | $7,500 | $0 | FMV | N/A | GENERAL SUPPORT |
| JESUP MEMORIAL LIBRARY | ||||||||||
| 34 MOUNT DESERT STREET | BAR HARBOR | ME | 04609 | 010214017 | 501(C)(3) | $7,500 | $0 | FMV | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS/STIPENDS | GrantTypeTxt |
| Recipient | 2244 | RecipientCnt |
| Cash Grant | $2,588,685 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCH. I, PART I, LINE 2 | 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. THE MISSION OF THE UNITED WAY OF EASTERN MAINE TO IMPROVE THE LIVES OF PEOPLE IN OUR REGION IS CLOSELY ALIGNED WITH THE ORGANIZATION'S RESEARCH AND EDUCATIONAL MISSION. IN RECOGNITION OF THE CLOSE RELATIONSHIP BETWEEN THE LABORATORY AND THE CITY OF ELLSWORTH, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE CITY. THE LABORATORY SPONSORED THE 2021 CONNECTICUT SCIENCE FAIR IN ORDER TO PROMOTE RESEARCH AND EDUCATION WHICH IS CLOSELY ALIGNED WITH THE ORGANIZATION'S RESEARCH AND 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. IN RECOGNITION OF THE IMPORTANCE OF THE PUBLIC LIBRARY AND MEETING PLACE TO THE COMMUNITY, THE LABORATORY MADE A VOLUNTARY PAYMENT TO THE JESUP MEMORIAL LIBRARY. 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. 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 GRANT FUNDS 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 |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDISON T LIU MD UNTIL 1121 | ||||||||||||||
| PRESIDENT & CEO | $833,009 | $0 | $250,000 | $0 | $405,338 | $0 | $277,655 | $0 | $25,639 | $0 | $1,791,641 | $0 | $200,000 | $0 |
| AUROBINDO NAIR | ||||||||||||||
| EXECUTIVE VP & PRESIDENT JMCRS | $813,860 | $0 | $300,300 | $0 | $365,824 | $0 | $69,000 | $0 | $27,810 | $0 | $1,576,794 | $0 | $240,000 | $0 |
| S CATHERINE LONGLEY | ||||||||||||||
| EXECUTIVE VICE PRESIDENT & COO | $560,667 | $0 | $269,561 | $0 | $36,619 | $0 | $99,000 | $0 | $12,515 | $0 | $978,362 | $0 | $0 | $0 |
| KENNETH H FASMAN | ||||||||||||||
| SENIOR VICE PRESIDENT RESEARCH | $456,871 | $0 | $132,613 | $0 | $3,564 | $0 | $97,200 | $0 | $30,767 | $0 | $721,015 | $0 | $0 | $0 |
| CHARLES MILLER | ||||||||||||||
| CEO, THE JACKSON LABORATORY ANITECH | $193,826 | $90,000 | $66,554 | $0 | $288,529 | $0 | $49,527 | $0 | $21,605 | $0 | $620,041 | $90,000 | $0 | $0 |
| DOUGLAS ABBOTT | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $384,313 | $0 | $92,667 | $0 | $11,460 | $0 | $59,000 | $0 | $28,749 | $0 | $576,189 | $0 | $0 | $0 |
| NADIA A ROSENTHAL | ||||||||||||||
| SCIENTIFIC DIRECTOR | $436,787 | $0 | $70,664 | $0 | $7,893 | $0 | $29,000 | $0 | $1,359 | $0 | $545,703 | $0 | $0 | $0 |
| KATHY VANDEGRIFT UNTIL 1121 | ||||||||||||||
| ASSOC. GM, SITE DIR & PROD | $377,977 | $0 | $91,719 | $0 | $7,742 | $0 | $29,000 | $0 | $25,565 | $0 | $532,003 | $0 | $0 | $0 |
| JENS RUETER | ||||||||||||||
| MEDICAL DIRECTOR | $389,355 | $0 | $69,823 | $0 | $2,970 | $0 | $29,000 | $0 | $29,841 | $0 | $520,989 | $0 | $0 | $0 |
| CHARLES LEE MD | ||||||||||||||
| SCIENTIFIC DIRECTOR, JAX GM | $372,303 | $0 | $56,778 | $0 | $2,681 | $0 | $29,000 | $0 | $31,483 | $0 | $492,245 | $0 | $0 | $0 |
| BARBARA-JEAN BORMANN-KENNEDY | ||||||||||||||
| VP SCI TRANSLATION/ALLIANCES | $367,527 | $0 | $73,586 | $0 | $19,214 | $0 | $29,000 | $0 | $1,247 | $0 | $490,574 | $0 | $0 | $0 |
| EMILY SCHORER | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $345,308 | $0 | $60,928 | $0 | $47,078 | $0 | $29,000 | $0 | $1,196 | $0 | $483,510 | $0 | $0 | $0 |
| DANIEL HOAG | ||||||||||||||
| GENERAL COUNSEL & SECRETARY | $249,588 | $0 | $0 | $0 | $90,636 | $0 | $1,585 | $0 | $16,353 | $0 | $358,162 | $0 | $0 | $0 |
| JOHN RYAN | ||||||||||||||
| FORMER GENERAL COUNSEL & SECRETARY | $54,046 | $0 | $103,428 | $0 | $125 | $0 | $1,400 | $0 | $0 | $0 | $158,999 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 THE RECIPIENTS RECEIVE THE FULL VALUE OF THE GIFT OR AWARD. |
| PART I, LINE 4B | THE LABORATORY MAINTAINS A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F): CONTRIBUTIONS MADE: PRESIDENT/CEO $ 250,000 EXECUTIVE VICE PRESIDENT/COO $70,000 SENIOR VICE PRESIDENT OF RESEARCH $68,200 EXECUTIVE VP/PRESIDENT JMCRS $ 40,000 CHIEF FINANCIAL OFFICER $30,000 CEO, THE JACKSON LABORATORY ANITECH BIOTECH LTD $21,000 DISTRIBUTIONS MADE: PRESIDENT/CEO $ 215,070 EXECUTIVE VP/PRESIDENT JMCRS $150,527 |
| PART I, LINE 7 | 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 | $245,887 | TransactionAmt |
| Transaction | EMPLOYMENT - FAMILY MEMBER | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,346,402 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,719 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCH. M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS THE NUMBER OF CONTRIBUTIONS ARE REPORTED IN COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | 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, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS 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 PUBLIC DISCLOSURE COPY OF IRS FORM 990 IS FINALIZED AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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, SECTION B, LINE 15 | COMPENSATION POLICY THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND THE COMMITTEE REVIEWS THE COMPENSATION AND BENEFITS FOR THE OFFICERS AND 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 MEETS WITH THE COMMITTEE AT LEAST ANNUALLY TO REVIEW THE COMPENSATION OF HIS DIRECT REPORTS. THE COMMITTEE'S REVIEW PROCESS AND RESULTS ARE DOCUMENTED IN MINUTES OF THE MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 | -$755,563 | TotalIncomeAmt |
| End Of Year Assets | $80,764,818 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON LAB | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE JACKSON LAB M&T (SHANGHAI) CO LTD | ||||||||||
| RM 629 C BLK NO 3 2889 JINKE RD | SHANGHAI | CH | MEDICAL SCIENCE | CH | JAX HOLDINGS | C | $4,588,249 | $2,865,118 | 1.00000 | Yes (1) |
| THE JACKSON LABORATORY ANITECH BIOTECHNO | ||||||||||
| 10 LIN HE NORTH STREET SHUNYI DIST | BEIJING | CH | MEDICAL SCIENCE | CH | HK HOLDINGS | C | $14,409 | $63,721,352 | 0.51000 | Yes (1) |
| JACKSON LABORATORY HONG KONG HOLDINGS LTD | ||||||||||
| 402 JARDINE HOUSE 1 CONNAUGHT PLAC | CENTRAL HONG KONG | HK | GENETIC RESOURCES | HK | JAX HOLDINGS | C | -$1,964,081 | $2,244,927 | 1.00000 | Yes (1) |
| JACKSON LABORATORY JAPAN HOLDINGS INC | ||||||||||
| 3-17-6 SHINYOKOHAMA | YOKOHAMA | JA | HOLDING COMPANY | JA | JAX HOLDINGS | C | $976,506 | $76,074,644 | 1.00000 | Yes (1) |
| THE JACKSON LABORATORY JAPAN INC | ||||||||||
| INNOTECH BUILDING 11F 3-17-6 SHIN- | KANAGAWA | JA | GENETIC RESOURCES | JA | JAPAN HOLDINGS | C | $5,013,613 | $90,389,627 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JACKSON LABORATORY HONG KONG HOLDINGS LTD | ||
| B | $3,750,000 | FMV |
| THE JACKSON LABORATORY M&T (SHANGHAI) CO LTD | ||
| R | $4,966,225 | FMV |
| THE JACKSON LABORATORY JAPAN HOLDINGS INC | ||
| B | $75,911,497 | FMV |
| JACKSON LABORATORY JAPAN HOLDINGS INC | ||
| D | $43,372,192 | FMV |